Financial Advisor at Conexus Moose Jaw

Join Conexus in Moose Jaw as a Financial Advisor and empower members to achieve their financial objectives with your tailored advice. This role emphasizes building strong relationships through sound financial services.

As a full-time Financial Advisor, you will play a crucial role in understanding our members and providing them with relevant financial products. Your proactive outreach will ensure that both existing and potential members recognize the value of Conexus offerings. By fostering strong member relationships and referring them to the right experts when necessary, you will enhance overall member satisfaction.

Key Responsibilities:

• Proactively identify and support members’ financial ambitions

• Advise on relevant investment and lending products

• Educate prospective members about available services

• Strengthen member retention through follow-up referrals

• Ensure an effective balance of risk and growth

Requirements:

• 1 to 2 years of financial advisory experience

• Sales experience beneficial

• Background in portfolio management preferred

• Progress in financial planning designations required

• Investment Funds in Canada certification is advantageous

Utilize your expertise in finance and relationship building to make a significant impact at Conexus in Moose Jaw.
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