Financial Services/Financial Analysis – Page 2

Internal Solutions Specialist

At Conexus, we are focused on supporting our members with their needs of today, while also helping them work towards their goals for the future. It’s more than conducting a banking transaction, it’s about providing our members with insightful content, tools, expert advice, and a full suite of products to empower them and inspire confidence in their financial decision-making. We prioritize growth and efficiency and are champions of every members success for a thriving Saskatchewan. We do this by lending an ear to each member’s unique needs throughout Saskatchewan, ensuring personalized solutions.

Our employees are confident, curious, courageous and committed. 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.

We acknowledge that our Conexus offices and facilities are located on Treaty 2, 4, 5, 6, 8 and 10 lands. These are the traditional lands of the Cree, Dakota, Dene, Lakota, Nakota and Saulteaux peoples, as well as the homeland of the Métis.

The bigger picture

We’re looking for an agile team player who thrives in a fast-paced environment to come on board as our temporary Internal Solutions Specialist for up to an 18 month term. You will provide exceptional customer service ensuring policies and procedures are within the guidelines set by our service providers while actively responding to questions as they relate to Registered Products and functions completed in our Internal Solutions Center (ISC).

How you’ll be spending your time

Supporting our ISC team with understanding, troubleshooting and research assistance of member transactions
Playing a key role in proactively identifying and handling risks
Administering GL reconciliations, remittances report views and balancing
Interacting with team members, retail branches, and other corporate services departments to provide support, input , knowledge and feedback
Proactively identifying and researching the best solutions that meet our members’ needs and improve their financial well-being
Yearend submissions for CRA
Assist with special projects as assigned

The way people describe you

You are passionate about financial wellness and providing an exceptional customer experience every time. You are curious and take initiative to seek and identify opportunities for improvements. You are a talented multitasker that can prioritize and manage your time effectively. You take pride in your attention to even the smallest details and display a strong personal commitment to successfully get the job done. You are dedicated to personal improvement and are eager to learn and develop your skills.

The experience you bring

In depth understanding of Registered Products. Applicants currently obtaining this knowledge will be considered.
Proficient with Microsoft Office applications
Experience working in a fast-paced environment
Customer service orientation communication and organizational skills

Salary Range

$51,710 – $64,640 with 7% Short Term Incentive

Benefits and Perks

The success of our members relies heavily on the performance and accomplishments of our employees. That’s why we prioritize offering our team a variety of perks and benefits designed to support their success and well-being both at work and in their personal lives. Some of these additional benefits may include, but are not limited to:

Preferred rates for all your banking needs helping to make life more affordable.
Generous vacation benefits with additional paid days off giving you time to spend on what’s most important to you.
Competitive benefit package options covering off all aspects of personal wellness.
7% pension matching after one year of employment to support you towards retirement.

This position is ineligible for support under the Saskatchewan Immigrant Nominee Program.

We are excited to welcome candidates who bring a blend of academic, professional and volunteer experience that sets them apart. Research shows that many applicants tend to apply only when they meet every qualification of the role. However, we encourage you to explore opportunities that closely match your skillset and experience. We truly value diverse backgrounds and varied experiences, as we are dedicated to creating inclusive and diverse workplaces. You might just be the ideal addition to our team that we’ve been searching for! This opportunity closes on October 27th, 2024 so apply now! If you have questions about this position, please contact Shaulen Lang at jobs@conexus.ca.

Financial Services Officer (FSO) – Ottawa, Ontario

We are a thriving credit union, known for extraordinary Member service that has deep roots in the community. Ukrainian Credit Union Limited (UCU) serves its individual, organizational and business-based members with high integrity, sound stewardship and competitiveness.

We are currently looking for a Financial Services Officer with our Ottawa branch location. You will report directly to the Branch Manager. As the Financial Services Officer, you will be primarily responsible for generating business volumes and revenues. This includes increasing the credit and deposit portfolio.

