At Conexus, we are focused on supporting our members with theirneeds oftoday, while also helping them pursue their goals for the future. It'smore than conducting a bankingtransaction,it'sabout 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 contributingto a thriving province.We are curious, courageous,confidentand committed. Our valuesensurewe consistently deliver outstanding member experiences. As employees, we are more than just individuals who come to work eachday,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 arelocatedon Treaty 2, 4, 5, 6,8 and10 lands. These are the traditional lands of the Cree, Dakota, Dene, Lakota,Nakotaand Saulteaux peoples, as well as the homeland of the Métis.The bigger pictureWe are actively seeking two Financial Advisor's at our branch in La Ronge, Saskatchewan. We will consider applicants with limited advisory experience and a desire to learn more. As a Financial Advisor, you will focus on cultivating meaningful relationships with your assigned portfolio of members to understand their financial goals and support their achievement. This includes the offering and fulfillment of financial services and products, including consumer lending and investments (including mutual funds).How you'll be spending your timeMember Experience and SalesProactively identify members' financial goals and provide advice and solutions to support their achievement through the provision of introductory financial planningProvide account, investment and lending products, within scope of position,
to meet member needs:Memberships and accounts including lines of creditConsumer investment products including mutual fundsComplex consumer lending productsCardsRegistered productsSafety deposit boxesMobile banking solutionsDay to day banking needsConduct proactive outreach activities to educate members and prospective members on the value and function of our products and servicesIncrease retention and expansion of member relationships by referring members to appropriate subject matter experts, based on needs, and follow-up to ensure member satisfactionCompliance and Organizational SupportEnsure complete, accurate and timely documentationAdhere to security and operational policies, procedures and operational controlsEnsure 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 collaborationProactively identify opportunities to enhance processes and improve operational efficienciesProvide support, assistance and backup as required for retail teamThe way people describe youYou'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 bring1+ years of Financial Industry ExperienceExperience working in a customer service roleExperience in portfolio management is an assetIFIC Licensed and experience selling Mutual Funds is an assetExperience in underwriting and approving loans is an assetPersonal Financial Services Associate designation; or working towards itCertified Financial Planner Designation; or working towards itSalary rangeFinancial Advisor $50,180 - $62,720 with a 7% Short Term Incentive TargetFinancial Advisor, Lending or Investments $58,540 - $73,710 with a 9% Short Term Incentive TargetSenior Financial Advisor $67,660 - $84,570 with a 10% Short Term Incentive TargetFinal salary offers will be determined commensurate with qualifications in alignment with internal equity practices.Benefits andperksThe success of our membersrelies heavily onthe performance andaccomplishmentsof our employees. That'swhy we prioritizeofferingourteam a varietyofperksand benefitsdesigned to support their success and well-being bothat work and in theirpersonal lives. Some of theseadditionalbenefitsmayinclude, but are not limited to:Generous vacation benefits,giving you time to spend onwhat'smost key to youCompetitive benefit package options,covering all aspects of personal wellnessPension matching to support you towardsretirementPreferred rates for all your banking needs, helping to make life more affordableWe are excited to welcome candidates who bring a blend of academic,professionaland 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 wide-ranging experiences, as we are dedicated to creating inclusive and diverse workplaces. You might just be the ideal addition to our team thatwe'vebeen searching for! This opportunity closes on September 30, 2026. If you have questions about this position, please contact Natasha Hudy at
[email protected].
📌 Financial Advisor - Various Levels (La Ronge)
🏢 Conexus Venture Capital
📍 La Ronge