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Added 1 month ago
Senior Customer Success Manager (Transformation Advisor), Financial Services
Amazon Web Services (AWS)
Toronto, ON
Full-time
As a Senior Customer Success Manager (Financial Services) at AWS Canada, you will be the strategic partner for some of Canada's most complex financial institutions guiding them through…
Added 1 month ago
Manager, Enterprise Risk - Financial Services
MNP
Toronto, ON
Full-time
Make an impact with our Enterprise Risk – Financial Services team as a Manager. This diverse team of professionals utilizes leading-edge Financial Services industry knowledge to assist…
Added 22 days ago
Financial Services Advisor II
Conexus Credit Union
Indian Head, SK
Full-time
As a full-time Financial Services Advisor II (FSA II), you are responsible for understanding our members’ financial goals and supporting their achievement through the provision of sound…
Added 1 day ago
Financial Services Advisor I
Conexus Credit Union
Emerald Park, SK
Full-time
As a full-time Financial Services Advisor I (FSA I), you are responsible for understanding our members’ financial goals and supporting their achievement through the provision of sound…
Added 2 days ago
Senior Financial Advisor (Wealth Advisor)
MT Talent Solutions Inc.
Hamilton, ON
Full-time
8+ years of experience in financial planning, wealth management, or financial advisory services.
Added 2 months ago
Assistant Deputy Minister, Financial Services and Senior Financial Officer
Government of Alberta
Edmonton, Alberta
Job Title: Assistant Deputy Minister, Financial Services and Senior Financial Officer
Added 16 days ago
Policy Advisor, Financial Institutions Policy
Government of Alberta
Edmonton, AB
Are you a seasoned policy professional with a passion for shaping the future of Alberta’s financial services sector? Financial Institutions Policy is seeking a highly skilled policy…
Added 19 days ago
Analyst, Financial Advisory Services – Complex Financial Instrument Valuation
MNP
Toronto, ON
Full-time
…valuations are used for a wide range of applications including financial reporting, financial risk management, and corporate…
Added 9 days ago
Strategic Risk Advisor
iA Financial Group
Toronto, ON · Montreal, QC · Quebec, QC
Full-time
As a Strategic Risk Advisor, you will support business sectors in identifying, analyzing and monitoring strategic, cross-functional and emerging risks to help inform sound decision-making.
Added 22 days ago
Commercial Services Advisor (Langley Collaboration Centre)
Envision Financial
Langley (District), BC · Langley, BC
$49,100 to $57,900 USD / year
Full-time
The Commercial Services Advisor provides day-to-day assistance and support to the commercial and or business banking sales team to enable them to effectively build relationships and engage…
Added 8 days ago
Strategic Risk Advisor
iA Financial Group (Industrial Alliance)
Quebec, QC
Full-time
As a Strategic Risk Advisor, you will support business sectors in identifying, analyzing and monitoring strategic, cross-functional and emerging risks to help inform sound decision-making.
Added 2 months ago
Senior Financial Advisor (Willoughby Branch)
Envision Financial
Langley, British Columbia
$56,800 to $72,800 USD / year
Full-time
The Senior Financial Advisor provides exceptional customer service to a portfolio of members by offering a full range of investment, deposit and complex lending services. The Senior…
Added 24 days ago
Senior Risk Management Advisor
iA Financial Group (Industrial Alliance)
Quebec, QC
Full-time
Are you driven by risk management and eager to contribute to the purpose of a company that aims to help its clients feel confident and secure about their future? As a Senior Risk Management…
Added 25 days ago
Senior Financial Advisor (Town Centre Branch)
Envision Financial
Abbotsford, BC
$56,800 to $72,800 USD / year
Full-time
The Senior Financial Advisor provides exceptional customer service to a portfolio of members by offering a full range of investment, deposit and complex lending services. The Senior…
Added 26 days ago
Senior Financial Advisor (Garrison Village Branch)
Envision Financial
Chilliwack, BC
$56,800 to $72,800 USD / year
Full-time
The Senior Financial Advisor provides exceptional customer service to a portfolio of members by offering a full range of investment, deposit and complex lending services. The Senior…
Added 1 month ago
Senior Financial Advisor (Abby Village Branch)
Envision Financial
Abbotsford, BC
$56,800 to $72,800 USD / year
Full-time
The Senior Financial Advisor provides exceptional customer service to a portfolio of members by offering a full range of investment, deposit and complex lending services. The Senior…
Added 8 days ago
Senior Financial Advisor (North Delta Branch)
Envision Financial
Delta, BC
$56,800 to $72,800 USD / year
Full-time
The Senior Financial Advisor provides exceptional customer service to a portfolio of members by offering a full range of investment, deposit and complex lending services. The Senior…
Added 4 months ago
Senior Financial Advisor (Hope Branch)
Envision Financial, a division of First West Credit Union
Hope, British Columbia
$56,800 to $72,800 USD / year
Full-time
The Senior Financial Advisor provides exceptional customer service to a portfolio of members by offering a full range of investment, deposit and complex lending services. The Senior…
Added 1 month ago
Financial Advisor (Town Centre Branch)
Envision Financial
Abbotsford, BC
$52,400 to $65,600 USD / year
Full-time
The Financial Advisor provides exceptional customer service to current and potential members by offering a full range of deposit/investments and complex lending services. This role…
Added 1 month ago
Financial Advisor (Sunshine Hills Branch)
Envision Financial
Delta, BC
$52,400 to $65,600 USD / year
Full-time
The Financial Advisor provides exceptional customer service to current and potential members by offering a full range of deposit/investments and complex lending services. This role…
Added 8 days ago
Financial Advisor (Ridge Meadows Branch)
Envision Financial
Maple Ridge, BC
$52,400 to $65,600 USD / year
Full-time
The Financial Advisor provides exceptional customer service to current and potential members by offering a full range of deposit/investments and complex lending services. This role…
Added 4 days ago
Financial Advisor (Newton Branch)
Envision Financial
Surrey, BC
$52,400 to $65,600 USD / year
Full-time
The Financial Advisor provides exceptional customer service to current and potential members by offering a full range of deposit/investments and complex lending services. This role…
Added 26 days ago
Financial Advisor (Trainee) (Chilliwack City Branch)
Envision Financial
Chilliwack, BC
$49,100 to $57,900 USD / year
Full-time
The Financial Advisor (Trainee) provides exceptional customer service to current and potential members by offering a full range of deposit/investments and complex lending services. This…
Added 24 days ago
Licensed Financial Services Associate - Full Time
Meridian Credit Union
Hamilton, ON
$60,000 to $64,000 CAD / year
Full-time
…responsibilities for this position will be to understand the financial needs of our Members and provide the appropriate advice and recommendations to fit their needs. This will include…
Added 1 month ago
Financial Services Associate - Full Time
Meridian Credit Union
Burlington, ON
$60,000 to $64,000 CAD / year
Full-time
…responsibilities for this position will be to understand the financial needs of our Members and provide the appropriate advice and recommendations to fit their needs. This will include…