As a key member of the Branch team, the Financial Services Officer will:

Proactively identify sales opportunities based on the need of the Member, cross selling a full range of lending and investment deposit products.
Actively solicit new sales opportunities through warm calls and proactive outbound calling to existing and potential Members, Community Organizations and businesses; contacting all staff referral opportunities identified.
Maintain a high profile within the branch and community and actively seek out opportunities to build and foster relationships with Members, non-Members and business contacts.
Champions the Credit Unions sales culture by demonstrating exemplary sales skills, especially during all branch campaigns and promotions, while striving to exceed the Member experience at every point of interaction.

Key Accountabilities and Duties:

Provides sound financial advice by identifying products and services our Members need Identify opportunities to develop business within the community and attract new Members to UCU through networking and participating in community and branch events as a representative of UCU.
Identifies opportunities to promote, up sell and cross sell Credit Union deposit and investment products including, chequing/savings accounts, term deposits, registered plans, insurance (credit & travel), safety deposit boxes; if licensed, mutual funds (subject to approval)
Identifies opportunities to promote, up sell and cross sell Credit Union lending products including consumer loans, mortgages, lines of credit and credit cards; assists with appropriate application process.
Open new Memberships and provide a full suite of banking solutions to meet Member needs.
Qualifies all loan and mortgage opportunities by conducting Member interviews, analyzing relevant financial information, verifying loan application information, and investigating other variables affecting loan viability, with a common sense view on if the lending request makes sense.
Approves/declines loans and mortgages within discretionary limits; makes recommendations for approvals/declines to next level of management if outside discretionary limits.
Processes all appropriate documents associated with the sale of savings and investment products.
Processes all appropriate documents associated with loans and mortgage approval including, insurance and cheque disbursements; liaises with all relevant agents such as home inspectors and lawyers.
Follows a procedure to identify investment, loan and mortgage renewals; initiates contact with Member to maintain accounts and relationships.
Contributes to the overall business objectives of the Credit Union by executing the branch marketing program to attain loan, deposit, sundry product, and Member growth within the objectives set out in the business plan; keeps up to date on target status. Ensures branch staff is kept up to date and well informed on products and services as well as all aspects of cross selling, relationship building, sales and service standards.
Must support the front line as needed at all times.
Represents the Credit Union in the community by participating in local business activities and community functions, as required by management and for business development purposes.
Maintains strict adherence to Credit Union and branch operating procedures, lending policies and security procedures with respect to assigned authorities and responsibilities; reports any unusual occurrences or fraudulent activity to next level management upon discovery.

Our Ideal Candidate:

Completion of a post-secondary education; concentration in Finance, Commerce, or Accounting is an asset, or has equivalent work experience
One year experience in financial services sales environment with a proven track record in sales
One year experience underwriting; able to demonstrate: knowledge of Member life cycle needs; knowledge of features and benefits of lending, investment, and deposit products; knowledge of interviewing solicitation and telemarketing skills
Mutual funds license (e.g. IFIC), or working towards obtaining a mutual funds license, would be an asset
Experience working with or knowledge of a range of credit and investment products.
Excellent analytical and problem solving skills
Strong attention to detail and time management skills
This role will require working on the front line for first six months.
Computer literate – Word, Excel; Comfortable embracing new technologies
Comfortable working with digital financial services and providing seamless service in this type of Service Anywhere environment
Advanced written and verbal communication skills
Bilingual – English; Ukrainian preferred; Polish an asset

UCU is committed to an inclusive, equitable and accessible workplace. Accommodations are available on request for candidates taking part in all aspects of the selection process. To request accommodation, please let us know.

Qualified applicants are encouraged to submit both a resume and cover letter by email to Andrew Rozanec, Human Resources Manager, careers@ukrainiancu.com no later than 4:00pm October 25^th, 2024.

We thank all applicants but only those considered for an interview will be contacted.

To learn more about UCU, please visit our website at https://www.ukrainiancu.com/

Financial Services Officer (FSO) – London, Ontario

We are currently looking for a Financial Services Officer with our London branch location. You will report directly to the Branch Manager. As the Financial Services Officer, you will be primarily responsible for generating business volumes and revenues. This includes increasing the credit and deposit portfolio.

