Digital Wealth Specialist

 


Digital Wealth Specialist

Permanent Full-Time 

Closes June 5, 2023

Annual Salary: $64,000 to $76,000

Anywhere in Saskatchewan

Flexible hours, career development opportunities,
exceptional benefits and pension plan!

 

Innovation Credit Union has a bold ambition. In addition to being Canada’s next Federal Credit Union, we will be the most digital, member-centric organization in our industry. We are on a journey to embrace the core tenets of the digital business model, like ideation, the network effect, personalized segmentation, coopetition, and agile ways of working.

We come to work to simplify banking for all Canadians – that’s our purpose.

How does this position help fulfill Innovation’s purpose?  Glad you asked!

This position will form part of a digital/virtual team that provides investment solutions and delivers advice to members from anywhere, using various platforms. At the same time, establishes and maintains the existing small book relationships. The focus of this role is to grow and develop investments as well as refer retail business for those members in the building phase of their life. This role will work closely with the Consumer Advisors as well as integrate our digital robo advisor platforms. Innovation Credit Union supports a mobile workforce, some travel may be required within Regina and regional area.

WIIFY (what’s in it for you):

  • Competitive Salary
  • Diverse and Inclusive Culture that continues to evolve
  • Flexible work arrangement options
  • Strong benefit package
  • 7% Superannuation matched contribution program
  • Attractive variable incentive program
  • Wellness Days to create appropriate work/life balance
  • Paid Education opportunities to ensure our members have the most equipped staff to help them
  • A purpose-driven organization that focuses on the values of Accountability, Integrity and Respect
  • And lots more reasons to love where you work and what you do!

What our team is looking for:

  • A growth mindset that emulates Model, Coach and Care behaviours in every activity and approach
  • A solution mindset that feeds inertia
  • An ambassador willing to promote our team inside and outside the organization.
  • Somebody who is digitally capable and wants to dig into new technology with enthusiasm!
  • Somebody who can work with occasional ambiguity with a focus on process evolution.
  • A mindset of Solve, Serve, Sell – a problem solver, serving our members directly or indirectly, and selling our brand!
  • Somebody to sweat the small stuff, but also see the big picture.
  • Personality and Energy – a flair for polish, and you bring your personal, creative touch to everything you do!

What will you do?

  • Identify member and potential member investment needs by analyzing investment portfolio, ascertaining their needs, and analyzing investment opportunities and market conditions and trends.
  • Provide a high level of sales and service of Credential Asset Management and Innovation Wealth investment products, and retirement income investment options to existing and potential members by supporting members virtually by phone, using digital channels, etc.
  • Provide members with individual portfolio planning which identifies the specific diversification strategy that fulfills 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 towards achievement of corporate goals.
  • Support development and the achievement of sales targets, marketing plans, and member service standards supporting achievement of targets and plans.
  • Complete annual review and regular client follow-up to ensure member’s needs are continuing to be met
  • Assess risk when making decisions, ensuring compliance with all regulatory requirements

Some things that would impress us:

  • Have completed some Post-Secondary plus 3 to 5 years job related experience; or an equivalent combination of education and experience
  • Organized and detail oriented
  • Proven results in strong sales and service skills along with refined relationship building skills
  • Completion of the following courses would be considered an asset: Credit Union Products and Services, Credit Union System, Introduction to Financial Planning, Consumer and Residential Mortgage Lending Course
  •  The ability to relate well to members and coworkers
  • A passion for learning and growth

Interested?

Apply Today at www.innovationcu.ca.

Innovation Credit Union acknowledges that Indigenous peoples are the traditional guardians of this land that we call Canada.   In Saskatchewan we are on treaty lands and these treaties serve to govern our relationships with Indigenous people.  We are dedicated to ensuring that the spirit of Reconciliation and treaties are honoured and respected.

Consumer Advisor (6 Positions available)

Consumer Advisor

Permanent Full – Time 

Closes September 21

Any Location in Saskatchewan

Flexible hours, accelerated career development opportunities,
exceptional benefits and pension plan!


Would you like to earn above average pay helping members meet their financial goals, maintain a strong work life balance, a flexible schedule, or even flexible workplace and have the security of a career – path supported by your organization? We offer that and so much more. We have positions available throughout our province. Apply today.

Innovation Credit Union is excited to add more experience to our team. We are on the hunt for a number of experienced relationship bankers skilled in lending, mortgages and advisory services for our membership. We are serious about finding experience for these coveted positions and it may just be the best career move you ever make. Let’s discuss how we can make the transition easier. If you have experience, we want to talk to you. Those in the industry likely already know the exciting path we are on to become Canada’s newest Federal Credit Union. Let’s talk about this opportunity and your career. Choosing to work for the right company is essential. Choosing a company that aligns with your values and celebrates your experience and skills is critical to find fulfillment. We think we may have that very opportunity for you. Apply today.

THE COMPANY – Our Purpose is to redefine banking by helping Canadians simplify their lives and reach their financial goals by reinvesting profits into our members, communities and our people. Now that Responsible Banking!

Click the link below to see what Innovation Credit Union is about! Trust us, you are going to want to learn more about who we are!

Innovation Credit Union – About Us (innovationcu.ca)

THE POSITION: Reporting to the VP Consumer Advisors, the Consumer Advisor will develop and maintain a loan and deposit portfolio, and will develop long term relationships with members. This position will provide a challenging and rewarding career with opportunity to enhance your personal development and to be part of a progressive credit union. How does one do this? Glad you asked!

A Consumer Advisor does the following:

  • Develop and maintain a deposit and loan portfolio and develop long term relationships with members.
  • Provide individualized financial consulting services that help simplify the members life (including insurance services) and information to members on services and investment products offered through the Credit Union
  • Ensure all deposit and loan activities are in compliance with relevant legislation, regulations, policies, and procedures
  • Recognize and act upon business development opportunities that would be beneficial to the organization and its members as a whole
  • Support regional advice centers as needed

This is a tremendous opportunity to build a successful career within the credit union system, providing an opportunity to advance to higher levels with the organization

Innovation Credit Union supports a mobile workforce, some travel may be required within Regina and regional area.

Why Should You Apply?

  • You want to be an ambassador of a forward-thinking, member focused organization
  • you are passionate about providing world class financial services, growing member relationships, and are comfortable with building a portfolio
  • You want to help simplify our members lives by offering proactive advice to their day-to-day banking needs in person and digitally
  • Have completed some Post-Secondary plus 3 to 5 years job related experience; or an equivalent combination of education and experience
  • Organized and detail oriented
  • Proven results in strong sales and service skills along with refined relationship building skills
  • Completion of the following courses would be considered an asset: Credit Union Products and Services, Credit Union System, Introduction to Financial Planning, Consumer and Residential Mortgage Lending Course

Interested?

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