Financial Advisor
Conexus Credit Union
Prince Albert, Saskatchewan, Canada
2d ago

At Conexus, it’s not what we do, it’s how we do it.

Are you ready to make a move and work for a company who puts the financial well-being of its members first? It’s not just something we say at Conexus.

It’s a promise delivered by our 900 employees each day. We are passionate about our members’ financial health, and our employees reflect that passion.

At Conexus it’s about more than conducting a banking transaction, it’s about creating a personalized experience for each member.

We do this by keeping it simple and lending an ear to each member’s individual needs throughout Saskatchewan.

Our employees are authentic, bold, creative, and responsible. They are the reason we consistently deliver outstanding member experiences.

They’re more than just individuals who come to work each day, each employee is a vital part of Conexus.

The bigger picture

We’re looking for a reliable and trustworthy person with a strategic mindset to come on board as our Financial Advisor .

You will work diligently to build solid and trusting relationships with our members. Through conversations and ongoing support, you will get to know our members, determine their priorities, and assist them in reaching their ultimate financial goals.

How you’ll be spending your time

  • Working closely with our members on a day-to-day basis to assist them in working toward realizing their individual financial goals.
  • Building solid relationships and become a trusted financial partner, who proactively uncovers and identifies member needs through meaningful conversations.
  • Providing solutions and alternatives, including accounts and mid-level consumer investments and lending products and services (consumer loans, mortgages, terms, registered products, mutual funds) to meet new and existing needs of our members.
  • Helping to educate our members on the value of our products and services and strive to provide the most up-to-date and relevant financial information available.
  • The way people describe you

    You are a people person. Someone who develops relationships based on understanding and trust. You are bold and demonstrate creative strength, continually exploring new paths to seek opportunities for improvements and efficiencies.

    You are a team player who welcomes diversity and can work effectively with others. You successfully handle multiple projects at the same time while staying committed to building your knowledge and skills.

    The experience you bring

  • Experience working in the financial industry
  • Experience working in a customer care / customer service role
  • Experience in portfolio management
  • Licensed to sell Mutual Funds; or working towards this designation
  • Genworth / CMHC online training
  • First Canadian Title Training
  • Registered Retirement Consultant designations; or working towards this designation
  • What you get in return

    Our team works tirelessly to ensure the financial success of each of our members. We think such dedication deserves recognition.

    That’s why we’re proud to offer some of the most competitive job perks of any employer around. Come, join our crew, and find out just how sweet the rewards can be :

  • Competitive compensation and benefits package
  • Industry leading work-life balance and rewards
  • Formal and informal employee development
  • Meaningful work that makes a real difference in our members’ lives
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