City: Lloydminster

Project Coordinator

Lloydminster, Saskatoon, or any branch location, SK

Hybrid Work Arrangement

As a Project Coordinator, you work closely with our Project Manager supporting projects driving business productivity, efficiency, and operations through innovation and project management execution.

You will be involved with all aspects of delivery, focusing on tracking and reporting on portfolio status of multiple projects concurrently to our team and partners. You apply project management and analytical skills in Agile and hybrid project management environment. Collaboration with cross-functional teams, particularly Information Technology, is instrumental to successful outcomes. As you gain confidence and familiarity, you will manage smaller-scale projects.

Additionally, you will:

  • Support with discovery meetings, planning, scheduling, implementation, and roll-out of projects.
  • Translate business requirements into clear and concise user stories.
  • Communicate clearly and hold accountability to make the most of meetings.
  • Develop strong working relationships with colleagues and vendors, enabling you to gain a deep understanding of their business and operations, quickly.
  • Capture lessons learned, developing practices, then distribute to the appropriate audience.
  • Schedule project status meetings, take minutes and post to various repositories.
  • Create or utilize templates for schedules, agendas, checklists, etc.
  • Prepare, update, and manage documents defining business requirements, functional design, project plans, schedules, and reports.

What you will need for this role:

  • A related degree in Commerce / Management or Computer Sciences with a focus on Management Information Systems or Development. Note: An equivalent combination of education and experience will be considered.
  • Preference is given to those with 1-3 years of experience in project coordination and reporting and/or process improvement experience.
  • Preference is also given to project management, change management, or Agile certification.
  • Ability to manage, analyze, and synthesize complex system requirements and work with a diverse group of business users and IT team members.
  • Strong evaluative and analytical skills.
  • Superior communication skills (written and verbal), organizational skills, and problem-solving.
  • Ability to hold accountability of internal and external partners.
  • Experience building and maintaining strong working relationships.

We are asking for a lot. Even if you don’t tick the boxes perfectly, please consider applying. We’re willing to support your learning and development.

What do we offer?

We were named one of Saskatchewan’s Top Employers for the 6th consecutive year. This reflects our workplace culture and commitment to building relationships beyond banking with our members, and our team. We offer:

  • Preferred rates on our products and services
  • Benefits and pension, from day one
  • Competitive salary
  • Investment in your professional development
  • Community involvement

If the above describes you, we want to hear from you. Submit your cover letter and resume by end of day, on May 31, 2023, to careers@synergycu.ca. Please quote competition #234701 in the Subject Line.

More details:

  • Position reports to the Project Manager
  • Hours: 37.5 hours weekly. Permanent full-time.
  • This position will be required to travel. Successful candidate must have access to reliable transportation.

A little more about us:

Synergy Credit Union is a people-inspired Credit Union with ambitious goals. We endeavour to deliver amazing financial experiences, earn our customers’ (members’) trust, grow our relationships, and build sustainable communities.

We exist to help our members achieve their financial goals by understanding their needs and delivering exceptional service in modern, convenient, and secure ways. We empower our members by sharing our experience and tools, so they can make robust plans through each stage of life.

At Synergy, our members are owners who profit when we do and who get a say in how we are run. We also live in the communities we serve. This matters to us. We invest locally by offering sponsorships, donations, and scholarships, and through volunteerism. We connect with groups looking to improve overall financial literacy by providing presentations and tailoring them for educational opportunities – for families, schools, youth groups – you name it. We are proud to serve more than 28,000 members and have reached over $2.2 billion in assets.

The Location:

Synergy operates on the lands referred to as Treaty 6 Territory, which encompasses the unceded lands of Indigenous Nations and Peoples, including the Plains Cree, Woodland Cree, Saulteaux, Nakota, Dene, and Metis.

Our Team is mostly located in Lloydminster. This role is eligible for hybrid work. Ideally, the incumbent would be based in Lloydminster or one of the communities we serve (such as Kindersley, Saskatoon, etc.).

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.

Synergy aspires to have a workforce that is representative of the diversity of our country and encourages applications from everyone.

