Member-Focused Financial Services Advisor I

Conexus Credit Union; Emerald Park; On-site; CAD 56,000 - 70,000; Full time

Benefits offered by this job

Preferred rates for banking needs

Vacation benefits

Competitive benefits package

Pension matching

Job summary

Conexus Credit Union in Saskatchewan is seeking a full-time Financial Services Advisor I to understand members' financial goals and support achievement through sound financial advice and a full suite of products. You will handle accounts, lending, and investments for both new and existing members.

The role requires 1–2 years in financial advisory roles, plus a sales mindset and progress toward FP designations; IFIC is an asset.

Qualifications

• 1–2 years of financial industry advisory experience.
• Sales experience is an asset.
• Completion of or working towards FP designations and IFIC is an asset.

Responsibilities

• Provide financial advice to members to help achieve goals.
• Offer and fulfill accounts, lending, and investment products within scope.
• Educate and educate members on value and function of products and services.

Skills

Financial advisory

Sales experience

Client relations

Education

FP designation in progress

IFIC asset

Job description

Conexus Credit Union in Saskatchewan is seeking a full-time Financial Services Advisor I to understand members' financial goals and support achievement through sound financial advice and a full suite of products. You will handle accounts, lending, and investments for both new and existing members.

The role requires 1–2 years in financial advisory roles, plus a sales mindset and progress toward FP designations; IFIC is an asset.