Investment Financial Advisor – Member-Focused Growth

Conexus Credit Union; Regina; Vor Ort; CAD 59.000 - 74.000; Vollzeit

Benefits dieser Stelle

Preferred banking rates

Vacation benefits

Competitive benefits package

Pension matching

Zusammenfassung

Conexus Credit Union is seeking a Financial Advisor, Investments to help members achieve their financial goals through investment products and expert advice. You will specialize in investments, including mutual funds, and work to identify solutions across accounts, cards, and registered products.

The role emphasizes proactive member outreach, accurate documentation, and adherence to security standards while supporting retail teams and driving profitability.

Qualifikationen

• Experience in advisory capacity with financial products and goals.
• Active registration to sell mutual fund products is required.
• Licensing in mutual funds and related certifications are required or in progress.

Aufgaben

• Understand members' financial goals and provide investment advice and solutions.
• Offer and fulfill investment products, including mutual funds and registered products.
• Educate members on product value and services; proactively outreach to grow relationships.
• Maintain documentation and adhere to security and policy requirements.

Kenntnisse

Financial advisory experience

Sales experience

Advisory capacity

Mutual funds licensing

Ausbildung

Financial Planner designation (completed or in progress)

Personal Financial Services Advice designation

IFIC or CSC license

Jobbeschreibung

Conexus Credit Union is seeking a Financial Advisor, Investments to help members achieve their financial goals through investment products and expert advice. You will specialize in investments, including mutual funds, and work to identify solutions across accounts, cards, and registered products.

The role emphasizes proactive member outreach, accurate documentation, and adherence to security standards while supporting retail teams and driving profitability.