As a key member of the Branch team, the Financial Services Officer will:

Proactively identify sales opportunities based on the need of the Member, cross selling a full range of lending and investment deposit products.
Actively solicit new sales opportunities through warm calls and proactive outbound calling to existing and potential Members, Community Organizations and businesses; contacting all staff referral opportunities identified.
Maintain a high profile within the branch and community and actively seek out opportunities to build and foster relationships with Members, non-Members and business contacts.
Champions the Credit Unions sales culture by demonstrating exemplary sales skills, especially during all branch campaigns and promotions, while striving to exceed the Member experience at every point of interaction.

Key Accountabilities and Duties:

Provides sound financial advice by identifying products and services our Members need Identify opportunities to develop business within the community and attract new Members to UCU through networking and participating in community and branch events as a representative of UCU.
Identifies opportunities to promote, up sell and cross sell Credit Union deposit and investment products including, chequing/savings accounts, term deposits, registered plans, insurance (credit & travel), safety deposit boxes; if licensed, mutual funds (subject to approval)
Identifies opportunities to promote, up sell and cross sell Credit Union lending products including consumer loans, mortgages, lines of credit and credit cards; assists with appropriate application process.
Open new Memberships and provide a full suite of banking solutions to meet Member needs.
Qualifies all loan and mortgage opportunities by conducting Member interviews, analyzing relevant financial information, verifying loan application information, and investigating other variables affecting loan viability, with a common sense view on if the lending request makes sense.
Approves/declines loans and mortgages within discretionary limits; makes recommendations for approvals/declines to next level of management if outside discretionary limits.
Processes all appropriate documents associated with the sale of savings and investment products.
Processes all appropriate documents associated with loans and mortgage approval including, insurance and cheque disbursements; liaises with all relevant agents such as home inspectors and lawyers.
Follows a procedure to identify investment, loan and mortgage renewals; initiates contact with Member to maintain accounts and relationships.
Contributes to the overall business objectives of the Credit Union by executing the branch marketing program to attain loan, deposit, sundry product, and Member growth within the objectives set out in the business plan; keeps up to date on target status. Ensures branch staff is kept up to date and well informed on products and services as well as all aspects of cross selling, relationship building, sales and service standards.
Must support the front line as needed at all times.
Represents the Credit Union in the community by participating in local business activities and community functions, as required by management and for business development purposes.
Maintains strict adherence to Credit Union and branch operating procedures, lending policies and security procedures with respect to assigned authorities and responsibilities; reports any unusual occurrences or fraudulent activity to next level management upon discovery.

Our Ideal Candidate:

Completion of a post-secondary education; concentration in Finance, Commerce, or Accounting is an asset, or has equivalent work experience
One year experience in financial services sales environment with a proven track record in sales
One year experience underwriting; able to demonstrate: knowledge of Member life cycle needs; knowledge of features and benefits of lending, investment, and deposit products; knowledge of interviewing solicitation and telemarketing skills
Mutual funds license (e.g. IFIC), or working towards obtaining a mutual funds license, would be an asset
Experience working with or knowledge of a range of credit and investment products.
Excellent analytical and problem solving skills
Strong attention to detail and time management skills
This role will require working on the front line for first six months.
Computer literate – Word, Excel; Comfortable embracing new technologies
Comfortable working with digital financial services and providing seamless service in this type of Service Anywhere environment
Advanced written and verbal communication skills
Bilingual – English; Ukrainian preferred; Polish an asset

We thank all applicants but only those considered for an interview will be contacted.

To learn more about UCU, please visit our website at https://www.ukrainiancu.com/

Credit Underwriter

Are you someone who enjoys challenging decision making and has a solution driven attitude when it comes to solving problems?

Do you have a knack for understanding the power of numbers when it comes to assessing risk? Are you enthusiastic about helping internal and external members navigate the complexities of the lending process? We are expanding our Farm & Business team and looking for an experienced and efficient Credit Underwriter to join our team.

As a Credit Underwriter you will be responsible for assessing members financial records, complete financial analysis, initiate and complete credit submissions, loan data reviews, security analysis and provide the information necessary to offer the most suitable credit option that helps the member achieve their financial goals. You will work closely, supporting and collaborating with the advisor team, gathering information, and submitting credit packages for decisioning with speed and accuracy to provide the best member experience.

