General Manager

A Leadership Role Rooted in Member Service & Community

Lafleche Credit Union is a progressive organization with assets of just over $100 million, branches in Lafleche and Glentworth, over 1,700 members and 12 employees.

Are you a values-driven leader who is ready to make meaningful impact in the heart of rural Saskatchewan?

Lafleche Credit Union (LCU) is seeking an experienced and forward-thinking General Manager to guide our organization into the future.

Proudly based in Southern Saskatchewan, we deliver personalized financial solutions to our members while actively investing in the strength and vitality of the communities we call home. As the General Manager you will lead a talented and dedicated team, working closely with the Board of Directors to deliver strategic results, ensure operational excellence and exceptional member service.

If you’re a forward-thinking leader who understands agriculture and values community life, this is your opportunity to help shape LCU’s future.

The Mandate: Honor the Past, Secure the Future

As General Manager, you will be the operational and cultural leader, directly responsible for:

Championing Our Story: Serving as the chief advocate for the “cooperative difference,” ensuring our value and community impact are understood by members, staff, and the next generation.
Leading Continuous Change and Adoption: Providing hands-on leadership across key initiative and projects. Demonstrates a strong ability to identify and mobilize the right resources to effectively source, manage, and collaborate with vendors and partners.
Cultivating a Tight-Knit Team: Fostering a culture of engagement, development, and knowledge transfer within our small and highly dedicated team.
Driving Financial Stewardship: Managing the credit union’s financial health to sustain growth, profitability and long-term sustainability.
Navigating the Agricultural Economy: Applying your deep, inherent understanding of agricultural lending and the local farm economy to serve our core membership.

You possess the following experience and education:

A minimum of 7-10 years of progressive, hands-on experience within a credit union, with significant expertise in lending, operations, and retail banking.
Post secondary education in Finance or Business Administration.
People centered leader with strong interpersonal skills, a collaborative mindset, and a proven ability to communicate and engage with various stakeholders.
Deep understanding and hands on experience managing and growing an agriculture lending portfolio and serving the financial needs of an agriculture community.
Demonstrated experience overseeing core system projects, vendor partnerships and strategic projects and initiatives.
Proven ability to building strong working relationships with Board of Directors and regulatory authorities.
Actively participates in and supports community engagement.

Why Join Us

Rooted in rural values, leading with purpose – join Saskatchewan’s first rural credit union!

At Lafleche Credit Union, you’ll have the opportunity to make a meaningful difference – not only in our members’ financial well-being but also in the communities we serve. You’ll lead an organization where people come first and where decisions are made locally with care and purpose.

If you’re ready to bring your leadership, passion and cooperative values to a thriving rural credit union, we’d love to hear from you.

We offer a comprehensive total rewards package, including group benefits, pension contributions and professional development opportunities for career growth.

How to Apply

Lafleche Credit Union has partnered with Culturefirst HR on this recruitment.

Please submit your application to: Laurie Smith, Culturefirst HR, laurie@culturefirsthr.com

Application Deadline: December 5, 2025

We thank all applicants for their interest. Only those selected for an interview will be contacted.

Senior Manager, Credit Adjudication

About Us

First Nations Bank of Canada (“FNBC”) is a federally chartered bank primarily focused on providing financial services to the Indigenous marketplace in Canada. Over 88% Indigenous owned and controlled, FNBC is a leader in advocating for the growth of the Indigenous economy and the economic well-being of Indigenous people. Headquartered in Saskatoon, FNBC takes pride in its workforce of over 63% Indigenous employees working at locations across Canada.

About The Role

The Senior Manager, Credit Adjudication provides key support to the Bank’s Credit Risk Management function ensuring the Bank’s credit risk program and obligations are understood and communicated across the Bank.

You will act as an expert in credit adjudication, primarily for commercial financing with a focus on Indigenous governments and Indigenous business. You will lead the credit adjudication process by providing leadership in financial analysis, credit expertise, and complex lending, as well as drive enhancement of credit risk for continued adherence to regulatory requirements and industry best practices. This position is full time permanent based out of the Saskatoon, SK Head Office. We are open to remote or hybrid working arrangements.

