Occupation Types: Investment Banking

Branch Business & Agriculture Advisor

Do you have a passion for helping agriculture and business clients in our communities succeed? This is your opportunity to partner with some of our most diverse and dynamic members, delivering forward-thinking, personalized advice and tailored financial solutions to meet their goals. 

 As a Branch Business/Ag Advisor, your focus is on Synergy’s business and agriculture clients (“members”). Your portfolio consists of members with more complex needs who require innovative and creative lending and deposit solutions to support their operations. In this position, you will get to know the agriculture and commercial markets, cultivate strong relationships, and generate growth by acquiring new members to Synergy.

This exciting opportunity partners you with agriculture and business members at the branch level providing commercial, agricultural, and consumer lending advice. The role collaborates with the Business & Ag Financial Centre and the Wealth Team when required to meet the broader and more involved financial needs of these valued members.

Are you ambitious, influential, and organized?

Do you have broad lending experience with a desire to focus in business & agriculture?

You are responsible for:

  • Meeting with members to understand their business goals and advise on lending and other financial solutions,
  • Identifying opportunities to successfully meet members’ needs, planting seeds for future products and services, and following up in a timely manner,
  • Promoting retail products such as loans, mortgages, investments, mutual funds, credit cards, and account packages,
  • Granting credit and managing a portfolio of members,
  • Engaging in marketing and outreach activities to deepen existing relationships and proactively seek out new business opportunities and new members to grow the business,
  • Collaborating with internal teams to deliver strong results for clients, and
  • Completing activities aligned with legislation and Synergy’s policies and procedures.

You and your experience:

  • You have related post-secondary education (i.e., a Diploma or Degree) with 5 years of related experience. An equivalent combination of education and experience may be considered.
  • Credit union industry experience would be considered an asset.
  • You are competent in all areas of Consumer, Business and Agricultural lending.
  • Previous experience in sales while working with goals, strong closing and referral techniques, and pipeline development Is desired,
  • Strong relationship and business development skills are conducive to creating and maintaining a sales pipeline,

Submit your cover letter and resume to careers@synergycu.ca, referencing competition #256103 in the subject line.

More details:

  • Status: Permanent, full-time
  • Salary: $70,408 – $88,011 per annum
  • Location: Macklin Service Centre. Flexible hybrid (3 days on-site) may be negotiable.
  • Hours: Currently Monday to Friday, 8:30 a.m. to 5:00 p.m. Must have the flexibility to work outside regular hours for travel, events, and member meetings.
  • Travel: Travel is a requirement; successful candidate must have access to reliable transportation.

 

What do we offer?

  • Investment in your professional development and career growth
  • Benefits and Pension
  • Competitive salary
  • Preferred rates on our products and services
  • Community involvement and volunteer opportunities

 

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 30,000 members and have reached over $2.8 billion in assets under management.

We were named one of Saskatchewan’s Top Employers for the 8th 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 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

www.synergycu.ca

Community Branch 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 as can be seen at http://www.houston.ca.

If you want to join a dynamic management group dedicated to cooperative values and member service, this is the right career move for you. You will report to the Chief Operating Officer and under executive direction, you will manage the overall operation of a single branch and direct the utilization of staff, equipment and facilities. Using highly developed leadership skills and behaviours, plus a sound understanding of the financial services business, you will initiate action to improve growth/development of the branch loan and deposit portfolios; increase usage of other credit union services and service channels; pursue new businesses; set short/long term branch goals /objectives and manage all branch staff directly or through subordinate supervisor(s). Through effective deployment and development of staffing resources you will foster an environment that encourages staff engagement and delivery upon an Enhanced Service Commitment to our members. You will perform the duties and requirements of Branch Compliance Officer for Anti-Money Laundering / Counter Terrorist Financing Prevention & Detection. You will be a results-oriented professional with a commitment to furthering the reputation of the credit union within the community. Through active participation in select community events, projects and initiatives, you will become established as a leader within the local community. 

The successful candidate will have a business degree or diploma and a minimum of five years of management experience in the financial industry or an equivalent combination of education and experience. This is an ideal opportunity for someone currently holding a supervisory or lending/account management position interested in gaining branch management experience.

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.

