The bigger picture
As a Financial Advisor, Investments in our Member Contact Centre (call centre), you will be responsible for understanding the financial goals of our members and supporting their achievement. This includes the offering and fulfillment of financial services and products through a virtual setting. As part of this role, you will specialize in all things investments, including mutual funds.

Our hours 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 and investment products within scope of position, to meet member needs:
Memberships and accounts

Consumer investment products including mutual funds

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 volumes or campaign needs

Compliance and Organizational Support

Ensure complete, accurate and timely documentation

Adhere to security and operational policies, procedures and operational controls

Ensure 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 the team

The way people describe you
You’regreat with people, a keenlistenerand a skilled coach. You invest inbuilding relationshipsbasedon understanding and trust. You have deep knowledge in the psychology of money, allowing you to grasp the underlyingbehavioursinfluencingpeople’s financial choices, and you excel at balancing risk and reward to craft savvy investment strategies tailored to the unique needs of individuals.You proactively engagein conversations with courage and empathy,andyoudemonstrateyour creative thinking skills toconsistently exploreinnovative pathsforward. A big-picture thinker, you seekopportunities for enhancements andefficiencies, andboldly share your knowledge and insights with others. 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

2 to 3 years of Financial Industry Experience in an Advisory Capacity





Actively registered to sell Mutual Fund Products

Experience in a Sales position is considered an asset

Call centre experience is considered an asset

Completion of or working towards the Financial Planner and Personal Financial Services Advice designations

Investment Funds in Canada (IFIC) or Canadian Securities Course (CSC) license is required

Salary Range:
$58,540 - $73,710 with 9% Short Term Incentive Target

The success of our membersrelies heavily onthe performance andaccomplishmentsof our employees.That’swhy we prioritizeoffering ourteam a varietyofperksand benefitsdesigned to support their success and well-being bothat work and intheirpersonal lives.Some of theseadditionalbenefitsmayinclude, but are not limited to:

Preferred rates for all your banking needs,helping to make life more affordable.

Vacation benefits,giving you time to spend onwhat’smost important to you.

Competitive benefit package options covering all aspects of personal wellness.

Pension matching to support you toward retirement.

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

We are excited to welcome candidates who bring a blend of academic, skilled 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 September 7, 2026 If you have questions about this position, please contact Toni Demorest at [email protected].

#J-18808-Ljbffr

📌 Financial Advisor, Investments (Saskatchewan)
🏢 Conexus Credit Union
📍 Saskatchewan