Here’s what you will be doing:

Provide independent, objective review and adjudication of credit applications within credit limits or provide credit recommendations and escalation as required.
Ensure the credit quality of portfolios are maintained within the Bank’s risk appetite, risk tolerance, policies and procedures and meet lending guidelines.
Provide leadership, direction, and collaborate on credit related decision-making, business impact, and partnering with business lines to ensure sound, credit outcomes.
Provide credit coaching, training and support to the direct team and other stakeholders.
Understand and monitor the Bank’s loan portfolios, delinquency process and proactively recommend improvements.
Identify, assess and implement internal control strategies to strengthen portfolio integrity.
Participate in credit committees and strategic initiatives.
Proactively monitor emerging risks, external events, industry trends and stay current on regulatory changes and industry best practices to inform credit decision-making.
Support the development and enhancement of the credit risk management framework, policies, procedures and guidelines to ensure continuous improvement and program maturity across the Bank as well as compliance with appropriate regulators, legislation and industry best practices.
Promote a strong credit risk culture by developing awareness and working with stakeholders on the importance of credit risk and the need to establish appropriate controls and tools to monitor credit related risks.
Support the development, monitoring, and measurement of key risk indicators (KRIs).
Support information, design, and preparation of regular credit risk reporting.
Support monitoring and reporting on credit risk metrics.
Support second line testing in the identification and documentation of credit risk deficiencies within the Bank and support the development of remedial plans.
Support stress testing of the credit risk program.
Support credit due diligence activities for bank services, products, or integration.
Support internal and external audit processes by providing necessary information and oversight.
Other duties as assigned.

About You

Analytical skills, planning and organizational skills, interpersonal skills
An effective communicator, capable of working across departments with stakeholders holding competing priorities
Proven leadership in credit adjudication
Strong understanding and experience in credit adjudication requirements and credit risk, including portfolio oversight and risk monitoring
Experience in commercial finance and complex business lending
Knowledge of business banking products
Experience implementing CRM best practices in an organization

Qualifications:

Minimum 7+ years of relevant experience and post-secondary degree in related field or equivalent combination of education and industry related experience
In-depth knowledge and experience of industry trends and regulations, credit portfolio management policies and lending guidelines
Knowledge and experience using lending platforms
Three (3) years’ experience in a people management role
Proficiency with Microsoft applications

We are passionate about creating an inclusive workplace and value and respect diversity of our staff.

We offer a comprehensive total rewards package, including group benefits, savings plan, professional development, and opportunities for career growth. If you are interested in this opportunity, meet the qualifications, and are eligible to work in Canada, please visit our career centre at Career Centre | Recruitment. The posting will remain open until filled.

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

Corporate Accounting Analyst

We’re looking for a Corporate Accounting Analyst to join our team! This position is integral to the function of our organization, playing a critical role in our Corporate Accounting team. The key responsibilities for this role include:

Utilize data analytics tools to extract meaningful insights from financial data
Assist in the evaluation of current products and pricing practices as to contribution and fit to the credit union member service strategy
Perform various accounting functions such as reconciliations, transaction processing, verification, and control
Contribute to the development of data-driven strategies for the institution’s digital services. Identify manual processes that can be automated using digital tools
Assist with the external audit process as required
Collaborate with cross-functional teams to drive digital transformation initiatives within the organization
Work closely with IT teams to implement robotic process automation (RPA) and other efficiency-enhancing technologies
Audit reports and statuses to ensure accuracy and that Innovation Federal Credit Union standards are met

Qualifications:

One-year formal education in accounting
1-3 years of experience or equivalent combination of education and experience
Experience with digital tools, financial software, and data analytics, preferably in the Microsoft suite of products
Strong analytical skills, adaptability, attention to detail, and collaboration

About Us

Hi! We’re Innovation Federal Credit Union. Our purpose is to simplify banking for all Canadians. We like to keep it simple. We have three values – Accountability, Integrity, and Respect – and we are constantly striving to improve our organization to make it better for you (our member and prospective employee)!

