Temporary Senior Financial Advisor - Member-Focused Banking

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

Benefits offered by this job

Generous vacation benefits

Competitive benefit package options

Pension matching

Preferred rates for banking needs

Job summary

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.

Qualifications

• 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.

Responsibilities

• 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.

Skills

Client advisory

Customer care

Financial guidance

Education

IFIC Licensed

Personal Financial Services Advice designation

Financial Planning 1 designation

Job description

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.