Find out more about us!  https://www.youtube.com/user/SynergyCreditUnion

 

Cyber Security Analyst

Are you an experienced Cyber Security professional who is eager to showcase their talent with an organization that fosters growth & development? We’re looking for an exceptional team member to join our dynamic and creative group of IT professionals, who join you in embracing technology and developing ways to contribute to the success of Synergy Credit Union.

As a Cyber Security Analyst, you will be responsible for the day-to-day operations of the in-place security solutions; and identification, investigation and resolution of security breaches detected by those systems, and identifying and mitigating risks to our organization’s infrastructure and data assets. You are a highly motivated, working closely with our team to implement security controls and respond to incidents when they arise.

If you have a passion for Cyber Security, here’s what you’ll be doing:

  • Perform the deployment, integration, and initial configuration of all new security solutions in accordance with standardized best practices generically, and the security documents specifically.
  • Participate in the planning and design of security architecture, creation of security documents, and Business Continuity Plan & Disaster Recovery Plan.
  • Research and recommend products, services, protocols, and standards in support of procurement and development efforts.
  • Assist in the development of data management policies and procedures.
  • Support development and management of the cloud infrastructure. Have an understanding of company’s existing cloud architecture and technology portfolio.
  • Documentation, and manage a cloud technology standards policy.
  • Cloud architectural design, development and assist in implementation of end-to-end cloud integrated systems. Develop and execute test plans to check cloud infrastructure and systems technical performance.
  • Maintain operational configurations of all security solutions as per established baselines, and monitor all in-place security solutions for efficient and appropriate operations.
  • Review logs, interpret implications, and devise plans for appropriate resolution.
  • Participates in investigations, vulnerability assessments, penetration tests, and security audits.
  • Report policy adherence, system performance, breaches or any other IT related information.

What we’re looking for:

  • Bachelor’s degree or diploma in information systems, computer science, cybersecurity, or related field, with a minimum of five years of related experience.
  • Experience in Microsoft products (Azure, O365, Severs, SQL).
  • Proven analytical and problem-solving abilities.
  • Ability to effectively prioritize and execute tasks in a high-pressure environment.
  • Good written, oral, and interpersonal communication skills.
  • Ability to conduct research into related issues, practices, and products.
  • Ability to present ideas in business-friendly and user-friendly language.
  • Highly self-motivated and directed and a keen attention to detail.
  • Experience working in a team-oriented, collaborative environment.

Note: This position will sit for extended periods of time. Dexterity of hands and fingers to operate a computer keyboard, mouse, power tools, and other computer components is required. Lifting, transporting, and installing (bending, reaching, crawling) of moderately heavy objects, such as computers and peripherals is required. Travel is required.

What do we offer?

We were named one of Saskatchewan’s Top Employers for the 6th consecutive year. This reflects our workplace culture and commitment to building relationships beyond banking with our members, and our team. We offer:

  • Preferred rates on our products and services
  • Benefits and pension, from day one
  • Competitive salary
  • Investment in your professional development
  • Community involvement

If the above describes you, we want to hear from you. Submit your cover letter and resume to careers@synergycu.ca. Please quote competition #234501 in the Subject Line. This position will be posted until a suitable candidate is hired.

More details:

  • Position reports to the Manager of Information Technology
  • Hours: 37.5 hours weekly. Permanent full-time.
  • This position will be required to travel. Successful candidate must have access to reliable transportation.

A little more about us

Synergy Credit Union is a people-inspired Credit Union with ambitious goals. We endeavour to deliver amazing financial experiences, earn our customers’ (members’) trust, grow our relationships, and build sustainable communities.

We exist to help our members achieve their financial goals by understanding their needs and delivering exceptional service in modern, convenient, and secure ways. We empower our members by sharing our experience and tools, so they can make robust plans through each stage of life.

At Synergy, our members are owners who profit when we do and who get a say in how we are run. We also live in the communities we serve. This matters to us. We invest locally by offering sponsorships, donations, and scholarships, and through volunteerism. We connect with groups looking to improve overall financial literacy by providing presentations and tailoring them for educational opportunities – for families, schools, youth groups – you name it. We are proud to serve more than 28,000 members and have reached over $2.2 billion in assets.

