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Added 49 mins ago
CO
Strategic Management Lead
City of Edmonton
AB · Edmonton, AB
- Full-time
…to shape the future of Edmonton. You will serve as a trusted advisor to senior leadership, developing the City’s Enterprise Performance Management system and leading implementation of…
Added 49 mins ago
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Insurance Advisor
Howden
Winchester, ON
- Full-time
Added 1 hour ago
Associate (m/f/d) Index Management – Equity Rebalance
Solactive AG
Toronto, ON
…base, identify new business opportunities, and act as a trusted advisor to deliver exceptional client service and long-term partnership…
Added 1 hour ago
NB
Contract Implementation Coordinator
National Bank of Canada
Montreal, QC
- Full-time
…support sales conversion. Your work has a direct impact on the advisor experience, collaboration with insurance carriers, and the operational performance of National Bank Insurance…
Added 1 hour ago
S
Associate (m/f/d) Index Management – Equity Rebalance
Solactive
Toronto, ON
- Full-time
…base, identify new business opportunities, and act as a trusted advisor to deliver exceptional client service and long-term partnership…
Added 1 hour ago
BT
Senior Manager, Indirect Tax
Baker Tilly Canada
Vancouver, BC
- Full-time
This role offers the opportunity to build and shape an emerging area of specialization while serving as a trusted advisor to clients and a technical resource to colleagues across the firm.
Added 2 hours ago
NR
Finance Education & Communication Advisor
Niagara Region
ON · Niagara, ON
- Full-time
Job Title : Finance Education & Communication Advisor
Added 2 hours ago
M
Senior Business Architecture Advisor, Direct Distribution
Maarut
Montréal-Est, QC · Montreal, Quebec
- Contract
Added 3 hours ago
RB
Financial Advisor
Royal Bank of Canada
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 3 hours ago
ID
Senior Vice President (SVP) – Client Partner
Intellect Design Arena Ltd
Vancouver, BC
- $240,000 to $260,000 CAD / year
- Full-time
Intellect’s technology ecosystem - powered by eMACH.ai, Purple Fabric, and modular open finance
Added 3 hours ago
VF
Exec Assistant & Business Coordinator, PCS
Ventum Financial
Vancouver, BC
- $75,000 to $80,000 CAD / year
- Full-time
…oversight and execution across a broad portfolio encompassing advisor experience, recruiting and onboarding, insurance and wealth services, marketing coordination, and business improvement…
Added 4 hours ago
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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 6 hours ago
T&
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 6 hours ago
D
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 6 hours ago
D
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 6 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 6 hours ago
D
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 6 hours ago
C
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 6 hours ago
C
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 11 hours ago
TW
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 11 hours ago
TW
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 11 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 11 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 11 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 11 hours ago
TW
Financial Services Representative
Thrive Wealth Management
Regina, SK
- Part-time

Thrive Wealth Management

Senior Financial Advisor

Saskatoon, SK, S7K 0V1, Canada

$67,660 - $84,570 with 10% Short Term Incentive Target · Full-time

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Job details

Pay: $67,660 - $84,570 with 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 22, 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 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 supporting their achievement. This includes the offering and fulfillment of financial services and products, including consumer lending and investments (including mutual funds). This position is at a six-day location and requires flexibility in the work schedule.

How you’ll be spending your time

Member Experience and Sales

Proactively identifying 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 enhancement 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 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.
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 Senior Financial Advisor is responsible for managing a portfolio of members by identifying their financial goals and providing tailored advice and solutions. This includes fulfilling financial service needs such as consumer lending, investment products, and proactive member outreach.

Requirements

Candidates must have 5+ years of financial industry experience in an advisory capacity and hold 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
Sales
Financial advisory
Risk management
Compliance
Communication
Coaching
Problem solving

Benefits

Preferred banking rates
Generous vacation benefits
Competitive benefit package
7% pension matching
Short term incentive target

Visa sponsorship

Not detected in the job text

Hiring contact

Leslie Bensch

Keywords

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

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