City: Cranbrook

Wealth Advisor

THE OPPORTUNITY:

StellerVista Credit Union has been in partnership with Nelson & District Credit Union since 2012. We are MoneyWorks, doing business as StellerVista MoneyWorks and NDCU MoneyWorks. Through this partnership, we provide a holistic approach to financial planning, matching members’ financial needs with the best solutions tailored to their situation. We provide a variety of product and service options to members throughout the Kootenay-Boundary region.

If you want to join a dynamic group dedicated to cooperative values and client service, this exciting opportunity is the right career move for you. Reporting directly to the Executive Leader, the successful candidate will play a significant role in providing financial advice and assistance to clients, while strengthening the overall presence of StellerVista MoneyWorks in the communities it serves.

The incumbent will be self-motivated, and results driven, working a flexible schedule and meeting clients/members needs on their timelines. Travel is required.

QUALIFICATIONS:

You are a results-oriented professional and effective decision maker with a commitment to furthering the reputation of the organization in the community.  Your positive, adaptable approach equips you with strong relationship building skills and the interpersonal perceptiveness to be an effective team member. You are dedicated to a holistic planning approach working with our members.

A minimum of five years’ experience in providing holistic financial advice to clients in the areas of financial planning, investment, risk assessment and insurance options is preferred. In addition, you will hold or are about to complete the Certified Financial Planner (CFP) designation and licensed to sell securities as well as life insurance within BC. Preference will be given to those candidates that hold a post-secondary designation.

The successful candidate will have a loyal book of households to start with and to build from to create a successful book/practice from.

COMPENSATION:

We are pleased to offer a competitive compensation package including but not limited to participation in extended benefits and pension programs.

Current annual salary range:  $74,000 – $80,000

Annual salary commensurate to education and experience.

PREFERRED JOB LOCATION:  Cranbrook, BC – East Kootenays

About the Kootenay Region

The Kootenay region in British Columbia, Canada, offers a breathtaking blend of natural beauty, outdoor recreation, and a welcoming community that makes it an appealing destination for relocation.  In addition to its awe-inspiring landscapes, the Kootenays boast stunning mountain vistas, crystal-clear lakes, and lush forests, providing residents with an unparalleled connection to nature. Whether it’s skiing in the winter, hiking in the summer, or enjoying the serene surroundings year-round, the region offers endless options of outdoor activities for nature enthusiasts.

The region’s rich cultural diversity and artistic expression add to the charm of the Kootenays, creating an alluring lifestyle for those considering relocation to this picturesque region of British Columbia. Whether one seeks adventure in the great outdoors, a sense of community, or a thriving cultural scene, the Kootenay region offers an inviting and enriching environment for individuals looking to make a move.

CLOSING DATE:  Open until filled

HOW TO APPLY:

To learn more about StellerVista MoneyWorks, please visit our website at www.stellervista.com

We welcome interested applicants to submit a resume and cover letter to:

Human Resources at StellerVista MoneyWorks:  employment@stellervista.com

We thank all candidates for their interest, however, only those selected for an interview will be contacted.

Internal Auditor

About Kootenay Risk Services

In June 2014, four Kootenay region credit unions formed the Kootenay Risk Services (“KRS”) support organization. The founding organizations include Columbia Valley, East Kootenay, Grand Forks and Nelson and District credit unions. The core purpose of KRS is to provide the owner credit unions with risk management and compliance resources.

Position Overview:

The Internal Auditor, under broad managerial direction, administers the credit unions’ internal audit program and conducts a variety of internal audits in all business units including deposit, lending, financial planning and insurance departments; acts as advisor to the senior management teams of the partnering credit unions in matters relating to internal audit, payroll, benefits, overall work organization, efficiency and cost containment; provides contract internal audit services to other entities; on a relief basis.

The Internal Auditor will work primarily from their home office with regular travel required to the partner credit unions within the Kootenay region of B.C.

EDUCATION AND EXPERIENCE

  • Completion of a two-year college or post secondary technical school diploma in business administration or operations management.
  • A recognized accounting (CPA, CMA, CGA) or auditing (CIA) designation
  • Minimum 5 years’ professional experience in an accounting or financial institution, with 3 years’ minimum experience being in an auditing role.
  • Demonstrated proficiency in computer applications including MS Office.
  • Demonstrated ability to work independently with highly confidential material.
  • Successful client-focused service delivery experience.

OTHER POSITION REQUIREMENTS

  • Valid driver’s license and vehicle transportation
  • Ability and willingness to travel within the Kootenay region of B.C.
  • Ability and willingness to maintain a home office

How to Apply

If you consider this position a match to your skills, please submit your resume in confidence.

We thank all applicants in advance for their interest. Only those under consideration will be contacted. The successful applicant will be required to undergo a bonding process that includes a criminal record check and credit check.

Please email your resume and cover letter to: employment@ekccu.com

Our employees make us who we are. Our ability to deliver outstanding member experiences, financial services, and a culture of accountability and integrity relies on the talent and drive of our team. We’re proud of our employees. In return for committing to not just the what, but the how, our full-time and part-time employees receive a competitive compensation package, full benefits, vacation time off, meaningful opportunities for learning and advancement, tuition assistance.

 

 

 

 

 

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