The Location:

Synergy operates on the lands referred to as Treaty 6 Territory, which encompasses the unceded lands of Indigenous Nations and Peoples, including the Plains Cree, Woodland Cree, Saulteaux, Nakota, Dene, and Metis.

Our Team is mostly located in Lloydminster. This role is eligible for hybrid work. Ideally, the incumbent would be based in Lloydminster or one of the communities we serve (such as Kindersley, Saskatoon, etc.).

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.

Synergy aspires to have a workforce that is representative of the diversity of our country and encourages applications from everyone.

Find out more about us!  https://www.youtube.com/user/SynergyCreditUnion

Regional Manager – Business Development

The Regional Manager – Business Development works with our rural branch teams to keep us growing. Working in partnership with the branches, you will develop and lead our sales and marketing efforts to grow deposits, loans, wealth opportunities, and sales of ancillary products to help our members succeed.  You will be an integral part of leading and inspiring your team in achieving these results.

 

You are an energetic team leader!  Your positive attitude in driving results through others is what motivates you.  In this position, you will hold yourself and other leaders accountable in achieving success at our multiple branch locations.

 

You understand the business plan and develop “the how”: how we will get there. You will enjoy working closely with our Marketing Team to help produce effective campaigns. You will also work closely with our retail teams to determine how to generate new business opportunities, pipeline opportunities, and creating and leading initiatives.

 

You are a skilled business developer yourself, and you know how to help others excel as business developers. You understand our industry, our products, our services, and our commitment for always doing right by our members. You are passionate about the members we serve!  You’re an excellent collaborator – leveraging the strengths and knowledge of others to capitalize on moments of opportunity.

 

If you are deeply interested in a career with purpose, Synergy offers the opportunity to contribute to both our Credit Union’s and our communities’ success.

 

Qualifications: Preference is given to candidates with a related degree or diploma and six to eight years business development or related experience in the financial services industry. Additional coursework or training in sales, leadership and supervision are essential. Previous experience leading other leaders is preferred. Strong knowledge and understanding in credit granting associated with consumer, agriculture, and commercial lending is preferred. An equivalent combination of education and experience will be considered.

 

If the above describes you, we want to hear from you. Submit your cover letter and resume to careers@synergycu.ca. Please quote competition #234301 in the Subject Line. This position will be posted until a suitable candidate is hired.

 

More details:

  • Location: Lloydminster, or any of our rural branch locations in Saskatchewan
  • Hours: 37.5 hours weekly, Permanent full-time
  • This position will be required to travel and is expected to work with a high degree of flexibility in hours of work and travel. The successful candidate must have access to reliable transportation.

 

A little more about us:

 

Synergy Credit Union is a people-inspired Credit Union with ambitious goals. We endeavour to deliver amazing financial experiences, earn our customers’ (members’) trust, grow our relationships, and build sustainable communities.

 

We exist to help our members achieve their financial goals by understanding their needs and delivering exceptional service in modern, convenient, and secure ways. We empower our members by sharing our experience and tools, so they can make robust plans through each stage of life.

 

At Synergy, our members are owners who profit when we do and who get a say in how we are run. We also live in the communities we serve. This matters to us. We invest locally by offering sponsorships, donations, and scholarships, and through volunteerism. We connect with groups looking to improve overall financial literacy by providing presentations and tailoring them for educational opportunities – for families, schools, youth groups – you name it. We are proud to serve more than 28,000 members and have reached over $2.2 billion in assets.

 

The Location:

Synergy operates on the lands referred to as Treaty 6 Territory, which encompasses the unceded lands of Indigenous Nations and Peoples, including the Plains Cree, Woodland Cree, Saulteaux, Nakota, Dene and Metis.

 

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.

 

Synergy aspires to have a workforce that is representative of the diversity of our country and encourages applications from everyone.

