Financial Advisor in Macklin

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.

As a full-time Financial Advisor working at our Macklin Branch, 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.

If building relationships, problem solving, and meeting challenges interests you, this dynamic career is what you're looking for!

How you'll be spending your time:

• 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.
• 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.
• 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.
• Completion of or working towards the Financial Planner and Personal Financial Services Advice designations and/or Investment Funds in Canada (IFIC) would be considered an asset.

Salary Range: $55,276 - $69,095 with 7.5% Short Term Incentive Target.Benefits & 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.

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.

This opportunity closes on November 11, 2026. If you have questions about this position, please contact Leslie Bensch at jobs@conexus.ca.