Financial Advisor, Investments

Job summary

The Financial Advisor is responsible for understanding member financial goals and providing tailored investment advice and product solutions. They will conduct proactive outreach to educate members and ensure high-quality service while maintaining operational compliance.

Job details

At Conexus, we are focused on supporting our members with their needs of today, while also helping them pursue their goals for the future. It’s more than conducting a banking transaction, it’s about 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 contributing to a thriving province. We are curious, courageous, confident and committed. Our values ensure we consistently deliver outstanding member experiences. As employees, we are more than just individuals who come to work each day, 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 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 Métis. The bigger picture As a full-time Financial Advisor, Investments at Kensington Branch, Saskatoon, SK, you will be responsible for understanding the financial goals of your assigned portfolio of members and supporting their achievement. This includes the offering and fulfillment of financial services and products. As part of this role, you will specialize in all things investments, including mutual funds. This position works Tuesday to Saturday. How you’ll be spending your time Member Experience and Sales * Proactively identify members’ financial goals and provide advice and solutions to support their achievement through the provision of introductory financial planning * Provide account and investment products within scope of position, to meet member needs: * Memberships and accounts * Consumer investment products * Cards * Registered products * Safety deposit boxes * Mobile banking solutions * Day to day banking needs * Conduct proactive outreach activities to educate members and prospective members on the value and function of our products and services * Increase retention and expansion of member relationships by referring members to appropriate subject matter experts, based on needs, and follow-up to ensure member satisfaction Compliance and Organizational Support * Ensure complete, accurate and timely documentation * Adhere to security and operational policies, procedures and operational controls * Ensure 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 collaboration * Proactively identify opportunities to enhance processes and improve operational efficiencies * Provide support, assistance and backup as required for retail team The experience you bring * 2 to 3 years of Financial Industry Experience in an Advisory Capacity * Actively registered to sell Mutual Fund Products * Experience in a Sales position is considered an asset * Experience in portfolio management * Completion of or working towards the Financial Planner and Personal Financial Services Advice designations * Investment Funds in Canada (IFIC) or Canadian Securities Course (CSC) license is required Salary range $58,540 - $73,710 with 9% Short Term Incentive Target Benefits and perks The 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: * Preferred rates for all your banking needs helping to make life more affordable. * Generous vacation benefits with additional paid days off giving you time to spend on what’s most important to you. * Competitive benefit package options covering off all aspects of personal wellness. * 7% pension matching after one year of employment to support you towards retirement. 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 we’ve been searching for! This opportunity closes on September 27, 2026 so apply now! If you have questions about this position, please contact Leslie Bensch at jobs@conexus.ca

What you’ll do

The Financial Advisor is responsible for understanding member financial goals and providing tailored investment advice and product solutions. They will conduct proactive outreach to educate members and ensure high-quality service while maintaining operational compliance.

Requirements

Candidates must have 2 to 3 years of financial industry experience in an advisory capacity and be actively registered to sell mutual funds. Possession of the Investment Funds in Canada (IFIC) or Canadian Securities Course (CSC) license is required.

Benefits

• Preferred banking rates • Generous vacation benefits • Competitive benefit package • Pension matching

Listed skills

• Customer service · Preferred
• Regulatory Compliance · Preferred
• Risk Management · Preferred
• Sales · Preferred
• Financial planning · Preferred

Other relevant skills

Identified from the job description. Confirm important requirements above.

• Financial planning
• Investment advice
• Mutual funds
• Portfolio management
• Sales
• Customer service
• Relationship management
• Risk management
• Financial documentation
• Regulatory compliance
• Banking products
• Proactive outreach
• Courage
• Curiosity
• Research
• Investments
• Decision Making
• Financial Services
• Financial Planning
• Mobile Banking
• Negotiation
• Portfolio Management
• System Support
• Securities (Finance)

Job areas

• Finance & Accounting
• Sales
• Customer Service & Support
• Retail
• Financial Investment Advisor
• Financial Planner / Investment Consultant
• Financial and Investment Advisers
• Personal Financial Advisors