Conexus Credit Union

Financial Services Advisor I

Emerald Park, SK, S4L 1C6, Canada

Pay: $56,014 - $70,019 annually
Job type: Full-time
Experience: 1 to 2 years of Financial Industry Experience in an Advisory Capacity
Posting language: English
Posted: Sep 18, 2026

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Original job description

Emerald Park, Saskatchewan

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 Services Advisor I (FSA I), 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.

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:

Memberships and accounts including lines of credit
Consumer investment products (excluding mutual funds)
Non-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 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 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
Investment Funds in Canada (IFIC) is considered an asset

Salary range

$56,014 - $70,019 annually

Benefits and 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.
Being part of the vibrant and close-knit Emerald Park! To learn more about these forward-thinking, close-knit communities, visit the links below:
Emerald Park Facebook Here and Here

Town Website Here and Here and Here

Tourism Saskatchewan Here

Google Maps Here

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 October 4, 2026 so apply now! If you have questions about this position, please contact Shaulen Lang at [email protected].

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More about this job

Responsibilities

The Financial Services Advisor is responsible for understanding member financial goals and providing sound advice to support their achievement. They will proactively identify member needs and offer appropriate financial products, including accounts, investments, and lending solutions.

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 professional financial planning designations is required or preferred.

Skills

Financial advice
Sales
Portfolio management
Customer service
Relationship management
Financial planning
Lending
Investment products
Risk management
Compliance
Communication
Problem solving
Time management
Active listening
Analytical skills

Benefits

Preferred banking rates
Vacation benefits
Competitive benefit package
Pension matching

Visa sponsorship

Not detected in the job text

Hiring contact

Shaulen Lang

Keywords

Financial Services
Credit Union
Banking
Advisory
Sales
Portfolio Management
Lending
Investments
Financial Planning
Compliance
Customer Experience
Risk Management
Retail Banking
Financial Products
Member Relations
Operational Efficiency
Account Management
Consumer Lending
Registered Products
Mobile Banking

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