Senior Financial Advisor & Wealth Planner

HR Ghost Board; United States; On-site; USD 48,000 - 61,000; Full time

Benefits offered by this job

Preferred banking rates

Generous vacation benefits

Competitive benefits package

7% pension match

Job summary

Conexus seeks a Senior Financial Advisor at the Circle Drive branch in Saskatoon to understand members' financial goals and provide advisory services, including consumer lending and investments.

You will offer accounts, investments, and lending products, conduct proactive outreach, and help grow member relationships while upholding security and policy standards. IFIC licensing with CFP/PFSA progress is preferred; closing date is 2026-10-04.

Qualifications

• 5+ years of financial industry advisory experience.
• IFIC licensed and experience selling mutual funds.
• Experience in underwriting loans; applying for loan approvals is an asset.

Responsibilities

• Understand members' financial goals and provide introductory financial planning.
• Offer and fulfill financial services including consumer lending and investments.
• Proactively educate members on products and services; expand member relationships within risk controls.

Skills

Financial advisory

Mutual funds sales

Loan underwriting

LICENSING: IFIC

CFP / PFSA progress

Education

PFSA or CFP progress

Job description

Conexus seeks a Senior Financial Advisor at the Circle Drive branch in Saskatoon to understand members' financial goals and provide advisory services, including consumer lending and investments.

You will offer accounts, investments, and lending products, conduct proactive outreach, and help grow member relationships while upholding security and policy standards. IFIC licensing with CFP/PFSA progress is preferred; closing date is 2026-10-04.