Financial Services Representative- Full Time (Canada)

Financial Services Representative- Full Time (Canada)

02 Nov
|
HR Ghost Board
|
Canada

02 Nov

HR Ghost Board

Canada

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. 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. As a full-time Financial Services Advisor I (FSA I), you are responsible for understanding our members’ financial goals and supporting their achievement through the provision of sound financial advice. This includes the offering and fulfillment of financial services and products to new and existing non-portfolio aligned members. Provide account, investment and lending products, within scope of position, to meet member needs: Memberships and accounts including lines of credit Consumer investment products (excluding mutual funds) 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 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 You’re a quick thinker, a keen listener and eager to help 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 1 to 2 years of Financial Industry Experience in an Advisory Capacity ~ Experience in a Sales position is considered an asset ~ Completion of or working towards the Financial Planner and Personal Financial Services Advice designations ~ Investment Funds in Canada (IFIC) is considered an asset The success of our membersrelies heavily onthe performance andaccomplishmentsof our employees.
Preferred rates for all your banking needs,helping to make life more affordable. Vacation perks,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. To learn more about these forward-thinking, close-knit communities, visit the links below: Emerald Park Facebook Here and Here Town Website Here and Here and Here Tourism Saskatchewan Here Google Maps Here We are excited to welcome candidates who bring a blend of academic, professional and volunteer experience that sets them apart.

📌 Financial Services Representative- Full Time (Canada)
🏢 HR Ghost Board
📍 Canada

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