Financial Advisor - Future Opportunities (Regina Only)

Our Company; Regina; On-site; CAD 50,000 - 63,000; Full time

Job summary

Our Company is seeking a Financial Advisor to support clients in achieving their financial goals through expert advice and a broad range of products. The role will involve client relationship management, sales activities, and compliance tasks. With a focus on member success, you'll be equipped with ongoing training and resources, contributing significantly to both client satisfaction and your career development.

Benefits

Preferred banking rates

Generous vacation benefits

Competitive benefits package

7% pension matching after one year

Qualifications

• 1-2 years of financial industry experience in an advisory capacity.
• Experience in sales or portfolio management considered an asset.

Responsibilities

• Identify members’ financial goals and provide tailored advice.
• Conduct outreach to educate members on products and services.
• Ensure accurate documentation and compliance with policies.

Skills

Financial Advisory

Sales

Customer Relationship Management

Financial Analysis

Education

Completion of or working towards Financial Planner designation

Investment Funds in Canada (IFIC)

Job description

Job Details

Description

Financial Advisor – Future Opportunities

At Conexus, we are focused on supporting our members with their needs of today, while also helping them pursue their goals for the future. It’s more than conducting a banking transaction, it’s about providing insightful content, tools, expert advice, and a full suite of products to inspire confidence in their financial decision-making. We prioritize performance excellence, and our employees champion each member’s success, ultimately contributing to a thriving province.

We acknowledge that our Conexus offices and facilities are located on Treaty 2, 4, 5, 6, 8 and 10 lands. These are the traditional lands of the Cree, Dakota, Dene, Lakota, Nakota and Saulteaux peoples, as well as the homeland of the Métis.

The bigger picture

As a Financial Advisor, you are responsible for understanding our members’ financial goals and supporting their achievement through the provision of sound financial advice. This includes the offering and fulfillment of financial services and products to new and existing non-portfolio aligned members. This role is the foundation for your career as a Financial Advisor at Conexus, giving you hands-on experience supporting members’ everyday banking needs and future financial plans. Over time, you’ll build the expertise needed to specialize in either lending or investments.

How You’ll Be Spending Your Time

Member Experience and Sales

• Proactively identify members’ financial goals and provide advice and solutions to support their achievement
• Provide account, investment and lending products, within scope of position, to meet member needs:
• Memberships and accounts including lines of credit
• Consumer investment products (excluding mutual funds)
• Non-complex consumer lending products
• Cards
• Registered products
• Safety deposit boxes
• Mobile banking solutions
• Day to day banking needs
• Conduct proactive outreach activities to educate members and prospective members on the value and function of our products and services
• Increase retention and expansion of member relationships by referring members to appropriate subject matter experts, based on needs, and follow-up to ensure member satisfaction
  

Compliance and organizational support

• Ensure complete, accurate and timely documentation
• Adhere to security and operational policies, procedures and operational controls
• Ensure healthy balance between opportunity & risk and between growth & profitability (e.g. through understanding and application of profitability margins in rate negotiation, fee subsidies, etc.)
• Positively represent Conexus externally to support the growth of our membership and to enhance credit union system support and collaboration
• Proactively identify opportunities to enhance processes and improve operational efficiencies
• Provide support, assistance and backup as required for retail team
  
  

The way people describe you

You’re a quick thinker, a keen listener and eager to help others. You’re friendly and approachable and build relationships with ease. You have deep knowledge in the psychology of money, allowing you to grasp the underlying behaviours influencing people’s financial choices, and you confidently handle sensitive information with discretion. You demonstrate a can-do attitude and seek opportunities for enhancements and efficiencies, often sharing your learnings with others. Embracing a team-oriented approach, you value diversity and collaborate effectively with others. Your ability to manage multiple projects simultaneously is reinforced by your unwavering dedication to ongoing learning and skill development.

The Experience You Bring

• 1 to 2 years of financial industry experience in an advisory capacity
• Experience in a sales position is considered an asset
• Experience in portfolio management
• Completion of or working towards the Financial Planner and Personal Financial Services Advice designations
• Investment Funds in Canada (IFIC) is considered an asset
  
  

Salary Range

$50,180 - $62,720 with 7% Short Term Incentive Target

Benefits And Perks

The success of our members relies heavily on the performance and accomplishments of our employees. That’s why we prioritize offering our team a variety of perks and benefits designed to support their success and well-being both at work and in their personal lives. Some of these additional benefits may include, but are not limited to:

• Preferred rates for all your banking needs helping to make life more affordable.
• Generous vacation benefits with additional paid days off giving you time to spend on what’s most important to you.
• Competitive benefit package options covering off all aspects of personal wellness.
• 7% pension matching after one year of employment to support you towards retirement
  
  

We are excited to welcome candidates who bring a blend of academic, professional and volunteer experience that sets them apart. Research shows that many applicants tend to apply only when they meet every qualification of the role. However, we encourage you to explore opportunities that closely match your skillset and experience. We truly value diverse backgrounds and varied experiences, as we are dedicated to creating inclusive and diverse workplaces.

Our recruitment process is ongoing, with no specified closing date. While we consistently review applications and may reach out to you directly should we identify an opportunity that aligns with your skills and experience, we also encourage proactive applications. If you are interested in joining Conexus in a financial advisory capacity now or in the future, please apply today!

If you have questions about this position, please contact Shayla Riche at [e-mail].