Occupation Types: Investment Banking

Senior Advisor

Create your future with SASCU Credit Union! We invite you to be part of a team where you can feel good about the work you do and the positive impact on the communities we serve in the Shuswap region. We believe in fostering a work environment that is the perfect blend of friendliness, support and professionalism, not to mention, fun!

As a Senior Advisor at SASCU, 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 (including new accounts, mutual funds, registered products, and term deposits).
  • Advise members on personal and small business lending products and services (including mortgages, loans, lines of credit, credit cards, and associated insurance products).
  • Service and manage an assigned portfolio of estate accounts.
  • Identify and pursue opportunities within an assigned portfolio and through referrals, connecting members to colleagues when appropriate to ensure the members’ financial needs are fully met.
  • Take a lead role in promotions and other activities to build the membership base and have a positive impact on the community.

What you’ll bring:

  • Two years of post-secondary education or equivalent.
  • At least 4-6 years of progressive financial services with demonstrated sales skills.
  • Registration as a Mutual Funds Representative, or enrollment in the Investment Funds in Canada (IFC) course within 3 months of attaining position, with the intention to register as a Mutual Funds Representative.

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 and demonstrated leadership ability
  • Possess a high level of ownership, accountability, and initiative
  • Are committed to continuous learning and self-development

We invest in our employees by offering:

  • A competitive base salary plus performance-based incentive pay, and a pension plan with SASCU matching all funds.
  • Comprehensive group benefits coverage including extended health and dental care, travel insurance, and life insurance, and an Employee and Family Assistance Program.
  • Flexible spending account for additional health and personal wellness activities and expenses.
  • Flexible work arrangements and paid time off including vacation, medical/care time, a flexible “Floater Day”, and paid community volunteering.
  • Opportunities for career growth, financial assistance for training and development, and rewards and recognition.
  • Additional benefits including waived or reduced banking fees and reduced rates on personal loans and mortgages.

This is a full-time, Monday to Friday position. 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 cover letter and résumé to us at hr@sascu.com.

 

Our Commitment to Diversity and Inclusion:

SASCU is an equal opportunity employer committed to supporting Diversity and Inclusion. We recruit and select applicants for employment solely based on their qualifications, with emphasis on selecting the best-qualified person for the job. We support an inclusive environment where employees feel empowered to share their experiences, ideas, and perspectives.

 

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 $1 billion in assets. Learn more at www.sascu.com

 

We thank all candidates for their interest, however, only those selected for an interview will be contacted. The successful candidate will be required to meet fidelity bonding requirements, including completion of references, a criminal record check, and credit check.

Advice Coach

This is a great opportunity to contribute to a dynamic and community-minded organization!

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)!

The Advice Coach is a subject matter expert and source of support for all aspects of SASCU’s advice/sales programs, skills, and expectations. The Advice Coach reports to the Director, Banking and continually enhances and advances SASCU’s Coaching Program, including being a resource to the Training Department (e.g., classroom training, webinars, supportive communications, job aides). This position leads the ongoing sales management disciplines of coaching (including observational) and on-demand training to sales positions in SASCU’s branches and Contact Centre.

*This is a new position at SASCU, and its accountabilities and the reporting relationship may evolve over the course of an initial one-year pilot. The successful candidate will be integral to the outcome and success of the pilot.

 

What you’ll do:

  • Observe, coach, and develop live interactions to ensure sales staff are following the service program to deliver a consistent experience throughout SASCU branches and the Contact Centre.
  • In collaboration with branch leaders, work to support individual development plans as they relate to sales and service.
  • Support branch leadership through development and provision of ongoing coaching material and ensure alignment with existing sales models.
  • Contribute to the performance review process by providing input into staff performance reviews through regular updates, feedback, and post-coaching debriefs.
  • Collaborate with internal partners (e.g., the Marketing Department) to develop and deliver internal sales campaigns that support business development and growth.
  • Actively and continually seek and identify opportunities for continuous improvement and increased efficiencies; recommend and share ideas for improvements.

 What you’ll bring:

  • A post-secondary degree or diploma is preferred.
  • 4 to 6 years’ experience within financial services and/or sales leadership.
  • Registered as a mutual funds representative or willing to be licensed within a three-month period.

You’re perfect for this role if you have:

  • Knowledge of the features and benefits of lending and investments, including mutual funds.
  • Demonstrated leadership ability, including experience mentoring, coaching, and change management.
  • Strong organizational and time management skills.
  • Excellent communication and interpersonal skills.
  • High level of ownership, accountability, and initiative.

