Accounting & Finance

Financial Advisor Saskatoon Eighth Branch

Conexus Credit Union

Saskatoon · Division No. 11 · Canada

Support Saskatoon members with financial advice, investment products, and lending solutions as a full-time temporary Financial Advisor at Conexus.

Based at Conexus’s Eighth branch, this Financial Advisor serves new and existing non-portfolio aligned members through February 2028. You will understand financial goals, recommend suitable products, and support confident decisions. The work combines advisory service, member outreach, relationship expansion, documentation, and operational support.

Key Responsibilities:

  • Identify members’ financial goals and provide advice supporting achievement
  • Offer account, investment, lending, registered, card, and banking products
  • Conduct outreach explaining products and services to members
  • Refer members to experts and follow up on satisfaction
  • Maintain documentation, controls, processes, and retail team support

Requirements:

  • One to two years’ financial industry advisory experience
  • Sales experience considered an asset
  • Complete or pursue Financial Planner and Personal Financial Services Advice designations
  • Investment Funds in Canada considered an asset
  • Manage sensitive information with discretion and relationship-building skills

Bring advisory experience, financial product knowledge, and member-focused relationship skills to Conexus’s Saskatoon Eighth branch.

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Reference: WJ-4703_9898155

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