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Added 3 hours ago
KC
Associate Director, Funding
KV Capital
AB · Edmonton, AB
- Full-time
Reporting to the Vice President, Investment Management, the Associate Director, Funding is responsible for the oversight and execution of the Funding function within the Real Estate Debt…
Added 4 hours ago
EI
Product Specialist (QC) - 12 month contract
Echelon Insurance
Quebec, QC
- Contract
At CCG, we are committed to delivering exceptional Associate experience. We offer:
Added 5 hours ago
GF
New Business Associate
Greatway Financial Inc.
London, ON
- Full-time
Track applications through underwriting and issue, following up on outstanding items
Added 7 hours ago
EB
Associate, Commercial Credit, Commercial Finance Group (CFG)
EQ Bank | Canada's Challenger Bank
Toronto, ON
- Full-time
The Associate, CFG Credit is responsible for supporting the underwriting team in document fulfillment from receipt of deal through to the funding stages by acting as a liaison between…
Added 8 hours ago
EB
Associate, Commercial Credit, Commercial Finance Group (CFG)
EQ Bank
Toronto, ON
- Full-time
The Associate, CFG Credit is responsible for supporting the underwriting team in document fulfillment from receipt of deal through to the funding stages by acting as a liaison between…
Added 8 hours ago
Product Specialist (QC) - 12 month contract
CAA Club Group
Quebec, QC
At CCG, we are committed to delivering exceptional Associate experience. We offer:
Added 11 hours ago
DI
AVP, Broker Marketing
Definity Insurance Company
Toronto, ON
- Full-time
As Associate Vice President, Definity Insurance Brand & Broker Marketing, you will lead the strategy and execution of initiatives that elevate the Definity brand, strengthen broker…
Added 21 hours ago
A
Associate Portfolio Manager, Global Fundamental
AIMCo
Calgary, AB
- Full-time
Reporting to the Director, Global Fundamental, the Associate Portfolio Manager will work in close collaboration across the broader Active Equities team – which includes Alpha Strategies,…
Added 1 day ago
TW
ON HOLD - Financial Services Advisor II
Thrive Wealth Management
Indian Head, SK
- Full-time
Experience in Underwriting Loans is required, experience in approving those loans is an asset
Added 1 day ago
TW
Senior Financial Advisor
Thrive Wealth Management
Saskatoon, SK
- Full-time
Experience in Underwriting Loans is required, experience in approving those loans is an asset
Added 1 day ago
TW
Financial Advisor - Various Levels
Thrive Wealth Management
La Ronge, SK
- Full-time
Experience in underwriting and approving loans is an asset
Added 1 day ago
TW
Senior Financial Advisor
Thrive Wealth Management
Saskatoon, SK
- Full-time
Experience in Underwriting Loans is required, experience in approving those loans is an asset
Added 1 day ago
TW
Senior Financial Advisor
Thrive Wealth Management
Moose Jaw, SK
- Full-time
Experience in Underwriting Loans is required, experience in approving those loans is an asset
Added 3 days ago
A
Associate, Multi-Unit Financing
ATB
Calgary, AB · Edmonton, AB
- Full-time
Ready to help shape Alberta’s multi-family landscape? As an Associate, Multi-Unit Financing, you will be an integral member of the ATB Commercial Real Estate team, directly supporting…
Added 3 days ago
AF
Associate, Multi-Unit Financing
ATB Financial
AB · Edmonton, AB
- Part-time
Ready to help shape Alberta’s multi-family landscape? As an Associate, Multi-Unit Financing, you will be an integral member of the ATB Commercial Real Estate team, directly supporting…
Added 3 days ago
MI
Account Associate, Commercial Insurance
Masters Insurance
Remote, Canada
- Full-time
- Remote
Work Environment: This position offers a dynamic and fast-paced work environment where the Account Associate will be expected to manage multiple tasks simultaneously. The ability to adapt…
Added 3 days ago
Insurance Associate
Odlum Brown
Vancouver, BC
We have an opportunity for an Insurance Associate to join our award-winning firm in the Vancouver office.
Added 3 days ago
T
Data Analytics Associate, CIB Business Management
TD
Toronto, ON
- Full-time
The Associate will contribute to CIB performance optimization, with particular emphasis on cross-sell, client coverage, RAROC, coverage capacity, revenue and profitability, pipeline…
Added 3 days ago
W
Investment Associate
Winchesters
Toronto, ON
- $105,000 to $125,000 CAD / year
- Full-time
They are seeking an Associate to join their Investments team, supporting acquisitions, financial modelling, investment analysis, investor reporting, and portfolio management. The role…
Added 3 days ago
Product Owner, Direct Venture
Wawanesa Insurance
Calgary, AB · AB · Lethbridge, AB · Vancouver, BC · Wawanesa, MB · Winnipeg, MB · Moncton, NB · Dartmouth, NS · Kitchener, ON · Ottawa, ON · Toronto, ON · ON · Montreal, QC · Edmonton, AB (Hybrid), AB · Hybrid - Canada, ON · North York - Toronto, ON (Hybr, ON
They partner with Business Analysts, technology, pricing, underwriting, claims, operations, customer experience, and other stakeholders to keep products competitive, compliant, effective,…
Added 3 days ago
W
Client Associate, Commercial Insurance, Real Estate
Waypoint
Burnaby, BC
- $45,000 to $60,000 CAD / year
- Full-time
The Client Associate/Account Administrator provides administrative and technical support to the Real Estate team, working closely with Risk Advisors and Client Managers to ensure accurate…
Added 3 days ago
FN
Associate Mortgage Underwriter-Excalibur
First National Financial LP
Toronto, ON
- Full-time
We are hiring an Associate Mortgage Underwriter, Excalibur!
Added 3 days ago
MI
Account Associate, Commercial Insurance
Masters Insurance | Financial
Ottawa, ON · Kanata, ON
- Full-time
Work Environment: This position offers a dynamic and fast-paced work environment where the Account Associate will be expected to manage multiple tasks simultaneously. The ability to adapt…
Added 3 days ago
C
Associate Insurance Advisor II
Co-operators
West Kelowna, BC
- Full-time
The Associate Insurance Advisor II is a key player in the support and development of the agency operation primarily through sales and service. This role utilizes a broad knowledge of The…
Added 3 days ago
MI
Account Associate, Commercial Insurance
Masters Insurance | Financial
Vaughan, ON
- Full-time
This position offers a dynamic and fast-paced work environment where the Account Associate will be expected to manage multiple tasks simultaneously. The ability to adapt to changing needs…

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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