11 Nov
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HR Ghost Board
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Saskatoon
11 Nov
HR Ghost Board
Saskatoon
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 pictureAs 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 chance 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 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:Accounts including lines of creditConsumer investment products including mutual fundsComplex consumer lending productsCardsRegistered productsMobile 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 satisfactionBe available to support any incoming member phone calls into the MCC Advice queues as required based on call volume or campaign needsCompliance 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 bring5+ years of Financial Industry Experience in an Advisory CapacityExperience working in a customer care/customer service roleIFIC Licensed and experience selling Mutual Funds with that designation is requiredExperience in Underwriting Loans is required, experience in approving those loans is an assetPersonal Financial Services Advice designation; or working towards itFinancial Planning 1 designation; or working towards itSalary Range:$67,660 - $84,570 with a 10% Short Term Incentive TargetBenefits and PerksThe 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. Some of these additional benefits may include, but are not limited to:Generous vacation benefits, giving you time to spend on what's most important to youCompetitive benefit package options, covering all aspects of personal wellnessPension matching to support you towards retirementPreferred rates for all your banking needs, helping to make life more affordableDepending on location of work, union membership may be required.We 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 varied 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 November 15, 2026 so.
📌 Senior Financial Advisor (Saskatoon)
🏢 HR Ghost Board
📍 Saskatoon