Financial Advisor

About Conexus Credit Union

Conexus is dedicated to supporting members with their immediate financial needs while guiding them towards long-term goals. We provide insightful guidance, practical tools, expert advice, and a broad range of products, designed to instill confidence in financial decision-making. Our commitment to performance excellence means our employees actively contribute to member success and the overall prosperity of Saskatchewan. Since January 1, 2026, Conexus merged with Cornerstone and Synergy credit unions, forming a provincial credit union with over 200,000 members across 57 branches in 50 communities.

We operate on Treaty 2, 4, 5, 6, 8, and 10 lands, the traditional territories of the Cree, Dakota, Dene, Lakota, Nakota, Saulteaux, and Métis peoples.

Role Overview

As a full-time Financial Advisor in Moose Jaw, your primary responsibility is to understand the financial goals of our members and provide tailored financial advice to help them achieve those objectives. This involves offering and managing financial services and products for both new and existing non-portfolio aligned members.

Key Responsibilities

• Identify members' financial objectives proactively and recommend appropriate advice and solutions.
• Offer and manage memberships and account services, including lines of credit.
• Provide consumer investment products excluding mutual funds.
• Deliver non-complex consumer lending products.
• Manage cards, registered products, safety deposit boxes, mobile banking solutions, and daily banking needs.
• Engage in proactive outreach to educate members and prospects about the benefits and functionalities of our products and services.
• Boost member relationship retention and growth by referring members to specialists based on needs and following up to ensure satisfaction.
• Maintain thorough, timely, and accurate documentation.
• Comply with all security, operational policies, procedures, and controls.
• Balance opportunities and risks, as well as growth and profitability through rate negotiation and fee management.
• Represent Conexus positively to aid membership growth and strengthen credit union collaboration.
• Identify chances to improve processes and raise operational efficiency.
• Support retail team members as needed.

Candidate Attributes

You think quickly, listen attentively, and have a genuine desire to assist others. Your personable and approachable manner makes building relationships effortless. With strong understanding of financial behavior psychology, you handle sensitive financial information discreetly. You demonstrate a proactive mindset in identifying improvements and gladly share knowledge. A team player, you appreciate diversity and work collaboratively. You manage multiple responsibilities effectively and prioritize continuous learning.

Experience and Qualifications

• 1 to 2 years of advisory experience within the financial sector.
• Sales experience is an asset.
• Background in portfolio management.
• Completion or progress toward Financial Planner and Personal Financial Services Advice certifications.
• Investment Funds in Canada (IFIC) designation is advantageous.

Compensation and Benefits

Salary ranges from $50,180 to $62,720, with a 7% short-term incentive target.

• Preferred banking rates to support affordability.
• Vacation benefits to focus on personal priorities.
• Competitive benefits package addressing overall wellness.
• Pension matching to assist retirement savings.

Inclusivity and Application Details

We welcome applicants from diverse academic, professional, and volunteer backgrounds. We encourage candidates to apply even if they do not meet every qualification, valuing diversity and inclusion. The application deadline is October 11, 2026. For inquiries, contact Janessa Dmyterko at jobs@conexus.ca.