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Added 23 mins ago
HT
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Conexus Credit Union

Financial Advisor, Lending

Regina, SK, Canada

$58,540 - $73,710 with 9% Short Term Incentive Target · Full-time

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Job details

Pay: $58,540 - $73,710 with 9% Short Term Incentive Target
Job type: Full-time
Experience: 2 to 3 years of Financial Industry experience in an Advisory Capacity
Posting language: English
Posted: Oct 12, 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.

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 Financial Advisor, Lending in Regina, you will be 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. As part of this role, you will specialize in all things consumer lending.

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 through the provision of introductory financial planning
Provide account and lending products, within scope of position, to meet member needs:
- Memberships and accounts including lines of credit
- Complex consumer lending products
- Credit Cards
- 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 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 internally and 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 great with people, a keen listener and a skilled coach. You invest in building relationships based on understanding and trust. You have deep knowledge in the psychology of money, allowing you to grasp the underlying behaviours influencing people’s financial choices, and you excel at structuring complex information to meet their unique needs You proactively engage in conversations with courage and empathy, and you demonstrate your creative thinking skills to , consistently explore innovative paths forward. A big-picture thinker, you seek opportunities for enhancements and efficiencies, and boldly share your knowledge and insights 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

2 to 3 years of Financial Industry experience in an Advisory Capacity
Experience in underwriting and approving credit applications
Experience in a Sales position is considered an asset
Experience in portfolio management
Completion of or working towards the Financial Planner and Personal Financial Services Advice designations

Salary Range:

$58,540 - $73,710 with 9% 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 Tuesday October 27, 2026 so apply now! If you have questions about this position, please contact Shayla Riche at jobs@conexus.ca.

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More about this job

Responsibilities

The Financial Advisor will manage an assigned portfolio of members to identify financial goals and provide tailored lending and banking solutions. They are responsible for proactive outreach, credit application underwriting, and ensuring operational compliance while maintaining high member satisfaction.

Requirements

Candidates must have 2 to 3 years of financial industry experience in an advisory capacity, including experience in underwriting and portfolio management. Completion of or progress toward financial planning designations is required.

Skills

Financial advising
Consumer lending
Credit underwriting
Portfolio management
Sales
Relationship building
Financial planning
Risk management
Customer service
Communication
Coaching
Analytical thinking
Process improvement
Financial analysis

Benefits

Preferred banking rates
Vacation benefits
Competitive benefit package
Pension matching
Short term incentive

Visa sponsorship

Not detected in the job text

Hiring contact

Shayla Riche

Keywords

Financial Advisor
Lending
Consumer Lending
Credit Underwriting
Portfolio Management
Financial Planning
Banking
Credit Union
Sales
Member Experience
Risk Management
Operational Compliance
Financial Services
Lines of Credit
Relationship Management
Financial Psychology
Process Efficiency

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