How are we different from other Credit Unions? We’ve put in the work to become a federal credit union – just one of three in Canada – to secure the future of our organization and continue to grow across Canada. We are proudly rooted in Saskatchewan, but our vision is national, or as we like to say, “Made in Sask, Built for Canada”.

What sets us apart:

Commitment to Community: $1.1 million was given to local organizations last year who are making a difference
Strong focus on Diversity and Inclusion: Nearly 22% of InnovationNation proudly identifies as part of a designated group, reflecting our strong commitment to fostering a diverse workplace
Benefits that start when you do: Our full-time staff participate in a 7% employer-matched pension plan, extended health benefits, employee and family assistance program, and a staff loan rate. These benefits all start on Day 1 of employment, no waiting period!

In the spirit of Truth and Reconciliation, we acknowledge that we are on the traditional territories of the many First Nations, Métis, and Inuit who have graced these lands for millennia.

We are privileged to live on, work on and enjoy the benefits of these lands, now known as Canada.

Collection Specialist

We are expanding our team to help us evolve through the next stage of our growth journey, and we want you to help shape our future. We now have a career opportunity for a Full Time Collection Specialist. This position offers remote work options, allowing you to work in branch (Saskatoon or Regina) or remotely within Saskatchewan – all within a flexible schedule.

As the Collection Specialist you will be….

Responsible for mitigating risk to the credit union through default management and recovery of funds for consumer and commercial loans and mortgages. This includes:

Working closely with members to preserve relationships and change behaviors while minimizing defaults.
Negotiating payment plans and settlements to facilitate debt repayment to help members get back on track.
Managing a portfolio of member relationships.
Collaborating with the Credit Team and Finance Department to address complex collection issues and minimize credit loss.

As the Collection Specialist you are ….

Highly knowledgeable with a strong background in lending and well-informed on policies, procedures, collection methods and legislation.
A strong communicator with well-established skills for interacting with members and the team in a professional and courteous manner, especially during negative and adverse situations.
An excellent negotiator and problem solver, with the ability to effectively work with retail and business members to find mutually beneficial strategies and solutions to preserve relationships while ensuring timely debt recovery.
Able to analyze member financial situations to assess their capacity to repay debts and determine appropriate collection actions.
Highly organized with exemplary time management skills, able to prioritize daily work and plan for deadlines, peak periods and unexpected situations where decisions are extremely time sensitive.

If you are motivated by the thought of this challenge ….

And can demonstrate success through 2-3 years of lending, adjudicating or related collection experience with a degree or diploma in finance or business administration (considered an asset), along with proficient knowledge of Customer Relationship Management software and experience in problem solving and conflict resolution, then this position may be for you!

Get to know us

TCU Financial Group is a credit union grown by Saskatchewan people. For 70 years we’ve been rooted in the province of Saskatchewan, creating our story, growing and evolving alongside the needs of our members. We provide a full suite of financial solutions to people and businesses across the province and one thing that has never changed – our heart remains committed to the people and the communities we serve.

Rewarding times ahead

To support the evolution of our organization, we need talented people who are passionate about creating and delivering meaningful financial solutions for our members. In addition to providing competitive compensation, benefits and pension programs, we support our TCU Financial Group Team and their families by providing an enhanced vacation program to enjoy time doing what they love outside of work.

Thank you for your interest in exploring your future with us!

The deadline for this career opportunity is October 27, 2025.

RETIREMENT AND PENSION ADVISOR (CERTIFIED FINANCIAL PLANNER(R))

Join CSS Pension Plan – one of Canada’s largest and most innovative DC pension plans

CSS Pension Plan is seeking a Certified Financial Planner® (CFP®) Professional to join our Member Experience Department. This role is ideal for a financial planning professional who is passionate about retirement income strategies, pension education, and member engagement.

