Wealth Associate

An exciting opportunity exists, for an experienced Wealth Associate to join our team. ABCU is a full-service open bond Credit Union. Assets $265 million, loans $197 million, deposits $243 million, staff of 35. At ABCU Credit Union Ltd. (ABCU) our culture is based on our passion to be financial professionals dedicated to doing what is right for our credit union and our members.

The Wealth Associate is an IIROC licensed member of the dynamic wealth team led by the Director Wealth and plays an integral role in the delivery of superior personalized service to our high net worth member owners. The primary accountability of the role is to assist the Director of Wealth with their day to day administration, sales, and service in an efficient and effective manner thereby allowing vital contact time with members. This position ensures that proper documentation has been completed correctly, processing its delivery in a timely manner with the appropriate follow up. You will assist in the completion of financial plans, annual reviews and identify additional opportunities to refer business back to retail, business banking, and other areas of ABCU. The Wealth Associate is licensed and maintains a high level of knowledge relating to our products and services, sales processes and compliance, and is able to execute trades. As an assistant, you strive for excellence in communication and organization, as you play a vital role in enhancing the member experience and the growth and profitability of our Credit Union by:

  • Assisting the Director of Wealth by supporting the delivery of the full financial planning experience to high net worth ($100,000+) members using the CFP’s six steps of financial planning through an understanding of processes, systems, and documentation required. Accurate and timely completion of required documentation including: account opening, transfers, trades, and tracking.
  • Set up appointments for Director of Wealth client meetings and confirm appointments.
  • Represent ABCU, build relationships and proactively build business in the communities we serve.
  • Respond to all members, team and partner enquiries promptly and proactively providing professional, friendly, competent and courteous service at all times. The licensed Wealth Associate is able to execute trades in line with risk objectives for members.
  • Respond to all portfolio member complaints with follow up on issues/opportunities as required, ensuring member complaints are handled in accordance with our service standards, escalating issues when necessary.
  • Maintain up to date Financial Planning and investment industry knowledge by participating in training programs/industry courses to upgrade skills, obtain, and maintain accreditation and licensing requirements as applicable
  • Assist the Director of Wealth to achieve or exceed assigned sales and referral goals in growth of the book of business, revenue, asset gathering, tracking & reporting of referrals, and support in referrals to internal partners – retail, business banking and other channels as appropriate

Experience Required

  • High School Diploma
  • Finance related post-secondary is an asset.
  • IIROC License
  • Canadian Securities Course (CSC) & Conduct and Practices Handbook (CPH)
  • Completion of Wealth Management Essentials (WME) within 3 years
  • Minimum 2 years’ experience in the wealth industry; including securities and compliance
  • Knowledge of financial planning, products, policies, procedures, and operations
  • Solid administration, sales support, and organizational skills
  • Thorough understanding of financial products and services

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

Janavi Corson, ABCU Credit Union

jcorson@abcu.ca

ABCU Credit Union 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 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.

Advisor

Create your future with SASCU. We invite you to be part of a team where you can feel good about the work you do and the positive impact you will have in the communities we serve in the Shuswap. We believe in fostering a work environment that is the perfect blend of friendliness, support, and professionalism (not to mention fun)! Add in a competitive salary and benefits package, along with perks such as our employee incentive plan, reduced banking fees, and spectacular natural scenery, and you’ll see why SASCU is an award-winning employer.

As an Advisor at our Sicamous Branch, you will build deep relationships with members, first by seeking to understand what is important to them, and then by providing customized, advice-driven solutions that will guide them on their financial journey as it relates to their overall financial picture.

 

What you’ll do:

  • Advise members on a full range of deposit and investment products and services (including new accounts, cards, term deposits, and registered products) for an assigned portfolio.
  • Advise members on personal and small business lending products and services (including mortgages, personal loans, lines of credit, MasterCard application and associated insurance products).
  • Interview loan applicants, analyze their finances, and make recommendations.
  • Service and manage estate accounts within an assigned portfolio.
  • Undertake assigned administrative duties including regular and ad hoc reporting, audits, and preparing routing correspondence.
  • Perform front line duties as required.
  • Take personal responsibility for delivery of the SASCU Member Experience and contribute to the team creation of a warm and welcoming environment.

 

What you’ll bring:

  • One year of post-secondary education or equivalent, plus 2-4 years financial services experience with demonstrated sales skills.
  • A solid understanding of financial services policies and procedures, and branch and specialist roles is an asset.

 

You’re perfect for this role if you:

  • Have demonstrated sales skills – promoting and selling financial products and services
  • Have strong organizational and time management skills
  • Are an excellent communicator with strong interpersonal skills
  • Possess a high level of ownership, accountability, and initiative
  • Are committed to continuous learning and self-development

 

This position is full-time, Tuesday to Saturday. It is an excellent opportunity for a community-minded individual to further their career within a successful and growing organization. If this sounds like you, let us know! To apply, please email a résumé to us at hr@sascu.com.

 

A bit about SASCU:

SASCU Financial Group offers a broad range of personal and business financial services through SASCU Credit Union and its three lines of business: SASCU Insurance, SASCU Wealth, and Commercial banking. SASCU Credit Union branches are in Sicamous and Sorrento, plus two in Salmon Arm. Established in 1946, SASCU has more than 19,000 members, 150 staff, and over $900 million in assets. Learn more at www.sascu.com

 

A note on COVID-19:

Additional safety precautions have been put in place to protect SASCU staff and the public. More details can be found here: sascu.com/covid-19-response. Further information will be provided later in the recruitment process.

