Join Conexus as a Financial Advisor in Saskatchewan, supporting members in their financial journeys. Leverage your expertise to offer advice and financial solutions efficiently.
As a Financial Advisor, your mission will be to comprehend and facilitate the achievement of clients' financial goals through insightful advice and robust products. You will manage various banking services and investment options while fostering enduring relationships with clients. 1 to 2 years of experience in the financial sector is preferred as you guide clients through their financial choices.
Key Responsibilities:
• Identify and support diverse financial objectives of members
• Provide pertinent lending and investment products
• Conduct proactive educational outreach to enhance service usage
• Maintain compliant and detailed documentation
• Support the retail team and streamline processes
Requirements:
• 1 to 2 years in a financial advisory role
• Sales experience viewed positi...