Grow with Us at CSS Pension Plan

Founded in 1939 and headquartered in Saskatoon, Saskatchewan, the Co-operative Superannuation Society (CSS) administers one of Canada’s oldest and largest defined contribution (DC) pension plans. With $5 billion in assets, CSS serves over 300 employers and 57,000+ members – including 9,000 retirees receiving lifetime and/or flexible pensions – across the co-operative and credit union sectors nationwide. CSS also proudly administers a defined benefit pension plan.

We’re a member-first, values-driven, and digitally evolving organization. Our national reach is matched by our local care, and our commitment to innovation is grounded in decades of trusted service.

Your Opportunity

We’re looking for a Certified Financial Planner® professional to join our Member Experience Department as a retirement and pension advisor. This role is ideal for someone who thrives in a dynamic environment, values strategic thinking, and is passionate about delivering exceptional member experiences.

As a retirement and pension advisor, you will:

Connect with members of all ages to help them make informed pension and retirement decisions.
Build and nurture long-standing relationships with participating employers to support their employees and communicate the value of CSS.
Mentor and guide colleagues within the Member Experience Department and across CSS.

You’ll support both employee and employer members, playing a key role in our advisory and employer services programs.

What you will do

You’ll support both employee and employer members by:

Lead member consultations (virtual and in-person), offering personalized, unbiased retirement income planning advice.
Support members using CSS tools and resources, tailored to their financial history, goals, and pension provisions.
Manage escalated inquiries, identify risks and trends, and recommend solutions to enhance member experience.
Contribute financial and pension expertise to internal initiatives, including tools, policies, and technology enhancements.
Develop and deliver educational content – articles, videos, presentations, and workshops.
Provide similar support to prospective and current employer members.
Travel occasionally across Canada to deliver services and build relationships.
Embody our “Peaks of Collaboration”: Respect, Commitment, and Communication.

What You Bring

Certified Financial Planner® designation in good standing.
7+ years of experience in financial planning, wealth or retirement services.
University degree in business administration, commerce, or human resources.
Experience developing customized financial plans and deep knowledge of DC/DB pensions, estate planning, taxation, and wealth management.
Superior relationship-building and communication skills.
Ability to explain complex financial concepts with clarity and empathy.
Strong organizational and time management skills.
Analytical mindset with the ability to identify trends and member needs.
Proficiency in Microsoft Office and pension/member databases.
Appreciation for co-operative values and a collaborative work culture.
A strong desire to learn and contribute to a culture of teamwork and development.

A combination of equivalent education, training, and experience may be considered.

Why CSS?

We offer:

A collaborative, inclusive, and purpose-driven workplace.
Competitive salary and variable compensation.
Comprehensive benefits package.
Participation in the CSS Pension Plan.
Flexible work-life balance options.
Paid flex time and volunteer time.
Professional development and career growth opportunities.
The chance to make a meaningful impact on members’ lives.

This position is open to qualified individuals residing in Saskatchewan. While on-site work in Saskatoon is preferred, remote arrangements within the province will be considered for the right candidate.

How to Apply:

Send your resume and cover letter (including salary expectations) to:

CSS Pension Plan

Attn: Director, Member Experience

Email: hr@csspension.com

Competition closes: October 31, 2025

(The position may be filled sooner)

Applicant information is collected and maintained pursuant to CSS’ Privacy Policy (please see the website for more details). Background checks will be completed on successful candidates.

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

Commercial Credit Analyst

We are expanding our team to help us evolve through the next stage of our growth journey, and we hope that you can help shape our future. We now have a career opportunity for a Full Time Commercial Credit Analyst, located in Saskatoon or Regina.

As the Commercial Credit Analyst, you will be….

Responsible for facilitating and underwriting lending requests, annual reviews, renewals and enhanced monitoring requirements to mitigate risk while providing member support through portfolio continuity.

As the Commercial Credit Analyst, you are ….

An accomplished individual with a thorough understanding of commercial lending and financial products and services.
Highly ethical with the ability to remain objective and independent when making decisions.
Proficient in analyzing data and financial statements to substantiate decisions.
Highly organized with exemplary planning and time management skills.
Able to demonstrate strong time management and task prioritization under time constraints.
A strong team player with well-developed communication skills to interact with members and staff in a positive and sincere manner to improve internal efficiencies and increase member satisfaction.

