Job Description
Become a Financial Advisor at Conexus in Moose Jaw, where you foster financial well-being for our members. Your expertise will guide them in achieving their financial goals through tailored solutions.
In this full-time role, you’ll provide sound financial advice to both new and existing members, aligning their financial goals with the appropriate services and products. By conducting outreach and building strong relationships, you will enhance member satisfaction and loyalty. Your role includes adhering to compliance standards while contributing to teamwork within Conexus’s community-focused environment.
Key Responsibilities:
• Identify and support members’ financial objectives
• Provide account and investment services aligned with needs
• Conduct educational outreach efforts for community awareness
• Strengthen relationships through consistent follow-up
• Support retail operations as required
Requirements:
• 1-2 years in the financial advisory field
• Sale...
In this full-time role, you’ll provide sound financial advice to both new and existing members, aligning their financial goals with the appropriate services and products. By conducting outreach and building strong relationships, you will enhance member satisfaction and loyalty. Your role includes adhering to compliance standards while contributing to teamwork within Conexus’s community-focused environment.
Key Responsibilities:
• Identify and support members’ financial objectives
• Provide account and investment services aligned with needs
• Conduct educational outreach efforts for community awareness
• Strengthen relationships through consistent follow-up
• Support retail operations as required
Requirements:
• 1-2 years in the financial advisory field
• Sale...