We invest in our employees by offering:

  • A competitive base salary plus performance-based incentive pay, and a pension plan with SASCU matching all funds.
  • Comprehensive group benefits coverage including extended health and dental care, travel insurance, and life insurance, and an Employee and Family Assistance Program.
  • Flexible spending account for additional health and personal wellness activities and expenses.
  • Flexible work arrangements and paid time off including vacation, medical/care time, a flexible “Floater Day”, and paid community volunteering.
  • Opportunities for career growth, financial assistance for training and development, and rewards and recognition.
  • Additional benefits including waived or reduced banking fees and reduced rates on personal loans and mortgages.

This is a full-time, Monday to Friday position. 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! To apply, please email a cover letter and 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 $1 billion in assets. Learn more at www.sascu.com

Our Commitment to Diversity and Inclusion:

SASCU is an equal opportunity employer committed to supporting Diversity and Inclusion. We recruit and select applicants for employment solely based on their qualifications, with emphasis on selecting the best-qualified person for the job. We support an inclusive environment where employees feel empowered to share their experiences, ideas, and perspectives.

We thank all candidates for their interest; however, only those selected for an interview will be contacted. The successful candidate will be required to meet fidelity bonding requirements, including completion of references, a criminal record check, and credit check.

Relationship Manager

Are you a people person who can easily build positive relationships with your team and those you serve? Do you have experience in team collaboration to achieve extraordinary results? Would you thrive in an advice-based environment focused on providing exceptional service?

Prairie Centre Credit Union, Saskatchewan’s largest rural-based credit union, currently has a permanent full-time Relationship Manager opportunity available. The successful candidate will be a self-motivated, dynamic individual and will play an integral role in the overall success of the Rosetown region. Reporting to the Senior Relationship Manager, the Relationship Manager will have a strong aptitude for relationship-building with internal teams as well as with current and prospective members. He or she will assist in the implementation of collaborative strategies to ensure top performance within the team, equating to exceptional service to our members.

Responsibilities:

  • Build value-based relationships with regional team and members
  • Collaborate with the regional team to develop creative and innovative approaches to achieving results
  • Participate in business development, growth, and community engagement strategies
  • Provide solutions that support the financial wellbeing of members, through the delivery of deposit, investment, and loan products
  • Be an active member of the region’s leadership team, support branch operations, and provide regional coverage

Qualifications:

  • Undergraduate degree in Business or Agriculture, or an equivalent combination of education and work experience
  • People-oriented with the desire to interact, work with, and develop relationships with co-workers, current and prospective members, and community
  • Ability to take initiative with demonstrated experience in achieving sales/growth targets
  • Knowledge of deposit and loan products and services is an asset
  • Well-developed organizational and interpersonal skills

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 including relocation assistance, and a matched superannuation plan.

For additional information on this opportunity, please contact Brett Speight, Vice President Retail Relationships, at 306-882-5595. To apply, please submit an electronic copy of your cover letter and resume on or before December 12, 2022 to: careers@pccu.ca.

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

Community Branch Manager

This is a great opportunity to lead an enthusiastic and community-minded team!

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 Sorrento community. 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 Community Branch Manager you will provide overall branch management by leading the team to achieve objectives, ensure operational efficiency, and deliver on the SASCU Member Experience. The Community Branch Manager coaches branch staff to work together to achieve results and implement SASCU’s sales and advice strategy.

 

This position is covering for a leave of absence. The permanent location of the position will be within the SASCU service area (Salmon Arm, Sicamous, Sorrento).

 

What you’ll do:

  • Coach the branch team on objectives and ensure teamwork to achieve the desired results.
  • Lead and develop the sales team to meet or exceed individual and team sales and activity targets.
  • Manage an assigned member portfolio.
  • Identify opportunities to create branch presence in the community.
  • Champion service standards and coach for consistency of those behaviours and experiences.
  • Be visible and accessible, welcoming interaction with employees and members to build rapport, discuss their needs, and resolve concerns.
  • Participate in talent management planning to ensure business continuity and to develop future leaders across the organization.
  • Build employee engagement, develop plans, and take action to close any gaps.
  • Monitor and maintain controls in accordance with policy to ensure operational integrity.

 

What you’ll bring:

  • A business administration degree or diploma is preferred.
  • At least 7 years of financial industry experience including at least 3 years at the leadership level.
  • Demonstrated results orientation in both sales and service.
  • Solid experience in consumer lending and investments.
  • Registered as a mutual funds representative or willing to be licensed within a three-month period.
  • An aptitude for business development and relationship building.
  • Excellent communication and interpersonal skills.
  • Access to transportation and willingness to travel within the SASCU community.

 

This is a full-time, Tuesday to Saturday position. 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! To apply, please email a cover letter and 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 $1 billion in assets. Learn more at www.sascu.com

 

Our Commitment to Diversity and Inclusion:

SASCU is an equal opportunity employer committed to supporting Diversity and Inclusion. We recruit and select applicants for employment solely based on their qualifications, with emphasis on selecting the best-qualified person for the job. We support an inclusive environment where employees feel empowered to share their experiences, ideas, and perspectives.

