Financial Services Representative- Full Time
Conexus Credit Union
Financial Services Associate (Lloydminster, SK) 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.
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.
We’re looking for a motivated, customer-focused, relationship-building and results-oriented person to come on board as our Financial Services Associate at our Lloydminster Service Centre, Lloydminster, SK location. As a full-time Financial Services Associate, you are responsible for understanding our members’ financial goals and supporting their achievement through the provision of sound financial advice. This includes the offering and fulfillment of financial services and products to new and existing non-portfolio aligned members. If building relationships, problem solving, and meeting challenges interests you...this dynamic career is what you’re looking for!
Provide account, investment and lending products, within scope of position, to meet member needs:
Memberships and accounts including lines of credit
Consumer investment products (excluding mutual funds)
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
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
You’re a quick thinker, a keen listener and eager to help others. Embracing a team-oriented approach, you value diversity and collaborate effectively with others. Your ability to manage multiple projects simultaneously is reinforced by your unwavering dedication to ongoing learning and skill development.
1 to 2 years of Financial Industry Experience in an Advisory Capacity
- Experience in a Sales position is considered an asset
- Completion of or working towards the Financial Planner and Personal Financial Services Advice designations and/or Investment Funds in Canada (IFIC) would be considered an asset
55,276 - $77,117 with 7.5% Short Term Incentive Target
Placement within these levels is dependent on experience and education.
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. Generous vacation benefits, giving you time to spend on what’s most important to you
Competitive benefit package options, covering all aspects of personal wellness
Pension matching to support you towards retirement.
Preferred rates for all your banking needs, helping to make life more affordable.
We are excited to welcome candidates who bring a blend of academic, professional and volunteer experience that sets them apart.
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