Financial Services Associate - Lloydminster

Join Conexus as a Financial Services Associate in Lloydminster, SK, focusing on helping members achieve their financial goals. Provide sound advice and a variety of financial products and services to enhance member experiences.

In this full-time role, you’ll be proactive in identifying member needs and offering tailored financial solutions, including investment products and lending options. Your position plays a critical part in building relationships and supporting financial decision-making to boost member satisfaction and retention.

Key Responsibilities:

• Identify and advise on members’ financial goals
• Provide account, investment, and lending products
• Conduct outreach to educate on products and services
• Build member relationships through follow-ups and referrals
• Ensure timely documentation and adherence to policies

Requirements

• 1-2 years of financial industry experience
• Sales experience is an asset
• Progress towards Financial Planner designation preferred
• Strong communication and relationship-building skills
• Ability to manage multiple projects effectively

Bring your financial expertise, sales acumen, and passion for member support to Conexus and help shape a prosperous future for your community.

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