Job Description

Description :

Are you ready to make a move and work for a company who puts the financial well-being of its members first? It\xe2\x80\x99s not just something we say at Conexus. It\xe2\x80\x99s a promise delivered by our 900 employees each day. We are passionate about our members\xe2\x80\x99 financial health, and our employees reflect that passion. At Conexus it\xe2\x80\x99s about more than conducting a banking transaction, it\xe2\x80\x99s about providing members with insightful content, tools, advice and products that help them look at their financial choices in new ways. We do this by keeping it simple and lending an ear to each member\xe2\x80\x99s individual needs throughout Saskatchewan.

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 an agile and adaptive person with a strategic mindset to come on board as a Senior Level Financial Advisor at our Kensington Branch in Saskatoon. 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 in order 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
• License and experience in selling Mutual Funds are required
• Experience in Underwriting Loans is required
• First Canadian Title Training
• Registered Retirement Consultant designations; or working towards this designation

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

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 May 15, 2023 so apply now! If you have questions about this position, please email

Conexus Credit Union