Financial Advisor Position at Conexus

Join Conexus as a Financial Advisor in Coronach, helping members achieve their financial objectives through expert advice. Bring your knowledge of financial products and services to benefit clients.
As a Financial Advisor, your primary focus is on understanding member financial goals while providing tailored financial solutions. You will engage in proactive outreach to discuss our offerings, ensure individualized attention, and strengthen member relationships through strategic referrals and follow-ups. Balancing risk and growth is key in this role.
Key Responsibilities:
• Understand and set members' financial goals
• Offer account and investment products tailored to needs
• Educate members on products through outreach initiatives
• Boost retention by referring to subject matter experts
• Enhance Conexus’s reputation and membership base
Requirements:
• Minimum 1 to 2 years in financial advisory
• Sales background preferred
• Strong knowledge in investmen...