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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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