Financial Advisor

Our Company
CA - Saskatchewan - Prince Albert
May 7, 2025
Financial

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Description

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.

The bigger picture

As a temporary Financial Advisor, 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., 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

$50,180 - $62,720 with 7% Short Term Incentive Target

This exciting opportunity is temporary until May 2026

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 May 20, 2025 so apply now! If you have questions about this position, please contact Heather Howland at ***

Additional Details

Seniority level: Entry level
Employment type: Full-time
Job function: Finance and Sales
Industries: Banking

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Prince Albert, Saskatchewan, Canada 1 month ago

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