 

Find out more about us!  https://www.youtube.com/user/SynergyCreditUnion

 

www.synergycu.ca

 

Chief Risk Officer

As our Chief Risk Officer (CRO), you will navigate us through the world of risk, business continuity, and privacy. Our best CRO will have an authentic passion for:

  • People and leadership,
  • All things risk – liquidity, credit, market, legal and regulatory, operational, reputational, privacy and cyber.
  • Awesome communication
  • Value creation for our customers (members)
  • Community and volunteerism

 

About Us:

At Synergy, our members are owners who profit when we do and who get a say in how we are run. We also live in the communities we serve. This matters to us. We invest locally by offering sponsorships, donations, and scholarships, and through volunteerism. We connect with groups looking to improve overall financial literacy by providing presentations and tailoring them for educational opportunities – for families, schools, youth groups – you name it. We are proud to serve more than 29,000 members and have reached over $2.5 billion in assets.

We were named one of Saskatchewan’s Top Employer for the 5th consecutive year. This reflects our workplace culture and commitment to building relationships beyond banking with our members, and our team.

 

The Job:

As the CRO, you will be responsible for the efforts that give peace-of-mind. You’re capable of inspiring and executing on thoughtful governance, strategy, and objective setting. You will have regular interactions with the Board and with regulators.

 

Some key responsibilities:

  • Sustain Synergy’s enterprise risk management program, ensuring an appropriate risk appetite, monitoring the overall enterprise risk profile, and establishing a risk philosophy and a risk-aware culture.
  • Assessing significant change, reviews risk and performance, then pursues improvement.
  • Leading our compliance program to ensure the organization is not only has a high degree of compliance but the highest standard of ethical behaviour.
  • Positively influences system partners, legislators and regulators, and the Board – ensuring they understand Credit Union issues, concerns, and operating environment.
  • Works with the Executive Team to maintain high visibility within Synergy and beyond.
  • Providing vision and oversight of the internal audit function.
  • Playing an integral part in formulating and influencing Synergy’s strategic priorities and tactical plans.
  •  Nourishing a culture that aligns with our values within the team that directly reports to this position and in the broader teams the role has contact with. The privacy, compliance, and internal audit team report to this position.

 

Qualifications:

You will possess a related degree and extensive senior leadership experience. Preference may be given to a risk designation (i.e. CRM). The position requires comprehensive knowledge of financial institutions, including lending and risk assessment. You will bring extensive knowledge and experience related to risk mitigation strategies, AML, privacy, business continuity, etc. Strong business insight is necessary to navigate the strategic and operational requirements of the role.

 

Preferably, your related certification, such as CRMP, and experience will give you a head-start in the role.

 

In addition, the following skills are critical:

  • Strong skills in Microsoft Office
  • Excellent presentation and facilitation skills, experience presenting to a wide broad range of audiences
  • Effective, clear, and concise written communication skills
  • A growth mindset, and the ability to build and improve
  • Exceptional relationship building skills, and the ability to hold others accountable without direct authority
  • Ability to build strong, balanced, and positive relationships

 

The Location:

Synergy operates on the lands referred to as Treaty 6 Territory, which encompasses the unceded lands of Indigenous Nations and Peoples, including the Plains Cree, Woodland Cree, Saulteaux, Nakota, Dene and Metis.

Our Executive Team is located in Lloydminster. This role is eligible for hybrid work. Ideally, the incumbent would be based in Lloydminster or one of the communities we serve (such as Kindersley, Saskatoon, etc.).

 

To Apply:

Submit your cover letter and resume to: careers@synergycu.ca. Please quote competition #232201 in the subject line. This position will be posted until a suitable candidate is hired.

 

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.

Synergy Credit Union aspires to have a workforce that is representative of the diversity of our country and encourages applications from everyone.

Find out more about us!  https://www.youtube.com/user/SynergyCreditUnion

www.synergycu.ca

Financial Services Advisor

The Synergy Experience – what is it exactly?  Just ask our employees. Their dedication to our customers (members) and each other has created an incredible place to work. We’re local, we offer personalized and competitive products & services. We are proud to be a part of a local and community focus and are seeking a Financial Services Associate or Advisor to help us continue our rich tradition of serving our community – since 1943!

What do we offer?

