Senior Financial Advisor

AtConexus we are focused on supporting our members with theirneeds oftoday while also helping them pursue their goals for the than conducting a bankingtransactionitsabout 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 members successultimately contributingto a thriving province.

We are curious courageousconfidentand committed. Our valuesensurewe consistently deliver outstanding member experiences. As employees we are more than just individuals who come to work eachdayeach 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 200000 members in 57 branches across 50 Saskatchewan communities.

We acknowledge that our Conexus offices and facilities arelocatedon Treaty 2 4 5 68 and10 lands. These are the traditional lands of the Cree Dakota Dene LakotaNakotaand Saulteaux peoples as well as the homeland of the Métis.

The bigger picture

As a Senior Financial Advisor (SFA) at our branch in Humboldt 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 consumer lending and investments (including mutual funds).

How youll 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

Youre a keen listener and skilled coach eager to help others achieve success. Youre 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 peoples financial choices and you skillfully engage in conversations with courage and empathy to explore innovative solutions. Youre 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
• Experience in portfolio management
• 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:

$67660 - $84570 with a 10% Short Term Incentive Target

Benefits andperks

The success of our membersrelies heavily onthe performance andaccomplishmentsof our we prioritizeoffering our team a varietyofperksand benefitsdesigned to support their success and well-being bothat work and in theirpersonal of theseadditionalbenefitsmayinclude but are not limited to:

• Preferred rates for all your banking needshelping to make life more affordable.
• Vacation benefitsgiving you time to spend onwhatsmost 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 academicprofessionaland 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 truly value diverse backgrounds and varied experiences as we are dedicated to creating inclusive and diverse might just be the ideal addition to our team thatwevebeen searching for! This opportunity closes on May 12 2026 so apply now!If you have questions about this position please contact Natasha Hudyat.

Required Experience:

Senior IC