Financial Advisor, Investments

Conexus Credit Union • Prince Albert, SK

6d • Hybrid

About The Position

At Conexus, we are focused on supporting our members with their needs of today, while also helping them pursue their goals for the future. It’s more than conducting a banking transaction, it’s about 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 contributing to a thriving province.

We are curious, courageous, confident and committed. Our values ensure we consistently deliver outstanding member experiences. As employees, we are more than just individuals who come to work each day, 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 are located on Treaty 2, 4, 5, 6, 8 and 10 lands. These are the traditional lands of the Cree, Dakota, Dene, Lakota, Nakota and Saulteaux peoples, as well as the homeland of the Métis.

The bigger picture

As a Financial Advisor, Investments in our Member Contact Centre (call centre), you will be 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. As part of this role, you will specialize in all things investments, including mutual funds.

Our Member Contact Centre Advice team's core business hours are Monday - Friday, including evening shifts.

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

Requirements

• 2 to 3 years of Financial Industry Experience in an Advisory Capacity
• Actively registered to sell Mutual Fund Products
• Completion of or working towards the Financial Planner and Personal Financial Services Advice designations
• Investment Funds in Canada (IFIC) or Canadian Securities Course (CSC) license is required

Nice To Haves

• Experience in a Sales position is considered an asset
• Call centre experience is considered an asset

Responsibilities

• Proactively identify members’ financial goals and provide advice and solutions to support their achievement through the provision of introductory financial planning
• Provide account and investment products within scope of position, to meet member needs: Memberships and accounts, Consumer investment products including mutual funds, 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 volumes or campaign needs
• Ensure complete, accurate and timely documentation
• Adhere to security and operational policies, procedures and operational controls
• Ensure 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 the team

Benefits

• Preferred rates for all your banking needs, helping to make life more affordable.
• 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 toward retirement.

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level
• Education Level: No Education Listed