Location
saskatoon, division no. 11, Canada
Posted
July 20, 2026
Job Description
Elevate your career as an Investment Financial Advisor at Conexus in Saskatoon, Regina, or Prince Albert. This role focuses on helping members achieve their financial goals through expert advice and tailored investment solutions.
As a Financial Advisor in the Member Contact Centre, you will support members by understanding their financial aspirations. This includes providing account management, investment products, and introductory financial planning. You will be instrumental in increasing member satisfaction and retention through proactive outreach and effective communication.
Key Responsibilities:
• Identify and understand members' financial goals
• Offer investment products, including mutual funds and registered products
• Conduct educational outreach on product value and function
• Increase member retention through referrals to specialists
• Support member calls and inquiries in the MCC Advice queues
Requirements:...
As a Financial Advisor in the Member Contact Centre, you will support members by understanding their financial aspirations. This includes providing account management, investment products, and introductory financial planning. You will be instrumental in increasing member satisfaction and retention through proactive outreach and effective communication.
Key Responsibilities:
• Identify and understand members' financial goals
• Offer investment products, including mutual funds and registered products
• Conduct educational outreach on product value and function
• Increase member retention through referrals to specialists
• Support member calls and inquiries in the MCC Advice queues
Requirements:...