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 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 chance & 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 Pla

📌 Senior Financial Advisor (Regina)
🏢 Conexus Credit Union
📍 Regina