Publié il y a 8 jours
Senior Financial Advisor
@ Conexus Credit Union
Saskatoon, Saskatchewan
En bref
Conexus Credit Union is hiring a temporary full-time Senior Financial Advisor in its Member Contact Centre. The role manages an assigned portfolio of members, identifying their financial goals and selling accounts, lending, mutual funds and registered products.
Responsabilités :
- Advise members on financial goals and solutions
- Sell accounts, lending and investment products
- Conduct proactive member and prospect outreach
- Maintain complete, accurate and timely documentation
- Support retail team and identify process improvements
Résumé des exigences :
- Follow security, operational and compliance policies
- Balance opportunity and risk, growth and profitability
- Represent Conexus externally to grow membership
- Refer members to subject matter experts
Outils et compétences
Source et dates
Flux d’un site d’emploi · saskjobs
- Date publiée par l’employeur
- 2026-11-02
- Première détection par notre source
- 2026-11-03
- Mise à jour du dossier source
- 2026-11-03
Ces dates décrivent le dossier source, pas une vérification en direct du recrutement. Consultez l’offre originale.
Détails du poste
| Niveau | Senior |
| Domaine | Finance et comptabilité |
| 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 temporary full-time Senior Financial Advisor with our Member Contact Centre, you are 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, including complex consumer lending and 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, investment and lending products, within scope of position, to meet member needs:
Memberships and accounts including lines of credit
Consumer investment products including mutual funds
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 a 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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