Job Description

Description :

At Conexus, we are focused on supporting our members with their needs of today, while also helping them work towards their goals for the future. It\xe2\x80\x99s about more than conducting a banking transaction, it\xe2\x80\x99s about providing our members with insightful content, tools, expert advice, and a full suite of products to empower them and inspire confidence in their financial decision-making. We prioritize growth and efficiency while never compromising on the financial well-being of our members. We do this by lending an ear to each member\xe2\x80\x99s unique needs throughout Saskatchewan, ensuring personalized solutions.

Our employees are confident, curious, courageous and committed. They are the reason we consistently deliver outstanding member experiences. They\xe2\x80\x99re more than just individuals who come to work each day, each employee is a vital part of Conexus.

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 M\xc3\xa9tis.

The Bigger Picture

We\xe2\x80\x99re looking for an agile and adaptive person with a strategic mindset to come on board as a Mid Level Financial Advisor. You will work diligently to build solid and trusting relationships with our members. Through conversations and ongoing support, you will provide members with personalized insights and options, empowering them to make informed choices about their money.

How You\xe2\x80\x99ll be Spending Your Time

• Working closely with our members on a day-to-day basis to assist them in setting goals and making informed decisions that improve their financial well-being.
• Building solid relationships and become a trusted financial partner, who proactively uncovers and identifies member needs through meaningful conversations.
• Providing solutions and alternatives, including accounts and complex-level consumer investments and lending products and services (consumer loans, mortgages, terms, registered products, mutual funds) to meet new and existing needs of our members.
• Growing and adapting your skills and knowledge to consistently perform with confidence.

The Way People Describe You

You are a people person and a skilled coach who develops relationships based on understanding and trust. You have deep knowledge in the psychology of money and understand the behaviours that often underlie members\xe2\x80\x99 choices regarding their finances. You proactively step into conversations with courage and empathy. You are bold and demonstrate creative strength, continually exploring new paths to seek opportunities for improvements and efficiencies. You are a team player who welcomes diversity and can work effectively with others. You successfully handle multiple projects at the same time while staying committed to building your knowledge and skills.

The Experience You Bring

• 2 years of Financial Industry Experience in an Advisory Capacity
• Experience working in a customer care/customer service role
• Experience in portfolio management
• Completion of, or working towards the Financial Planner designation would be an asset
• License and experience in selling Mutual Funds is required
• Experience in the Application and Underwriting of Loans is required

Salary Range

$56,000 - $70,000 with a 9% STI Target

Benefits & Perks

Our team works tirelessly to ensure the financial success of each of our members. We think such dedication deserves recognition. That\xe2\x80\x99s why we\xe2\x80\x99re proud to offer some of the most competitive job perks of any employer around. Come, join our crew, and find out just how sweet the rewards can be:

• Competitive compensation and benefits package
• Industry leading work-life balance and rewards
• Formal and informal employee development
• Meaningful work that makes a real difference in our members\xe2\x80\x99 lives

We are excited to consider candidates with combined academic, professional and volunteer experience unique to them. Research shows that many applicants only apply if they meet every qualification of the role and we encourage you to consider the roles that most closely align with your skillset and experience. As we value diverse backgrounds and experiences and are focused on meaningfully building inclusive and diverse workplaces, you may be the new team member we\'ve been looking for! This opportunity closes on January 2, 2024 so apply now! If you have questions about this position, please contact Shayla Riche at jobs@conexus.ca

Conexus Credit Union