Publié il y a 13 jours
Financial Advisor, Investment
@ Conexus Credit Union
Regina, Saskatchewan
En bref
Conexus Credit Union is hiring a full-time Financial Advisor, Investments to manage an assigned portfolio of members and their financial goals. The role centres on introductory financial planning, investment and registered products, member outreach and documentation.
Responsabilités :
- Identify member financial goals and provide introductory financial planning
- Sell and manage investment, registered and banking products within scope
- Conduct proactive outreach to educate members and prospects
- Refer members to subject matter experts and follow up on satisfaction
- Maintain complete, accurate documentation and adhere to compliance policies
Résumé des exigences :
- Experience in financial advice, investments or financial services sales
- Knowledge of mutual funds and registered investment products
- Strong communication and relationship-building skills
- Ability to balance growth, profitability and risk
Outils et compétences
Source et dates
Flux d’un site d’emploi · saskjobs
- Date publiée par l’employeur
- 2026-10-28
- Première détection par notre source
- 2026-10-29
- Mise à jour du dossier source
- 2026-10-29
Ces dates décrivent le dossier source, pas une vérification en direct du recrutement. Consultez l’offre originale.
Détails du poste
| Niveau | Intermédiaire |
| Domaine | Ventes |
| Heures par semaine | 40 (estimé) |
| Déplacements | avion : aucun · route : aucun |
| Milieu de travail | Bureau |
| Position | Surtout assis |
| Exigences physiques | physique faible · ordinateur élevé |
Résumé et détails rédigés par l’IA à partir de l’offre; l’offre de l’employeur fait foi.
Conexus Credit Union
Profil d’entreprise sauvegardé
Renseignements historiques provenant d’un profil The Jobs API sauvegardé (champs LinkedIn/Crunchbase). Ils ne sont pas vérifiés en temps réel; les chiffres peuvent avoir changé. Les valeurs manquantes restent inconnues.
Description complète de l’entreprise
At Conexus Credit Union, our purpose is simple yet powerful: to champion every member’s success for a thriving Saskatchewan. This purpose isn’t just a statement—it’s the foundation of everything we do. When you choose Conexus, you’re choosing a partner committed to your growth, your goals, and your community. Rooted in Saskatchewan, we believe in the power of local impact. As a member-owned co-operative, we see ourselves as more than a financial institution—we’re a catalyst for positive change. Through our Community Investment Program, we actively invest a portion of our profits into community initiatives that remove barriers for children and youth, support entrepreneurs, and foster economic development across the province. Our belief is this: when one member succeeds, we all succeed. That promise is brought to life every day by over 1,400 passionate employees across Saskatchewan. Their commitment fuels exceptional service, innovative solutions, and a culture grounded in integrity, collaboration, and accountability. Conexus is proud to be different—we’re not a bank, and it shows in our values and workplace culture. We offer rewarding career opportunities in retail, corporate services, and leadership, all supported by a competitive total rewards package designed to empower our people both at work and in life. Today, we are one of Saskatchewan’s largest credit unions, with more than $16 billion in assets under management. Conexus Credit Union serves more than 200,000 members, through 57 branches in 50 communities across the province. Effective January 1, 2026, Conexus Credit Union 2006, Cornerstone Credit Union Financial Group Limited, and Synergy Credit Union Ltd. amalgamated as Conexus Credit Union. Any reference to “Conexus Credit Union 2006" is hereby deemed to refer to Conexus Credit Union.
- Abonnés LinkedIn
- 12 602
- Personnes associées sur LinkedIn
- 797
- Bureaux déclarés
- 2375 College Ave, Regina, Saskatchewan S4P 0S8, CA
- Catégories d’activité
- Banking & Lending
- Finance
- Autres noms enregistrés
- Conexus Credit Union
- Spécialités
- Financial Services
- Everyday banking
- Mortgages
- Investment accounts and services
- Loans and lines of credit
- Credit cards
- Business and agriculture services
- RRSPs
- FHSAs
- RESPs
- TFSAs
- Savings accounts
- Market-linked GIC
- Stocks
- Exchange-traded fund (ETF)
- Mutual Funds
- Bonds
- Term Deposits
- RRIFs
- RDSPs
- No-fee Chequing account
- and U.S. dollar account
- Le profil indique une agence de recrutement
- Non
- Investissement total déclaré
- 0
La devise et la date d’observation ne sont pas fournies; ce n’est ni une valorisation actuelle ni une ronde de financement.
At Conexus Credit Union, our purpose is simple yet powerful: to champion every member’s success for a thriving Saskatchewan. This purpose isn’t just a statement—it’s the foundation of everything we do. When you choose Conexus, you’re choosing a partner committed to your growth, your goals, and your community. Rooted in Saskatchewan, we believe in the power of local impact. As a member-owned co-operative, we see…
| Champ | Valeur |
|---|---|
| Secteur | Financial Services |
| Taille | 501-1,000 employees |
| Siège social | Regina, Saskatchewan |
| Type d’organisation | Privately Held |
| Spécialités | Financial ServicesEveryday bankingMortgagesInvestment accounts and servicesLoans and lines of creditCredit cardsBusiness and agriculture servicesRRSPsFHSAsRESPs |
| Offres sur Jobsy | 11 |
| Voir la page |
Description
As a Financial Advisor, Investments, you will be responsible for understanding the financial goals of your assigned portfolio of members and supporting their achievement. This includes the offering and fulfillment of financial services and products. As part of this role, you will specialize in all things investments, including mutual funds.
How youll 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 and investment products within scope of position, to meet member needs:
Memberships and accounts
Consumer investment 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. 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
Journal
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