Occupation Types: Investment Banking

Investment Specialist

An exciting opportunity exists, for an experienced Investment Specialist to join our team. ABCU Credit Union Ltd. (ABCU) is a full-service open bond Credit Union. Assets $263 million, loans $197 million, deposits $240 million, staff of 32. At 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 Investment Specialist is a key member of the wealth advisory team. The primary responsibility is to actively manage a portfolio of investment members for both the Credential Asset Management and ABCU platforms. Additional responsibilities include; engagement activities to retain and consolidate existing members business to the Credit Union and attract new investment member growth. This position works closely with the Investment Associate, Credit Advisor, and Director, Wealth Services. This role requires expert knowledge of investment products, a mutual fund license and the ability to make unbiased investment recommendations by:

  • Using your strong relationship building and networking skills to build connections, generate leads, promote and deliver investment awareness to all members
  • Collaborating with different branch teams to build relationships and provide members with personalized investment advice and comprehensive financial planning support.
  • Dealing with member complaints and problems quickly and
  • Being current and having superior knowledge of all investment products offered, policies and procedures.
  • Providing advice based on a holistic approach by understanding members financial goals and needs.

Experience Required

  • Post-secondary degree or diploma in Finance (or related field)
  • Canadian Securities Course (CSC) or Canadian Investment Funds Course to support MFDA required.
  • Comfort and ability to work with a high level of detail/accuracy.
  • This is predominantly a self-managed
  • Proficient use of Microsoft Office Suite (Word, Excel, Outlook).
  • Ability to work efficiently without sacrificing accuracy is
  • Six to ten years of job-related/industry
  • Completion of the Personal Financial Services Advice (PFSA) an asset
  • Completion of CUIC General Studies Program an asset.
  • Interested candidates please provide a cover letter, salary expectations and resume to:Robert Scoular, ABCU Credit Union

    rscoular@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.

Farm & Business Advisor

Farm and Business Advisor – Tisdale Branch

Join the Cornerstone Crew!

 

Be Part of Something . . . . .

Are you an outgoing individual who is great with numbers, and even better at building relationships? We’re looking for a dedicated Farm & Business Advisor who thrives in a fast-paced work environment and prides yourself on helping others to join our team at the Tisdale branch of Cornerstone Credit Union!

As a Farm & Business Advisor you’ll be an important part of a team of knowledgeable sales people who share a genuine commitment to partner with our members to achieve their financial goals. This advisor position would assume a leadership role in the Farm & Business department helping to coach, mentor, develop and motivate employees, peers, department members and external groups.

Reporting to the Manager, Farm & Business, 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. Through the management of complex accounts, you will manage an assigned Farm & Business portfolio consisting of large market enterprise accounts that have a high/acute degree of complexity and value.

 

What We Are Looking For . . . . .

To be considered for a Farm & Business Advisor at this level you must have a minimum of 3 years of progressive experience in sales and service managing a diverse portfolio in a farm and business banking environment along with professional qualifications by degree or combination of education and experience.

This position requires exceptional communication skills, problem solving skills and the ability to develop and maintain strong working relationships. Proven success working in a sales, service and goal oriented environment and superior ability to analyze loans, interpret financial statements and assess risk. A solid background within the credit union system or a financial institution is an asset and a commitment to continuous learning and development is necessary.

 

What You will Receive . . . . .

Our employees enjoy a competitive compensation and benefit package that includes matched pension contributions and wellness and employment perks that contribute to a healthy work-life balance!

On top of earning a bi-weekly pay cheque, you will also be eligible to receive additional pay for outstanding individual performance through our incentive pay program!

This is an in-scope position and membership in the UFCW is required.

Formal & informal development opportunities offering challenge and growth.

The opportunity to be an integral member of a team of professionals in a supportive and collaborative environment motivated to do the best for their team and their members.

 

We Say We Care, and We Mean It ♥

Cornerstone Credit Union has been named one of Saskatchewan’s Top employers for 2022! This is the 6th consecutive year we have received this recognition.

We serve approximately 39,000 members, employ about 280 people and manage assets of about 2.1 billion.

We are a Cornerstone family; fun, inclusive, supportive and respectful.

Wouldn’t you want to be a part of that!

 

Check out our website at www.cornerstonecu.com.

For more information, or to apply now, you must go to the website below. Please DO NOT email your resume to us as we only accept applications through our website.

https://cornerstonecu.prevueaps.com/jobs/213946-37571.html

Financial Consultant (Investment Advisor)

**Posting Deadline: Please submit your application by 11:59 PM PST,  April 30, 2022**

Position Type: Permanent

Together, Let’s Do Great Things!