 

We thank all candidates for their interest; however, only those selected for an interview will be contacted. The successful candidate will be required to meet fidelity bonding requirements, including completion of references, a criminal record check, and credit check.

Financial Specialist

Do you have an entrepreneurial spirit and can easily build positive relationships with your team and those you serve? Would you thrive in an environment committed to providing exceptional service and individualized financial advice? Are you a motivated professional driven by results with a genuine interest in helping others achieve their financial goals?
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 LeRoy branch. 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 November 29, 2022, 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

Do you have an entrepreneurial spirit and can easily build positive relationships with your team and those you serve?  Would you thrive in an environment committed to providing exceptional service and individualized financial advice?  Are you a motivated professional driven by results with a genuine interest in helping others achieve their financial goals?

__________________________________________________________________________________

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 LeRoy branch. 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 October 31, 2022, to: careers@pccu.ca.

We thank all applicants for their interest; however, only those candidates being considered 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 Associate or Advisor to help us continue our rich tradition of serving our community – since 1943!

What do we offer?

We were named one of Saskatchewan’s Top Employers for the 5th consecutive year. This reflects our workplace culture and commitment to building relationships beyond banking with our members, and our team. We also provide:

  • Competitive salary
  • Benefits and pension
  • Preferred rates on our products and services
  • Investment in your professional development
  • Community involvement opportunities

What do our Financial Services Associates and 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 to working with and delivering exceptional service to our membership, including on accounts and deposit products, consumer investments, and lending products and services (such as consumer and small business/ag loans and mortgages).

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

As a Financial Services Associate or 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 1 year of job-related experience, or an equivalent combination of education and experience
  • Relationship and business development skills
  • Previous sales experience working with goals, strong closing/referral techniques, and pipeline development is desired
  • Mutual Fund Accreditation or successful completion of accreditation within 3 months of hire

If the above describes you, we want to hear from you! Submit your cover letter and resume to careers@synergycu.ca, referencing competition #226408 in the subject line. This position will be posted until a suitable candidate is hired.

More details:

  • Hours: Full-time; 37.5 hours weekly with flexibility to work a Saturday rotation schedule, and various hours as required.

We encourage you to apply. We have two levels in this role. Placement within these levels is dependent on experience and education.

A little more about us:

At Synergy, our members are owners who profit when we do and who get a say in how we’re run. 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 25,000 members and have reached over $2.16 billion in assets.

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 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 Specialist

Do you have an entrepreneurial spirit and can easily build positive relationships with your team and those you serve?  Would you thrive in an environment committed to providing exceptional service and individualized financial advice?  Are you a motivated professional driven by results with a genuine interest in helping others achieve their financial goals?

_______________________________________________________________________________________

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 LeRoy branch. 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 October 10, 2022, to: careers@pccu.ca.

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

Financial Advisor

Northern Savings Credit Union has an opening for a full time Financial Advisor for our Terrace branch, if you are passionate about improving people’s financial health and have experience with sales and service, we would like to hear from you.

 Primary Purpose

As a confident, results driven and service focused self-starter, the Financial Advisor provides advanced Investment, insurance and financial planning advice and solutions to existing and new Northern Savings members and self-sourced customers.

The Financial Advisor Is responsible for the aggregation and growth of the wealth management business, while also Identifying and referring product solutions and service opportunities to other Northern Savings business channels, with an ultimate goal of consolidating Members’ total banking and investment business within the Credit Union.

The Financial Advisor Is responsible for building strong, sustainable, client relationships and actively participating In community events that will enhance the Image of Northern Savings as a preferred provider of wealth management products, services, and expertise.

The Financial Advisor is to ensure that all business-related activities are performed to the

highest ethical standards, and on full compliance with all policies, procedures, regulations, and legislation related to the category or categories of their registration.

Responsibilities:

  • The development, retention and growth of investments and insurance for our clients and members
  • Seeking opportunities to attract new business
  • Maintaining regular client and member contact and building sound financial relationships

The successful candidate will be a professional team player who is self-motivated and has the demonstrated ability to gather business investment business.

Requirements:

  • Canadian Securities Course (CSC); must be able to be an llROC Registered Representative
  • Life, Accident, and Sickness Insurance license
  • Certified Financial Planner (CFP) designation would be an asset
  • Minimum 3-5 years’ experience in financial planning/investment sales or financial services industry
  • Advanced knowledge of sound financial planning principles, good understanding of all investment products
  • Comfortable with Industry standard financial planning tools/software
  • Post-secondary diploma/degree, ideally in Commerce or Business Administration would be an asset

 

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