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Added 5 mins ago
KT
Parts Advisor
Kentville Toyota
Kentville, NS
- Full-time
…inventories. The dealership is known for delivering strong customer service and high-quality repair and maintenance work. Team members work in a professional, fast-paced environment focused…
Added 5 mins ago
HE
Retail Sales Assistant
Hype Events
Toronto, ON · Greater Toronto Area, Canada
- $41,000 to $45,000 CAD / year
- Full-time
This position offers the opportunity to develop practical experience in retail sales, product promotion, and customer relationship management while building transferable business skills in…
Added 5 mins ago
CO
Environmental Compliance Specialist
City of Calgary
Calgary, AB
- $48.54 to $64.88 CAD / hour
- Full-time
…Environmental Engineering, and at least 5 years of related experience;…
Added 5 mins ago
HE
Entry Level Event Assistant
Hype Events
Toronto, ON · Greater Toronto Area, Canada
- $41,000 to $45,000 CAD / year
- Full-time
Gaining practical experience of successful events and customer-acquisition campaigns
Added 5 mins ago
HE
Marketing Event Coordinator
Hype Events
Toronto, ON · Greater Toronto Area, Canada
- $41,000 to $45,000 CAD / year
- Full-time
…established brands, and creating positive experiences through direct customer engagement. This is an opportunity to gain hands-on experience in event coordination, marketing, communication,…
Added 5 mins ago
FG
VIP Personal Lines CSR - RIBO
FSB GROUP LTD.
Concord, ON
- $58,000 to $78,000 CAD / year
- Full-time
If you are a RIBO-licensed Personal Lines Customer Service Representative with expertise in high-net-worth clients for our VIP department, our growing team wants you!!!!
Added 5 mins ago
HC
Embedded Systems Engineer
Horstman Canada
Brampton, ON
- $115,000 to $125,000 CAD / year
- Full-time
…proof-of-concept prototype designs and production-ready systems on customer projects and Horstman Group R&D…
Added 5 mins ago
AR
Import Export Coordinator
ALS Recruiting Ltd
Montreal, QC
- $55,000 to $70,000 CAD / year
- Full-time
· Handle customer enquiries and resolve operational issues.
Added 5 mins ago
T
Customer Service Representative - Barrie (Part-Time)
Talize
Barrie, ON
- $18 CAD / hour
- Part-time
We are seeking a customer-focused Customer Service Representative to support daily operations and deliver an exceptional rental experience. This role assists customers throughout the full…
Added 5 mins ago
Sr. Business Development Manager
OSI Maritime Systems
Burnaby, BC
At OSI Maritime Systems, we pride ourselves on delivering world-class navigation and bridge systems. With decades of experience serving military customers, we remain at the forefront of…
Added 20 mins ago
CO
Job ID #32356: Manager, Capital Projects & Energy Management
City of Hamilton
Hamilton, ON
- Full-time
…a timely and cost-effective manner. Instils a proactive and customer service focus with true stakeholder engagement with subordinate staff. The manager will also explore various innovative…
Added 20 mins ago
C(
PLC and Robotics Supervisor
CenterLine (Windsor) Limited
Lasalle, ON
- $47 to $56 CAD / hour
- Full-time
…additional career opportunities as you develop skills and gain experience. Please see our website WWW.CNTRLINE.COM for more details on opportunities within our…
Added 35 mins ago
MD
Provider Support Policy Analyst / State Program Administrator Coordinator
Minnesota Direct Care and Treatment
Saint-Paul, NB · St.-Paul, NB
- Full-time
Work Shift: Day Shift
Added 35 mins ago
MD
Sustainable Forest Incentive Act Administrator, State Program Administrator Senior
Minnesota Direct Care and Treatment
Saint-Paul, NB · St.-Paul, NB
- Full-time
Work Shift/Work Hours: Day Shift
Added 35 mins ago
MD
Field Inspector-Law Compliance Rep 1
Minnesota Direct Care and Treatment
Saint-Paul, NB · St.-Paul, NB
- Full-time
Work Shift/Work Hours: Day Shift · Must possess and maintain a valid Minnesota Driver’s License, or an equivalen
Added 35 mins ago
GH
Trim Carpenter/Wood Worker Subcontract
Genesis Health Clubs
Kitchener, ON
- Full-time
Must have a smartphone and access to the internet
Added 35 mins ago
GD
QMS Auditor
General Dynamics Land Systems–Canada
London, ON
- Full-time
Bachelor's Degree or equivalent work experience
Added 35 mins ago
M
Senior Android SDK Developer
MapsPeople
Toronto, ON
- Full-time
8–10 years of professional Android development experience, with deep expertise in Kotlin and Java and experience working within large, complex Android codebases
Added 35 mins ago
VA
Senior Buyer (Goods and Services)
Vancouver Airport Authority
Vancouver, BC
- Full-time
YVR is a place of connection, bringing together people, places and cargo while ensuring a safe and efficient experience for everyone. The Supply Management Team (SMT) supports fair,…
Added 35 mins ago
VA
Senior Buyer (Engineering & Construction)
Vancouver Airport Authority
Vancouver, BC
- Full-time
Demonstrated experience leading procurement activities for construction, infrastructure, and capital projects, including the development, sourcing, negotiation, and administration of…
Added 35 mins ago
VA
Manager, Supply Management (Engineering & Construction)
Vancouver Airport Authority
Vancouver, BC
- Full-time
A minimum of 10 years of relevant industry or professional experience, including at least 5 years in procurement, project management or construction management.
Added 35 mins ago
PH
Administrative Assistant 2, Various Programs/Services
Provincial Health Services Authority
Vancouver, BC
- Full-time
Provides administrative support that respects confidentiality and ensures that administrative matters are organized and dealt with in a professional manner.
Added 35 mins ago
VA
Manager, Engineering Services
Vancouver Airport Authority
Vancouver, BC
- Full-time
…Are you passionate about delivering outcomes and applying a customer centric mindset to an…
Added 35 mins ago
MS
Warehouse Associate
McKeough Supply
Mississauga, ON
- Full-time
Pick, pack, and prepare customer orders accurately and efficiently
Added 51 mins ago
AN
Junior Tea Trader (Toronto Canada)
ACOMO N.V.
Toronto, ON
- Full-time
…for international trade, and the ambition to develop into a professional trader, this role is for…

Thrive Wealth Management

Senior Financial Advisor

Regina, SK, S7K 0Z1, Canada

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

Apply on recruiting.ultipro.ca About employer

Applications open in a new tab.

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.

Apply on recruiting.ultipro.ca About employer

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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Work requirements

Jobs in Canada