Senior Financial Advisor - Financial Planning (Regina)

Senior Financial Advisor - Financial Planning (Regina)

05 Nov
|
Conexus Credit Union
|
Regina

05 Nov

Conexus Credit Union

Regina

Senior Financial Advisor - Member Contact Centre 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 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.

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

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





Be available to support any incoming member phone calls into the MCC Advice queues as required based on call volume or campaign needs

Adhere to security and operational policies, procedures and operational controls

Ensure 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 collaboration

You’re a keen listener and skilled coach, eager to help others achieve success. 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.

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; Financial Planning 1 designation; 67,660 - $84,570 with a 10% Short Term Incentive Target

The success of our members relies heavily on the performance and accomplishments of our employees. That’s why we prioritize offering our team a variety of perks and benefits designed to support their success and well-being both at work and in their personal lives. Generous vacation benefits, giving you time to spend on what’s most significant to you

Competitive benefit package options, covering all aspects of personal wellness

Pension matching to support you towards retirement

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

We are excited to welcome candidates who bring a blend of academic, professional and volunteer experience that sets them apart.

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

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