Area Manager, Small Business

At Conexus, it’s not what we do, it’s how we do it. 

Are you ready to make a move and work for a company who puts the financial well-being of its members first? It’s not just something we say at Conexus. It’s a promise delivered by our 900 employees each day. We are passionate about our members’ financial health, and our employees reflect that passion. At Conexus it’s about more than conducting a banking transaction, it’s about creating a personalized experience for each member. We do this by focusing on advice and connection to each member’s individual needs throughout Saskatchewan.

Our employees are authentic, bold, creative, and responsible. They are the reason we consistently deliver outstanding member experiences. They’re more than just individuals who come to work each day, each employee is a vital part of Conexus.

The bigger picture

We’re looking for an Area Manager, Small Business, to join our Small Business team in our North region. If you are an outgoing individual with leadership and financial expertise who understands what small to medium enterprises need to succeed, then apply for this role today.

How you’ll spend your time

  • Leading, coaching and developing a team of Small Business Advisors and Virtual Business Advisors
  • Fostering relationships with small to medium enterprises and centers of influence right here in Saskatchewan
  • Leading your team to provide holistic financial advice and service solutions that meet new and existing members’ needs
  • Adjudication of credit applications and coaching to enhance the credit quality expertise of the team

The way people describe you

  • An effective networker who actively seeks new member relationships and opportunities
  • An individual with an entrepreneurial mindset, who embraces innovation to help make a meaningful difference in the success of our small to medium enterprises
  • Dedicated to improving the member and employee experience
  • Responsibly manages risk, policies and credit adjudication

The experience you bring

  • 5 years’ experience within a business or agricultural lending environment
  • 2 years people leadership experience (formal or informal)
  • Strong knowledge of business and financial statements
  • Post secondary education in business is an asset

Various Saskatchewan locations will be considered with a preference for this role to be in one of our North locations; however not all locations may be possible to accommodate the role

What you get in return

Our team works tirelessly to ensure the financial success of each of our members. We think such dedication deserves recognition. That’s why we’re proud to offer some of the most competitive job perks of any employer around. Come, join our crew, and find out just how sweet the rewards can be:

  • Competitive compensation and benefits package
  • Industry-leading work-life balance and rewards
  • Formal and informal employee development
  • Meaningful work that makes a real difference in our members’ lives

So, what do you think – does this sound like you? Do you think you’re the right fit for Conexus and can rock this role? If you do, and you have the qualifications outlined above, then we encourage you to apply now. If you have questions about this position, please contact Jane at jane.buttone@conexus.ca or Heather at heather.howland@conexs.ca.  But act fast, the opportunity closes on April 18, 2021.

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.caPlease 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

Financial Specialist

Prairie Centre Credit Union, Saskatchewan’s largest rural-based credit union, currently has a permanent full-time Financial Specialist opportunity available. The successful candidate will be a proactive, self-motivated individual who will provide exceptional service to our members within the region consisting of the Elbow, Loreburn, and Outlook branches. Reporting to the Manager Financial Specialists, the Financial Specialist will have a strong aptitude for relationship-building and will deliver expert advice to both current and prospective members to assist them in meeting their financial objectives.

Responsibilities:

  • Build value-based relationships with colleagues and members
  • Provide solutions that support the financial wellbeing of members, through the delivery of deposit, investment, and loan products, including specializing in the function of investment planning
  • Promote, sell, and manage the mutual fund and term deposit book of business for the region, and ensure that growth targets are achieved
  • Collaborate with the regional team to develop creative and innovative approaches to achieving results
  • Develop and implement business development, growth, and community engagement strategies

Qualifications:

  • Certified Financial Planner (CFP) or Personal Financial Planning (PFP) designation, or willingness to obtain
  • Mutual Fund License including Labour Sponsored Funds, or willingness to obtain
  • Industry experience preferred, with a demonstrated ability to gather assets
  • Sales-oriented background with a strong understanding of the sales process and business development

Prairie Centre Credit Union provides employees with the opportunity for personal and professional growth within an environment that promotes continuous learning. We offer a competitive compensation package, excellent employee benefits, and a matched superannuation plan.

