Retirement and Pension Associate

Company Description:

Pioneered in 1939, the Co-operative Superannuation Society (CSS) Pension Plan, located in Saskatoon, Saskatchewan, is one of the oldest and largest defined contribution pension plans in Canada. With approximately $5 billion in assets, CSS Pension Plan has grown to serve over 300 employers and 51,300 current and past co-operative and credit union employees across Canada, including more than 8,200 retirees.

Summary:

We are expanding our Member Experience team and adding an exciting new position, a Retirement and Pension Associate!

Join the CSS Pension Plan and its Member Experience Department as a Retirement and Pension Associate. You will care for our employer and employee members’ journeys by:

  • Providing senior administrative leadership and support for our pension and retirement planning professionals,
  • Taking responsibility for a wide range of pension and retirement activities (e.g., from pension and retirement administration to meeting with members to assisting with virtual and in-person educational and engagement events),
  • Analyzing detailed financial and membership information to identify opportunities for improvements in the overall member experience and journey with the CSS Pension Plan and
  • Assisting the Director, Member Experience with regular budget and operational planning needs.

The successful candidate will be a technically inclined high performer who thrives in a busy environment, strives to think outside of the box, and can pivot between competing priorities and complex matters. A strong sense of quality member service, belief in empowering others, and understanding of the value of the co-operative system will be positive attributes that you bring to the team. The Retirement and Pension Associate is required to develop an expert understanding of our pension benefit provisions, policies, and procedures.

You will work effectively in a team environment guided by the team-developed “Pillars of Collaboration” which represents the values of “Respect, Commitment and Communications”.

Key Responsibilities

Provide and Support the Delivery of Pension and Retirement Information

  • Answers inquiries and provides information through various communication channels regarding CSS Pension Plan provisions.
  • Meets with members on an individual basis to explain the retirement income options they are entitled to; engages the senior pension and retirement planning professionals as appropriate given the member’s needs and objectives.
  • Extracts and gathers the pertinent information needed to 1) determine the member’s eligibility for the various retirement income options and other rights and entitlements; and 2) support our pension and retirement planning services.
  • Supports the pension and retirement planning professionals by 1) ensuring that all required information is provided to and received by members, 2) assisting members with their pension plan inquiries, 3) forwarding complex inquiries to the appropriate professionals or specialists, and 4) preparing, reviewing and submitting complete retirement income application packages to our member account specialists for processing.
  • Establishes a positive mutual relationship between themselves, the pension and retirement planning professionals and the members.
  • Assists with the development and continuous improvement efforts of our educational and engagement workshops, seminars, and courses.

Other responsibilities

  • Generates and analyzes reports and information from our information systems and identifies opportunities to support and enhance the member experience.
  • Performs user testing for technological assets to ensure operational and strategic needs and goals are met.
  • Assist with projects (e.g., information technology, member experience, member education and member engagement).
  • Develops and maintains knowledge and application of CSS policies and procedures.
  • Develops and maintains knowledge and application of the CSS’ vision, mission and values.
  • Provides back-up support for the Department and organization as required and carries out other duties as assigned.

Skills and Abilities

  • Sound knowledge of pension and other relevant legislation.
  • Excellent computer skills with proficiency using Microsoft Office (e.g., Word, Excel, PowerPoint), information technology and systems, pension databases and workflow systems, as well as the ability to generate reports and information.
  • Strong analytical skills including the ability to analyze information (e.g., financial and membership data).
  • Excellent organizational, administrative, and problem-solving skills.
  • Must be flexible and able to manage high work volume and conflicting priorities to meet deadlines.
  • Self-directed, but recognizes the importance of relationship building within the team and across the organization.
  • Strong desire to learn and grow in the pension and retirement industry.

Qualifications

  • Previous experience with customer service, information systems, and data analysis,
  • A post-secondary degree or diploma in business administration or commence, and
  • Two or more years of experience in a financial, wealth, retirement services or a relevant role.

A combination of equivalent education, training and experience will be considered. A Pension Plan Administration Certificate (PPAC) and/or the Certified Employee Benefit Specialist (CEBS) designation is an asset. On the path to earning the Certified Financial Planner® designation is an asset.

To Apply:

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

  • CSS Pension Plan
  • Attn: Director, Member Experience
  • Email: hr@csspen.com

Competition closes: July 23, 2021

(The position may be filled sooner)

We offer a fun, challenging and inclusive work environment, along with a competitive salary and benefits package.

