Senior Financial Advisor

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.We are curious, courageous, confident and committed. Our values ensure we consistently deliver outstanding member experiences. As employees, we are more than just individuals who come to work each day, each role 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 pictureAs a Senior Financial Advisor (SFA), in Prince Albert, 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 consumer lending and investments (including mutual funds).How you’ll be spending your timeMember Experience and SalesProactively identify members’ financial goals and provide advice and solutions to support their achievement through the provision of introductory financial planningProvide account, investment and lending products, within scope of position, to meet member needs:Memberships and accounts including lines of creditConsumer investment products including mutual fundsComplex consumer lending productsCardsRegistered productsSafety deposit boxesMobile banking solutionsDay to day banking needsConduct proactive outreach activities to educate members and prospective members on the value and function of our products and servicesIncrease retention and expansion of member relationships by referring members to appropriate subject matter experts, based on needs, and follow-up to ensure member satisfactionCompliance and Organizational SupportEnsure complete, accurate and timely documentationAdhere to security and operational policies, procedures and operational controlsEnsure 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 collaborationProactively identify opportunities to enhance processes and improve operational efficienciesProvide support, assistance and backup as required for retail teamThe way people describe youYou’re a keen listener and skilled coach, eager to help others achieve success. You’re confident and approachable and you build relationships based on understanding and trust. You have deep knowledge in the psychology of money, allowing you to grasp the underlying behaviours influencing people’s financial choices, and you skillfully engage in conversations with courage and empathy to explore innovative solutions. You’re forward-thinking, and you proactively 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 bring5+ years of Financial Industry Experience in an Advisory CapacityExperience working in a customer care/customer service roleIFIC Licensed and experience selling Mutual Funds with that designation is requiredExperience in Underwriting Loans is required, experience in approving those loans is an assetPersonal Financial Services Associate designation; or working towards itCertified Financial Planner Designation; or working towards itSalary Range:$67,660 - $84,570 with a 10% Short Term Incentive TargetBenefits and PerksThe 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.Generous vacation benefits with additional paid days off giving you time to spend on what’s most important to you.Competitive benefit package options covering off all aspects of personal wellness.7% pension matching after one year of employment to support you towards 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. You might just be the ideal addition to our team that we’ve been searching for This opportunity closes on June 8, 2025, so apply now If you have questions about this position, please contact Heather Howland at jobs@conexus.ca. #J-18808-Ljbffr