Member-Focused Financial Services Advisor I

HR Ghost Board; Tisdale; On-site; CAD 45,000 - 65,000; Full time

Benefits offered by this job

Preferred rates for banking needs

Vacation benefits

Pension matching

Competitive benefits

Job summary

Conexus in Saskatchewan is hiring a full-time Financial Services Advisor I (FSA I) to help members reach their financial goals by offering sound advice and a range of banking products. You will work in Tisdale, delivering member-focused solutions while upholding privacy and regulatory standards.

You should have 1–2 years in financial advisory, be comfortable with sales, and pursue the applicable financial planning designations; IFIC knowledge is a plus, and a collaborative team environment

Qualifications

• 1–2 years of advisory experience in the financial industry.
• Completion of or working toward Financial Planner and Personal Financial Services Advice designations.
• Investment Funds in Canada (IFIC) knowledge is an asset.

Responsibilities

• Proactively identify members’ financial goals and provide advisory solutions.
• Offer and fulfill financial services including accounts, lending, and investment products.
• Build and expand member relationships through referrals to experts and follow-up for satisfaction.
• Ensure documentation is complete, accurate and compliant with policies.

Skills

Financial advisory

Sales experience

Active listening

Education

Financial Planner and Personal Financial Services Advice designations (completed or in progress)

IFIC knowledge (asset)

Job description

Conexus in Saskatchewan is hiring a full-time Financial Services Advisor I (FSA I) to help members reach their financial goals by offering sound advice and a range of banking products. You will work in Tisdale, delivering member-focused solutions while upholding privacy and regulatory standards.

You should have 1–2 years in financial advisory, be comfortable with sales, and pursue the applicable financial planning designations; IFIC knowledge is a plus, and a collaborative team environment