About the role
As a Financial Advisor Lending within the Member Contact Centre (Call Centre), you will be responsible for understanding the financial goals of our members and supporting their achievements through a virtual setting. This includes the offering and fulfillment of financial services and products. As part of this role, you will specialize in all things consumer lending. Core business hours are Monday - Friday, including evening shifts. The preferred location for this position is within Saskatoon, Regina or Prince Albert, however other Conexus locations may be considered depending on space availability. Tasks:Provide account and lending products, within scope of position, to meet member needs:Memberships and accounts including lines of creditComplex consumer lending productsCredit CardsSafety deposit boxesMobile banking solutionsDay to day banking needsConduct proactive outreach activities to educate members and prospective members on the value and function of our products and servicesIncrease retention and expansion of member relationships by referring members to appropriate subject matter experts, based on needs, and follow-up to ensure member satisfactionEnsure complete, accurate and timely documentationAdhere to security and operational policies, procedures and operational controlsEnsure 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 internally and externally to support the growth of our membership and to enhance credit union system support and collaboration Experience:2 to 3 years of Financial Industry experience in an Advisory CapacityExperience in underwriting and approving credit applicationsExperience in a Sales position is considered an assetCompletion of or working towards the Financial Planner and Personal Financial Services Advice designations
Not the right fit? Search for financial advisor jobs in Regina, SK
About Conexus Credit Union
Hello, we’re Conexus Credit Union! We’re all about our members—ensuring their financial well-being drives everything we do. And that’s not just something we say, it’s a promise. A promise that’s delivered by over 900 employees across Saskatchewan.
Conexus has deep roots in our communities. Our shared values and social responsibility inspire clients and communities to achieve their goals. Our employees contribute to the vitality of our communities through volunteerism. Our community investment program demonstrates our commitment to the communities we serve. Every year we return a portion of our profits to communities in the form of contributions to various community initiatives.
Our employees make us who we are. Our ability to deliver outstanding member experiences, financial services, and a culture of accountability and integrity relies on the talent and drive of our team. Discover the wide range of available career opportunities—retail, corporate services, and management—and why our employees are proud to call Conexus home.
We’re not a bank. And it shows in our culture. Our total rewards package was designed to deliver an ideal employee experience and to support outstanding performance and satisfaction—inside the office and beyond.
Conexus is one of Saskatchewan's largest and Canada's sixth largest credit union. Conexus has $7.14 billion in total funds managed and more than 120,000 members being provided personalized service at 41 branches across the province.
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About the role
As a Financial Advisor Lending within the Member Contact Centre (Call Centre), you will be responsible for understanding the financial goals of our members and supporting their achievements through a virtual setting. This includes the offering and fulfillment of financial services and products. As part of this role, you will specialize in all things consumer lending. Core business hours are Monday - Friday, including evening shifts. The preferred location for this position is within Saskatoon, Regina or Prince Albert, however other Conexus locations may be considered depending on space availability. Tasks:Provide account and lending products, within scope of position, to meet member needs:Memberships and accounts including lines of creditComplex consumer lending productsCredit CardsSafety deposit boxesMobile banking solutionsDay to day banking needsConduct proactive outreach activities to educate members and prospective members on the value and function of our products and servicesIncrease retention and expansion of member relationships by referring members to appropriate subject matter experts, based on needs, and follow-up to ensure member satisfactionEnsure complete, accurate and timely documentationAdhere to security and operational policies, procedures and operational controlsEnsure 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 internally and externally to support the growth of our membership and to enhance credit union system support and collaboration Experience:2 to 3 years of Financial Industry experience in an Advisory CapacityExperience in underwriting and approving credit applicationsExperience in a Sales position is considered an assetCompletion of or working towards the Financial Planner and Personal Financial Services Advice designations
Not the right fit? Search for financial advisor jobs in Regina, SK
About Conexus Credit Union
Hello, we’re Conexus Credit Union! We’re all about our members—ensuring their financial well-being drives everything we do. And that’s not just something we say, it’s a promise. A promise that’s delivered by over 900 employees across Saskatchewan.
Conexus has deep roots in our communities. Our shared values and social responsibility inspire clients and communities to achieve their goals. Our employees contribute to the vitality of our communities through volunteerism. Our community investment program demonstrates our commitment to the communities we serve. Every year we return a portion of our profits to communities in the form of contributions to various community initiatives.
Our employees make us who we are. Our ability to deliver outstanding member experiences, financial services, and a culture of accountability and integrity relies on the talent and drive of our team. Discover the wide range of available career opportunities—retail, corporate services, and management—and why our employees are proud to call Conexus home.
We’re not a bank. And it shows in our culture. Our total rewards package was designed to deliver an ideal employee experience and to support outstanding performance and satisfaction—inside the office and beyond.
Conexus is one of Saskatchewan's largest and Canada's sixth largest credit union. Conexus has $7.14 billion in total funds managed and more than 120,000 members being provided personalized service at 41 branches across the province.