Financial Services Advisor II

Résumé du poste

The Financial Services Advisor II is responsible for understanding member financial goals and providing sound advice, including the fulfillment of lending and investment products. They also conduct proactive outreach to educate members and ensure operational compliance and efficiency.

Détails du poste

Indian Head, 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 II (FSA II), 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, including consumer lending and investments (including mutual funds). 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, investment and lending products, within scope of position, to meet member needs: * Memberships and accounts including lines of credit * Consumer investment products including mutual funds * Complex consumer lending products * Cards, including identifying needs, recommending appropriate products, completing applications, and ongoing account support * 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 a 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 keen listener and skilled coach, eager to help others achieve success. You’re confident and approachable and you build relationships based on understanding and trust. You have deep knowledge in the psychology of money, allowing you to grasp the underlying behaviours influencing people’s financial choices, and you skillfully engage in conversations with courage and empathy to explore innovative solutions. You’re forward-thinking, and you proactively identify opportunities for enhancements and efficiencies. 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 * 3+ years of Financial Industry Experience * Experience working in a customer care/customer service role * Experience in portfolio management * IFIC Licensed and experience selling Mutual Funds is required * Experience in Underwriting Loans is required, experience in approving those loans is an asset * Personal Financial Services Associate designation is an asset * Certified Financial Planner Designation is an asset * The successful candidate must meet the education requirements associated with the role. Where these requirements have not been completed at the time of hire, the successful candidate will be expected to complete them within 18 months of their start date. Salary range $66,554.70 - $83,189.85 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 community of Indian Head! To learn more about this crossroads community, visit the links below: Indian Head Facebook Here [https://www.facebook.com/indianheadsk] Town Website Here [https://townofindianhead.com/] Tourism Saskatchewan Here [https://www.tourismsaskatchewan.com/search#q=Indian%20Head] Google Maps Here [https://www.google.com/maps/place/Indian+Head,+SK/@50.5334751,-103.6805062,15z/data=!3m1!4b1!4m6!3m5!1s0x531e7542109f4eab:0x3022d05879de23f1!8m2!3d50.5333571!4d-103.6699014!16zL20vMDQxczlx?entry=ttu&g_ep=EgoyMDI2MDIyMi4wIKXMDSoASAFQAw%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 September 30, 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 II is responsible for understanding member financial goals and providing sound advice, including the fulfillment of lending and investment products. They also conduct proactive outreach to educate members and ensure operational compliance and efficiency.

Exigences

Candidates must have at least 3 years of financial industry experience, including experience in portfolio management and loan underwriting. An IFIC license for selling mutual funds is required, and candidates must meet specific educational standards within 18 months of hire.

Avantages

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

Compétences indiquées

• Service à la clientèle · Souhaitée
• Risk Management · Souhaitée
• Vente · Souhaitée
• Communication · Souhaitée
• Financial planning · Souhaitée
• Coaching · Souhaitée

Autres compétences pertinentes

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

• Financial advising
• Consumer lending
• Mutual funds
• Portfolio management
• Underwriting
• Customer service
• Financial planning
• Relationship management
• Risk management
• Sales
• Communication
• Coaching
• Analytical skills
• Banking operations
• Prioritization
• Curiosity
• Decision Making
• Innovation
• Investments
• Financial Services
• Negotiation
• Courage
• Research
• Customer Service
• Portfolio Management
• Loans
• Empathy
• Financial Planning
• Team Oriented
• Psychology
• Selling Techniques
• Financial Advising
• Certified Financial Planner
• System Support
• Consumer Lending
• Mobile Banking
• Lending Products
• Loan Underwriting
• Google Maps

Domaines d’emploi

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