Remote Senior Financial Advisor

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 a permanent Senior Financial Advisor supporting our Whitewood membership. This opportunity comes with a unique feature – residing in Whitewood is not a requirement. For this opportunity we offer the flexibility to work either remotely or on-site at one of our branches within Saskatchewan, but specifically managing the Whitewood portfolio. This unique option allows you to collaborate with our team and serve our members remotely, ensuring exceptional service while accommodating a different work location. 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 become 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 strive 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 a customer care/customer service role
• Experience in portfolio management
• Completion of, or working towards the Financial Planner designation would be an asset
• License and experience in selling Mutual Funds would be an asset
• Experience in the Application and Underwriting of Loans would be an asset
• Mortgage lending experience
• First Canadian Title Training
• Registered Retirement Consultant designation or willing to complete within required timeframe
  
  

Salary Range

Financial Advisor 2 - $56,560 - $70,700 with 9% Short Term Incentive Target

Benefits & Perks

Our employees’ performance and achievements are critical to the success of our members’ credit union. It’s the reason we ensure that our employees have access to various perks and benefits that support them in bringing and being at their best. Not just at work, but in life. Some of these extra’s include, but are not limited to, the following:

• 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 1 year of employment to support you towards retirement
• Being part of the vibrant community of Whitewood! To learn more about this crossroads community, visit the links below:
• Facebook: Here
• Town Page: Here
• Google Maps
  

We 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. You might just be the ideal addition to our team that we’ve been searching for! This opportunity closes on October 20, 2024, so apply now! If you have questions about this position, please contact Natasha Hudy at [email protected].