Financial Advisor

Assiniboia, SK, Canada

Job Description


Description :

Assiniboia, Saskatchewan

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 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 authentic, bold, creative, and responsible. 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 a motivated team-player with a strategic mindset to come on board as a Financial Advisor in Assiniboia. 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 making informed decisions to meet their financial goals.
  • 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 lending products and services (cards, small LOC and consumer loans, terms, RRSP\'s; TFSA\'s), to meet new and existing members\' needs
  • Growing and adapting your skills and knowledge in order to consistently perform with confidence
  • Providing support, when needed, to our front-line team by assisting members with day-to-day banking services
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 behaviors 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
  • Experience working in the financial industry
  • Experience working in a customer care/customer service role
  • Experience in portfolio management is an asset
  • First Canadian Title Training; or willing to take this training
  • Registered Retirement Consultant designations; or willing to take this training
What you get in return

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
  • Being part of the vibrant community of Assiniboia! To learn more about this forward-thinking, close-knit community, visit the links below:
  • Community site
  • Facebook
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 October 2, 2023. If you have questions about this position, please contact Shaulen Lang at

Conexus Credit Union

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Job Detail

  • Job Id
    JD2239282
  • Industry
    Not mentioned
  • Total Positions
    1
  • Job Type:
    Full Time
  • Salary:
    Not mentioned
  • Employment Status
    Permanent
  • Job Location
    Assiniboia, SK, Canada
  • Education
    Not mentioned