Support Saskatoon members with financial advice, investment products, and lending solutions as a full-time temporary Financial Advisor at Conexus.
Based at Conexus's Eighth branch, this Financial Advisor serves new and existing non-portfolio aligned members through February 2028. You will understand financial goals, recommend suitable products, and support confident decisions. The work combines advisory service, member outreach, relationship expansion, documentation, and operational support.
Key Responsibilities:
- Identify members' financial goals and provide advice supporting achievement
- Offer account, investment, lending, registered, card, and banking products
- Conduct outreach explaining products and services to members
- Refer members to experts and follow up on satisfaction
- Maintain documentation, controls, processes, and retail team support
Requirements:
- One to two years' financial industry advisory experience
- Sales experience considered an asset
- Complete or pursue Financial Planner and Personal Financial Services Advice designations
- Investment Funds in Canada considered an asset
- Manage sensitive information with discretion and relationship-building skills
Bring advisory experience, financial product knowledge, and member-focused relationship skills to Conexus's Saskatoon Eighth branch.
Financial Advisor Saskatoon Eighth Branch employer: Conexus Credit Union
Conexus Credit Union is an exceptional employer that prioritizes employee growth and community engagement in the vibrant city of Saskatoon. With a strong focus on delivering world-class member experiences, we foster a collaborative work culture that encourages innovation and personal development. Our commitment to supporting our team members with comprehensive training and advancement opportunities makes us a rewarding place to build a meaningful career.
