Financial Advisor

Whitewood, SK, Canada

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. Itxe2x80x99s about more than conducting a banking transaction, itxe2x80x99s 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 memberxe2x80x99s unique needs throughout Saskatchewan, ensuring personalized solutions.Our employees are curious, courageous, confident and committed. They are the reason we consistently deliver outstanding member experiences. Theyxe2x80x99re 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 Mxc3xa9tis.The bigger pictureWexe2x80x99re looking for a reliable and trustworthy person with a strategic mindset to come on board as a permanent Financial Advisor at our branch in Whitewood, Saskatchewan. You will work diligently to build solid and trusting relationships with our members. Through conversations and ongoing support, you will get to know our members, determine their priorities, and assist them in reaching their ultimate financial goals.How youxe2x80x99ll be spending your time

  • Working closely with our members on a day-to-day basis to assist them in working toward realizing their individual 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 mid-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.
  • Helping to educate our members on the value of our products and services and strive to provide the most up-to-date and relevant financial information available.
The way people describe youYou are a people person. Someone who develops relationships based on understanding and trust. 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 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 would be an asset
  • Experience in the Application and Underwriting of Loans would be an asset
Salary Range$48,480 - $60,600 with a 7% STI Target$56,560 - $70,700 with a 9% STI TargetBenefits & PerksOur employeesxe2x80x99 performance and achievements are critical to the success of our membersxe2x80x99 credit union. Itxe2x80x99s the reason we ensure that our employees have access to various perks and benefits that support them in bringing and being at their best. Not just at work, but in life. Some of these extraxe2x80x99s include, but are not limited to, the following:
  • Preferred rates for all your banking needs helping to make life more affordable
  • Generous vacation benefits with 10 additional paid days off giving you time to spend on whatxe2x80x99s most important to you
  • Competitive benefit package options covering off all aspects of personal wellness
  • 7% pension matching after 1 year of employment to support you towards retirement
  • Being part of the vibrant community of Whitewood! To learn more about this crossroads community, visit the links below:
  • Facebook:
  • Town Page:
We are excited to welcome candidates who bring a blend of academic, professional and 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 that wexe2x80x99ve been searching for! This opportunity closes on December 8, 2024, so apply now! If you have questions about this position, please contact Natasha Hudy at jobs@conexus.ca.

Conexus Credit Union

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Job Detail

  • Job Id
    JD2349668
  • Industry
    Not mentioned
  • Total Positions
    1
  • Job Type:
    Full Time
  • Salary:
    $48480 - 60600 per year
  • Employment Status
    Permanent
  • Job Location
    Whitewood, SK, Canada
  • Education
    Not mentioned