Financial Advisor — Member Growth & Guidance

HR Ghost Board; Paradise Hill (OK); On-site; USD 40,000 - 49,000; Full time

Benefits offered by this job

Preferred rates for banking needs

Vacation benefits

Competitive benefits package

Pension matching

Job summary

Conexus is seeking a full-time Financial Advisor for Paradise Hill, with required travel to St. Walburg. You will understand members’ financial goals and provide sound advice, offering accounts, loans, investments and other services to both new and existing members.

You will engage in proactive outreach, strengthen relationships across the member base, and collaborate with the team to balance risk and profitability while upholding security and policy standards.

Qualifications

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

Responsibilities

• Proactively identify members’ financial goals and provide advice and solutions.
• Offer and fulfill financial services and products to members within scope.
• Conduct proactive outreach to educate members on products and services.
• Increase retention by expanding member relationships and referring to subject matter experts.

Skills

Financial advisory experience

Sales experience

Interpersonal skills

Education

IFIC designation (asset)

Job description

Conexus is seeking a full-time Financial Advisor for Paradise Hill, with required travel to St. Walburg. You will understand members’ financial goals and provide sound advice, offering accounts, loans, investments and other services to both new and existing members.

You will engage in proactive outreach, strengthen relationships across the member base, and collaborate with the team to balance risk and profitability while upholding security and policy standards.