We were named one of Saskatchewan’s Top Employers for the 5th consecutive year. This reflects our workplace culture and commitment to building relationships beyond banking with our members, and our team. We also provide:

  • Competitive salary
  • Benefits and pension
  • Preferred rates on our products and services
  • Investment in your professional development
  • Community involvement opportunities

What do our Financial Services Associates and Advisors do?

As an FSA, you will work in a retail banking environment where you have a meaningful impact on the financial wellness of members. You connect with existing and prospective members, understand their financial and personal goals, provide informative and personalized advice, and recommend the right products and solutions to achieve their goals and enable their financial success.

Our ideal candidate is a relationship builder. You’re motivated, with strong problem-solving and organizational skills. You’ll be a part of a team of knowledgeable professionals who share a genuine commitment to working with and delivering exceptional service to our membership, including on accounts and deposit products, consumer investments, and lending products and services (such as consumer and small business/ag loans and mortgages).

If building relationships, problem solving, and meeting challenges interests you…..this dynamic career is what you’re looking for!

As a Financial Services Associate or Advisor, you will:

  • Manage a portfolio of members, partnering with current and potential members to understand their goals and priorities
  • Advise on and deliver a variety of products and services to successfully meet members’ needs
  • Engage in outreach, marketing, and follow-up opportunities to proactively seek out new business and deepen existing relationships, and
  • Promote Synergy Credit Union within our communities, including engaging in business development activities, volunteerism, phone calls, emails, and participating in campaigns.

What you need for this role:

  • Related post-secondary education (such as a Diploma or Degree in Business) and 1 year of job-related experience, or an equivalent combination of education and experience
  • Relationship and business development skills
  • Previous sales experience working with goals, strong closing/referral techniques, and pipeline development is desired
  • Mutual Fund Accreditation or successful completion of accreditation within 3 months of hire

If the above describes you, we want to hear from you! Submit your cover letter and resume to careers@synergycu.ca, referencing competition #226408 in the subject line. This position will be posted until a suitable candidate is hired.

More details:

  • Hours: Full-time; 37.5 hours weekly with flexibility to work a Saturday rotation schedule, and various hours as required.

We encourage you to apply. We have two levels in this role. Placement within these levels is dependent on experience and education.

A little more about us:

At Synergy, our members are owners who profit when we do and who get a say in how we’re run. We also live in the communities we serve. This matters to us. We invest locally by offering sponsorships, donations, and scholarships; and through volunteerism. We connect with groups looking to improve overall financial literacy by providing presentations and tailoring them for educational opportunities – for families, schools, youth groups – you name it. We are proud to serve more than 25,000 members and have reached over $2.16 billion in assets.

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.

Synergy aspires to have a workforce that is representative of the diversity of our country and encourages applications from everyone.

Find out more about us!  https://www.youtube.com/user/SynergyCreditUnion

www.synergycu.ca

Senior Advisor, Business & Ag

Do you have a mind for business / agribusiness and a passion for finding solutions that help business owners realize their vision? Are you a relationship builder? Going above and beyond customer expectations comes naturally to you!

 

As part of a cohesive team of passionate and skilled professionals, the Senior Advisor, Business & Ag is responsible for the management and growth of an assigned portfolio of commercial and ag banking customers (members). You uncover and understand member needs by asking the right questions and analyzing information to connect agribusiness and commercial members with the current and future financing they need to achieve success. You consistently deliver exceptional high-quality service and advice in your areas of expertise, and are integral in proactively pursuing and attracting new business.

 

If building long-term relationships, problem solving, and advising members interest you…this dynamic lending career is what you’re looking for!

 

A typical day may look like:

  • Engaging with business and agribusiness members and potential members to understand their business goals and advise on lending & other financial needs.
  • Analyzing financial information, issuing loans and reviewing accounts within your portfolio to ensure terms and conditions continue to be met.
  • Promoting our credit union within the community in a variety of ways including support for business development activities, volunteerism, phone calls, emails, and participation in campaigns.
  • Mentoring and supporting team members for success.