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

 

Retirement and Pension Advisor

Company Description:

Pioneered in 1939, the Co-operative Superannuation Society (CSS) Pension Plan, located in Saskatoon, is one of the oldest and largest defined contribution pension plans in Canada. With approximately $5 billion in assets, CSS Pension Plan has grown to serve over 300 employers and 51,300 current and past co-operative and credit union employees across Canada, including more than 8,200 retirees. We are committed to diversity and inclusion, and a culture that includes compassion, mentorship, learning and development.

Summary:

We are expanding our Member Experience team and adding a fourth Retirement and Pension Advisor!

Join the CSS Pension Plan and its Member Experience Department as a Retirement and Pension Advisor. In this challenging role, you will support our employer and employee members’ journey by:

  • Connecting with our pension plan members, of all ages, to discover their needs and assist them in making informed pension and retirement decisions,
  • Taking a proactive approach to building and nurturing strong, long-standing relationships with our current and future participating employers, of all sizes, to assist in serving their employees and help with communicating the value of the CSS Pension Plan, and
  • Providing mentorship and guidance to our own employees of the MX Department and CSS.

Our Retirement and Pension Advisors provide services to both our employee and our employer members. Alongside your exceptional work with our employee members, you will be championing and leading our employer services programs.

The successful candidate will be a motivated and conscientious high performer who thrives in a busy environment, has a forward-thinking strategic mindset, can pivot between competing priorities and complex matters, and has a drive to build strong member relationships. You will bring a strong passion for delivering exceptional member experiences and an understanding of the value of the co-operative system and values.

You will work effectively in a team environment guided by the team-developed “Pillars of Collaboration” which represents the values of “Respect, Commitment and Communications”.

Key Responsibilities

Deliver Exceptional Member Experiences through the Provision of Pension and Retirement Expertise

  • Assists members using retirement planning tools and information provided by CSS and in navigating their pension plan decisions and questions (e.g., investments, additional voluntary contributions, and their journey to and through retirement).
  • Develops, delivers, and contributes to employee and employer member education and engagement programs and services (e.g., workshops, seminars, courses, articles, videos, social media content).
  • Meets with members (virtually or in-person) on an individual basis to discuss pension and retirement decisions, review retirement income illustrations, prepare and review retirement plans, and assist with making application for retirement income from the CSS Pension Plan.
  • Supports CSS colleagues by providing leadership, mentorship and expertise and sharing this knowledge and skillsets with others on the team.
  • Establishes a positive mutual relationship between themselves, our other pension and retirement professionals and specialists and our membership.
  • Proactively contacts members (employer and employee) to inform them of their options and CSS services.

Other responsibilities

  • Conducts research and maintains a current understanding of pension and retirement industry and legislative matters, to effectively support the member experience.
  • Assists with and leads projects (e.g., IT testing, information technology, member experience, member education and member engagement).
  • Generates and analyzes reports and information from our information systems and identifies opportunities to support and enhance the member experience.
  • Develops, maintains knowledge, and assists with leading the application of:
    • CSS organizational and administrative policies and procedures, and
    • CSS’ vision, mission, values, and strategic direction.
  • Develops and maintains an expert understanding and application of CSS Pension Plan provisions, policies, and procedures.
  • Travel may be required.

Skills and Abilities

  • Expert knowledge of pension, retirement, and wealth industry and legislation.
  • Excellent member service, communication, relationship-building, and problem-solving skills.
  • Presentation and public speaking skills.
  • Excellent computer skills with proficiency using Microsoft Office (e.g., Word, Excel, PowerPoint), information technology and systems, pension databases and workflow systems, as well as the ability to generate and analyze reports and information (e.g., financial and membership).
  • Must be flexible and able to manage high work volume and conflicting priorities to meet deadlines.
  • Self-directed, but recognizes the importance of relationship building within the team and across the organization.
  • Strong understanding and belief in the values of the co-operative system.

Qualifications

  • Previous experience working with businesses and organizations to develop and deliver employee programs (e.g., pension, benefits, wellness),
  • A post-secondary degree in business administration, commence or human resources,
  • Certified Financial Planner® designation, and
  • Five or more years of experience in a financial planning, wealth or retirement services or relevant role.

A combination of equivalent education, training and experience will be considered. A Pension Plan Administration Certificate (PPAC) and/or the Certified Employee Benefit Specialist (CEBS) designation is an asset.