If you are motivated by the thought of this challenge ….

And can demonstrate success through 3-5 years of lending experience, ideally within the commercial sector and bring proficiency in CRM software and commercial financial analysis, along with knowledge of commercial lending law, then this position may be for you!

Get to know us

TCU Financial Group is a credit union grown by Saskatchewan people. For over 70 years we’ve been rooted in the province of Saskatchewan, creating our story, growing and evolving alongside the needs of our members. We provide a full suite of financial solutions to people and businesses across the province and one thing that has never changed – our heart remains committed to the people and the communities we serve.

Rewarding times ahead

Thank you for your interest in exploring your future with us!

The deadline for this career opportunity is October 15, 2025.

Governance Specialist

Closes: October 7, 2025
Salary Range: $75,204 – $103,406

We’re looking for a Governance Specialist to join our team! This position acts as a key liaison for Innovation’s Board of Directors and Committees, providing essential support in governance administration and executive coordination. This position is responsible for managing day-to-day functions within the Governance Division, including preparing meeting schedules, drafting agendas, and distributing confidential reports. The Governance Specialist ensures the accuracy and security of board documents, oversees director nominations and elections, and coordinates board surveys and annual meetings. The role also involves facilitating board remuneration and expenses, administering the governance budget, and supporting regulatory compliance through report preparation and audit coordination. By leveraging digital tools and fostering collaboration, the Governance Specialist drives operational efficiency, supports risk management, and champions Innovation’s values of accountability, integrity, and respect. The Governance Specialist position includes opportunities for professional development and succession planning for the Corporate Secretary role. Candidates should be open to growth, learning, and taking on expanded responsibilities as part of their career progression within the organization

The key responsibilities for this role include:

Administer and coordinate meetings, agendas, and confidential reports for the Board of Directors and Committees, ensuring all documentation is accurate, secure, and distributed in a timely manner
Manage day-to-day functions within the Governance Division, including maintaining and filing corporate records, preparing annual meeting schedules, and overseeing director nominations and elections, and management committee meetings
Arrange logistics for board meetings and events, including booking meeting rooms, lodging, and meals, and coordinating interactions between Board members and Executive Management
Draft, consolidate, and distribute confidential Board and Committee reports and packages, proofread management reports, and ensure all board documents, policies, and committee terms of reference are current and accessible
Assist in preparing and submitting reports to regulators, coordinate regulatory reviews, audits, and self-assessments, and ensure compliance with all regulatory requirements and Credit Union bylaws
Identify opportunities for automation and process improvement using digital technologies, and champion the adoption of Microsoft tools to enhance operational efficiency
Liaise with the Board and internal departments to facilitate board remuneration and expenses, and prepare and administer the Governance budget
Maintain up-to-date knowledge of Credit Union policies and practices, assess risk in decision-making, and foster a proactive risk culture focused on transparency, accountability, and continuous improvement
This role may require occasional travel throughout the year to attend board meetings and related events, ensuring effective coordination and support for the Board of Directors and Committees. Innovation’s Travel Practice Guidelines will be followed.

Qualifications:

Experience is the primary focus for this role. 3-5 years experience in governance, executive assistance, compliance, or regulatory affairs within a financial institution
Education may include a diploma, certificate, or bachelor’s degree in law, business administration, governance, or a related field. Advanced degrees or certifications are considered an asset but are not required
A combination of education and experience will be considered, especially for candidates who aspire to further their education in governance or related areas
Advanced skills in Microsoft environment, workflows, board portals and electronic file management
Excellent written and verbal communication abilities.

ABOUT US

How are we different from other financial institutions? We’ve put in the work to become a federal credit union – just one of three in Canada – to secure the future of our organization and continue to grow across Canada. Made in Sask, Built for Canada!

