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Added 26 mins ago
H
Client Director
helloDarwin
Montreal, QC
- Full-time
We're looking for an Executive Advisor to take ownership of a large client portfolio and the team that serves it, made up of account managers and analysts. This is a strategic advisory role…
Added 26 mins ago
LE
Director, Human Resources
LG Electronics Canada
Toronto, ON · North York, ON
- Full-time
As Director, Human Resources for LG Electronics Canada, you will serve as a trusted advisor, delivering both strategic counsel and hands-on execution. This role requires commercially minded…
Added 26 mins ago
O
Senior Cloud Service Manager- Financial Services
OpenText
Richmond Hill, ON
- Full-time
Act as the trusted advisor and primary relationship owner for assigned customers.
Added 26 mins ago
Director, Human Resources
Human Resources
Toronto, ON
As Director, Human Resources for LG Electronics Canada, you will serve as a trusted advisor, delivering both strategic counsel and hands-on execution. This role requires commercially minded…
Added 41 mins ago
S
Beauty Advisor - Part Time
sephora.com
Red Deer, AB
- $17 to $20 CAD / hour
Your role at Sephora Canada: As a Beauty Advisor, you'll be the face of Sephora Canada’s welcoming every client with warmth, confidence, and a passion for all things beauty. Through…
Added 41 mins ago
S
Paid Services Beauty Advisor - Full Time
sephora.com
Milton, ON
- $19.7 to $23.2 CAD / hour
- Full-time
As our Paid Service Beauty Advisor, you are an expert in all thing’s beauty! You’re here to guide our clients on their beauty journey at the Beauty Studio & beyond. It’s not just about the…
Added 1 hour ago
RB
Banking Advisor
Royal Bank of Canada
Hanover, ON
- Full-time
Added 1 hour ago
RB
Client Advisor
Royal Bank of Canada
Foremost, AB
- Part-time
Client Advisor Intern – Job ID Code 2251 | Client Advisor – Job ID Code 2252
Added 1 hour ago
RB
Financial Advisor
Royal Bank of Canada
Moose Jaw, SK
- Full-time
Added 1 hour ago
FH
Pharmacy Technician - St. Paul's Hospital & Mount Saint Joseph Hospital
Fraser Health Authority
Vancouver, BC
- $36.26 CAD / hour
- Part-time
…where you work, and the people around you. From the financial advisor handling our health care resources, to the IT professional enabling life-saving data, to the nurse and physician on the…
Added 1 hour ago
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Bilingual Sales Associate, Apartments.com - Montréal, Québec
CoStar
Montreal, QC
- Full-time
Relationship Management – Build and maintain relationships with clients as a trusted advisor to their strategic marketing plan and grow revenue.
Added 1 hour ago
EP
Industrial Sales Representative
East Penn Canada: Backup Power Division
Mississauga, ON
- Full-time
Establish and maintain strong relationships with local site management and key decision makers, acting as a trusted advisor to customers.
Added 2 hours ago
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Enterprise Account Executive
Gumloop
Vancouver, BC
- Full-time
…the pipeline, while acting as a brand ambassador and trusted advisor who evangelizes Gumloop and brings automation best practices and strategic insights to every customer…
Added 2 hours ago
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Financial Advisor Wealth Advice Centre
ATB