 

You will be successful in this role if you:

  • Are an effective and adaptable communicator. Your people skills come through in the ease with which you connect with members in person, by phone or electronically. You believe in Synergy’s products and services, and promote them effortlessly.
  • Enjoy collecting information from members, understanding their business objectives, then balancing those objectives within the framework in which we work (i.e. legislative requirements, policy, and procedure).
  • Have strong time management and organizational skills with the ability to adapt and flex with changing climates.
  • Demonstrate the abilities to work well independently and in a team.
  • Are a hungry learner. You stay ahead of trend when it comes to financial products and services, and technology. You are adaptable! You seek to bring our members the best the industry has to offer.
  • Are passionate…..for your career, your members, our Credit Union, and our community.

 

If it sounds like we expect a lot – we do!  We’ve created a member-passionate workplace with an extraordinary culture.

 

Qualifications:

  • Related post-secondary education (e.g. Business Diploma) and 5 years of senior lending experience are required. Equivalencies may be considered.
  • Must have work experience / education in the area(s) of business &/or agricultural lending with an understanding of lending requirements, rules and regulations.
  • A solid working knowledge of MS Office Suite and Microsoft Teams or other virtual meeting tools. Preference for applicants with customer management software experience.

 

If the above describes you, we want to hear from you. Submit your cover letter and resume before the end of day on Sunday, October 24th to:  careers@synergycu.ca.

Please quote competition # 215001 in the subject line.

 

Location: Lloydminster, SK.

Hours: Full-time – 37.5 hours weekly

Salary range: $64 000 – $81 000/annually

 

Please note our hours of operation are currently Monday to Friday 8:30 a.m. to 5:00 p.m.  Flexibility to work outside various hours is required for travel, events, and member meetings.

 

 

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.

 

Synergy aspires to have a workforce that is representative of the diversity of our country and encourages applications from everyone.

 

Find out more about us!  https://www.youtube.com/user/SynergyCreditUnion

  

www.synergycu.ca

 

Manager of Deposit Support

Reporting to the Manager of Retail Administrative Services, this position is responsible for managing the day-to-day operations and activities of the Centralized Deposit Support team.  You lead the administration of the deposit side of business and account related services, supporting your team to deliver efficient and accurate deposit taking and ancillary administrative services.

You are a passionate coach and mentor!  You are instrumental in motivating your team for success and holding accountability to performance and results.  As a leader, you provide timely communication and articulate the vision with your team and throughout Synergy Credit Union, building and cultivating relationships.  You collaborate and create an inclusive team environment for fostering continuous growth and development.

In this role, you are also responsible to develop and maintain policies and procedures related to deposit operations and ancillary services and monitor and report on adherence to policies and procedures as part of ongoing quality assurance.  You plan, organize and direct projects, and ensure high quality administrative support is provided to all Retail Service Centres of Synergy Credit Union.  You manage and resolve technical issues impacting service and support a wide range of supplier/service partner programs by creating exceptional working relationships with our partners.  This position also ensures compliance with legislation, regulations, by-laws, standards of sound business practices, policies and procedures.

Qualifications: Preference is given to two year related post-secondary program (Diploma program) with four to six years or related experience. An equivalent combination of education or experience will be considered. Must be a proven leader with excellent communication and interpersonal skills, strong attention to detail and problem-solving skills.  The ability to work with various programs, software and technology is required.

Location:  Lloydminster, SK

Salary range:  $72 900 – $91 200 annually

To Apply:  Submit your cover letter and resume before the end of day on August 8th, to: careers@synergycu.ca.  Please quote competition # 213301 in the subject line.

We thank you for your interest, we will only contact those under consideration. If you are successful for this role, you will undergo a bonding process that includes a criminal record check and credit check.

We are committed to being an equal opportunity employer.

Find out more about us!  https://www.youtube.com/user/SynergyCreditUnion

  www.synergycu.ca

Financial Advisor

We’re seeking people who are deeply motivated to learn about our customers (members), help them articulate and achieve their goals, and celebrate alongside them when goals are reached.  We want only the most generous of heart, with a deep technical savvy to help our members establish a solid financial foundation, build a strong financial future, grow it and protect it.

As a Financial Advisor, you help members build a financial plan.  You are their financial coach!  For our members, this means increasing their financial fitness to achieve financial well-being.  You’ll help them with goals, establishing priorities and checking in to support progress along the way.  You will be proactive with our members as life changes and marking significant milestones.

