ON HOLD - Financial Services Advisor II

HR Ghost Board; Indian Head; Vor Ort; CAD 67.000 - 83.000; Vollzeit

Benefits dieser Stelle

Preferred banking rates

Vacation benefits

Competitive benefits package

Pension matching

Zusammenfassung

Conexus is seeking a Financial Services Advisor II to help members achieve financial goals through advisory and product fulfillment, including lending, investments and mutual funds. You will conduct outreach, provide comprehensive solutions, and collaborate with specialists to grow member relationships.

The role requires a minimum of 3+ years in the financial industry, IFIC licensing, and experience with mutual funds; underwriting loans is expected, with additional CFP or PFS designations

Qualifikationen

• IFIC licensed and experience selling mutual funds is required.
• Experience in underwriting loans is required; experience approving loans is an asset.
• Personal Financial Services Associate designation is an asset.
• Certified Financial Planner designation is an asset.
• Where education requirements not completed, candidates must complete within 18 months.

Aufgaben

• Proactively identify members’ financial goals and provide advice and solutions to support their achievement through introductory financial planning.
• Provide account, investment and lending products to meet member needs, including memberships and accounts, consumer investment products, complex lending products, cards, and mobile banking.
• Educate members and prospective members on product value and function; conduct proactive outreach.
• Increase retention and expansion of member relationships by referring to subject matter experts and following up.

Kenntnisse

IFIC Licensed

Underwriting Loans

Mutual Fund Sales

CFP Designation

PFS Designation

Ausbildung

Education requirements fulfilled within 18 months

Jobbeschreibung

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 full-time Financial Services Advisor II (FSA II), 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, 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, including identifying needs, recommending appropriate products, completing applications, and ongoing account support
  • 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

• 3+ years of Financial Industry Experience
• Experience working in a customer care/customer service role
• IFIC Licensed and experience selling Mutual Funds is required
• Experience in Underwriting Loans is required, experience in approving those loans is an asset
• Personal Financial Services Associate designation is an asset
• Certified Financial Planner Designation is an asset
  • The successful candidate must meet the education requirements associated with the role. Where these requirements have not been completed at the time of hire, the successful candidate will be expected to complete them within 18 months of their start date.

Salary range

$66,554.70 - $83,189.85 annually

Benefits and perks

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

• Preferred rates for all your banking needs,helping to make life more affordable.
• 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 toward retirement.

Being part of the vibrant community of Indian Head! To learn more about this crossroads community, visit the links below:

We are excited to welcome candidates who bring a blend of academic, professional and 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 that we’ve been searching for! This opportunity closes on September 30, 2026