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: firstname.lastname@example.org. 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