You are fascinated with the tools and strategies a member can use to build dreams.  You will engage members in risk management conversations, and you do so with the best interest of the member in mind.

You’ll be successful in this role if you have a rich knowledge of financial planning from experience and education; a Certified Financial Professional (CFP) designation or Personal Financial Professional (PFP) designation, and a Mutual Fund license are all requirements for the role either immediately or within an established timeframe.

The people that know you, trust you.  You are entrepreneurial in nature, and able to work with lots of autonomy.  You seek out goal-setting for yourself.  Those same people describe you as driven, sharp, and an adaptable communicator.  A sense of humour is required.  So is passion…..for your career, your members, our Credit Union, and our community.  We’re deeply committed to volunteerism.  You’ll have many opportunities to contribute to making our communities stronger.

If the above describes you, we want to hear from you.  Submit your cover letter and resume before the end of the day on Tuesday, June 15th, to careers@synergycu.ca.  Please quote competition #212802 in the Subject Line.

Location: Lloydminster, SK

Schedule: Full-time, 37.5 hours per week, Monday – Friday.

Position:  Permanent full-time

Travel: A minimum of one branch visit per month, will be required.

Please note our hours of operation are currently: Monday to Friday 8:30 a.m. to 5:00 p.m.  Flexibility to work outside various hours is required for travel, events, and member meetings.

We thank you for your interest, we will only contact those under consideration. If you are successful for this role, you will undergo a bonding process that includes a criminal record check and credit check.

We are committed to being an equal opportunity employer.

Find out more about us!  https://www.youtube.com/user/SynergyCreditUnion

  www.synergycu.ca

Manager of Wealth Services

Reporting to the Chief Operating Officer, this position is responsible for managing the day-to-day operations and activities of our Wealth Services team members, in the delivery of Wealth Management Services.  Synergy Credit Union partners with Aviso Wealth who is a national financial services firm providing MFDA and IIROC dealer services, online brokerage, and insurance solutions.

You are an integral part of leading and inspiring a dedicated and compassionate team in helping our members achieve their personal life goals.  You will also participate in the development, implementation and monitoring of the annual budget, and implementation of our long-term business strategy for Wealth Services. This position will ensure all Wealth Services activities are in compliance with relevant legislation, regulations, policies and procedures, regarding the promotion and sale of investment products and services.

This position is based out of the Lloydminster Synergy Centre in Lloydminster, Saskatchewan. We also have branches in Kindersley, Paradise Hill, St. Walburg, Lashburn, Denzil, Macklin, Maidstone, Marsden, Marshall, and Neilburg.  Dedication to our communities is a cornerstone belief of our Credit Union, and it shows.  Every year, our amazing staff is more than willing to offer their time as volunteers, on top of our financial and sponsorship activities.

We are the fifth largest Credit Union in Saskatchewan with total assets under management of over $2 billion, serving more than 25 000 members and 206 employees.  Our Wealth Services team manages a portfolio size of $400M.  We provide core banking services through our traditional branch network, the Canada-wide ‘ding-free’ AccuLink ATM network, Digital Online Banking site and Digital Synergy CU App, as well as through calling our Member Contact Centre.

The Community:  Lloydminster is located on the provincial border between Alberta & Saskatchewan – 2 provinces, one city.  Approximately two and a half hours between Edmonton and Saskatoon, Lloydminster has good access to major cities and a variety of recreational options – with many nearby lakes, ski hills, parks, golf courses, theatre, sports facilities, and list goes on.  In addition, there is a local college and lots of amenities (shopping and events).  For more information on Lloydminster, visit lloydminstertourism.ca and lloydminster.ca.

To Apply:  Submit your cover letter and resume before the end of day on April 21st, to: careers@synergycu.ca.  Please quote competition # 212301 in the subject line.

We thank you for your interest, we will only contact those under consideration. If you are successful for this role, you will undergo a bonding process that includes a criminal record check and credit check.

We are committed to being an equal opportunity employer.

Find out more about us!  https://www.youtube.com/user/SynergyCreditUnion

  www.synergycu.ca

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