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Added 13 mins ago
ST
Salesforce Implementation Consultant & Platform Administrator
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- Full-time
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Added 13 mins ago
Senior Manager, Business Banking Advisory - Tangerine
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Aurora, ON · Bradford West Gwillimbury, ON · Newmarket, ON · Richmond Hill, ON
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Banking Advisor - Aurora, Newmarket (English and/or Mandarin, Cantonese, Russian, Turkish)
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Added 43 mins ago
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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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