Financial Advisor, Specialist
3 weeks ago
Financial Advisor, Specialist - Future Opportunities (Regina Only) Join to apply for the Financial Advisor, Specialist - Future Opportunities (Regina Only) role at Conexus Credit Union. At Conexus, we support our members with modern banking solutions, help them achieve financial goals, and empower them with insights, tools, and expert advice. We value growth, efficiency, and each member’s success across Saskatchewan. How You’ll Be Spending Your Time Member Experience and Sales Offering financial solutions and specializing in either consumer investments (registered accounts, mutual funds) or lending services (consumer loans, mortgages), to fulfill evolving member needs. Growing and refining your skills and knowledge to consistently perform with confidence. Provide account and lending products within scope of position to meet member needs: Memberships and accounts including lines of credit Complex consumer lending products Credit Cards 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 following 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. Maintain a healthy balance between opportunity & risk and between growth & profitability (e.g., through understanding and application of profitability margins). Represent Conexus positively internally and externally to support membership growth and system collaboration. Identify opportunities to enhance processes and improve operational efficiencies. Provide support, assistance and backup as required for the retail team. The Experience You Bring 2 – 3 years of financial industry experience in an advisory capacity. Experience in a sales position considered an asset. Experience in portfolio management. Completion of or working toward the Financial Planner and Personal Financial Services Advice designations. If Specializing in Investments: Actively registered to sell mutual fund products. Investment Funds in Canada (IFIC) or Canadian Securities Course (CSC) license. If Specializing in Lending: Experience in underwriting and approving credit applications. Salary Range $58,540 – $73,710 with 9% Short Term Incentive Target. Benefits And Perks 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. We are excited to consider candidates with unique academic, professional and volunteer experience. If your background aligns with our needs, we encourage you to apply. If you have questions about this posting, please contact Shayla Riche at jobs@conexus.ca. #J-18808-Ljbffr
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Financial Advisor Specialist — Member Solutions
4 weeks ago
Regina, Canada Conexus Credit Union Full timeA leading financial institution in Regina is seeking a Financial Advisor, Specialist to provide member-focused financial solutions, specializing in investments or lending. The ideal candidate should have 2-3 years of financial advisory experience, strong relationship management skills and a commitment to member satisfaction. This role offers a competitive...
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Regina, Canada Conexus Credit Union Full timeA leading financial institution in Regina is seeking a Financial Advisor – Specialist to cultivate strong relationships with members. This role focuses on providing tailored financial insights and solutions to empower informed financial decisions. The candidate should have 2-3 years of advisory experience and excellent sales skills. Competitive benefits...
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Financial Advisor Specialist — Member Solutions
4 weeks ago
Regina, Canada Conexus Credit Union Full timeA leading financial institution in Regina is seeking a Financial Advisor, Specialist to provide member-focused financial solutions, specializing in investments or lending. The ideal candidate should have 2-3 years of financial advisory experience, strong relationship management skills and a commitment to member satisfaction. This role offers a competitive...
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SUN LIFE FINANCIAL ADVISOR
3 weeks ago
Regina, Canada Sun Life Financial Full timeSUN LIFE FINANCIAL ADVISOR page is loaded SUN LIFE FINANCIAL ADVISOR Apply locations Regina, Saskatchewan time type Full time posted on Posted 15 Days Ago job requisition id JR00034417 You are as unique as your background, experience and point of view. Here, you’ll be encouraged, empowered and challenged to be your best self. You'll work with dynamic...
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SUN LIFE FINANCIAL ADVISOR
4 weeks ago
Regina, Canada Sun Life Financial Full timeSUN LIFE FINANCIAL ADVISOR page is loadedSUN LIFE FINANCIAL ADVISORApply locations Regina, Saskatchewan time type Full time posted on Posted 15 Days Ago job requisition id JR00034417You are as unique as your background, experience and point of view. Here, you’ll be encouraged, empowered and challenged to be your best self. You'll work with dynamic...
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SUN LIFE FINANCIAL ADVISOR
4 weeks ago
Regina, Canada Sun Life Financial Full timeSUN LIFE FINANCIAL ADVISOR page is loadedSUN LIFE FINANCIAL ADVISORApply locations Regina, Saskatchewan time type Full time posted on Posted 15 Days Ago job requisition id JR00034417You are as unique as your background, experience and point of view. Here, you’ll be encouraged, empowered and challenged to be your best self. You'll work with dynamic...
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Regina, Canada H & A Financial Advisors Full time**H & A Financial Advisors seeks an exceptional and experienced Executive Assistant to join our Team.** You are a team player and are a self-motivated, disciplined, highly organized, and detailed individual skilled in communication and passionate about service. Drawing on previous years of experience in an administrative role, you will be responsible for...
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Financial Advisor, Specialist
4 weeks ago
Regina, Canada Conexus Credit Union Full timeFinancial Advisor, Specialist - Future Opportunities (Regina Only) Join to apply for the Financial Advisor, Specialist - Future Opportunities (Regina Only) role at Conexus Credit Union. At Conexus, we support our members with modern banking solutions, help them achieve financial goals, and empower them with insights, tools, and expert advice. We value...
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Regina, Canada Sun Life Financial Full timeA leading financial services company is seeking a Financial Advisor in Regina. The role focuses on building long-term relationships, providing financial advice, and helping clients achieve their financial goals. Candidates should be motivational, self-driven, and enjoy working with people. This position offers the potential for unlimited earnings,...
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Regina, Canada Sun Life Financial Full timeA leading financial services company is seeking a Financial Advisor in Regina. The role focuses on building long-term relationships, providing financial advice, and helping clients achieve their financial goals. Candidates should be motivational, self-driven, and enjoy working with people. This position offers the potential for unlimited earnings,...
