Investments-Focused Financial Advisor (Saskatoon)

Conexus Credit Union; Saskatoon; On-site; CAD 59,000 - 74,000; Full time

Benefits offered by this job

Preferred rates for banking

Generous vacation

Comprehensive benefits package

7% pension matching

Job summary

Conexus Credit Union in Saskatoon, SK, invites a full-time Financial Advisor, Investments at Kensington Branch, to understand members' financial goals and support their investment planning. You will offer accounts, mutual funds, registered products, and more, with a focus on member outcomes.

The role runs Tuesday to Saturday, emphasizing proactive outreach, relationship growth, and adherence to security and regulatory standards. If you’re actively licensed and customer‑focused, apply today.

Qualifications

• 2–3 years of Financial Industry Experience in an Advisory Capacity.
• Active registration to sell Mutual Fund Products.
• Sales experience is an asset.
• Completion of or working towards Financial Planner and Personal Financial Services Advice designations.
• Investment Funds in Canada (IFIC) or Canadian Securities Course (CSC) license is required.

Responsibilities

• Identify members' financial goals and provide advice and solutions through introductory financial planning.
• Offer and fulfill financial services and products within scope (accounts, investments, cards, registered products, safety deposit boxes, mobile banking, day-to-day banking).
• Conduct proactive outreach to educate members and prospective members about products and services.
• Increase retention by expanding member relationships and referring to subject matter experts.

Skills

Financial advisory experience

Sales experience

Mutual funds knowledge

Education

IFIC/CSC license required

Job description

Conexus Credit Union in Saskatoon, SK, invites a full-time Financial Advisor, Investments at Kensington Branch, to understand members' financial goals and support their investment planning. You will offer accounts, mutual funds, registered products, and more, with a focus on member outcomes.

The role runs Tuesday to Saturday, emphasizing proactive outreach, relationship growth, and adherence to security and regulatory standards. If you’re actively licensed and customer‑focused, apply today.