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Thrive Wealth Management

Financial Advisor, Investments

Saskatoon, SK, S7L 6V7, 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: Jul 21, 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, Investments at Kensington Branch, Saskatoon, SK, 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 investments, including mutual funds. This position works Tuesday to Saturday.

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 investment products within scope of position, to meet member needs:
- Memberships and accounts
- Consumer investment 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 experience you bring

2 to 3 years of Financial Industry Experience in an Advisory Capacity
Actively registered to sell Mutual Fund Products
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) or Canadian Securities Course (CSC) license is required

Salary range

$58,540 - $73,710 with 9% 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:

Preferred rates for all your banking needs helping to make life more affordable.
Generous vacation benefits with additional paid days off giving you time to spend on what’s most important to you.
Competitive benefit package options covering off all aspects of personal wellness.
7% pension matching after one year of employment to support you towards 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 October 4, 2026 so apply now! If you have questions about this position, please contact Leslie Bensch at jobs@conexus.ca.

^#DNP

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More about this job

Responsibilities

The Financial Advisor will manage a portfolio of members by identifying their financial goals and providing tailored investment advice and product solutions. They are responsible for proactive outreach, maintaining accurate documentation, and ensuring compliance with organizational policies.

Requirements

Candidates must have 2 to 3 years of financial industry experience in an advisory capacity and be registered to sell mutual funds. Possession of the Investment Funds in Canada (IFIC) or Canadian Securities Course (CSC) license is required.

Skills

Financial advisory
Investment management
Mutual funds
Sales
Financial planning
Portfolio management
Member relations
Risk management
Regulatory compliance
Banking products
Customer service
Financial analysis

Benefits

Preferred banking rates
Generous vacation benefits
Competitive benefit package
Pension matching

Visa sponsorship

Not detected in the job text

Hiring contact

Leslie Bensch

Keywords

Financial Advisor
Investments
Mutual Funds
Credit Union
Portfolio Management
Financial Planning
IFIC
CSC
Sales
Banking
Risk Management
Compliance
Member Experience
Registered Products
Consumer Investment Products
Financial Services

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