We’re the largest financial institution based on Vancouver Island and the Gulf Islands, and we’ve got an opportunity for you. We are looking for a Financial Consultant to support our Comox Valley Region, so if you’re passionate about improving people’s financial health and have experience with investment advice, including managing stocks, bonds and/or mutual funds, we’d like to hear from you!

What’s the role?

Reporting to the Manager, Private Wealth Group, with a functional accountability to the Branch Manager, as the Financial Consultant you are responsible to contribute to the achievement of growth and profitability targets for Coastal Community by developing/enhancing mutually beneficial relationships with members and clients to promote the advantages that Coastal Community can offer. You will build relationships with existing and potential members/clients to provide advice and solutions of banking, borrowing, saving, and protection based on the unique needs of our members and clients. You are responsible for providing exceptional quality service to members/clients reviewing their current financial information, goals and objectives and working together to create a plan and direction to meet their overall needs. As the Financial Consultant you are also responsible for self-development and continuous learning to maintain and achieve the required knowledge to perform all principle duties and responsibilities.

Your duties will include:

  • Proactively developing strong member/client relationships through regular contact providing quality advice and recommendations to ensure members/clients are aware of the Coastal Community’s full product and service offerings.
  • Utilizing Coastal Community’s client service matrix and segmentation tools that are within CRM with each member/client.
  • Inputting & maintaining all client information into a CRM system to create a permanent record of member/client interactions and discussions and maintain appropriate client documentation.
  • Profiling members and clients to determine their personal financial needs based on their life stages and life events and pro-actively act upon the opportunities identified using Coastal Community’s processes.
  • Utilizing client advocacy, centers of influence, seminars etc. to proactively develop business.
  • Performing other duties as required to deliver exceptional service to Coastal Community members/clients and to enable the team to capitalize on all relationship building opportunities.
  • Assisting members/clients in making decisions about banking, borrowing, saving, and protecting.
  • Interviewing clients to determine their financial goals and objectives needed to develop a segmented financial plan.
  • Proactively utilizing financial planning software to develop a plan for each member/client focusing on the achievement of their short and long term goals.
  • Meeting regularly with each member/client to review their financial situation and make updates and adjustments where necessary following Coastal Community’s Client Service Matrix.

What are we looking for?

  • You will hold or be eligible to be IIROC licensed as a Registered Representative in the Province of BC within 9 months of start date
  • You will complete all Continuing Education (CE) credits as required and have completed the CFP designation and be a member in good standing within 18 months of start
  • a minimum of 5 years’ experience in the financial services industry, including 1 year experience in managing stocks, bonds, and/or mutual funds

Ideally, you are a flexible, collaborative team player with:

  • Working knowledge of various computer software applications including MS Outlook, Word, Excel, and industry specific software; as well as above average organization and computer skills and proven relationship sales ability.
  • Familiarity with all Credit Union products and services, a proven track record of identifying and acting upon opportunities, and the ability to refer business to other Credit Union business lines to build client relationships.
  • Excellent communication skills and the ability to articulate in a clear, concise manner is required to transfer information and understanding to members.
  • Effective listening skills to and engage members in conversation to understand and identify their immediate financial needs, and provide resolution through sourcing information, matching an appropriate product/service and/or referring members to the appropriate individual to complete their request.
  • The ability to multitask with above average keyboarding and internet/computer navigation skills for searching on-line client data and product information while simultaneously conversing with the member is essential to ensure that members receive excellent member service.
  • Interviewing skills and the ability to ask probing questions are required, as well as having the flexibility to adapt to each request and move between a variety of member concerns/questions/requests.

If you’re an approachable problem solver who embraces self-development and life-long learning, you’ll be a great fit with us.

Who are we?

Since first forming in 1946, Coastal Community has grown to become the largest financial services provider based on Vancouver Island. We’re proud of the legacy we’ve built and the things that make us who we are:

  • We’re 100% member-owned, with all decisions made locally—right here on Vancouver Island.
  • We’re a growing organization with over $4 billion in assets under management. Coastal Community helps improve the financial health of over 100,000 members and clients through our 24 branches, 16 insurance offices, 4 business centres, plus our wide range of online and digital services.
  • We believe in making meaningful contributions to the communities we call home. Each year, we give over half a million to community organizations and programs.

If you join us you’ll work hard, but have a lot of fun along the way. We offer a generous compensation package and a great work/life balance because we want you to spend your career here. Many people do!

Mobile Financial Specialist

MOBILE FINANCIAL SPECIALIST

Preferred Location: Rosetown or Outlook

Do you have an entrepreneurial spirit and 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 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, including segmented financial planning.
  • 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, or Qualified Associate Financial Planner (QAFP) Designation, or willingness to obtain
  • 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 March 25, 2022 to: careers@pccu.ca.

