Financial Services Advisor I

Résumé du poste

The Financial Services Advisor is responsible for understanding member financial goals and providing sound advice to support their achievement. They will proactively identify member needs and offer appropriate financial products, including accounts, investments, and lending solutions.

Détails du poste

Emerald Park, Saskatchewan 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 Services Advisor I (FSA I), you are responsible for understanding our members’ financial goals and supporting their achievement through the provision of sound financial advice. This includes the offering and fulfillment of financial services and products to new and existing non-portfolio aligned members. 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 * Provide account, investment and lending products, within scope of position, to meet member needs: * Memberships and accounts including lines of credit * Consumer investment products (excluding mutual funds) * Non-complex consumer lending 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 way people describe you You’re a quick thinker, a keen listener and eager to help others. You’re friendly and approachable and build relationships with ease. You have deep knowledge in the psychology of money, allowing you to grasp the underlying behaviours influencing people’s financial choices, and you confidently handle sensitive information with discretion. You demonstrate a can-do attitude and seek opportunities for enhancements and efficiencies, often sharing your learnings with others. Embracing a team-oriented approach, you value diversity and collaborate effectively with others. Your ability to manage multiple projects simultaneously is reinforced by your unwavering dedication to ongoing learning and skill development The experience you bring * 1 to 2 years of Financial Industry Experience in an Advisory Capacity * 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) is considered an asset Salary range $56,014 - $70,019 annually 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. * Vacation benefits, giving you time to spend on what’s most important to you. * Competitive benefit package options covering all aspects of personal wellness. * Pension matching to support you toward retirement. * Being part of the vibrant and close-knit Emerald Park! To learn more about these forward-thinking, close-knit communities, visit the links below: Emerald Park Facebook Here [https://www.facebook.com/groups/1636086717798774] and Here [https://www.facebook.com/RMofEdenwold/] Town Website Here [https://rmedenwold.ca/] and Here [https://en.wikipedia.org/wiki/Emerald_Park,_Saskatchewan] and Here [https://grokipedia.com/page/emerald_park_saskatchewan] Tourism Saskatchewan Here [https://www.tourismsaskatchewan.com/community/505/emerald-park] Google Maps Here [https://www.google.com/maps/place/Emerald+Park,+SK/@50.4387399,-104.4011487,15z/data=!3m1!4b1!4m6!3m5!1s0x531e9deffa2123d5:0xc5a0b35045099a!8m2!3d50.4416756!4d-104.3888629!16zL20vMDE2MF9z?entry=ttu&g_ep=EgoyMDI2MDQyMi4wIKXMDSoASAFQAw%3D%3D] 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 October 4, 2026 so apply now! If you have questions about this position, please contact Shaulen Lang at jobs@conexus.ca [jobs@conexus.ca].

Ce que vous ferez

The Financial Services Advisor is responsible for understanding member financial goals and providing sound advice to support their achievement. They will proactively identify member needs and offer appropriate financial products, including accounts, investments, and lending solutions.

Exigences

Candidates should have 1 to 2 years of financial industry experience in an advisory capacity and experience in portfolio management. Completion of or working towards professional financial planning designations is required or preferred.

Avantages

• Preferred banking rates • Vacation benefits • Competitive benefit package • Pension matching

Compétences indiquées

• Gestion du temps · Souhaitée
• Service à la clientèle · Souhaitée
• Résolution de problèmes · Souhaitée
• Compliance · Souhaitée
• Risk Management · Souhaitée
• Vente · Souhaitée
• Communication · Souhaitée
• Financial planning · Souhaitée

Autres compétences pertinentes

Relevées dans la description du poste. Confirmez les exigences importantes ci-dessus.

• Financial advice
• Sales
• Portfolio management
• Customer service
• Relationship management
• Financial planning
• Lending
• Investment products
• Risk management
• Compliance
• Communication
• Problem solving
• Time management
• Active listening
• Analytical skills
• Prioritization
• Curiosity
• Decision Making
• Investments
• Financial Services
• Negotiation
• Courage
• Research
• Portfolio Management
• Team Oriented
• Psychology
• Financial Advising
• System Support
• Consumer Lending
• Mobile Banking
• Lending Products
• Google Maps

Domaines d’emploi

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