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Added 8 mins ago
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Thrive Wealth Management

Senior Financial Advisor

Moose Jaw, SK, S6H 1S3, 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
Experience: 5+ 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 temporary full-time Senior Financial Advisor in Moose Jaw, Saskatchewan, you are 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, including complex 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
- 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

5+ years of Financial Industry Experience in an Advisory Capacity
Experience working in a customer care/customer service role
Experience in portfolio management
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 Associate designation; or working towards it
Certified Financial Planner 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:

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. You might just be the ideal addition to our team that we’ve been searching for! This opportunity closes on October 11, 2026 so apply now! If you have questions about this position, please contact Janessa Dmyterko at jobs@conexus.ca.

^#DNP

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More about this job

Responsibilities

The Senior Financial Advisor is responsible for managing a portfolio of members by providing financial advice, investment solutions, and complex consumer lending services. They must also conduct proactive outreach to educate members and ensure operational compliance and documentation accuracy.

Requirements

Candidates must have at least 5 years of financial industry experience in an advisory capacity and possess an IFIC license. Experience in portfolio management and loan underwriting is required, along with progress toward professional designations like Personal Financial Services Associate or Certified Financial Planner.

Skills

Financial planning
Consumer lending
Investment management
Mutual funds
Portfolio management
Underwriting
Customer service
Relationship management
Financial advisory
Risk management
Sales
Communication
Coaching
Problem solving
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

Janessa Dmyterko

Keywords

Financial Advisor
Mutual Funds
Consumer Lending
Portfolio Management
IFIC Licensed
Underwriting
Personal Financial Services Associate
Certified Financial Planner
Banking
Credit Union
Financial Planning
Risk Management
Customer Service
Relationship Management
Sales
Compliance
Operational Efficiency
Investment Products
Mobile Banking
Financial Services

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