A degree in Business, Finance, or Accounting and 4 to 6 years of progressive experience in credit structuring agriculture and commercial applications or equivalent combination of education and experience is the minimum requirement for this position. You will have a leg up if you have an additional designation in a professional business or accounting designation and experience and understanding of complex ag and commercial sectors. If you have experience in analyzing and writing credit with a high/acute degree of complexity and value for both agricultural and commercial borrowers, then you have what we are looking for. If you already know about the features and benefits of a credit union that is an extra bonus!

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 may be staffed at any of Cornerstone Credit Union’s 15 branches, depending upon office space availability. Depending upon location of work, union membership may be required.

The cherry on top is 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 eighth straight year.

Choose a rewarding career at Cornerstone Credit Union.

Controller

WE’RE HIRING!
Controller
18 Month Term

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 87% 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, SK and named one of Saskatchewan’s Top Employers, FNBC takes pride in its workforce of over 64% Indigenous employees working at locations across Canada.

About The Role
The Controller is responsible for providing oversight and managing the accounting and financial reporting process at FNBC. This includes ensuring accurate financial reporting and
compliance with federal regulations and audit requirements. They also plan budgets, execute financial analysis, and develop financial models as necessary. This position is based out of our Head Office in Saskatoon, Saskatchewan, which is located on First Nations land. We are open to remote, hybrid or in‐office work arrangements.

Here’s what you will be doing:
• Plan, organize, direct, control and evaluate the operation of an accounting, audit or other financial department
• Prepare and coordinate the preparation of financial statements, summaries, reporting packages and other cost‐benefit analyses and financial management reports
• Provide operational guidance and maintain compliance with regulators and accounting standards
• Review and approve reconciliations, including bank accounts, accounts payable, payroll and other general ledger accounts
• Monitor and maintain the general ledger and accounting system
• Coordinate the financial planning and budget process, and analyze and provide reasonable accurate estimates
• Evaluate financial reporting systems, accounting procedures and investment activities and make recommendations for changes to procedures, operating systems, budgets and other financial control functions to senior managers and other department or regional managers
• Gather and provide financial reporting data to senior management as necessary
• Recruit, organize, train and manage staff
• Oversee external and internal auditors and preparation and review of working papers
• Notify and report to CFO concerning any trends that are critical to the organization’s financial performance

What we are looking for:
• Undergraduate degree in Finance or Accounting
• Completion of formal recognized professional accounting designation, such as CPA or equivalent
• 5‐10 years’ experience working in a related role
• Extensive knowledge of accounting systems and controls, with direct financial reporting experience and financial statement preparation
• Strong written and verbal communication skills to present payroll and accounting concepts to other professionals
• Excellent organization skills

• Ability to maintain confidentiality when managing company records
• Computer proficiency to work with digitalized financial records
• Strong numeracy skills
• Ability to establish and monitor financial reporting systems
• Critical‐thinking and analytical skills
• Ability to prepare detailed reports and financial statements

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 website at www.fnbc.ca or send your resume and cover letter by email to apply@fnbc.ca. The posting will remain open until September 13, 2024.

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

Senior Credit Risk Reporting Analyst

af·fin·i·ty (noun):

a natural compatibility
the name on our doors

We want our employees to feel great coming to work. After all, an exceptional employee experience leads to an extraordinary experience for our members. If you have an affinity for working in a place where your achievements are celebrated, then a career with us might be the perfect fit.

We’re looking for a Senior Credit Risk Reporting Analyst to join our Credit Risk team. The ideal candidate will play a key role in enhancing strategies and managing Affinity’s overall credit risk within our loan portfolio.

What you’ll do:

Develop accurate and timely reporting for credit risk and evaluate alternative data methods and new solutions to optimize credit strategy.
Provide research, risk analysis, and recommendations for procedure enhancements.
Enhance tools and methodologies to measure, monitor, and report risk.
Identify and implement specific measures to detect, investigate, mitigate and report on a variety of risk scenarios which may lead to credit risk losses.
Validate and maintain risk rating and underwriting models.