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

Wealth Specialist

Diamond North Credit Union is currently recruiting for a Wealth Specialist, primarily located in our Debden and Big River service locations. 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 Unions 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 focus 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.

QUALIFICATIONS

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 careers@diamondnorthcu.com.  We thank everyone for their interest, however, only those selected for an interview will be contacted.

Financial Services Advisor

The Synergy Experience – what is it exactly?  Just ask our employees. Their dedication to our customers (members) and each other has created an incredible place to work. We’re local, we offer personalized and competitive products & services. We are proud to be a part of a local and community focus and are seeking a Financial Services Advisor to help us continue our rich tradition of serving our community – since 1943!

What do our Financial Services Advisors do?

As an FSA, you will work in a retail banking environment where you have a meaningful impact on the financial wellness of members. You connect with existing and prospective members, understand their financial and personal goals, provide informative and personalized advice, and recommend the right products and solutions to achieve their goals and enable their financial success.

Our ideal candidate is a relationship builder. You’re motivated, with strong problem-solving and organizational skills. You’ll be a part of a team of knowledgeable professionals who share a genuine commitment working with and delivering exceptional service to our membership. Your responsibilities will include working with account and deposit products, investments including the sales of mutual funds, and consumer lending products and services with some potential for small business/ag loans.

If building relationships, problem solving, and meeting challenges interests you…this dynamic career is what you’re looking for!

As a Financial Services Advisor, you will:

  • Manage a portfolio of members, partnering with current and potential members to understand their goals and priorities
  • Advise on and deliver a variety of products and services to successfully meet members’ needs
  • Engage in outreach, marketing, and follow-up opportunities to proactively seek out new business and deepen existing relationships, and
  • Promote Synergy Credit Union within our communities, including engaging in business development activities, volunteerism, phone calls, emails, and participating in campaigns.

What you need for this role:

  • Related post-secondary education (such as a Diploma or Degree in Business) and two to four years of job-related experience, or an equivalent combination of education and experience
  • Mutual Fund Accreditation or successful completion of accreditation is required within 3 months of hire
  • Strong experience in consumer lending is required
  • Relationship and business development skills
  • Previous sales experience working with goals, strong closing/referral techniques, and pipeline development is desired
  • Strong interpersonal and listening skills; can carry on great interactions in a variety of channels
  • Strong attention to detail

What do we offer?

  • Preferred rates on our products and services
  • Benefits and Pension
  • 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 November 17, 2024, referencing competition #245006 in the subject line.

More details:

  • Hours: 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: $60,000 – $75,000

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

www.synergycu.ca

Wealth 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 nurture it.

As a Wealth Advisor, your role is to support members in developing a financial plan. Think of yourself as their financial coach! Your goal is to enhance their financial fitness and promote their overall financial well-being. You’ll assess their circumstances, prioritize their needs, implement investment strategies, and regularly monitor their progress. Additionally, you’ll be proactive in supporting them through life changes and celebrating significant milestones.

As a Wealth Advisor, you will:

  • Conduct personal interviews with members, identify 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 October 9, 2024, referencing competition #244503 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

www.synergycu.ca

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 5th, 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

www.synergycu.ca

Financial Services Advisors

Financial Services Advisors – Yorkton, Indian Head and Tisdale Branches

Are you great with numbers, and even better at building relationships? We’re looking for finance-savvy, dedicated Financial Services Advisors to join our teams at the Yorkton, Indian Head or Tisdale Head branches of Cornerstone Credit Union!

As a Financial Services Advisor you’ll be an important part of a team of knowledgeable salespeople who share a genuine commitment in partnering with our members to achieve their financial goals. 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. You’ll provide insight to our members in areas like accounts, complex consumer investments (terms, registered products, mutual funds) lending products and services (consumer loans and mortgages, including builder mortgages, small farm and business lending) insurance, and estate processing all to help them meet their financial needs. You will develop solid working relationships with our members and work hand in hand with many areas of our organization all in providing excellent member service!

