Financial Advisor, Lending

Conexus Credit Union; Regina; On-site; CAD 58,000 - 74,000; Full time

Job summary

A leading credit union is looking for a Financial Advisor specializing in Lending in Regina. This role involves guiding members in achieving their financial goals, providing expert advice on a variety of financial services and products, and ensuring compliance with operational protocols. The ideal candidate will have a strong background in customer service and a solid understanding of financial advisory principles, aiming for a supportive and inclusive workplace.

Benefits

Preferred banking rates

Generous vacation benefits

Competitive benefit package options

7% pension matching after one year

Qualifications

• 2 to 3 years of Financial Industry experience in an Advisory Capacity.
• Experience in underwriting and approving credit applications.
• Experience in a Sales position is considered an asset.

Responsibilities

• Understanding members' financial goals and providing advice and solutions.
• Offering account and lending products to meet member needs.
• Ensuring complete and accurate documentation and adherence to policies.

Skills

Customer Service

Financial Planning

Sales

Education

Completion of Financial Planner designation

Working towards Personal Financial Services Advice designations

Job description

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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.

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, Lending in Regina, 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 consumer lending.

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 lending products, within scope of position, to meet member needs :

Memberships and accounts including lines of credit

• Credit Cards
• 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 internally and 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 great with people, a keen listener and a skilled coach. You invest in building relationships based on understanding and trust. You have deep knowledge in the psychology of money, allowing you to grasp the underlying behaviours influencing people’s financial choices, and you excel at structuring complex information to meet their unique needs You proactively engage in conversations with courage and empathy, and you demonstrate your creative thinking skills to , consistently explore innovative paths forward. A big-picture thinker, you seek opportunities for enhancements and efficiencies, and boldly 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
• Experience in underwriting and approving credit applications
• Experience in a Sales position is considered an asset
• Completion of or working towards the Financial Planner and Personal Financial Services Advice designations

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 June 4, 2025 so apply now! If you have questions about this position, please contact Shayla Riche at [emailprotected] .

Seniority level

Seniority level

Not Applicable

Employment type

Employment type

Full-time

Job function

Job function

Customer Service

Banking

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Financial Advisor • Regina, Division No. 6, Canada