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Financial Advisor

3 months ago

Humboldt, Canada Conexus Credit Union Full time

At Conexus, we are focused on supporting our members with their needs of today, while also helping them work towards their goals for the future. It’s about more than conducting a banking transaction, it’s about providing our members with insightful content, tools, expert advice, and a full suite of products to empower them and inspire confidence in their financial decision-making. We prioritize growth and efficiency while never compromising on the financial well-being of our members. We do this by lending an ear to each member’s unique needs throughout Saskatchewan, ensuring personalized solutions.

Our employees are curious, courageous, confident and committed. They are the reason we consistently deliver outstanding member experiences. They’re more than just individuals who come to work each day, each employee 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 picture**

We’re looking for a reliable and trustworthy person with a strategic mindset to come on board as our temporary full-time Financial Advisor in our branch located in the town of Humboldt, Saskatchewan. This temporary opportunity will end April 30, 2025. You will work diligently to build solid and trusting relationships with our members. Through conversations and ongoing support, you will get to know our members, determine their priorities, and assist them in reaching their ultimate financial goals.

**How you’ll be spending your time**
- Working closely with our members on a day-to-day basis to assist them in working toward realizing their individual financial goals.
- Building solid relationships and becoming a trusted financial partner, who proactively uncovers and identifies member needs through meaningful conversations.
- Providing solutions and alternatives, including accounts and mid-level consumer investments and lending products and services (consumer loans, mortgages, terms, registered products, mutual funds) to meet new and existing needs of our members.
- Helping to educate our members on the value of our products and services and striving to provide the most up-to-date and relevant financial information available.

**The way people describe you**

You are a people person. Someone who develops relationships based on understanding and trust. You are bold and demonstrate creative strength, continually exploring new paths to seek opportunities for improvements and efficiencies. You are a team player who welcomes diversity and can work effectively with others. You successfully handle multiple projects at the same time while staying committed to building your knowledge and skills.

**The experience you bring**
- Experience working in the financial industry would be an asset.
- Experience working in a customer care/customer service role.
- Experience in portfolio management would be an asset.
- Licensed to sell Mutual Funds; or working towards that designation.
- Genworth/CMHC online training; or willingness to complete within required timeline.
- First Canadian Title Training: or willingness to complete within required timeline.
- Registered Retirement Consultant designation or willing to complete within required timeframe.

***Salary range**

$48,480 - $60,600 with 7% Short Term Incentive Target

**What you get in return**

The 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 include, but are not limited to:

- Preferred rates for all your banking needs helping to make life more affordable.
- Generous vacation benefits with 10 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.