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Thrive Wealth Management

Financial Advisor - Temporary

Whitewood, SK, S0G 5C0, Canada

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

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Job details

Pay: $50,180 - $62,720 annually, 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: Aug 13, 2026

Original job description

Whitewood 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 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 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 annually, 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.
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.
Being part of the vibrant community of Whitewood! To learn more about this crossroads community, visit the links below:
Facebook Here

Town Website 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 temporary opportunity closes on October 28, 2026 so apply now! If you have questions about this position, please contact Shaulen Lang at jobs@conexus.ca

^#DNP

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More about this job

Responsibilities

The Financial Advisor is responsible for identifying member financial goals and providing sound advice through the provision of various financial services and products. They will conduct proactive outreach to educate members and ensure high-quality service while maintaining operational compliance.

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 financial planning designations is required or preferred.

Skills

Financial advice
Sales
Portfolio management
Customer service
Investment products
Consumer lending
Relationship management
Financial planning
Risk management
Operational efficiency
Communication
Active listening
Problem solving
Time management

Benefits

Preferred banking rates
Generous vacation benefits
Competitive benefit package
Pension matching

Visa sponsorship

Not detected in the job text

Hiring contact

Shaulen Lang

Keywords

Financial Advisor
Credit Union
Banking
Investment
Lending
Financial Planning
Sales
Portfolio Management
Customer Experience
Compliance
Risk Management
Financial Services
Retail Banking
IFIC
Personal Financial Services

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