Financial Advisor Position Available at Conexus

Elevate your career as a Financial Advisor with Conexus in Regina, focused on helping members navigate their financial journeys. Deliver personalized advice and comprehensive financial solutions tailored to individual needs.
Conexus is actively seeking a Financial Advisor to join its Regina team. This position emphasizes a deep understanding of diverse financial products, with a focus on member education and satisfaction. Your responsibilities will include managing relationships, providing targeted advice, upping member retention rates, and maintaining documentation in line with compliance protocols.
Key Responsibilities:
• Provide tailored advice on member financial goals
• Assist in administering investment and bank products
• Conduct proactive member outreach
• Ensure adherence to operational policies
• Support team members for seamless service
Requirements:
• 1-2 years in a financial advisory role
• Sales experience is advantageous
• Progress toward...