Financial Advisor, Investments

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

Benefits offered by this job

Preferred rates for banking

Generous vacation

Comprehensive benefits package

7% pension matching

Job summary

Conexus Credit Union in Saskatoon, SK, invites a full-time Financial Advisor, Investments at Kensington Branch, to understand members' financial goals and support their investment planning. You will offer accounts, mutual funds, registered products, and more, with a focus on member outcomes.

The role runs Tuesday to Saturday, emphasizing proactive outreach, relationship growth, and adherence to security and regulatory standards. If you’re actively licensed and customer‑focused, apply today.

Qualifications

• 2–3 years of Financial Industry Experience in an Advisory Capacity.
• Active registration to sell Mutual Fund Products.
• Sales experience is an asset.
• Completion of or working towards Financial Planner and Personal Financial Services Advice designations.
• Investment Funds in Canada (IFIC) or Canadian Securities Course (CSC) license is required.

Responsibilities

• Identify members' financial goals and provide advice and solutions through introductory financial planning.
• Offer and fulfill financial services and products within scope (accounts, investments, cards, registered products, safety deposit boxes, mobile banking, day-to-day banking).
• Conduct proactive outreach to educate members and prospective members about products and services.
• Increase retention by expanding member relationships and referring to subject matter experts.

Skills

Financial advisory experience

Sales experience

Mutual funds knowledge

Education

IFIC/CSC license required

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’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 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 full-time Financial Advisor, Investments at Kensington Branch, Saskatoon, SK, 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. This position works Tuesday to Saturday.

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 9% 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. You might just be the ideal addition to our team that we’ve been searching for! This opportunity closes on September 27, 2026. If you have questions about this position, please contact Leslie Bensch at [e-mail]