Financial Advisor at Conexus in Regina

Shape financial futures as a Financial Advisor at Conexus in Regina. Provide expert financial advice, products, and services to empower our members towards achieving their financial goals.
Conexus is seeking a proactive Financial Advisor in Regina who understands and supports members' financial aspirations. This role emphasizes sales, client relationship management, and offering a wide range of financial products including accounts, investments, and lending solutions. You will conduct proactive outreach and ensure member satisfaction while adhering to operational policies and enhancing process efficiency.
Key Responsibilities:
• Identify and support members’ financial goals
• Provide diverse account and investment products
• Conduct outreach to educate on financial services
• Ensure accurate documentation and compliance
• Foster relationships to enhance member retention
Requirements:
• 1-2 years advisory experience in finance
• Sales experience preferred

Ready to Apply?

Submit your application today and join our talented team at Conexus Venture Capital Inc..

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