Senior Financial Advisor

Conexus Credit Union; Saskatoon, Regina, Prince Albert; Vor Ort; CAD 68.000 - 85.000; Vollzeit

Benefits dieser Stelle

Generous vacation benefits

Competitive benefit package options

Pension matching

Preferred rates for banking needs

Zusammenfassung

Conexus Credit Union seeks a Temporary Senior Financial Advisor to join the Member Contact Centre Advice team. You will assess member goals, offer financial planning, and provide investment, lending, and banking solutions.

This is a temporary assignment up to 14 months, with core banking hours and locations in Saskatoon, Regina, or Prince Albert. You’ll use your advisory experience to educate members, grow relationships, and coordinate with specialists as needed.

Qualifikationen

• 5+ years of Financial Industry Experience in an Advisory Capacity.
• Experience working in a customer care/customer service role.
• IFIC Licensed and experience selling Mutual Funds with that designation is required.
• Experience in Underwriting Loans is required, experience in approving those loans is an asset.
• Financial Planning 1 designation; or working towards it.
• Personal Financial Services Advice designation; or working towards it.

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 within scope including credit lines, mutual funds, complex consumer lending, cards, registered products, and mobile banking.
• Educate members and prospective members on the value of products and services.
• Refer members to subject matter experts to expand relationships and follow up for satisfaction.
• Support MCC Advice queues during high call volumes or campaigns.

Kenntnisse

Client advisory

Customer care

Financial guidance

Ausbildung

IFIC Licensed

Personal Financial Services Advice designation

Financial Planning 1 designation

Jobbeschreibung

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

As a temporary Senior Financial Advisor (SFA) with our Member Contact Centre Advice team, you are responsible for understanding the financial goals of our members and supporting their achievement. This includes the offering and fulfillment of financial services and products, including complex consumer lending and investments (including mutual funds).

This opportunity is temporary for up to 14-months. Our hour of operation for this position are currently core banking hours, Monday to Friday.

The preferred location for this position is within Saskatoon, Regina or Prince Albert, however other Conexus locations may be considered depending on space availability.

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:
  • Accounts including lines of credit
  • Consumer investment products including mutual funds
  • Complex consumer lending products
  • Cards
  • Registered products
  • 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
• Be available to support any incoming member phone calls into the MCC Advice queues as required based on call volume or campaign needs

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

• 5+ years of Financial Industry Experience in an Advisory Capacity
• Experience working in a customer care/customer service role
• IFIC Licensed and experience selling Mutual Funds with that designation is required
• Experience in Underwriting Loans is required, experience in approving those loans is an asset
• Personal Financial Services Advice designation; or working towards it
• Financial Planning 1 designation; or working towards it

Salary Range:

$67,660 - $84,570 with a 10% Short Term Incentive Target

Benefits and Perks

The success of our members relies heavily on the performance and accomplishments of our employees. That’s why we prioritize offering our team a variety of perks and benefits designed to support their success and well-being both at work and in their personal lives. Some of these additional benefits may include, but are not limited to:

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

Depending on location of work, union membership may be required.

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 November 15, 2026 so.