Airdrie, AB · Alexis Whitecourt 232, AB · Andrew, AB · Athabasca, AB · Banff, AB · Barrhead, AB · Beaumont, AB · Beaverlodge, AB · Bonnyville, AB · Bow Island, AB · Boyle, AB · Breton, AB · Brooks, AB · Calgary, AB · Camrose, AB · Canmore, AB · Cardston, AB · Caroline, AB · Carstairs, AB · Castor, AB · Chestermere, AB · Claresholm, AB · Coaldale, AB · Cochrane, AB · Cold Lake, AB · Consort, AB · Coronation, AB · Crossfield, AB · Didsbury, AB · Drayton Valley, AB · Drumheller, AB · Edmonton, AB · Edson, AB · Elk Point, AB · Fairview, AB · Falher, AB · Foremost, AB · Forestburg, AB · Fort Macleod, AB · Fort McMurray, AB · Fort Saskatchewan, AB · Fort Vermilion, AB · Grande Prairie, AB · Granum, AB · Grimshaw, AB · Hanna, AB · High Level, AB · High Prairie, AB · Hinton, AB · Hythe, AB · Innisfail, AB · Jasper, AB · Killam, AB · La Crête, AB · Lac la Biche, AB · Lacombe, AB · Lamont, AB · Leduc, AB · Lethbridge, AB · Linden, AB · Magrath, AB · Manning, AB · Mayerthorpe, AB · Medicine Hat, AB · Milk River, AB · Nanton, AB · Okotoks, AB · Olds, AB · Onoway, AB · Oyen, AB · Peace River, AB · Picture Butte, AB · Pincher Creek, AB · Ponoka, AB · Provost, AB · Raymond, AB · Red Deer, AB · Redwater, AB · Rimbey, AB · Rocky Mountain House, AB · Rycroft, AB · Sherwood Park, AB · Slave Lake, AB · Smoky Lake, AB · Spirit River, AB · Spruce Grove, AB · St. Albert, AB · St. Paul, AB · Stettler, AB · Stony Plain, AB · Strathmore, AB · Sundre, AB · Sylvan Lake, AB · Taber, AB · Thorsby, AB · Three Hills, AB · Tofield, AB · Trochu, AB · Two Hills, AB · Valleyview, AB · Vegreville, AB · Vermilion, AB · Viking, AB · Vulcan, AB · Wainwright, AB · Westlock, AB · Wetaskiwin, AB · Wildwood, AB · AB · Lloydminster, SK · Diamond Valley, AB,CA · Whitecourt, AB,CA
- Full-time
As ATB Wealth’s next Financial Advisor in our Wealth Advice Centre, you will be responsible for supporting new and existing clients through a variety of digital channels. For example,…
Added 2 hours ago
EL
Beauty Advisor/Artist Beauty Advisor
Estée Lauder Companies
Montreal, QC
- Full-time
Added 2 hours ago
C
Bilingual Sales Associate, Apartments.com - Montréal, Québec
CoStar
Montreal, QC
- Full-time
Relationship Management – Build and maintain relationships with clients as a trusted advisor to their strategic marketing plan and grow revenue.
Added 2 hours ago
D
UI Designer, Research and marketing
Desjardins
Levis, QC · Montreal, QC
- Full-time
…through your initiatives and projects. You serve as a specialist advisor for the design, development and project teams regarding the content and visual identity of products. You interact…
Added 2 hours ago
BH
Change Management Advisor
BC Housing
Burnaby, BC
- Full-time
LOCATION: BURNABY, B.C (Hybrid Position, Advisor can work remotely within BC but may be required to attend in-person meetings at own expense)
Added 2 hours ago
V
Spec, Planning & Business Partnership - Finance
Vale
Canada
- Full-time
…controls, and performance management, you act as a trusted advisor to Finance leadership - pairing practical Finance knowledge with a strong grasp of enterprise systems, digital platforms,…
Added 2 hours ago
I
Client Solutions Lead
Insight
Remote, Canada
- Full-time
- Remote
Trusted advisor approach with client executives and the ability to build long-term relationships.
Added 3 hours ago
BH
Executive Director, Data and Analytics
BC Housing
Burnaby, BC
- Full-time
…achievement of strategic objectives. The position serves as a trusted advisor to senior leadership by providing strategic insights and recommendations to support organizational priorities…
Added 3 hours ago
RB
Financial Advisor
Royal Bank of Canada
Wellington North, ON
- Full-time
As an RBC Financial Advisor, you attract, nurture, and grow relationships with our high-value personal and small business clients, by adding value in the moments that matter to them. You…
Added 3 hours ago
RB
Banking Advisor
Royal Bank of Canada
Whitecourt, AB
- Full-time
Added 3 hours ago
T
Représentant Du Service à La Clientèle
TEKsystems
Montreal, QC
- $24 to $25 CAD / hour
- Contract
bancaires courants / Everyday Banking Advisor (Bilingual English/French)
Added 3 hours ago
EL
Head of AI Product – Trust Intelligence
EnStream LP
Toronto, ON
- Full-time
If you’re a systems thinker, AI product builder, trusted advisor, technical storyteller, and mission-driven leader - we’d love to talk.

