Job Posting Details

Wealth Specialist II, Innovation Credit Union

Location:Swift Current, Saskatchewan
Posting Date:November 17, 2020
Closing Date:November 27, 2020
Web Site:www.innovationcu.ca
Competition:WEALT01570
Employment Type:Full-time / Permanent

At Innovation Credit Union, we redefine banking by helping Canadians simplify their lives and reach their financial goals by reinvesting profits into our members, our communities and our people. Now that’s responsible banking!

Are you driven by creating solid relationships with a passion for proactively building and growing a portfolio to help members achieve their goals?

Are you adept at identifying members’ needs and providing world class financial service wherever our members are and whenever they need us?

Do you thrive in a digital world and are you inspired by the vision to be the most responsive and innovative financial service organization?

Are you motivated to be part of an exciting journey to become one of Canada’s first Federal Credit Unions, providing Innovation Credit Union the unique ability to seamlessly provide service to members all across Canada

If these sound like what you want out of a career, please read on…..

THE POSITION: Reporting to the VP, Wealth Management, this position provides investment solutions and advice to members and, at the same time, establishes and maintains long-term relationships. The focus of this role is to grow and develop investment and retail business based on the existing investment book. Responsibilities will include:

  • Develop and implement investment processes and procedures, train credit union staff, and promote member seminars to create awareness of investment services available in the credit union
  • Provide support to other Innovation staff and assist with resolving operational, administrative and technical problems in areas relating to specialized investment functions and product information; ensure manuals relating to these functions are updated as required
  • Identify member and potential member investment needs by analyzing investment portfolio, ascertaining their needs, and analyzing investment opportunities and market conditions and trends
  • Provide members with individual portfolio planning which identifies the specific diversification strategy that fulfills the member’s needs. Equal consideration should be given for on-balance sheet retention of Innovation Financial investment assets and off-balance sheet Third Party investments with the overriding objective to the fulfillment of the member’s needs
  • Support corporate strategies by building relationships with all members of the organization in the area of investments and retirement income investment options, including interaction with the Retail Sales area to further achieve corporate goals.
  • Providing service at Innovation Credit Union advice centres in the Swift Current area
    • Innovation’s Travel Practice Guidelines will be followed for travel between advice centres

Here’s where Innovation Credit Union employees set themselves apart from our competition:

  • ALWAYS participate in our constructive culture, promoting continual, effective two way communication
  • ALWAYS create an Exceptional Service Experience – Internally & Externally
  • ALWAYS strive for continuous progress to ensure our company gets better every day
  • ALWAYS commit to Continuous Learning & Professional Development
  • ALWAYS have a strong attention to detail, with the ability to delivery timely and accurate work that is compliant with required policy, procedures and legislation
  • ALWAYS exhibit our values of Integrity, Team, Respect, Accountability, Community, Knowledgeable and Service

Yes, we have high standards. Our members deserve it!

Some of the skills and abilities we would prefer to see in your application:

  • Minimum of one year of related post-secondary education or equivalent; 4-6 years of job related experience, or equivalent combination of education and experience.
  • CFP or PFP designation
  • Completion of additional courses (such as Mutual Funds Course, Credential Asset Management Proficiency course; Sales Training, Ethical Fund Product Knowledge and Administration course; Branch Compliance Course)
  • Demonstrated commitment to continuous education and personal development


Compensation
will commensurate with qualifications and experience. Innovation Credit Union offers a comprehensive employee benefits package including a 7% company matched pension plan. An attractive variable incentive program is also available.

Salary Range: $64,000 to $74,000
* this is a commissioned sales role with an associated bonus pay structure.