Join Conexus as a Financial Advisor in Wakaw, Saskatchewan, focused on providing insightful advice and comprehensive financial solutions tailored to member needs.
This role will require a candidate with at least 3 years of experience in the financial services sector. As a Financial Advisor, you will build and nurture relationships while delivering personalized lending and investment products. Your expertise will empower members to confidently navigate their financial journeys.
Key Responsibilities:
• Engage with members to define and meet financial goals
• Provide Investment and Lending product options
• Conduct educational outreach to potential members
• Enhance member satisfaction through expert referrals
• Maintain compliance and operational documentation
Requirements:
• Over 3 years in a financial advisory role
• Strong background in customer service
• IFIC licensing with mutual fund sales experience desired
• Expertise in underwriting loans requ...