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Financial Advisor
RBC
New Westminster, BC
- 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 1 hour ago
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Senior Consultant, Infrastructure Cost & Commercial (Senior Estimator/QS)
Turner & Townsend
Toronto, ON
- Full-time
…projects and are comfortable operating as a consultant and trusted advisor to clients and…
Added 2 hours ago
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Senior investigations advisor
Desjardins
Levis, QC · Montreal, QC · Complexe Desjardins Montréal
- Full-time
As senior investigations advisor, you help apply tactics, techniques and procedures for investigations, inquiries, liaisons and information to a wide range of administrative and security…
Added 2 hours ago
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Senior Advisor, Operational efficiency
Desjardins
Levis, QC · Montreal, QC
- Full-time
As a senior operational efficiency advisor, you help design and improve business processes and operations based on business models and organizational structures to boost operational…
Added 2 hours ago
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Personal Finance Advisor, Assigned Clientele
Desjardins
Montreal, QC · Caisse Desjardins du Cœur-de-l'Île
- Full-time
As a personal finance advisor - assigned clientele, you help develop and maintain lasting and trusting business relationships with members and clients, to ensure they’re satisfied. Your…
Added 2 hours ago
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Senior Advisor, Actuarial analysis and statistics
Desjardins
Levis, QC · Montreal, QC
- Full-time
As a senior actuarial and statistical advisor, you help ensure profitability and balanced risk-return ratios for products and services. You also establish reserves, produce statistical…
Added 2 hours ago
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Mortgage Solutions Advisor, Remote - Bilingual
CIBC
Montreal, QC
- Full-time
As a Mortgage Solutions Advisor you will play a pivotal role in enhancing our customer portfolio through reactive engagement in both inbound and outbound mortgage sales inquiries. Your…
Added 2 hours ago
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Executive Director, Global Markets Trading & Financing - Business Management
CIBC
Toronto, ON
- Full-time
…Resource Management (FRM) businesses. You will act as a strategic advisor to business leadership and as the principal liaison between the front office and partners across CIBC to ensure…
Added 7 hours ago
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Wealth Associate or Senior Wealth Associate
Thrive Wealth Management
Regina, SK
- Full-time
…you will be providing administrative and office support for Advisor(s) practices to enable them to achieve sales and service…
Added 7 hours ago
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Third Party Management Advisor
Thrive Wealth Management
Regina, SK
- Full-time
We’re looking for a collaborative and adaptable professional to come on board as our Third-Party Management (TPM) Advisor. In this role, you will help to design, implement and strengthen…
Added 7 hours ago
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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…
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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 7 hours ago
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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 7 hours ago
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Thrive Wealth Management
Regina, SK
- Part-time
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…financial services. We are looking to fill a temporary Member Advisor position with an end date of September 1,…
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Designing, developing, delivering, and maintaining learning paths for Conexus Business Support and Retail Small Business Advisor roles.
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Financial Services Advisor I
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Senior Financial Advisor
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A trusted advisor who provides clear, practical, and well-supported recommendations to leaders and stakeholders.
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Thrive Wealth Management

ON HOLD - Financial Services Advisor II

Indian Head, SK, S0G 2K0, Canada

$66,554.70 - $83,189.85 annually · Full-time

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Job details

Pay: $66,554.70 - $83,189.85 annually
Job type: Full-time
Experience: 3+ years of Financial Industry Experience
Posting language: English
Posted: Aug 28, 2026

Original job description

Indian Head, 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 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 financial advice. This includes the offering and fulfillment of financial services and products, including consumer lending and investments (including mutual funds).

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:
- Memberships and accounts including lines of credit
- Consumer investment products including mutual funds
- Complex consumer lending products
- Cards, including identifying needs, recommending appropriate products, completing applications, and ongoing account support
- 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 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

3+ years of Financial Industry Experience
Experience working in a customer care/customer service role
Experience in portfolio management
IFIC Licensed and experience selling Mutual Funds is required
Experience in Underwriting Loans is required, experience in approving those loans is an asset
Personal Financial Services Associate designation is an asset
Certified Financial Planner Designation is an asset
- The successful candidate must meet the education requirements associated with the role. Where these requirements have not been completed at the time of hire, the successful candidate will be expected to complete them within 18 months of their start date.

Salary range

$66,554.70 - $83,189.85 annually

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.
Being part of the vibrant community of Indian Head! To learn more about this crossroads community, visit the links below:

Indian Head Facebook Here

Town Website Here

Tourism Saskatchewan 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 opportunity closes on September 30, 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 Services Advisor II is responsible for understanding member financial goals and providing sound advice through the provision of financial products and services. This includes managing consumer lending, investment products, and proactive outreach to support member retention and growth.

Requirements

Candidates must have at least 3 years of financial industry experience, including experience in portfolio management and loan underwriting. An IFIC license and experience selling mutual funds are required, along with the ability to meet ongoing educational requirements.

Skills

Financial advice
Consumer lending
Mutual funds
Portfolio management
Customer service
Financial planning
Underwriting
Relationship management
Sales
Risk management
Compliance
Coaching
Communication
Analytical skills

Benefits

Preferred banking rates
Vacation benefits
Competitive benefit package
Pension matching

Visa sponsorship

Not detected in the job text

Hiring contact

Shaulen Lang

Keywords

Financial Services
Credit Union
Consumer Lending
Mutual Funds
Portfolio Management
Underwriting
Financial Planning
Customer Care
Compliance
Risk Management
Banking
IFIC Licensed
Personal Financial Services Associate
Certified Financial Planner
Member Experience
Sales
Relationship Management
Operational Efficiency

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