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$59k–$74k/yr
Full-time
professional certificate
Preferred Banking Rates, Vacation Benefits, Paid Days Off, Health and Wellness Benefit Package, 7% Pension Matching
Posted 15d ago
~40 hrs/week
Responsibilities
The role involves managing a portfolio of members to help them achieve their financial goals through investment products and introductory financial planning. It also requires proactive outreach to educate members and ensuring all documentation adheres to security and operational policies.
Requirements
Candidates need 2 to 3 years of financial industry experience in an advisory capacity and must be registered to sell mutual funds. Required certifications include the Investment Funds in Canada (IFIC) or Canadian Securities Course (CSC) license.
Full job description
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 are curious, courageous, confident and committed. Our values ensure we consistently deliver outstanding member experiences. As employees, we are more than just individuals who come to work each day, each role is a vital part of Conexus.
As of January 1, 2026, Conexus, Cornerstone, and Synergy credit unions have merged into one provincial credit union serving over 200,000 members in 57 branches across 50 Saskatchewan communities.
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
As a full-time Financial Advisor, Investments at Kensington Branch, Saskatoon, SK, you will be responsible for understanding the financial goals of your assigned portfolio of members and supporting their achievement. This includes the offering and fulfillment of financial services and products. As part of this role, you will specialize in all things investments, including mutual funds. This position works Tuesday to Saturday.
How you’ll be spending your time
Member Experience and Sales
Proactively identify members’ financial goals and provide advice and solutions to support their achievement through the provision of introductory financial planning
Provide account and investment products within scope of position, to meet member needs:
Memberships and accounts
Consumer investment products
Cards
Registered products
Safety deposit boxes
Mobile banking solutions
Day to day banking needs
Conduct proactive outreach activities to educate members and prospective members on the value and function of our products and services
Increase retention and expansion of member relationships by referring members to appropriate subject matter experts, based on needs, and follow-up to ensure member satisfaction
Compliance and Organizational Support
Ensure complete, accurate and timely documentation
Adhere to security and operational policies, procedures and operational controls
Ensure 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 collaboration
Proactively identify opportunities to enhance processes and improve operational efficiencies
Provide support, assistance and backup as required for retail team
The experience you bring
2 to 3 years of Financial Industry Experience in an Advisory Capacity
Actively registered to sell Mutual Fund Products
Experience in a Sales position is considered an asset
Experience in portfolio management
Completion of or working towards the Financial Planner and Personal Financial Services Advice designations
Investment Funds in Canada (IFIC) or Canadian Securities Course (CSC) license is required
Salary range
$58,540 - $73,710 with 9% Short Term Incentive Target
Benefits and perks
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 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 retirement.
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 August 5, 2026 so apply now! If you have questions about this position, please contact Leslie Bensch at [email protected]
At Conexus Credit Union, our purpose is simple yet powerful: to champion every member’s success for a thriving Saskatchewan. This purpose isn’t just a statement—it’s the foundation of everything we do. When you choose Conexus, you’re choosing a partner committed to your growth, your goals, and your community.
Rooted in Saskatchewan, we believe in the power of local impact. As a member-owned co-operative, we see ourselves as more than a financial institution—we’re a catalyst for positive change. Through our Community Investment Program, we actively invest a portion of our profits into community initiatives that remove barriers for children and youth, support entrepreneurs, and foster economic development across the province.
Our belief is this: when one member succeeds, we all succeed. That promise is brought to life every day by over 1,400 passionate employees across Saskatchewan. Their commitment fuels exceptional service, innovative solutions, and a culture grounded in integrity, collaboration, and accountability.
Conexus is proud to be different—we’re not a bank, and it shows in our values and workplace culture. We offer rewarding career opportunities in retail, corporate services, and leadership, all supported by a competitive total rewards package designed to empower our people both at work and in life.
Today, we are one of Saskatchewan’s largest credit unions, with more than $16 billion in assets under management. Conexus Credit Union serves more than 200,000 members, through 57 branches in 50 communities across the province.
Effective January 1, 2026, Conexus Credit Union 2006, Cornerstone Credit Union Financial Group Limited, and Synergy Credit Union Ltd. amalgamated as Conexus Credit Union. Any reference to “Conexus Credit Union 2006" is hereby deemed to refer to Conexus Credit Union.
Offices: 2375 College Ave, Regina, Saskatchewan S4P 0S8, CA
Financial ServicesEveryday bankingMortgagesInvestment accounts and servicesLoans and lines of creditCredit cardsBusiness and agriculture servicesRRSPsFHSAsRESPs
How many Finance & Accounting jobs are open in Saskatoon, Canada right now?
There are currently 127 open finance & accounting positions in Saskatoon, Canada listed on Clera. New openings are added daily as companies post roles.
Which companies are hiring for Finance & Accounting roles in Saskatoon, Canada?
Companies currently hiring include Global Elite Consultants, RBC, Continuing Medical Education, University of Saskatchewan, RBCx, CIBC, among others. Browse the listings above to see every active employer.
Are there remote or hybrid Finance & Accounting jobs in Saskatoon, Canada?
Yes — 42 of the 127 open finance & accounting positions offer remote or hybrid work (25 remote, 17 hybrid).
How do I apply for Finance & Accounting jobs in Saskatoon, Canada?
Each listing links directly to the employer's application page. Apply early — fresh listings get the most recruiter attention in the first two weeks.