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Added 9 mins ago
DB
Part Time Bridal Sales
David's Bridal
Woodbridge, ON
- $16 to $25.8 CAD / hour
- Part-time
…whether that means the event or the wedding dress that matches a personal style - or the career that is a perfect fit. Join a company that dominates the products in their category – 1 out…
Added 9 mins ago
DB
Part Time Bridal Sales
David's Bridal
Dartmouth, NS
- $16 to $22.32 CAD / hour
- Part-time
…the one, whether that means the wedding dress that matches a personal style - or the career that is a perfect fit. Join a company that dominates the products in their category – 1 out of 3…
Added 9 mins ago
BT
Senior Manager, Small Business Services
Baker Tilly Canada
Winnipeg, MB
- Full-time
Client service and advisory. You will be the trusted advisor to small and owner-managed businesses. That means meeting with clients regularly about year-end results, cash flow, bookkeeping…
Added 1 hour ago
M
AVP Strategy - Intermediary, Product, Institutional
Manulife
Toronto, ON
- Full-time
Analyze industry dynamics, investor, advisor and institutional client needs, consultant and platform trends, competitor actions, product vehicles, pricing developments and emerging business…
Added 1 hour ago
Financial Advisor - Saskatoon CBC & Main Branch
Scotiabank
Saskatoon, SK
…through a broad range of advice, products and services, including personal and commercial banking, wealth management and private banking, corporate and investment banking, and capital…
Added 3 hours ago
T
Conseiller / Conseillère service client – Customer Support Advisor
TOPRING
Granby, QC
- Full-time
Added 3 hours ago
M
Licensed Assistant
Manulife
Montreal, QC
- Full-time
Manage the advisor’s calendar, including scheduling meetings, client appointments, and conference calls.
Added 3 hours ago
M
AVP Retirement & Wealth Strategy
Manulife
Toronto, ON
- Full-time
…transformation of our global franchise. The role is trusted advisor to the entire Retirement & Wealth Leadership Team, providing key insights and information to drive the development and…
Added 3 hours ago
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Conseiller / Conseillère service client – Customer Support Advisor
Topring
Granby, QC
- Full-time
Added 3 hours ago
AC
Senior Accountant, Assurance and Accounting - Private Enterprise & Public Sector Audit
ACCA Careers
Vancouver, BC
- Full-time
…evolving business and financial reporting landscape. As a trusted advisor, you’ll provide comprehensive, tailored financial information that enables clients to make informed decisions with…
Added 3 hours ago
M
Manager, Consulting - Human Resources
MNP
Vancouver, BC
- Full-time
Make an impact with our Executive Search & Recruitment team as a Manager. As a trusted advisor, you will partner with clients to identify, attract and assess executive, senior leadership…
Added 4 hours ago
A&
Manager, Core Tax
Alvarez & Marsal
Toronto, ON
- Full-time
…A&M's core values of Integrity, Quality, Objectivity, Fun, Personal Reward, and Inclusive Diversity, our collaborative, globally minded environment is why our people love working at…
Added 4 hours ago
A&
Associate, Restructuring
Alvarez & Marsal
Toronto, ON
- Full-time
…A&M's core values of Integrity, Quality, Objectivity, Fun, Personal Reward, and Inclusive Diversity, our collaborative, globally minded environment is why our people love working at…
Added 4 hours ago
A&
Manager, Core Tax
Alvarez & Marsal
Calgary, AB
- Full-time
…A&M's core values of Integrity, Quality, Objectivity, Fun, Personal Reward, and Inclusive Diversity, our collaborative, globally minded environment is why our people love working at…
Added 4 hours ago
PH
CCMG Genetic and Genomic Diagnostics Fellowship, Division of Genome Diagnostics, Department of Pathology and Laboratory Medicine - BC Children’s Hospital & BC Women’s Hospital
Provincial Health Services Authority
Vancouver, BC
- Full-time
The successful candidate will also demonstrate a commitment to beginning and continuing their personal learning journey related to Indigenous-specific racism and dismantling systems of…
Added 4 hours ago
LV
Seasonal Host
Louis Vuitton
AB · Edmonton, AB
- Part-time
This is an opportunity for those who thrive in a fast-paced environment, see themselves as a true personal ‘advisor’- someone who is seeking to grow their career in a luxury retail…
Added 4 hours ago
FI
Field Sales Representative
Federated Insurance Company of Canada
Mississauga, ON
- Full-time
…meaningful partnerships with business owners, and become a trusted advisor in the commercial insurance…
Added 4 hours ago
A&
Director, Global Transaction Tax
Alvarez & Marsal
Toronto, ON
- Full-time
…A&M's core values of Integrity, Quality, Objectivity, Fun, Personal Reward, and Inclusive Diversity, our collaborative, globally minded environment is why our people love working at…
Added 4 hours ago
HR
Beauty Advisor - Multi Skincare (K Beauty)
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Toronto, ON
- Full-time
The Beauty Advisor is responsible for developing deep, long lasting relationships with customers that lead to an increase in sales, service, and loyalty. Beauty Advisor compensation is…
Added 4 hours ago
AC
Senior Manager, Strategic Initiatives (Underwriting/ Personal Lines)
Aviva Canada
Toronto, ON
- Full-time
…team as Senior Manager, Strategic Initiatives (Underwriting/ Personal Lines) . Reporting to the SVP, this role will help shape and execute the strategic direction for Product, National…
Added 4 hours ago
TF
Manager Safety-1st Shift-RVI-Hanceville
Tyson Foods
Hanceville, BC
- Full-time
…workplace practices. The Safety Manager serves as a trusted advisor to plant leadership, championing behavioral safety, regulatory compliance, and best-practice sharing across the…
Added 4 hours ago
A&
Director, Global Transaction Tax
Alvarez & Marsal
Calgary, AB
- Full-time
…A&M's core values of Integrity, Quality, Objectivity, Fun, Personal Reward, and Inclusive Diversity, our collaborative, globally minded environment is why our people love working at…
Added 4 hours ago
AC
Senior Manager, Strategic Initiatives (Underwriting/ Personal Lines)
Aviva Canada
Markham, ON
- Full-time
…team as Senior Manager, Strategic Initiatives (Underwriting/ Personal Lines) . Reporting to the SVP, this role will help shape and execute the strategic direction for Product, National…
Added 4 hours ago
C
Associate Financial Advisor
CIBC
Walkerton, ON
- Full-time
…difference in our clients' lives. As an Associate Financial Advisor, you’ll form a deep understanding of your personal and small business clients’ needs as you recommend simple,…
Added 5 hours ago
BF
Business Partner People & Culture
BC Financial Services Authority
Vancouver, BC
- $73,182 to $107,310 CAD / year
- Full-time
Opportunities for personal and professional development

