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Added 5 mins ago
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Conexus Credit Union

Financial Advisor

Macklin, SK, Canada

$55,276 - $69,095 with 7.5% Short Term Incentive Target · Full-time

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Job details

Pay: $55,276 - $69,095 with 7.5% Short Term Incentive Target
Job type: Full-time
Experience: 1 to 2 years of Financial Industry Experience in an Advisory Capacity
Posting language: English
Posted: Oct 22, 2026

Original job description

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 full-time Financial Advisor working at our Macklin Branch, 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!

How you’ll be spending your time
Member Experience and Sales

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:
o Memberships and accounts including lines of credit
o Consumer investment products (excluding mutual funds)
o Non-complex consumer lending products
o Cards
o Registered products
o Safety deposit boxes
o Mobile banking solutions
o 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 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

You’re a quick thinker, a keen listener and eager to help others. You’re friendly and approachable and build relationships with ease. You have deep knowledge in the psychology of money, allowing you to grasp the underlying behaviours influencing people’s financial choices, and you confidently handle sensitive information with discretion. You demonstrate a can-do attitude and seek opportunities for enhancements and efficiencies, often sharing your learnings with others. 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

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

Salary Range:
$55,276 - $69,095 with 7.5% Short Term Incentive Target

Benefits & Perks
The success of our members relies heavily on the performance and accomplishments of our employees. That’s why we prioritize offering our team a variety of perks and benefits designed to support their success and well-being both at work and in their personal lives. Some of these additional benefits may include, but are not limited to:

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.

We are excited to welcome candidates who bring a blend of academic, professional and 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 experience. We truly value diverse backgrounds and varied experiences, as we are dedicated to creating inclusive and diverse workplaces. You might just be the ideal addition to our team that we’ve been searching for! This opportunity closes on November 11, 2026 so apply now! If you have questions about this position, please contact Leslie Bensch at jobs@conexus.ca

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More about this job

Responsibilities

The Financial Advisor is responsible for understanding member financial goals and providing sound advice to support their achievement. This role involves offering financial services and products while maintaining compliance and operational standards.

Requirements

Candidates should have 1 to 2 years of financial industry experience in an advisory capacity and experience in portfolio management. Completion of or working towards financial planning designations or the Investment Funds in Canada (IFIC) certification is considered an asset.

Skills

Financial advice
Relationship building
Problem solving
Sales
Portfolio management
Customer service
Financial analysis
Risk management
Documentation
Communication
Active listening
Time management
Collaboration
Financial planning

Benefits

Preferred banking rates
Vacation benefits
Competitive benefit package
Pension matching

Visa sponsorship

Not detected in the job text

Hiring contact

Leslie Bensch

Keywords

Financial Advisor
Credit Union
Banking
Investment products
Consumer lending
Portfolio management
Financial planning
Sales
Member experience
Compliance
Risk management
Financial services
IFIC
Personal Financial Services Advice
Retail banking
Relationship management

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