Financial Services Advisor

Conexus Credit Union

10d • Onsite

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 a full-time, temporary (ending September 17, 2027) Financial Services Advisor working at our Maidstone Service Centre, Maidstone, SK, you are responsible for understanding our members’ financial goals and supporting their achievement through the provision of sound financial advice. This includes the offering and fulfillment of financial services and products to new and existing non-portfolio aligned members. If building relationships, problem solving, and meeting challenges interests you...this dynamic career is what you’re looking for!

Requirements

• 1 to 2 years of Financial Industry Experience in an Advisory Capacity
• Experience in portfolio management

Nice To Haves

• Experience in a Sales position is considered an asset
• Completion of or working towards the Financial Planner and Personal Financial Services Advice designations and/or Investment Funds in Canada (IFIC) would be considered an asset

Responsibilities

• Proactively identify members’ financial goals and provide advice and solutions to support their achievement
• Provide account, investment and lending products, within scope of position, to meet member needs:
• Memberships and accounts including lines of credit
• Consumer investment products (excluding mutual funds)
• Non-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
• 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 retail 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: Entry Level
• Education Level: No Education Listed
• Number of Employees: 251-500 employees