Strategic Financial Advisor Specialist — Investments/Lending

Conexus Credit Union; Regina; On-site; CAD 58,000 - 74,000; Full time

Job summary

A leading financial institution in Regina is seeking a Financial Advisor – Specialist to cultivate strong relationships with members. This role focuses on providing tailored financial insights and solutions to empower informed financial decisions. The candidate should have 2-3 years of advisory experience and excellent sales skills. Competitive benefits and a commitment to work-life balance are offered.

Benefits

Competitive compensation and benefits package

Industry leading work-life balance

Formal and informal employee development

Qualifications

• 2 – 3 years of financial industry experience in an advisory capacity.
• Sales experience considered an asset.
• Experience in portfolio management.

Responsibilities

• Offer financial solutions specializing in either investments or lending.
• Conduct proactive outreach to educate members about products.
• Ensure compliance with policies and documentations.

Skills

Relationship building

Sales ability

Financial analysis

Coaching skills

Education

Completion or progress towards Financial Planner and Personal Financial Services designations

Job description

A leading financial institution in Regina is seeking a Financial Advisor – Specialist to cultivate strong relationships with members. This role focuses on providing tailored financial insights and solutions to empower informed financial decisions. The candidate should have 2-3 years of advisory experience and excellent sales skills. Competitive benefits and a commitment to work-life balance are offered.