What you’ll get:

The support to grow in your career with ample opportunities to advance
A competitive salary plus bonuses for your hard work
A total rewards package including health and dental benefits, pension and health spending account
Vacation time, personal days off and a paid volunteer day so you can maintain a healthy life/work balance
A referral bonus when you scout great talent and they’re hired to join our team

What you’ve got:

A post-secondary diploma or degree in a related field, plus 5 years of related experience or an equivalent combination of education and experience
Advanced knowledge in credit risk in consumer, agricultural, commercial and credit card
In-depth knowledge of risk oversight, research and environmental trend scanning, and risk models
Advanced EXCEL and Power BI Proficiency
Experience leading research to create and implement innovative processes
Working knowledge of risk models including Probability of Default and Loss Given Default

Director, 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.

We are seeking a confident, forward-thinking leader to join our Risk-Based Supervision team. This team is vital in fulfilling the Corporation’s vision of instilling confidence in the Saskatchewan provincially regulated credit union system.

What you’ll do:

Reporting to the Associate Vice-President, Risk-Based Supervision, you will be responsible for providing leadership to a team of professionals and managing the application of the supervisory framework which proactively identifies, assesses, and mitigates risk to depositor funds and the guarantee fund. Key accountabilities of the position include:

Direct, oversee, and participate in the execution of on-going monitoring, review, and intervention processes for PRFIs, including analysis of financial performance and assessing the effectiveness of risk management activities
Assess regulatory approval requests to ensure compliance with legislative and regulatory requirements
Manage strategic relationships with PRFI boards of directors and senior management
Lead and support the maintenance of components of the risk-based supervisory framework
Collaborate with other departments to support effective regulation of PRFIs

Due to the commitment to remain a leader in our industry, this is a fast-paced, evolving environment. The role requires a flexible work schedule and occasional travel, as the department collaborates with PRFIs throughout Saskatchewan.

What you’ll need:

Undergraduate degree in business administration, commerce, or economics; ideally supplemented with a graduate degree or professional designation (or an equivalent combination of education and experience)
Five to ten years of experience in the financial services industry, regulatory environment, or a finance-related field
Knowledge and experience in areas such as: policy, governance, credit, financial analysis, risk management, and/or internal/external audit
The ability to interpret and apply policy, legislation, and regulation are key requirements for this position
Demonstrated ability in presenting information and facilitating discussions with key stakeholders, along with previous leadership experience, would be considered an asset

Core competencies for this role are communication, innovation, teamwork, problem solving and decision making, accountability, service excellence, and building relationships.

What we offer:

The salary range for this position is $110,700 to $138,375.

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 requisition RBS-DIR by August 28^th, 2024 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.

Business Member Relationship Manager

Bulkley Valley Credit Union, serving over 14,500 members from Hazelton to Burns Lake, prides itself on employing empowered staff committed to delivering high quality personalized service.

This is an exciting opportunity for the right candidate to meet their career goals while balancing their lifestyle with the many amenities our community has to offer.

If you want to join a dynamic group dedicated to cooperative values and member service, this is the right career move for you. You will report to the Chief Operations Officer and as a trusted advisor, you play an essential role and are dedicated to assisting and advising business members with their financial needs. You understand the importance of placing the right products and services in the hands of our business members or referring them to fellow experts. You build trust and loyalty with each member interaction, you utilize your expertise knowledge in the delivery of a full suite of business financial solutions, including commercial lending and investments, to enhance the members overall financial well-being. You provide service to members where the member want to meet; network extensively within BVCU’s communities; and establish and maintain lasting business relationships with brokers, realtors, developers, builders and members. You strive for excellence and play a vital role in growing and deepening business member relationships, and making sound decisions and recommendations to support the growth, impact and profitability of our credit union.

The successful candidate will have a minimum of one years’ post-secondary education plus 6-9 years’ experience in investment and lending, including small business lending in the financial services industry, preferably with a credit union is desired. An individual with advanced investment and lending experience plus education and/or training equivalent to 6-9 years will also be considered.