Thrive Wealth Management

Senior Financial Advisor

Regina, SK, S7K 0Z1, 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: Nov 2, 2026

Original job description

Senior Financial Advisor - Member Contact Centre

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 Senior Financial Advisor (SFA) with our Member Contact Centre Advice team, you are responsible for understanding the financial goals of our 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).

This opportunity is temporary for up to 14-months. Our hour of operation for this position are currently core banking hours, Monday to Friday.

The preferred location for this position is within Saskatoon, Regina or Prince Albert, however other Conexus locations may be considered depending on space availability.

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:
- Accounts including lines of credit
- Consumer investment products including mutual funds
- Complex consumer lending products
- Cards
- Registered products
- 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
Be available to support any incoming member phone calls into the MCC Advice queues as required based on call volume or campaign needs

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
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 Advice designation; or working towards it
Financial Planning 1 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:

Generous 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 towards retirement
Preferred rates for all your banking needs, helping to make life more affordable

Depending on location of work, union membership may be required.

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 November 15, 2026 so apply now! If you have questions about this position, please contact Toni Demorest at jobs@conexus.ca.

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More about this job

Responsibilities

The Senior Financial Advisor is responsible for understanding member financial goals and providing advice on products including complex consumer lending and mutual funds. They will conduct proactive outreach, manage member relationships, and ensure compliance with operational policies.

Requirements

Candidates must have 5+ years of financial industry experience in an advisory capacity and hold an IFIC license. Experience in underwriting loans is required, along with progress toward or completion of Personal Financial Services Advice or Financial Planning 1 designations.

Skills

Financial planning
Consumer lending
Mutual funds
Investment advice
Customer service
Relationship management
Underwriting
Financial advisory
Risk management
Compliance
Sales
Banking operations
Communication
Coaching
Problem solving

Benefits

Generous vacation benefits
Competitive benefit package
Pension matching
Preferred banking rates

Visa sponsorship

Not detected in the job text

Hiring contact

Toni Demorest

Keywords

Financial Advisor
Credit Union
Mutual Funds
Consumer Lending
Financial Planning
IFIC License
Underwriting
Banking
Member Experience
Risk Management
Compliance
Investment Products
Relationship Management
Financial Services
Advisory

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