Financial Advisor, Investments

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

Benefits offered by this job

Preferred rates for banking needs

Vacation benefits

Comprehensive benefit package options

Pension matching

Job summary

Conexus Credit Union seeks a Financial Advisor, Investments to understand members' financial goals and support their achievement through investments, including mutual funds, in a virtual setting.

Hours are core banking hours, Monday to Friday. Preferred locations are Saskatoon, Regina or Prince Albert, with other Conexus locations considered based on space availability.

Qualifications

• 2 to 3 years of Financial Industry Experience in an Advisory Capacity.
• Actively registered to sell Mutual Fund Products (IFIC or CSC).
• Completion of or working towards Financial Planner and Personal Financial Services Advice designations.

Responsibilities

• Proactively identify members’ financial goals and provide advice to support achievement through introductory financial planning.
• Provide account and investment products including mutual funds to meet member needs.
• Conduct proactive outreach to educate members on product value and function.
• Increase retention by referring members to subject matter experts and following up to ensure satisfaction.
• Support incoming member calls into MCC Advice queues as needed.

Skills

Financial Industry Experience

Active mutual fund registration

Sales experience

Call centre experience (asset)

Financial psychology & money behavior

Education

IFIC or CSC license

Financial Planner & Personal Financial Services Advice designation (completed or in progress)

Job description

The bigger picture

As a Financial Advisor, Investments in our Member Contact Centre (call centre), you will be responsible for understanding the financial goals of our members and supporting their achievement. This includes the offering and fulfillment of financial services and products through a virtual setting. As part of this role, you will specialize in all things investments, including mutual funds.

Our hours of operation for this position are currently core banking hours, Monday to Friday.

The preferred location for this position is within Saskatoon, Regina or Prince Albert, however other Conexus locations may be considered depending on space availability.

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 including mutual funds
  • Cards
  • Registered products
  • 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
• Be available to support any incoming member phone calls into the MCC Advice queues as required based on call volumes or campaign needs

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 the team

The way people describe you

You’regreat with people, a keenlistenerand a skilled coach. You invest inbuilding relationshipsbasedon understanding and trust. You have deep knowledge in the psychology of money, allowing you to grasp the underlyingbehavioursinfluencingpeople’s financial choices, and you excel at balancing risk and reward to craft savvy investment strategies tailored to the unique needs of individuals.You proactively engagein conversations with courage and empathy,andyoudemonstrateyour creative thinking skills toconsistently exploreinnovative pathsforward. A big-picture thinker, you seekopportunities for enhancements andefficiencies, andboldly share your knowledge and insights 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

• 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
• Call centre experience 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 9% Short Term Incentive Target

The success of our membersrelies heavily onthe performance andaccomplishmentsof our employees.That’swhy we prioritizeoffering ourteam a varietyofperksand benefitsdesigned to support their success and well-being bothat work and intheirpersonal 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.

Depending on location of work, union membership may be required.

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 September 7, 2026 If you have questions about this position, please contact Toni Demorest at [e-mail].