Financial Advisor - Various Levels

Conexus Credit Union; La Ronge; On-site; CAD 50,000 - 85,000; Full time

Benefits offered by this job

Vacation benefits

Benefit package options

Pension matching

Preferred rates for banking needs

Job summary

Conexus Credit Union, La Ronge branch, is actively seeking two Financial Advisors to build relationships with members and provide financial services including lending and investments. You will educate members, discuss goals, and offer suitable solutions within retail banking products.

The role emphasizes service, compliance, and ongoing learning. Eligibility includes 1+ year in financial services, IFIC license and CFP designation considered assets; salary ranges are listed and include

Qualifications

• 1+ years of experience in the financial industry or customer service roles.
• IFIC licensed and CFP designation in progress/asset to have.

Responsibilities

• Cultivate relationships with members to understand financial goals and provide solutions.
• Offer and fulfill financial services and products including lending and investments.
• Maintain accurate documentation and adherence to security and policies.

Skills

Financial industry experience

Customer service

Relationship skills

Compliance mindset

Education

IFIC Licensed

CFP Designation (or in progress)

Job description

At Conexus , we are focused on supporting our members with theirneeds oftoday, while also helping them pursue their goals for the future.It’smore than conducting a bankingtransaction,it’sabout 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 contributingto a thriving province.

We are curious, courageous,confidentand committed. Our valuesensurewe consistently deliver outstanding member experiences. As employees, we are more than just individuals who come to work eachday,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 arelocatedon Treaty 2, 4, 5, 6,8 and10 lands. These are the traditional lands of the Cree, Dakota, Dene, Lakota,Nakotaand Saulteaux peoples, as well as the homeland of the Métis.

The bigger picture

We are actively seeking two Financial Advisor's at our branch in La Ronge, Saskatchewan. We will consider applicants with limited advisory experience and a desire to learn more. As a Financial Advisor, you will focus on cultivating meaningful relationships with your assigned portfolio of members to understand their financial goals and support their achievement. This includes the offering and fulfillment of financial services and products, including consumer lending and investments (including mutual funds).

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, investment and lending products, within scope of position, to meet member needs:
  • Memberships and accounts including lines of credit
  • Consumer investment products including mutual funds
  • Complex consumer lending 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 a 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 way people describe you

You’re a keen listener and skilled coach, eager to help others achieve success. You’re confident and approachable and you build 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 skillfully engage in conversations with courage and empathy to explore innovative solutions. You’re forward-thinking, and you proactively 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

• 1+ years of Financial Industry Experience
• Experience working in a customer service role
• Experience in portfolio management is an asset
• IFIC Licensed and experience selling Mutual Funds is an asset
• Experience in underwriting and approving loans is an asset
• Personal Financial Services Associate designation; or working towards it
• Certified Financial Planner Designation; or working towards it

Salary range

• Financial Advisor $50,180 - $62,720 with a 7% Short Term Incentive Target
• Financial Advisor, Lending or Investments $58,540 - $73,710 with a 9% Short Term Incentive Target
• Senior Financial Advisor $67,660 - $84,570 with a 10% Short Term Incentive Target

Final salary offers will be determined commensurate with qualifications in alignment with internal equity practices.

Benefits andperks

The success of our membersrelies heavily onthe performance andaccomplishmentsof our employees.That’swhy we prioritizeofferingourteam a varietyofperksand benefitsdesigned to support their success and well-being bothat work and in theirpersonal lives.Some of theseadditionalbenefitsmayinclude, but are not limited to:

• Generous vacation benefits,giving you time to spend onwhat’smost important to you
• Competitive benefit package options,covering all aspects of personal wellness
• Pension matching to support you towardsretirement
• Preferred rates for all your banking needs, helping to make life more affordable

We are excited to welcome candidates who bring a blend of academic,professionaland 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 thatwe’vebeen searching for! This opportunity closes on September 30, 2026. If you have questions about this position, please contact Natasha Hudy at [e-mail].