Financial Advisor, Investments

Conexus Credit Union; Regina; On-site; CAD 59,000 - 74,000; Full time

Benefits offered by this job

Preferred banking rates

Vacation benefits

Competitive benefits package

Pension matching

Job summary

Conexus Credit Union is seeking a Financial Advisor, Investments to help members achieve their financial goals through investment products and expert advice. You will specialize in investments, including mutual funds, and work to identify solutions across accounts, cards, and registered products.

The role emphasizes proactive member outreach, accurate documentation, and adherence to security standards while supporting retail teams and driving profitability.

Qualifications

• Experience in advisory capacity with financial products and goals.
• Active registration to sell mutual fund products is required.
• Licensing in mutual funds and related certifications are required or in progress.

Responsibilities

• Understand members' financial goals and provide investment advice and solutions.
• Offer and fulfill investment products, including mutual funds and registered products.
• Educate members on product value and services; proactively outreach to grow relationships.
• Maintain documentation and adhere to security and policy requirements.

Skills

Financial advisory experience

Sales experience

Advisory capacity

Mutual funds licensing

Education

Financial Planner designation (completed or in progress)

Personal Financial Services Advice designation

IFIC or CSC license

Job description

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 is 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 are curious, courageous, confident and committed. Our values ensure we consistently deliver outstanding member experiences. As employees, we are more than just individuals who come to work each day, each role is a vital part of Conexus.

As of January 1, 2026, Conexus, Cornerstone, and Synergy credit unions have merged into one provincial credit union serving over 200,000 members in 57 branches across 50 Saskatchewan communities.

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, Investments, you will be responsible for understanding the financial goals of your assigned portfolio of members and supporting their achievement. This includes the offering and fulfillment of financial services and products. As part of this role, you will specialize in all things investments, including mutual funds.

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 through the provision of introductory financial planning
• Provide account and investment products within scope of position, to meet member needs:
  • Memberships and accounts
  • Consumer investment 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 experience you bring

• 2 to 3 years of Financial Industry Experience in an Advisory Capacity
• Actively registered to sell Mutual Fund Products
• Experience in a Sales position is considered an asset
• Completion of or working towards the Financial Planner and Personal Financial Services Advice designations
• Investment Funds in Canada (IFIC) or Canadian Securities Course (CSC) license is required

Salary Range:

$58,540 - $73,710 with a 9% Short Term Incentive Target

The success of our membersrelies heavily onthe performance andaccomplishmentsof our employees.That'swhy we prioritizeoffering our team a varietyofperksand benefitsdesigned to support their success and well-being bothat work and in theirpersonal lives.Some of theseadditionalbenefitsmayinclude, but are not limited to:

• Preferred rates for all your banking needs, helping to make life more affordable.
• Vacation benefits,giving you time to spend onwhat'smost important to you.
• Competitive benefit package options covering all aspects of personal wellness.
• Pension matching to support you toward 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. You might just be the ideal addition to our team that we've been searching for! This opportunity closes on November 15, 2026. If you have questions about this position, please contact Shayla Riche at [e-mail].