Financial Advisor - Temporary

Conexus Credit Union; Whitewood; On-site; CAD 50,000 - 70,000; Full time

Job summary

Conexus Credit Union in Whitewood is seeking a temporary Financial Advisor for a 14-month contract to guide members toward their financial goals through sound advice and a full suite of banking products.

You will identify member needs, offer account and lending solutions, and educate on products and services while strengthening relationships and ensuring compliant, accurate documentation.

Qualifications

• Experience advising members on financial goals and products.
• Strong communication and relationship-building skills.
• Ability to tailor financial solutions to individual member needs.

Responsibilities

• Proactively identify members’ financial goals and provide advice and solutions to support their achievement
• Provide account, investment and lending products, within scope of position, to meet member needs
• Memberships and accounts including lines of credit
• Consumer investment products (excluding mutual funds)
• 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
• 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
• 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

Skills

Financial advice

Sales

Customer service

Communication

Problem solving

Tools

CRM software

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 temporary Financial Advisor in Whitewood for a 14-month contract, you are responsible for understanding our members’ financial goals and supporting their achievement through the provision of sound financial advice. This includes the offering and fulfillment of financial services and products to new and existing non-portfolio aligned members.

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
• Provide account, investment and lending products, within scope of position, to meet member needs:
• Memberships and accounts including lines of credit
• Consumer investment products (excluding mutual funds)
• 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