To Apply:

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

  • CSS Pension Plan
  • Attn: Director, Member Experience
  • Email: hr@csspen.com

Competition closes: July 23, 2021

(The position may be filled sooner)

We offer a fun, challenging and inclusive work environment, along with a competitive salary and benefits package.

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

Systems Architect (ECM)

As one of Canada’s Best Managed Companies for 18 consecutive years, Concentra prides itself on fostering employee engagement and a workplace of openness and respect.

Concentra is Canada’s leading provider of wholesale banking and trust solutions to credit unions from coast to coast. With deep co-operative roots, Concentra is focused on creating value for the credit union system. We partner with credit unions to ensure over five million Canadian members can choose competitive financial services from their local credit union.

Concentra Trust – a wholly-owned subsidiary – has been delivering estate and trust services nationwide for over 65 years.

Concentra employees enjoy a competitive total rewards package and flexible work environment. We are looking for a results oriented individual to join our team in one of our Saskatoon, Regina, Surrey or Toronto office locations, or from your home office environment.

Key Outcomes:

The Systems Architect (ECM) manages and oversees the strategic and operational demands by leading the support, research, design, development, implementation and long-term governance of the Enterprise Content Management (ECM) solutions at the Bank. This position is responsible for the management of research, design and execution of projects involving Collaboration Portals, Enterprise Search, Enterprise Content Management, Business Process and Forms.

This position is the primary resource to coordinate and manage the organizational Enterprise Content Management strategy and contribute to the organization’s success by maintaining, supporting and enhancing technologies and systems within the ECM practice. It is also responsible to work with business units and manage the delivery of content management strategies, including document management and workflow.

Qualifications:

  • Post-secondary degree or diploma in Computer Science, or related field
  • 5 years in technology roles, including experience working with Cloud Infrastructure services
  • 3-5 years experience working in SharePoint (online or 2016) or other Enterprise Content Management tools
  • Business Analysis experience would be considered an asset
  • Experience working in Agile work environments and projects is preferred

Applications for this opportunity accepted until end of day July 13, 2021.

To apply, please visit our Career page at www.concentra.ca

At Concentra, our goal is to achieve a workforce as diverse as the people we partner with. We encourage all members of the designated groups; aboriginal people, persons with disabilities, women, visible minorities and others to join our team. Concentra strives to provide a safe and respectful work environment free of discrimination and harassment and is committed to an inclusive, barrier-free recruitment and selection processes

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

Data Modeler

Data Modeler

Permanent Full-Time 

Open to working REMOTELY anywhere in Canada

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

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 Int Mark/Data Analytic, the Data Modeler will organize working sessions to gather requirements from various subject matter experts and analyze overall business needs. Serve as a reference and authority on the process of data modeling and ensure consistency with existing data models and data architectures and establish standards and guidelines. This role requires strong technical skills like connecting disparate data sources, as well as business knowledge, interviewing and analytical skills and excellent oral and written communications skills.

A Data Modeler does the following:

  • Develop, review, approve new data models and enhance existing models.
  • Work with other members of the development team to ensure all requirements are captured and reflected in the data model.
  • Validate logical data models with business subject matter experts.
  • Develop and maintain data dictionaries, CRUD matrix, flowcharts, design justifications and integration with enterprise data architecture.
  • Serve as a reference and authority on the process of data modeling and ensure consistency with existing data models and data architectures, create standards and guidelines.
  • Responsible for defining the source repositories and rules around the transformations.
  • Experience with establishing version control.
  • Strong communication skills including written and oral, with ability to work closely with stakeholders, business owners and analysts on requirements and use case design.
  • Participates in business requirements gathering, performs data analysis, designs logical data models, and participates in the design of physical data models.
  • Work with stakeholders to understand and derive meaningful data relationships and translate them into appropriate data models.
  • Train/mentor others in data modeling.
  • Actively participate in meta data definition and management.

Why Should You Apply?

  • You have a bachelor’s or master’s degree in computer/data science technical or related experience.
  • You have 5+ years of hands-on relational, dimensional, and/or analytic experience (using RDBMS, dimensional, NoSQL data platform technologies, and ETL and data ingestion protocols).
  • You have knowledge of the mathematical foundations of statistical inference and forecasting such as time series analysis, multivariate analysis, cluster analysis, and optimization.
  • You have the ability to quickly learn and adapt modeling methods from case studies or other proven approaches.
  • You have experience with Azure Platform Services including Azure Databricks, Azure Data Factory, ADLS and Azure DevOps. data warehouse, data lake, and enterprise big data platforms is required.
  • You have good knowledge of metadata management, data modeling, and related tools.

