Strategic Business Financial Advisor

2 weeks ago


Regina, Saskatchewan, Canada Conexus Credit Union Full time

Conexus Credit Union Job Posting

Posting Details

At Conexus Credit Union, our focus is on empowering our members to achieve their financial goals. We're seeking a skilled Strategic Business Financial Advisor to join our team in Regina at the Crossing Branch.

About the Role

As a Strategic Business Financial Advisor, you will provide expert financial guidance to our small business members, helping them navigate complex financial decisions and achieve their business objectives. You will be responsible for:

  • Assessing business needs and developing tailored financial solutions
  • Guiding members through loan application processes and ensuring eligibility and creditworthiness
  • Staying up-to-date on industry trends and knowledge to provide proactive advice-based conversations
  • Marketing yourself to increase your book of business within the local community
  • Building and strengthening relationships with our Small Business Members
  • Ensuring a healthy balance between opportunity and risk and between growth and profitability for Conexus

What We're Looking For

We're seeking a self-starter with knowledge of financial statements and assessing risk, as well as strong communication and interpersonal skills. You should be a natural people person who thrives on developing relationships within the small business community. Prior knowledge of Commercial Banking, Small Business Lending, and Portfolio Management is an asset. A post-secondary education in Business, Finance, Economics, or a related field is required.

What We Offer

We offer a competitive compensation and benefits package, industry-leading work-life balance, and formal and informal employee development. Our team works tirelessly to ensure the financial success of each of our members, and we're proud to offer some of the most competitive job perks of any employer around.



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