- Working closely with our members on a daily basis to help them establish goals and make informed decisions that improve their financial well-being.
- Building strong relationships and becoming a trusted financial partner, proactively uncovering and addressing member needs through meaningful conversations.
- Offering solutions and alternatives, such as accounts and advances consumer investments and lending products and services (including consumer loans, mortgages, terms, registered products, mutual funds), to fulfil the evolving needs of our members.
- Growing and refining your skills and knowledge to consistently perform with confidence.
- Experience working in a customer care/customer service role
- Experience in portfolio management
- Completion of, or working towards the Financial Planner designation would be an asset
- License and experience in selling Mutual Funds would be an asset
- Experience in the Application and Underwriting of Loans would be an asset
- Entry Level Financial Advisor (FA1) - $48,480 - $60,600 with a 7% STI Target
- Mid Level Financial Advisor (FA2) - $56,560 - $70,700 with a 9% STI Target
- Senior Financial Advisor (FA3) $65,370 - $81,710 with a 10% STI Target
- Competitive compensation and benefits package
- Industry leading work-life balance and rewards
- Formal and informal employee development
- Meaningful work that makes a real difference in our members' lives
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Financial Advisor - Regina, Canada - Conexus Credit Union
Description
At Conexus, we are focused on supporting our members with their needs of today, while also helping them work towards their goals for the future. It's about more than conducting a banking transaction, it's about providing our members with insightful content, tools, expert advice, and a full suite of products to empower them and inspire confidence in their financial decision-making. We prioritize growth and efficiency while never compromising on the financial well-being of our members. We do this by lending an ear to each member's unique needs throughout Saskatchewan, ensuring personalized solutions.
Our employees are curious, courageous, confident and committed. They are the reason we consistently deliver outstanding member experiences. They're more than just individuals who come to work each day, each employee is a vital part of Conexus.
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
We are actively seeking a dynamic and adaptable individual with a strategic mindset to join our team as a Financial Advisor within our Regina market. In this role, you will focus on cultivating strong and reliable relationships with our members. Through meaningful conversations and continuous support, you will offer personalized insights and solutions, empowering our members to make well-informed decisions choices about their finances.
How You'll be Spending Your Time
The Way People Describe You
You're great with people and a skilled coach, building relationships on understanding and trust. You have deep knowledge in the psychology of money, allowing you to grasp the underlying behaviours influencing member's financial choices. Proactively engaging in conversations with courage and empathy, you showcase boldness and creative strength, consistently exploring innovative paths to 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
Salary Range
Benefits & Perks
Our team works tirelessly to ensure the financial success of each of our members. We think such dedication deserves recognition. That's why we're proud to offer some of the most competitive job perks of any employer around. Come, join our crew, and find out just how sweet the rewards can be:
We are excited to consider candidates with combined academic, professional and volunteer experience unique to them. Research shows that many applicants only apply if they meet every qualification of the role and we encourage you to consider the roles that most closely align with your skillset and experience. As we value diverse backgrounds and experiences and are focused on meaningfully building inclusive and diverse workplaces, you may be the new team member we've been looking for
Our recruitment process is ongoing, with no specified closing date. While we consistently review applications and may reach out to you directly should we identify an opportunity that aligns with your skills and experience, we also encourage proactive applications. If you are interested in joining Conexus in a financial advisory capacity now or in the future, please apply today
If you have questions about this posting, please contact Shayla Riche at
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