To learn more about Bulkley Valley Credit Union, please visit our website at www.bvcu.com. We welcome applications from all interested applicants looking to further their career in a dynamic, supportive and team oriented environment.

Qualified applicants can apply through our webpage at https://can63.dayforcehcm.com/CandidatePortal/en-US/bulkleyvalley or directly to:

Mohamed Ladak, Chief Operations Officer

mladak@bvcu.com.

Bulkley Valley Credit Union

PO Box 3637 Smithers BC V0J 2N0

Bulkley Valley Credit Union encourages all qualified persons to apply. However, only those who are being considered for an interview will be contacted.

Vice President of Finance

The Position:

The Vice President of Finance is directly responsible for the financial health of the organization and the success of its operations. This individual will provide financial leadership by managing budgets, overseeing all accounting functions, and conducting forecast analysis. The Vice President of Finance will also play a key role in long-term strategic decision making processes that affect the organization’s profitability.

This is a full time permanent position.

For complete job posting details, please visit our website www.visioncu.ca/en/about-vision/careers

The Person:

University degree in Accounting, Business, or Finance; an MBA or CPA designation is preferred.
Minimum of 5 years’ experience within in the Credit Union system.
Extensive, experience and knowledge in dealing with accounting systems, budgets, internal controls, business planning, and asset management.
2-5 years of progressive experience in a role responsible for ensuring risk and regulatory compliance.
Experience creating and managing budgets for a large, distributed organization.
Sound analytical thinking, planning, prioritization, and execution skills.
A well-defined sense of diplomacy, including solid negotiation, conflict resolution, and people management skills.
Experience creating and managing budgets for a large, distributed organization.

Compensation:

Comprehensive benefits package.

SUBMIT RESUME AND COVER LETTER TO:

Jennifer Hormann,

Vice President of Human Resources

Vision Credit Union Ltd.

Corporate Office

5007 – 51 Street

Camrose, Alberta T4V 1S6

Fax 780-679-0569

jobs@visioncu.ca

Only those individuals invited for an interview will be contacted.

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.

As a Financial Advisor, you will:

Conduct personal interviews with members, identify individual member needs and goals, develop an appropriate financial plan, and make appropriate recommendations.
Provide our members with a holistic wealth approach that focuses on members unique, personal situations. Holistic planning includes financial, retirement, investment, estate, insurance, and tax planning.
Create and maintain client files adhering to compliance requirements, and reports on activities.
Conduct client seminars on wealth management and attend business development opportunities as required.
Provide support on wealth management products.
Develop own personal business plan.
Identify opportunities that successfully meet the members needs and planting seeds for future product/services and follow-ups.

What you need for this role:

High School Diploma
Mutual Fund License
Financial Planning Designation (i.e. CFP, PFP)
Minimum 2 years of industry experience as a financial planner.
General investment and insurance industry knowledge and awareness of the Canadian credit union system are highly desirable.
Must keep informed to the latest trends in financial markets, industry competitors, current issues and strategies.
Using sound judgement to make timely and effective decisions, considering both short- and long-term outcomes, risks, and impacts.
Demonstrated skills include, the ability to develop relationships along with strong sales and presentation skills, strong oral and written communication skills, and strong organizational skills. Must be able to work independently in a fast-paced, team-oriented and collaborative environment.
Engage in business development activities, and volunteerism.

What do 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, by end of day on August 5^th, referencing competition #244202 in the Subject Line.

More details:

Permanent full-time.
Hours: 37.5 hours weekly. Currently Monday to Friday, 8:30 a.m. to 5:00 p.m., and flexibility to work outside various hours is required for travel, events, and member meetings.
Salary: $65,600 – $85,800

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.

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 27,000 members and have reached over $2.5 billion in assets.

We were named one of Saskatchewan’s Top Employers for the 7th consecutive year. This reflects our workplace culture and commitment to building relationships beyond banking with our members, and our team.

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. Inclusive of Saskatoon, Lloydminster, Kindersley, Macklin, Denzil, Lashburn, Marshall, Maidstone, Neilburg, Marsden, St. Walburg and Paradise Hill.

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