Financial Services Advisor I - Grow Members’ Finances

Conexus Credit Union; Emerald Park; On-site; CAD 56,000 - 70,000; Full time

Benefits offered by this job

Preferred rates for banking needs

Vacation benefits

Competitive benefits package

Pension matching

Emerald Park community involvement

Job summary

Conexus Credit Union in Emerald Park, Saskatchewan, is hiring a full-time Financial Services Advisor I (FSA I). You will understand members' financial goals and deliver sound advice, offering accounts, lending and investment options within your scope.

You’ll educate members, grow relationships, and support the retail team with compliant, proactive service. The role emphasizes member experience, compliant practices, and opportunities to pursue professional designations.

Qualifications

• 1–2 years of financial industry advisory experience.
• Sales experience is an asset.
• Completion of or working towards Financial Planner and Personal Financial Services Advice designations.
• Investment Funds in Canada (IFIC) is an asset.

Responsibilities

• Understand members' financial goals and provide sound financial advice.
• Offer and fulfill financial services and products to members, within scope of position.
• Proactively identify member needs and educate on products and services.
• Increase retention and expansion of member relationships by referring to subject matter experts as needed.
• Adhere to documentation, security and operational policies.

Skills

Financial advisory

Sales experience

Education

Financial Planner designation (in progress)

IFIC designation (asset)

Job description

Conexus Credit Union in Emerald Park, Saskatchewan, is hiring a full-time Financial Services Advisor I (FSA I). You will understand members' financial goals and deliver sound advice, offering accounts, lending and investment options within your scope.

You’ll educate members, grow relationships, and support the retail team with compliant, proactive service. The role emphasizes member experience, compliant practices, and opportunities to pursue professional designations.