Senior Financial Advisor

HR Ghost Board; Ashburnham (MA); In loco; USD 48.000 - 61.000; Tempo pieno

Vantaggi offerti da questo lavoro

Preferred rates for banking needs

Vacation benefits

Comprehensive benefit package options

Pension matching

Descrizione del lavoro

Conexus in Moose Jaw, Saskatchewan, is seeking a Senior Financial Advisor to guide a portfolio of members toward their financial goals, offering complex consumer lending and investments, including mutual funds.

You will build trusted relationships by listening, advising on accounts, loans and investments, and collaborating with specialists to deliver tailored solutions while maintaining rigorous documentation and compliance.

Competenze

• 5+ years of financial advisory experience.
• IFIC licensed and experience selling mutual funds.
• Underwriting loans experience required.
• Personal Financial Services Associate designation or working towards it.
• Certified Financial Planner designation or working towards it.

Mansioni

• Identify members’ financial goals and provide advice and solutions to achieve them.
• Offer and fulfill financial services and products, including lending and investments.
• Educate members on the value and function of products and services.
• Retain and expand relationships by referring to specialists and following up.

Conoscenze

IFIC license

Loan underwriting

Financial advisory

Mutual funds sales

CFP in progress

Client relationship

Descrizione del lavoro

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 full-time Senior Financial Advisor in Moose Jaw, Saskatchewan, you are responsible for understanding the financial goals of your assigned portfolio of 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).

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
  • 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

• 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 Associate designation; or working towards it
• Certified Financial Planner Designation; or working towards it

Salary Range:

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

Benefits andperks

The success of our membersrelies heavily onthe performance andaccomplishmentsof our employees.That’swhy we prioritizeofferingourteam 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.

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 that we’ve been searching for!