Senior Financial Advisor — Wealth & Lending Expert

Conexus Credit Union; Saskatoon; On-site; CAD 68,000 - 85,000; Full time

Benefits offered by this job

Preferred rates for banking needs

Generous vacation benefits with paid/h

Competitive benefit package options

7% pension matching after one year

Job summary

Conexus Credit Union in Saskatoon, SK, is seeking a Senior Financial Advisor at our 8th Street branch. You will understand members' financial goals and support their achievements through financial services and investments, including mutual funds and lending products.

You’ll proactively educate members, grow relationships, and refer complex cases to specialists while maintaining accurate documentation and adhering to policies. This role requires IFIC licensing and loan underwriting experience.

Qualifications

• IFIC licensed with experience selling mutual funds.
• Experience underwriting loans; approving loans is an asset.
• Personal Financial Services Associate or CFP designation pursuing.
• Strong client advisory and financial planning capabilities.

Responsibilities

• Identify members' financial goals and provide advice to help achieve them.
• Offer and fulfill financial services including consumer lending and investments.
• Educate members on products and services and conduct outreach.
• Expand member relationships by referrals to subject matter experts.

Skills

5+ years of Financial Industry Advisor

Customer care experience

Interpersonal skills

Education

IFIC Licensed

Personal Financial Services Associate designation or pursuing

Certified Financial Planner designation or pursuing

Job description

Conexus Credit Union in Saskatoon, SK, is seeking a Senior Financial Advisor at our 8th Street branch. You will understand members' financial goals and support their achievements through financial services and investments, including mutual funds and lending products.

You’ll proactively educate members, grow relationships, and refer complex cases to specialists while maintaining accurate documentation and adhering to policies. This role requires IFIC licensing and loan underwriting experience.