As well as:

  • SQL and/or PL/SQL.
  • Power BI Enterprise Gateway and ability to utilize Business Intelligence tools (Power BI) to represent insights.
  • Experience working with dimensionally modeled data.
  • Experience in translating/mapping relational data models into XML and Schemas.
  • Experience working in Agile/Scrum methodologies.
  • Above average interpersonal and communication skills
  • Demonstrated commitment to continuous learning and development

Interested?

Visit the CAREERS page or our website to learn more about this position and to apply.  www.innovationcu.ca  Only those applications received through our job board will be considered.

 

Wealth Specialist

Diamond North Credit Union is currently recruiting for a Wealth Specialist in our East Region with the primary location of Nipawin.  Please note that this position is regionally based and will require travel.

The Wealth Specialist is a mutual funds licensed wealth advisor responsible for providing wealth solutions to members and non-members.  Generating growth of the Credit Union’s investment portfolio by sourcing, identifying, and capitalizing on opportunities to help individuals meet their current and future financial goals is a primary focus of the role.  The role must hold or be eligible to hold a mutual funds sales license.  The Wealth Specialist demonstrates Diamond North Credit Union’s vision and commitment to the Credit Union’s membership and to co-operative principles.

Diamond North Credit Union is a progressive, member-owned financial institution located in northeast Saskatchewan. Our team of dedicated staff focuses on developing relationships and providing unparalleled service to all of our members and our communities. We offer a competitive compensation package which includes health and dental benefits, plus an employee deposit and loan program, and are proud to match your superannuation contribution up to 7%. Diamond North Credit Union offers an environment that empowers our employees to continuously learn and thrive.

Diamond North Credit Union is looking for an enthusiastic team player who possesses strong interpersonal and analytical skills. The successful candidate will demonstrate a commitment to continuous development and delivering exceptional service. Mutual fund License, post-secondary education and relevant experience in Wealth Specialist or related roles will be a definite asset.

If you believe that you could be the next member of our team, please forward a cover letter, resume and work-related references to humanresources@diamondnorthcu.com no later than 12pm on Friday, July 23rd.  We thank everyone for their interest, however, only those selected for an interview will be contacted.

 

Trust Administrator

The Company:
First Nations Bank of Canada (“FNBC”) is a competitive, service‐oriented Canadian Chartered bank
focused on providing financial services to the Indigenous marketplace in Canada. As a majority
Indigenous‐owned and controlled entity (over 80%), this federally regulated financial institution
focuses primarily on serving the financial services needs of Indigenous customers across the country
through a network of full‐service branches, community banking centers and electronic banking
channels.

FNB Trust is FNBC’s wholly owned trust company providing Indigenous Trust Services to Indigenous governments and organizations across Canada. FNB Trust supports and enhances the capacity of the trusts and the trustees in alignment with FNBC’s mission toward long-term economic well-being of Indigenous Peoples.

The Challenge:

Reporting directly to the Vice-President of FNB Trust Indigenous Trust Services, the Trust Administrator will be accountable for administration of all client trusts. As a Trust Administrator, you are responsible for supporting trust client service goals by ensuring all administrative requirements associated with each client trust agreement are met. You are client-focused and efficient, with a strong sense of proactivity and effective at working in a team. You are a proven, highly skilled professional with experience in trust administration of varying complexity, and within the scope of your role you will need to plan, administer and report in accordance with the terms and conditions of client trust agreements.

Location:

This is a national position. Candidates from all Canadian regions will be considered, with preference to those able to be based from our Saskatoon, Winnipeg or Vancouver offices. Our Saskatoon and Vancouver offices are located on First Nation lands.

Qualifications:
 Proven experience in and understanding trust agreement terms and conditions.
 Effective at building and maintaining client and team collaboration.
 Proven ability to manage competing priorities without losing focus on key accountabilities.
 Strong interpersonal, verbal communication and negotiation skills and professionalism.

 High Proficiency in Microsoft Word, PowerPoint and Excel.
 Deep understanding of Indigenous trust administration and a demonstrated ability to work in
an environment that demands tact, objectivity and sensitivity and high attention to detail.

