Financial Advisor Credit Union

Serve Conexus members in Regina as a Financial Advisor, using financial advice and relationship-building skills in an on-site setting.

This full-time Financial Advisor opportunity supports current and future hiring in Regina. You will understand members’ financial goals and provide advice, products, and services supporting their achievement. The work includes account, investment, lending, registered, card, and mobile banking solutions.

• Identify members’ financial goals and recommend appropriate solutions
• Offer account, investment, lending, and registered products
• Conduct outreach educating members about products and services
• Refer members to subject matter experts and follow up
• Provide retail team support, assistance, and backup

• One to two years’ financial industry advisory experience
• Sales experience considered an asset
• Financial Planner designation completed or in progress
• Personal Financial Services Advice designation completed or in progress
• Investment Funds in Canada considered an asset

Bring financial advisory experience, member-focused relationship building, and product knowledge to Conexus’s Regina retail branch team.