Conexus Credit Union

Senior Financial Advisor

Regina, SK, Canada

$67,660 - $84,570 with a 10% Short Term Incentive Target · Full-time

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Job details

Pay: $67,660 - $84,570 with a 10% Short Term Incentive Target
Job type: Full-time
Apply by: Dec 2, 2026
Experience: 5+ years of Financial Industry Experience in an Advisory Capacity
Posting language: English
Posted: Nov 2, 2026

Original job description

Senior Financial Advisor - Member Contact Centre

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 temporary Senior Financial Advisor (SFA) with our Member Contact Centre Advice team, you are responsible for understanding the financial goals of our members and supporting their achievement. This includes the offering and fulfillment of financial services and products, including complex consumer lending and investments (including mutual funds).

This opportunity is temporary for up to 14-months. Our hour of operation for this position are currently core banking hours, Monday to Friday.

The preferred location for this position is within Saskatoon, Regina or Prince Albert, however other Conexus locations may be considered depending on space availability.

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, investment and lending products, within scope of position, to meet member needs:
- Accounts including lines of credit
- Consumer investment products including mutual funds
- Complex consumer lending products
- Cards
- Registered products
- 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
Be available to support any incoming member phone calls into the MCC Advice queues as required based on call volume or campaign needs

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

You’re a keen listener and skilled coach, eager to help others achieve success. You’re 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 people’s financial choices, and you skillfully engage in conversations with courage and empathy to explore innovative solutions. You’re 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
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 Advice designation; or working towards it
Financial Planning 1 designation; or working towards it

Salary Range:

$67,660 - $84,570 with a 10% Short Term Incentive Target

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:

Generous 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 towards retirement
Preferred rates for all your banking needs, helping to make life more affordable

Depending on location of work, union membership may be required.

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 15, 2026 so apply now! If you have questions about this position, please contact Toni Demorest at jobs@conexus.ca.

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More about this job

Responsibilities

Advise members on financial goals and provide suitable account, investment, lending, and banking solutions, including mutual funds and complex consumer loans. Maintain accurate documentation and compliance, conduct outreach and referrals, support member contact centre calls, and identify opportunities to improve processes and member relationships.

Requirements

Requires at least five years of financial industry experience in an advisory capacity, customer service experience, an IFIC license with mutual fund sales experience, and loan underwriting experience. A Personal Financial Services Advice designation and Financial Planning 1 designation are required or must be in progress; loan approval experience is an asset.

Skills

Financial Advice
Financial Planning
Customer Service
Mutual Fund Sales
Consumer Lending
Loan Underwriting
Investment Products
Sales
Needs Assessment
Financial Coaching
Risk Management
Compliance Documentation
Proactive Outreach
Process Improvement
Relationship Building

Benefits

Generous Vacation Benefits
Competitive Benefits Package
Pension Matching
Preferred Banking Rates

Visa sponsorship

Not detected in the job text

Hiring contact

Toni Demorest

Keywords

Financial Advisory
Member Contact Centre
Financial Planning
IFIC License
Mutual Funds
Consumer Lending
Loan Underwriting
Loan Approval
Personal Financial Services Advice
Financial Planning 1
Investment Products
Registered Products
Lines Of Credit
Mobile Banking
Member Experience
Sales
Financial Goals
Risk Management
Profitability
Compliance
Operational Controls
Customer Service
Proactive Outreach
Process Improvement
Relationship Management

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