We care about our communities and our impact – $1.1 million was given to local organizations last year who are making a difference! Nearly 29% of InnovationNation proudly identifies as part of a designated group, reflecting our strong commitment to fostering diversity and inclusion. We offer our full-time staff participation in our 7% employer-matched pension plan and extended health benefit plan from Day 1 (no waiting period!).

Innovation Federal 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 honored and respected.

Syndication Specialist

Syndication Specialist – Cornerstone Credit Union

Are you passionate about strategic lending, thrive in collaborative environments, and want to make a meaningful impact? If so, join our dynamic Credit Risk team at Cornerstone Credit Union!

As a Syndication Specialist, you’ll be at the forefront of structuring and distributing syndicated loans that drive growth and innovation. Collaborating closely with our Credit Risk and Finance departments-as well as external partners and credit unions-you’ll play a key role in managing a diverse credit portfolio, enhancing our market presence, and contributing to the profitability of the credit union.

What You’ll Do:

Provide a high level of service to internal and external partners, focusing on relationship-building and efficient delivery of syndicated lending solutions.
Collaborate with credit unions and sourcing partners to ensure syndicated loans and pools meet due diligence standards and align with our risk appetite.
Actively manage the administration and compliance of the non-administered credit portfolio, ensuring alignment with legislation, policies, and procedures.
Monitor and grow the syndicated loan portfolio, identifying emerging risks and recommending strategies to balance growth with risk mitigation.
Offer expert advice and contribute to process improvements that enhance efficiency and effectiveness across syndicated lending operations.

The ideal candidate will have a solid understanding of syndicated lending, credit risk, and financial analysis, with the ability to assess and structure complex loan transactions. Post-secondary education in finance, commerce, or business; plus 4-6 years of job-related experience, or an equivalent combination of education and experience are the minimum requirements for this position. You’ll have a leg up if you have prior experience in a diverse commercial portfolio in a large market commercial banking environment.

You will receive competitive compensation based upon your level of experience and qualifications, great benefits, and matched pension contributions. We also offer performance incentives and wellness and employment perks. This position considers a flexible work arrangement at any one of our branch locations. For the right candidate, the opportunity exists for hybrid work.

The cherry on top are the great people who work at Cornerstone. Our team is caring and supportive, and community is at the heart of everything we do. We are proud to be one of Saskatchewan’s Top Employers for the ninth straight year.

Choose a rewarding career at Cornerstone Credit Union.

Associate Vice-President, Risk-Based Supervision

Who are we?

Credit Union Deposit Guarantee Corporation (the Corporation) is the deposit guarantor for Saskatchewan credit unions and the primary regulator for Saskatchewan credit unions and SaskCentral, together, Provincially Regulated Financial Institutions (PRFIs). We work closely with these institutions to ensure they employ sound business practices to enhance the strength and stability of the Saskatchewan credit union system (the System).

What you’ll do:

Reporting to the Vice-President, Regulatory Oversight, the Associate Vice-President, Risk-Based Supervision (RBS) provides leadership, direction, and oversight to the team responsible for monitoring risks within PRFIs to protect depositors’ money, contributing to the strength and stability of the System. The position oversees the Corporation’s intervention program for the System and is also accountable for handling escalated supervisory activities for all PRFIs. Further, this position helps shape board policies, carry out strategic plans, and manage the department’s budget, staffing, and resources.

Key responsibilities include:

Provide strategic leadership to PRFI monitoring programs by directing risk assessment initiatives, developing monitoring policies, and ensuring effective identification of PRFI risks and risk management practices.
Oversee PRFI intervention programs to address elevated risks, apply least-cost solutions, and ensure impacts to the Corporation’s guarantee fund are minimized.
Direct the process for granting regulatory approvals, including the assessment of requests and communicating with key stakeholders.
Foster collaborative relationships with cross-functional teams within the Corporation and work closely with key stakeholders, credit union system partners, and peer regulators.
Provide strategic and operational leadership to the department through planning and executing supervisory initiatives, developing policies, allocating resources, mentoring staff and adapting to changing environments.

