Financial Advisor, Specialist - Future Opportunities (Regina Only)

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

Job summary

A leading financial institution in Regina is seeking a Financial Advisor – Specialist to cultivate strong relationships with members. This role focuses on providing tailored financial insights and solutions to empower informed financial decisions. The candidate should have 2-3 years of advisory experience and excellent sales skills. Competitive benefits and a commitment to work-life balance are offered.

Benefits

Competitive compensation and benefits package

Industry leading work-life balance

Formal and informal employee development

Qualifications

• 2 – 3 years of financial industry experience in an advisory capacity.
• Sales experience considered an asset.
• Experience in portfolio management.

Responsibilities

• Offer financial solutions specializing in either investments or lending.
• Conduct proactive outreach to educate members about products.
• Ensure compliance with policies and documentations.

Skills

Relationship building

Sales ability

Financial analysis

Coaching skills

Education

Completion or progress towards Financial Planner and Personal Financial Services designations

Job description

About Conexus

At Conexus, we are focused on supporting our members with their needs of today, while also helping them work towards their goals for the future. It’s about more than conducting a banking transaction, it’s about providing our members with insightful content, tools, expert advice, and a full suite of products to empower them and inspire confidence in their financial decision‑making. We prioritize growth and efficiency and are champions of every member’s success for a thriving Saskatchewan. We do this by lending an ear to each member’s unique needs throughout Saskatchewan, ensuring personalized solutions.

Our employees are curious, courageous, confident and committed. They are the reason we consistently deliver outstanding member experiences. They’re more than just individuals who come to work each day; each employee 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

We are actively seeking a dynamic and adaptable individual with a strategic mindset to join our team as a Financial Advisor – Specialist within our Regina market. In this role, you will focus on cultivating strong and reliable relationships with our members. Through meaningful conversations and continuous support, you will offer personalized insights and solutions, empowering our members to make well‑informed decisions about their finances. This role builds on experience gained as a Financial Advisor – Generalist and marks your step into either consumer lending specialization, or specialization in investments and mutual funds.

How You’ll Be Spending Your Time

Member Experience and Sales

• Offering financial solutions and specializing in either consumer investments (including registered accounts, products, and mutual funds), or lending services (including consumer loans, mortgages, etc.), to fulfil the evolving needs of our members.
• Growing and refining your skills and knowledge to consistently perform with confidence.
• Provide account and lending products, within scope of position, to meet member needs:
  • Memberships and accounts including lines of credit
  • Complex consumer lending products
  • 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 and a skilled coach, building relationships on understanding and trust. You have deep knowledge in the psychology of money, allowing you to grasp the underlying behaviours influencing member’s financial choices. You excel at balancing risk and reward to craft savvy investment strategies tailored to the unique needs of individuals. Proactively engaging in conversations with courage and empathy, you showcase boldness and creative strength, consistently exploring innovative paths to identify opportunities for enhancements and efficiencies. 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 – 3 years of financial industry experience in an advisory capacity.
• Experience in a sales position considered an asset.
• Experience in portfolio management.
• Completion of, or working towards the Financial Planner and Personal Financial Services Advice designations.

If Specializing in Investments

• Actively registered to sell mutual fund products.
• Investment Funds in Canada (IFIC) or Canadian Securities Course (CSC) license.

If Specializing in Lending

• Experience in underwriting and approving credit applications.

Salary range

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

Benefits And Perks

• Competitive compensation and benefits package.
• Industry leading work‑life balance and rewards.
• Formal and informal employee development.
• Meaningful work that makes a real difference in our members’ lives.

We are excited to consider candidates with combined academic, professional and volunteer experience unique to them. Research shows that many applicants only apply if they meet every qualification of the role and we encourage you to consider the roles that most closely align with your skillset and experience. As we value diverse backgrounds and experiences and are focused on meaningfully building inclusive and diverse workplaces, you may be the new team member we've been looking for!

Our Recruitment Process

Our recruitment process is ongoing, with no specified closing date. While we consistently review applications and may reach out to you directly should we identify an opportunity that aligns with your skills and experience, we also encourage proactive applications. If you are interested in joining Conexus in a financial advisory capacity now or in the future, please apply today!

Questions? Please contact Shayla Riche at [e-mail]