 

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

Financial Services Relationship Manager

Create your future here.

You might say we have a healthy obsession with finding new ways to create value for our members. Helping them achieve their financial goals is what gets us out of bed in the morning.

Along with plenty of caffeine, what fuels us is getting to work with some of the brightest and nicest folks around. And we are energized by the exciting changes ahead.

We need to expand our Retail Services Team to help us evolve through the next stage of our growth journey, and we hope you can help shape our future.

 

The Role: Financial Services Relationship Manager, Regina

Are you….

  • Able to take a holistic approach with each member interaction in order to provide the right solutions which involves identifying referral opportunities to other lines of business including wealth management and business services?
  • Entrepreneurial in your approach to building business, with a proven track record in sales and business development?
  • A motivated and results-oriented professional who believes that getting involved in the community, building relationships and participating in business development and networking events is fundamental to building a pipeline of prospects and opportunity?
  • A team player with accomplished listening skills and a genuine interest in helping members meet their current and future financial needs?
  • A proactive, knowledgeable, self-starter, able to provide core products and services to our members using a variety of traditional and non-traditional delivery channels?
  • A Grade 12 graduate with 3-5 years of experience providing holistic financial advice including proficiency in lending and adjudicating? (University Degree or completion of some CFP or equivalent courses would be considered an asset.)

 

If so….

As part of the TCU Team, you will be responsible for delivering core banking products and financial services to members through a consultative relationship. This includes:

  • Managing a growing portfolio of relationships
  • Providing a holistic approach to services
  • Developing business through community involvement and networking opportunities
  • Providing lending products including personal and mortgage loans
  • Providing deposit products such as GIC and RRSP
  • Positively influencing member acceptance of a technology driven approach to banking services
  • Establishing relationships of trust and confidence with members to ensure retention of existing business and future business.

Then….

This opportunity may be the one for you!

Get to know us

TCU Financial Group is a Saskatchewan credit union who, for over six decades, has been dedicated to helping our members and our own TCU Team reach their goals. Our roots and our commitment to fostering financial health in our communities run deep.

Rewarding times ahead

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

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

 The deadline for this career opportunity is Monday, April 5, 2021.

Please submit your resume and cover letter to:

Human Resources Department

TCU Financial Group

PO Box 5050

Saskatoon SK  S7K 4E3

Email:  hr@tcu.sk.ca

Web site: www.tcufinancialgroup.com

Contact Centre Advisor

A view of SASCU's Uptown building, which includes its Contact Centre.
A view of SASCU’s Uptown building, which includes its Contact Centre.

This is a great opportunity to join a growing and enthusiastic team!

Create your future at SASCU. We invite you to be part of a team where you can feel good about the work you do and the positive impact you will have in the communities we serve in the Shuswap. We believe in fostering a work environment that is the perfect blend of friendliness, support, and professionalism (not to mention fun)! Add in a competitive salary, and perks such as our employee incentive plan, reduced banking fees, and spectacular natural scenery, and you’ll see why SASCU is an award-winning employer.

As a Contact Centre Advisor, you will build deep relationships with members, first by seeking to understand what is important to them, and then by providing customized, advice-driven solutions that will guide them on their financial journey. This position requires a high level of interpersonal skills to engage members and provide service delivery through contact channels.

 

What you’ll do:

  •  Advise members on a full range of deposit and investment products and services (including new accounts, cards, term deposits, and registered products) for an assigned portfolio.
  • Advise members on personal and small business lending products and services (including mortgages, personal loans, lines of credit, credit card application, and associated insurance products).
  • Interview loan applicants, analyze their finances, and make recommendations.
  • Service and manage estate accounts within an assigned portfolio.
  • Partner with other SASCU department specialists to provide comprehensive advice to the member.
  • Undertake assigned administrative duties including regular and ad hoc reporting, audits, and preparing routing correspondence.
  • Provide support to Contact Centre Specialists as required.

 

What you’ll bring:

  •  One year of post-secondary education or equivalent, plus 2-4 years financial services experience with demonstrated sales skills.
  • Excellent interpersonal skills, including written and telephone communication.
  • Strong problem-solving and analytical ability.
  • Proficiency with technology including Microsoft Office and Customer Relationship Management software.
  • Commitment to continuous learning and self-development.

 

This position is full-time, working five days per week within the business hours of SASCU’s Contact Centre. It an excellent opportunity for a community-minded individual to further their career within a successful and growing organization. If this sounds like you, let us know!

 

A bit about SASCU:

SASCU Financial Group offers a broad range of personal and business financial services through SASCU Credit Union and its three lines of business: SASCU Insurance, SASCU Wealth, and Commercial banking. SASCU Credit Union branches are in Sicamous and Sorrento, plus two in Salmon Arm. Established in 1946, SASCU has more than 19,000 members, 150 staff, and over $900 million in assets. Learn more at www.sascu.com

 

A note on COVID-19:

Additional safety precautions have been put in place to protect SASCU staff and the public. More details can be found here: sascu.com/covid-19-response. Further information will be provided later in the recruitment process.

 

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

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