Moose Jaw: Senior Financial Advisor — Grow Member Wealth

HR Ghost Board; Ashburnham (MA); On-site; USD 48,000 - 61,000; Full time

Benefits offered by this job

Preferred rates for banking needs

Vacation benefits

Comprehensive benefit package options

Pension matching

Job summary

Conexus in Moose Jaw, Saskatchewan, is seeking a Senior Financial Advisor to guide a portfolio of members toward their financial goals, offering complex consumer lending and investments, including mutual funds.

You will build trusted relationships by listening, advising on accounts, loans and investments, and collaborating with specialists to deliver tailored solutions while maintaining rigorous documentation and compliance.

Qualifications

• 5+ years of financial advisory experience.
• IFIC licensed and experience selling mutual funds.
• Underwriting loans experience required.
• Personal Financial Services Associate designation or working towards it.
• Certified Financial Planner designation or working towards it.

Responsibilities

• Identify members’ financial goals and provide advice and solutions to achieve them.
• Offer and fulfill financial services and products, including lending and investments.
• Educate members on the value and function of products and services.
• Retain and expand relationships by referring to specialists and following up.

Skills

IFIC license

Loan underwriting

Financial advisory

Mutual funds sales

CFP in progress

Client relationship

Job description

Conexus in Moose Jaw, Saskatchewan, is seeking a Senior Financial Advisor to guide a portfolio of members toward their financial goals, offering complex consumer lending and investments, including mutual funds.

You will build trusted relationships by listening, advising on accounts, loans and investments, and collaborating with specialists to deliver tailored solutions while maintaining rigorous documentation and compliance.