Financial Advisor: Grow Members' Financial Confidence

HR Ghost Board; Ashburnham (MA); On-site; USD 36,000 - 45,000; Full time

Benefits offered by this job

Preferred rates for banking needs

Vacation benefits

Competitive benefit package options

Pension matching

Job summary

Conexus is seeking a full-time Financial Advisor in Moose Jaw to understand members’ financial goals and support them through sound advice and product offerings. You will assist with accounts, lending and investments, and educate members on the value of our services.

Ideal candidates have 1–2 years in financial advisory, with sales experience valued; designation progress in FP/PSA and IFIC are assets. The role includes STI and comprehensive benefits.

Qualifications

• 1 to 2 years of Financial Industry Experience in an Advisory Capacity.
• Experience in a Sales position is considered an asset.
• Completion of or working towards the Financial Planner and Personal Financial Services Advice designations.
• Investment Funds in Canada (IFIC) is considered an asset.

Responsibilities

• Identify members’ financial goals and provide advice and solutions.
• Offer and fulfill financial services and products to members.
• Support retail team and participate in client education and outreach.

Skills

Financial Industry Experience

Sales experience

Education

Financial Planner designation (completed or in progress)

IFIC designation (asset)

Job description

Conexus is seeking a full-time Financial Advisor in Moose Jaw to understand members’ financial goals and support them through sound advice and product offerings. You will assist with accounts, lending and investments, and educate members on the value of our services.

Ideal candidates have 1–2 years in financial advisory, with sales experience valued; designation progress in FP/PSA and IFIC are assets. The role includes STI and comprehensive benefits.