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Financial Services Associate​/Advisor

Job in Lloydminster, Saskatchewan, S9V, Canada
Listing for: Conexus Credit Union
Full Time position
Listed on 2026-06-21
Job specializations:
  • Finance & Banking
    Financial Consultant, Financial Sales, Banking & Finance, Bank Customer Service
Job Description & How to Apply Below

Posting Details

Job Details

Description

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.

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

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!

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
  • Provide account, investment and lending products, within scope of position, to meet member needs:
    o Memberships and accounts including lines of credit
    o Consumer investment products (excluding mutual funds)
    o Non-complex consumer lending products
    o Cards
    o Registered products
    o Safety deposit boxes
    o Mobile banking solutions
    o 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 way people describe you

    You’re a quick thinker, a keen listener and eager to help others. You’re friendly and approachable and build relationships with ease. You have deep knowledge in the psychology of money, allowing you to grasp the underlying behaviours influencing people’s financial choices, and you confidently handle sensitive information with discretion. You demonstrate a can-do attitude and seek opportunities for enhancements and efficiencies, often sharing your learnings with 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.

    The experience you bring

  • 1 to…
    • Position Requirements
    10+ Years work experience
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