For additional information on this opportunity, please contact Tammy Pregizer Legge, Manager Financial Specialists, at 306-882-5588. To apply, please submit an electronic copy of your cover letter and resume on or before April 19, 2021 to: careers@pccu.ca.

We thank all applicants for their interest; however, only those candidates being considered for an interview will be contacted.

Mobile Financial Specialist

Prairie Centre Credit Union, Saskatchewan’s largest rural-based credit union, currently has a permanent full-time Mobile Financial Specialist opportunity available. The successful candidate will be a proactive, self-motivated individual who will provide exceptional support to the team of Financial Specialists within PCCU.  Reporting to the Manager Financial Specialists, the Mobile FS will have a strong aptitude for relationship-building and will deliver expert advice and mentorship to staff and internal teams, as well as current and prospective members to achieve overall growth.

Responsibilities:

  • Play a key support role to fellow Financial Specialists, providing training, mentorship, and coverage across PCCU
  • Mentor and guide new staff in achieving their goals and acquiring the knowledge required to confidently offer PCCU products and services
  • Build value-based relationships with internal teams and members, providing feedback and appropriate recommendations that maximize efficiencies to ensure an exceptional member experience
  • Pro-actively work to retain and expand existing member relationships while pursuing new sources of business
  • Collaborate with the regional teams to develop creative and innovative approaches to achieving results
  • Develop and implement business development, growth, and community engagement strategies
  • Regular travel across PCCU trading area will be required

Qualifications:

  • Certified Financial Planner (CFP) or Personal Financial Planning (PFP) designation
  • Active Mutual Fund License including Labour Sponsored Funds
  • Industry experience required, with demonstrated ability to gather assets
  • Advanced member service and sales skills with a strong understanding of the sales process and business development

Prairie Centre Credit Union provides employees with the opportunity for personal and professional growth within an environment that promotes continuous learning. We offer a competitive compensation package, excellent employee benefits, and a matched superannuation plan.

For additional information on this opportunity, please contact Tammy Pregizer Legge, Manager Financial Specialists, at 306-882-5588. To apply, please submit an electronic copy of your cover letter and resume on or before April 19, 2021 to: careers@pccu.ca.

We thank all applicants for their interest; however, only those candidates being considered for an interview will be contacted.

 

Financial Specialist

Prairie Centre Credit Union, Saskatchewan’s largest rural-based credit union, currently has a permanent full-time Financial Specialist opportunity available. The successful candidate will be a proactive, self-motivated individual who will provide exceptional service to our members within the region consisting of the Beechy and Dinsmore branches. Reporting to the Manager Financial Specialists, the Financial Specialist will have a strong aptitude for relationship-building and will deliver expert advice to both current and prospective members to assist them in meeting their financial objectives.

Responsibilities:

  • Build value-based relationships with colleagues and members
  • Provide solutions that support the financial wellbeing of members, through the delivery of deposit, investment, and loan products, including specializing in the function of investment planning
  • Promote, sell, and manage the mutual fund and term deposit book of business for the region, and ensure that growth targets are achieved
  • Collaborate with the regional team to develop creative and innovative approaches to achieving results
  • Develop and implement business development, growth, and community engagement strategies

Qualifications:

  • Certified Financial Planner (CFP) or Personal Financial Planning (PFP) designation, or willingness to obtain
  • Mutual Fund License including Labour Sponsored Funds, or willingness to obtain
  • Industry experience preferred, with a demonstrated ability to gather assets
  • Sales-oriented background with a strong understanding of the sales process and business development

Prairie Centre Credit Union provides employees with the opportunity for personal and professional growth within an environment that promotes continuous learning. We offer a competitive compensation package, excellent employee benefits, and a matched superannuation plan.

For additional information on this opportunity, please contact Tammy Pregizer Legge, Manager Financial Specialists, at 306-882-5588. To apply, please submit an electronic copy of your cover letter and resume on or before April 19, 2021 to: careers@pccu.ca.

We thank all applicants for their interest; however, only those candidates being considered for an interview will be contacted.

Back to Top