Post-secondary education in Business or a related discipline with at least 2 to 4 years progressive sales and service investment experience managing a diverse portfolio (investments and lending) in a consumer banking environment is the minimum requirement for this position, but you’ll have a leg up if your experience includes mutual funds sales experience or if you are working on obtaining your mutual funds designation. If you know what makes Cornerstone Credit Union different and the products and services we provide, that’s even better! Plus, this position offers plenty of opportunity for on-the-job learning and career development.

You’ll receive competitive compensation, great benefits, and matched pension contributions. We also offer performance incentives and wellness and employment perks. Positions located in Yorkton and Tisdale are in-scope positions and union membership is 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.

Credit Advisor

An exciting opportunity exists, for an experienced Credit Advisor to join our team. ABCU Credit Union Ltd. (ABCU) is a full-service open bond Credit Union. Exciting opportunities exist to join our team, ABCU is a full-service open bond Credit Union with funds Under Administration of $456 million and a staff of 35.

The Credit Advisor is a key member of the member experience team. The primary responsibility of this role is to actively manage and provide credit advice to the credit members who deal with ABCU for their borrowing needs. Additional responsibilities include engagement activities to retain and consolidate existing members’ business to the Credit Union and attract new credit member growth. This position works closely with the Credit Associate, Contact Centre, Branch staff and Risk Management. The role requires expert knowledge of credit products and the ability to negotiate rates and fees in the best interest of the credit union.

Experience Required

  • Post-secondary degree or diploma required.
  • Comfort and ability to work with an elevated level of detail/accuracy.
  • This is a self-managed role.
  • Proficient use of Microsoft Office Suite (Word, Excel, Outlook).
  • The ability to work efficiently without sacrificing accuracy is essential.
  • Six to ten years of job-related/industry experience.
  • Completion of the Personal Lending and Mortgages Course (PLM) offered through Canadian Securities Institute.
  • Completion of the Personal Financial Services Advice (PFSA) offered through Canadian Securities Institute.
  • Completion of CUIC General Studies Program preferred or working towards (may be waived depending upon position).
  • A combination of post-secondary education and work experience will be considered.

Interested candidates please provide a cover letter, salary expectations and resume to:

Ms. Shannon Miller, ABCU Credit Union

general@abcu.ca

ABCU thanks all applicants for their interest; however, only those selected for an interview will be contacted.

Closing date: this position will remain vacant until a suitable candidate is identified.

Financial Advisor

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 while never compromising on the financial well-being of our members. We do this by lending an ear to each member’s unique needs throughout Saskatchewan, ensuring personalized solutions.

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.

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 a reliable and trustworthy person with a strategic mindset to come on board as our full-time Financial Advisor at our branch in La Ronge, Saskatchewan. You will work diligently to build solid and trusting relationships with our members. Through conversations and ongoing support, you will get to know our members, determine their priorities, and assist them in reaching their ultimate financial goals.

How you’ll be spending your time

  • Working closely with our members on a day-to-day basis to assist them in working toward realizing their individual financial goals.
  • Building solid relationships and becoming a trusted financial partner, who proactively uncovers and identifies member needs through meaningful conversations.
  • Providing solutions and alternatives, including accounts and mid-level consumer investments and lending products and services (consumer loans, mortgages, terms, registered products, mutual funds) to meet new and existing needs of our members.
  • Helping to educate our members on the value of our products and services and striving to provide the most up-to-date and relevant financial information available.

The way people describe you

You are a people person. Someone who develops relationships based on understanding and trust. You are bold and demonstrate creative strength, continually exploring new paths to seek opportunities for improvement and efficiencies. You are a team player who welcomes diversity and can work effectively with others. You successfully handle multiple projects at the same time while staying committed to building your knowledge and skills.   

The experience you bring

  • Experience working in the financial industry would be an asset
  • Experience working in a customer care/customer service role
  • Experience in portfolio management would be an asset
  • Licensed to sell Mutual Funds; or working towards that designation
  • Genworth/CMHC online training; or willingness to complete within required timeline
  • First Canadian Title Training; or willingness to complete within required timeline
  •  Registered Retirement Consultant designation or willing to complete within required timeframe

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
  • Being part of the vibrant community of La Ronge! To learn more about this history-rich, close-knit community, visit the links below:

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 25, 2023 so apply now! If you have questions about this position, please contact Shaulen Lang at jobs@conexus.ca.

 

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