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Added 4 hours ago
TW
Financial Advisor, Investments
Thrive Wealth Management
Saskatoon, SK
- Full-time
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…
Added 4 hours ago
TW
Financial Advisor - Temporary
Thrive Wealth Management
Whitewood, SK
- Full-time
As a temporary Financial Advisor in Whitewood for a 14-month contract, you are responsible for understanding our members’ financial goals and supporting their achievement through the…
Added 4 hours ago
TW
ON HOLD - Financial Services Advisor II
Thrive Wealth Management
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 4 hours ago
TW
Financial Services Representative
Thrive Wealth Management
Regina, SK
- Part-time
We’re looking for an agile member-service ambassador to come on board as our Financial Service Representative in Regina. You will be the first point of contact for members and will provide…
Added 4 hours ago
TW
Member Advisor
Thrive Wealth Management
Macklin, SK
- Full-time
…program! This is an excellent opportunity for the customer service focused professional who has experience in retail, hospitality, or financial services. We are looking to fill a temporary…
Added 4 hours ago
TW
Vice President, Internal Audit
Thrive Wealth Management
Regina, SK
- Full-time
Serve as a trusted advisor and internal audit subject‑matter expert by providing audit‑related advisory services without assuming management responsibility and communicating clearly on…
Added 4 hours ago
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Senior Financial Advisor
Thrive Wealth Management
Saskatoon, SK
- Full-time
As a Senior Financial Advisor (SFA) working at our 8th Street branch, Saskatoon, SK, you are responsible for understanding the financial goals of your assigned portfolio of members and…
Added 4 hours ago
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Financial Advisor - Various Levels
Thrive Wealth Management
La Ronge, SK
- Full-time
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Added 4 hours ago
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Farm and Business Advisor
Thrive Wealth Management
Tisdale, SK
- Full-time
2 + years of progressive experience in sales, service and portfolio management within a farm and business banking environment.
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Member Advisor
Thrive Wealth Management
Kindersley, SK
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We’re looking for an agile member-service ambassador to come on board as a temporary full-time Member Advisor working on-site at our Kindersley, SK branch. this opportunity commences…
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Financial Services Advisor I
Thrive Wealth Management
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 4 hours ago
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Senior Financial Advisor
Thrive Wealth Management
Saskatoon, SK
- Full-time
As a Senior Financial Advisor (SFA) working at our Circle Drive branch, Saskatoon, SK, you are responsible for understanding the financial goals of your assigned portfolio of members and…
Added 4 hours ago
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Financial Advisor (October Approvals)
Thrive Wealth Management
Regina, SK
- Full-time
As a Financial Advisor in Regina, you are responsible for understanding our members’ financial goals and supporting their achievement through the provision of sound financial advice. This…
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Financial Advisor
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- Full-time
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Senior Financial Advisor
Thrive Wealth Management
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- Full-time
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- Full-time
Providing a high level of member service focusing on the efficient delivery of services to our members
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Financial Services Advisor I
Thrive Wealth Management
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Financial Advisor, Lending
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a Senior Advisor in Estate Planning at National Bank Financial (NBF) primarily
Added 12 hours ago
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Thrive Wealth Management

Financial Advisor (October Approvals)

Regina, SK, Canada

$50,180 - $62,720 with 7% Short Term Incentive Target · Full-time

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Job details

Pay: $50,180 - $62,720 with 7% Short Term Incentive Target
Job type: Full-time
Experience: 1 to 2 years of Financial Industry Experience in an Advisory Capacity
Posting language: English
Posted: Sep 28, 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 Financial Advisor in Regina, 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:

$50,180 - $62,720 with 7% 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.
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.

Our recruitment process is ongoing, with no specified closing date. While we consistently review applications and may reach out to you directly should we identify an opportunity that aligns with your skills and experience, we also encourage proactive applications. If you are interested in joining Conexus in a financial advisory capacity now or in the future, please apply today!

If you have questions about this position, please contact Shayla Riche at jobs@conexus.ca.

^#DNP

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More about this job

Responsibilities

The Financial Advisor is responsible for understanding member financial goals and providing sound advice to support their achievement. This includes offering and fulfilling various financial services, products, and proactive outreach to educate members.

Requirements

Candidates should have 1 to 2 years of financial industry experience in an advisory capacity and experience in sales. Completion of or working towards financial planner and personal financial services advice designations is required.

Skills

Financial advice
Sales
Relationship management
Investment products
Lending
Customer service
Financial planning
Risk management
Compliance
Communication
Portfolio management
Analytical skills

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
Banking
Credit Union
Investment Products
Consumer Lending
Financial Planning
Sales
Member Experience
Risk Management
Compliance
Portfolio Management
Financial Services
Retail Banking
IFIC
Personal Financial Services Advice

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