Education and Other Requirements:
 University undergraduate degree in finance/accounting or related field
 Minimum of 3 years of directly related experience
 Proven success in Indigenous trust account administration

Make FNB Trust your First Choice!
Please submit your cover letter and resume to: hr@fnbc.ca
For more information, visit: www.fnbtrust.ca

Manager, Regulatory Policy and Prevention – 12 Month Term

Manager, Regulatory Policy & Prevention – 12 Month Term

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.

How you will spend your time:
Reporting to the Associate Vice-President, Regulatory Policy and Prevention, this position manages the research, development, implementation, and communication of regulatory policy and prevention initiatives.

You will:
• Develop regulatory policy to ensure an effective and responsible framework for the regulation of PRFIs
• Manage the Corporation’s preventive and guarantee fund strategies by assessing ongoing monitoring and reporting of credit union financial and non-financial performance, trends, developments, and emerging risks
• Work collaboratively with various cross-functional teams within the Corporation and manage relationships with peer regulators, credit union system partners, and the office of the      Registrar of Credit Unions
• Provide operational leadership to the department to ensure corporate goals and objectives are achieved

What you’ll need:
• Undergraduate degree in accounting, finance, or business, supplemented with a graduate degree or professional designation
• Five years of experience in a related field; experience in the financial services industry or a regulatory environment would be an asset
• The ability to interpret and apply policy, legislation, and regulatory standards are key requirements for this position
• Demonstrated success in facilitating discussions that leverage advanced presentation and negotiation skills

The core competencies include teamwork, change leadership, effective communication, impact and influence, conflict resolution, problem solving and decision making. Lending to your success is your ability to demonstrate your people leadership skills as a coach and mentor committed to developing the talents of others.

We offer competitive compensation and benefits. The salary range for this position is $93,117 to $116,394. For more information on the Corporation, please visit our website www.cudgc.sk.ca.

The Corporation values and supports workplace diversity. We believe diverse ideas, opinions and perspectives are good for building business.

Please submit your cover letter and resume stating competition number RPP-TERM by June 25, 2021 to HR@cudgc.sk.ca. We thank all applicants for their interest; however, only those selected for an interview will be contacted.

MANAGER, OPERATIONAL RISK

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

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:  The Manager, Operational Risk reports to the Chief Risk Officer and leads the development and implementation of the operational risk management framework. The manager of operational risk will collaboratively work with internal business units and teams to perform operational risk assessments and ensure appropriate plans are established to align to Risk Appetite. The Manager, Operational Risk will monitor operational risk issues and will provide regular reporting to both Senior Management and the Board of Director’s Risk Committee. The position will play a key role in championing and instilling an effective enterprise wide risk management culture.  How does one do this? Glad you asked!

A Manager, Operational Risk does the following:

  • Develop operational risk policies and practices to ensure Operational Risk Management framework evolves with the changing needs and risk profile of the credit union.
  • Keeps abreast if latest operational risk management techniques and industry best practices.
  • Works with internal teams and business units to identify key operational risks, facilitates risk control self assessments and ensure business units build appropriate action plans to address operational risk issues.
  • Monitor operational risk issues and action plans for the credit union and provide consolidated reporting to board and senior management.
  • Assist in investigation of root causes of operational risk and will provide support to mitigate risk.
  • Support the management of development and validation approaches to credit union risk modeling and measurement, risk assessment and mitigation within the ORM and ERM frameworks
  • Provide management and development in context to the ORM Framework
  • Identify deficiencies and advise of potential risk situations
  • Monitor and evaluate policy and procedures for enterprise risk and make recommendations for improvement to ensure policies and procedures are enacted accurately and effectively communicate key control provisions
  • Create and maintain a constructive culture that is conducive to team achievement, productivity improvement and professionalism

Why Should You Apply?

  • You want to be an ambassador of a forward-thinking, member focused organization
  • You have a university degree in Commerce, Business Administration, Public Administration, Law, or a related discipline; plus 4-6 years of job-related experience (or an equivalent combination of education, experience and learning, preferably within the credit union system)
  • You will have or will be willing to work towards a Risk Management certification.
  • You have a track record of success in quality control and assurance as it relates to operational risk
  • You have strong attention to detail, organizational awareness, and you are strategic in nature
  • Have a strong understanding of the Microsoft Environment, workflows, and file management
  • Previous operational risk management experience in a federally regulated financial institution is preferred but not necessary.

