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 full-time Financial Services Advisor II (FSA II), 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, including consumer lending and investments (including mutual funds).

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:
- Memberships and accounts including lines of credit
- Consumer investment products including mutual funds
- Complex consumer lending products
- Cards, including identifying needs, recommending appropriate products, completing applications, and ongoing account support
- Registered products
- Safety deposit boxes
- 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

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 prospect & 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

- 3+ years of Financial Industry Experience
- Experience working in a customer care/customer service role
- IFIC Licensed and experience selling Mutual Funds is required
- Experience in Underwriting Loans is required, experience in approving those loans is an asset
- Personal Financial Services Associate designation is an asset
- Certified Financial Planner Designation is an asset
- The successful candidate must meet the education requirements associated with the role. Where these requirements have not been completed at the time of hire, the successful candidate will be expected to complete them within 18 months of their start date.

Sal

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