Financial Advisor

Financial Advisor - Future Opportunities (Regina Only)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 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 Financial Advisor, you are responsible for understanding our members’ financial goals and supporting their achievement through the provision of sound financial advice. This includes the offering and fulfillment of financial services and products to new and existing non-portfolio aligned members. This role is the foundation for your career as a Financial Advisor at Conexus, giving you hands-on experience supporting members’ everyday banking needs and future financial plans. Over time, you’ll build the expertise needed to specialize in either lending or investments.How you’ll be spending your timeMember Experience and SalesProactively identify members’ financial goals and provide advice and solutions to support their achievementProvide account, investment and lending products, within scope of position, to meet member needs:Memberships and accounts including lines of creditConsumer investment products (excluding mutual funds)Non-complex 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 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 quick thinker, a keen listener and eager to help others. You’re friendly and approachable and build relationships with ease. You have deep knowledge in the psychology of money, allowing you to grasp the underlying behaviours influencing people’s financial choices, and you confidently handle sensitive information with discretion. You demonstrate a can-do attitude and seek opportunities for enhancements and efficiencies, often sharing your learnings with others. 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 bring1 to 2 years of financial industry experience in an advisory capacityExperience in a sales position is considered an assetCompletion of or working towards the Financial Planner and Personal Financial Services Advice designationsInvestment Funds in Canada (IFIC) is considered an assetSalary Range:$50,180 - $62,720 with 7% 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 retirementWe 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.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 todayIf you have questions about this position, please contact Shayla Riche at jobs@conexus.ca . #J-18808-Ljbffr