Visit the CAREERS page or our website to learn more about this position and to apply.  www.innovationcu.ca  Only those applications received through our job board will be considered.

Solutions Architect

As one of Canada’s Best Managed Companies for 18 consecutive years, Concentra prides itself on fostering employee engagement and a workplace of openness and respect.

Concentra is Canada’s leading provider of wholesale banking and trust solutions to credit unions from coast to coast. With deep co-operative roots, Concentra is focused on creating value for the credit union system. We partner with credit unions to ensure over five million Canadian members can choose competitive financial services from their local credit union.

Concentra Trust – a wholly-owned subsidiary – has been delivering estate and trust services nationwide for over 65 years.

Concentra employees enjoy a competitive total rewards package and flexible work environment. We are looking for a results-oriented individual to join our team in one of our Saskatoon, Regina, Surrey or Toronto office locations, or from your home office environment.

Solutions Architect

(Full-time, Permanent Position)

Key Outcomes:

The Solutions Architect ensures that the Bank’s Enterprise Infrastructure Systems are appropriately designed, managed, documented and organized throughout the entire development and maintenance lifecycle. This position is responsible for short to medium term objectives, and conducts in-depth analysis and employs conceptual thinking, working to find unique solutions to problems considering interconnection among applications and/or lines of business.

The Solutions Architect assists other business units in understanding problems and ensuring a holistic perspective and collaborates to resolve issues and architect solutions to either new applications, or for application improvements. This position also provides subject matter expertise and is responsible for the creation, maintenance and management of IT architecture models and their lower-level components.

Qualifications:

  • Post-secondary degree in Computer Science; a comparable combination of education and relevant work experience may be considered
  • 7-10 years of experience with Azure cloud support or development
  • 7-10 years of experience with Data Centre support or development
  • Experience working in Agile work environments and projects is preferred
  • 3 years of experience in the financial services industry with an in-depth understanding of infrastructure architecture

Applications for this opportunity accepted until end of day June 29, 2021.

To apply, please visit our Career page at www.concentra.ca

At Concentra, our goal is to achieve a workforce as diverse as the people we partner with. We encourage all members of the designated groups; aboriginal people, persons with disabilities, women, visible minorities and others to join our team. Concentra strives to provide a safe and respectful work environment free of discrimination and harassment and is committed to an inclusive, barrier-free recruitment and selection processes.

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

 

Farm & Business Advisor

Farm and Business Advisor – Yorkton Branch

Join the Cornerstone Crew!

 

Be Part of Something . . . . .

Are you an outgoing individual who is great with numbers, and even better at building relationships? We’re looking for a dedicated Farm & Business Advisor who thrives in a fast-paced work environment and prides yourself on helping others to join our team at the Yorkton branch of Cornerstone Credit Union!

As a Farm & Business Advisor you’ll be an important part of a team of knowledgeable sales people who share a genuine commitment to partner with our members to achieve their financial goals.

Reporting to the Manager, Farm & Business, you will create exceptional member experiences for both new and existing members by delivering smart financial advice, solutions and alternatives through proactive needs-based sales and services. Through the management of a complex portfolio, you will manage an assigned Farm & Business portfolio consisting of mid-market accounts and Farm & Business accounts of high complexity.

 

What We Are Looking For . . . . .

To be considered for a Farm & Business Advisor you must have a minimum of 5-7 years of progressive experience in sales and service managing a diverse portfolio in a farm and business banking environment along with post-secondary education in a related discipline or combination of education and experience.

This position requires exceptional communication skills, problem solving skills and the ability to develop and maintain strong working relationships. Proven success working in a sales, service and goal oriented environment and superior ability to analyze loans, interpret financial statements and assess risk. A solid background within the credit union system or a financial institution is an asset and a commitment to continuous learning and development is necessary.

 

We Say We Care, and We Mean It ♥

Cornerstone Credit Union is a caring and compassionate organization. We offer a competitive total compensation package that includes a great employee benefits program, matched pension contributions along with wellness and employment perks!

We also offer an incentive program that rewards employees for outstanding individual performance!

The salary will reflect your experience and qualifications.

For more information, or to apply now, you must go to the website below. Please DO NOT email your resume to us as we only accept applications through our website.

https://cornerstonecu.prevueaps.com/jobs/166433-37571.html

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