Financial Advisor - Member Growth & Guidance

Conexus Credit Union; Toronto; On-site; CAD 50,000 - 63,000; Full time

Benefits offered by this job

Preferred rates for banking needs

Vacation benefits

Comprehensive benefits package

Job summary

Conexus Credit Union in Saskatoon, SK is seeking a full-time Financial Advisor to help members reach their financial goals through sound advice and a full range of banking, investment and lending solutions.

The role requires 1–2 years of advisory experience, pursuit or completion of FP and PFS designations, and a client-centered, discreet approach. Salary ranges from $50,180 to $62,720 with a 7% incentive, comprehensive benefits, and closing date November 1, 2026.

Qualifications

• 1–2 years of financial advisory experience.
• Pursuit or completion of FP and PFS designations.
• Strong client-service mindset and high ethical standards.

Responsibilities

• Proactively identify members’ financial goals and provide advice and solutions.
• Offer and fulfill banking, investment and lending products within the scope of the role.
• Build member relationships and refer to subject matter experts as needed.
• Maintain complete, accurate documentation and adhere to security and operational policies.
• Support retention and growth by proactive outreach and collaboration with the retail team.

Skills

Financial advisory experience

Education

FP and PFS designations in progress

Job description

Conexus Credit Union in Saskatoon, SK is seeking a full-time Financial Advisor to help members reach their financial goals through sound advice and a full range of banking, investment and lending solutions.

The role requires 1–2 years of advisory experience, pursuit or completion of FP and PFS designations, and a client-centered, discreet approach. Salary ranges from $50,180 to $62,720 with a 7% incentive, comprehensive benefits, and closing date November 1, 2026.