What you’ll need:

Undergraduate degree in business administration or commerce, ideally supplemented with a graduate degree or professional designation (or an equivalent combination of education and experience)
Five to ten years of proven experience in the field of financial supervision, risk management, or regulatory affairs
Experience leading and managing teams to deliver strategic outcomes
Demonstrated abilities in change management, relationship management, and navigating complex multi-stakeholder issues
Experience in the oversight of financial institutions, either internally through an institution’s oversight function (e.g. audit, compliance, risk, etc.) or externally through a regulatory body

Core competencies include accountability, building relationships, communication, empowerment, innovation, leadership, problem-solving and decision making, service excellence, and organizational awareness.

What we offer:

The salary range for this position is $149,076 to $186,345.

We are committed to the success of our employees, that’s why we offer:

Comprehensive benefits
Health and dental coverage upon commencement
Matched pension contributions
Employee wellness program
Maternity/parental benefits; top-up program
Education, training, and development opportunities

Our hybrid work model offers flexibility of partial remote work upon agreement.

For more information on the Corporation, please visit our website www.cudgc.sk.ca.

Ready to Apply:

Please submit your cover letter and resume stating competition number RBS-AVP by September 26, 2025, to HR@cudgc.sk.ca. We thank all applicants for their interest; however, only those selected for an interview will be contacted.

The Corporation values and supports workplace diversity. We believe diverse ideas, opinions and perspectives makes our corporation stronger.

Wealth Specialist

Permanent-Full Time

Regina, SK

We’re looking for a Wealth Specialist to join our team! This position is integral to the function of our organization, playing a key role in helping members achieve their financial goals through personalized investment and wealth management solutions. This role is ideal for someone passionate about building relationships, delivering expert advice, and growing their book of business in new and emerging markets. The key responsibilities for this role include:

Provide tailored financial planning and investment advice to members.
Develop and maintain strong relationships with clients to understand their evolving financial needs.
Collaborate with internal teams to deliver holistic wealth solutions.
Actively seek opportunities to grow your client base through referrals, networking, and community engagement.
Maintain up-to-date knowledge of financial products, market trends, and regulatory requirements.
Recognize and act upon business development opportunities that would be beneficial to the organization and its members as a whole.
Must have the ability to travel to and cover regionally as required.
- Innovation’s Travel Practice Guidelines will be followed.

Community Engagement

A successful candidate must be willing to go out into the community to build relationships and grow their book of business. As these are new markets for Innovation, your ability to connect with potential members and establish trust will be essential to your success.

Qualifications:

Have completed post-secondary education in Finance, Business Administration, or a related field plus 3-5 years job related experience; or an equivalent combination of education and experience.
Mutual fund licensing
Industry certifications such as CFP or CIM would be an asset.
Proven experience in financial services, investment advising, or wealth management.
Strong analytical, communication, and interpersonal skills.
Proven business development, sales, and service skills. Strong communication skills with the ability to relate well to members and coworkers.
Detail-oriented and risk aware, contributing to the safeguarding of our company’s assets and reputation.
Proficient in digital literacy, including (but not limited to) critical thinking, problem solving and navigation using digital solutions.
Use and comfortability with a variety of Microsoft 365 applications (Excel, Teams, Viva, Power Automate, PowerBI).

ABOUT US

How are we different from other Credit Unions? We’ve put in the work to become a federal credit union – just one of three in Canada, to secure the future of our organization and continue to grow across Canada. We are proudly rooted in Saskatchewan, but our vision is national, or as we like to say, “Made in Sask, Built for Canada.”

What sets us apart:

Commitment to Community: $1.1 million was given to local organizations last year who are making a difference
Strong focus on Diversity and Inclusion: Nearly 26% of InnovationNation proudly identifies as part of a designated group, reflecting our strong commitment to fostering a diverse workplace
Benefits that start when you do: Our Full-time staff participate in a 7% employer-matched pension plan, extended health benefits, employee and family assistance program, and a staff loan rate. These benefits all start on Day 1 of employment with IFCU, no waiting period!