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

 

Supervisor, Contact Centre

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 comprehensive total rewards program which includes a competitive base salary and variable pay program, plus health and retirement benefits and much more!

As Supervisor of the Contact Centre, you will supervise and lead the day-to-day activities of the Contact Centre Specialists to achieve objectives, ensure operational efficiency, and that SASCU’s Member Experience is consistently delivered through all SASCU contact channels. Additionally, you will provide coaching to staff to execute SASCU’s sales and advice strategy and achieve member and employee engagement targets. You will actively interact with members via electronic and digital channels.

 

What you’ll do:

  • Lead and develop the Contact Centre Specialists to actively identify opportunities to recommend products and services to meet member needs and make quality referrals to sales team as appropriate.
  • Work with the Manager, Contact Centre to develop a proactive strategy to continually add value during member interactions and have a positive impact on the community.
  • Take ownership of member concerns and resolve or support Contact Centre staff in correcting complex and/or difficult member service situations.
  • In conjunction with the Manager, Contact Centre, develop a team environment between the Contact Centre and all business lines.
  • Ensures adherence to service standards through ongoing observation, communications, and training.
  • Lead reports through the annual performance management process using goal setting, interim reviews, feedback and year-end reviews to improve results.
  • Works with the Manager, Contact Centre to collect and analyze Contact Centre statistics to proactively improve service delivery.

What you’ll bring:

  • At least two years of post-secondary education.
  • Four to six years progressive financial industry experience in a sales and service capacity, including experience within a call or contact centre, and one year of experience in a leadership role.
  • Demonstrated ability to provide effective leadership to staff through on-going coaching and feedback.
  • Solid experience in credit union products and services, consumer lending, and investments.

You’re perfect for this role if you:

  • Have excellent communication and interpersonal skills.
  • Are able to provide exceptional member service.
  • Display aptitude and comfort using technology and learning new systems and programs.
  • Are committed to continuous learning and self-development.

 

This is a full-time Monday to Friday position. Flexibility is expected and may include working Saturdays as needed. 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.

 

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

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. Employment offers will be conditional on the candidate providing satisfactory proof of COVID-19 vaccination, subject only to valid legal or medical exceptions, and complying with all pandemic/epidemic control measures affecting the workplace.

Support Services Specialist – Investments

Permanent Full-Time
Closes March 6
Open to any Advice Centre Location (including Regina & Saskatoon)

Annual Salary: $53,652 – $67,064

Would you like to earn above average pay helping members meet their financial goals, maintain a strong work life balance, a flexible schedule and have the security of a career – path supported by your organization? We offer that and so much more.

THE COMPANY – Our Purpose is to redefine banking by helping Members and Potential Members simplify their lives and reach their financial goals by reinvesting profits into our members, communities and our people. Now that Responsible Banking!

Click the link below to see what Innovation Credit Union is about! Trust us, you are going to want to learn more about who we are!

Innovation Credit Union – About Us (innovationcu.ca)

THE POSITION: Reporting to the Supervisor, Support Services, this position provides expertise in investment administration, registered and non-registered, providing the knowledge of products, tax implications, compliance to internal practices as well as CRA, FCAC and OSFI standards and guidelines. The Support Services Specialist ensures all year-end reporting is accurate and is responsible for the research and/or updates to member reporting and slips. How does one do this? Glad you asked!

A Support Services Specialist does the following: 

  • Develop procedures and provide investment product knowledge training of support and front-line staff to ensure efficient and accurate delivery of products and services
  • Discover issues or gaps related to processes or procedures and work with internal task forces and other Credit Unions for solutions and train to those solutions
  • Procedures and forms creation, management, and maintenance
  • Provide technical direction to support staff on complex investment product-related issues
  • Act as an SME for various projects or initiatives, including online registered applications being considered
  • Ensure compliance with organization and department policies, procedures, and processes

Why Should You Apply?

  • You want to be an ambassador of a forward-thinking, member focused organization
  • You have demonstrated efficiency and accuracy skills in your previous positions, you have the ability to be decisive and results oriented, and can meet deadlines in an ever-changing fast paced environment
  • You have the ability to work cooperatively with other teams, internally and externally
  • You have a minimum of one year of related post-secondary education or equivalent (Business Certificate plus additional courses, e.g. CUIC, sales training, lending training); three to five years of credit union operations experience, or equivalent combination of education and experience.
  • You are proficient and comfortable working in the Microsoft environment (including MS Office, Excel and SharePoint)

Vice President Retail Relationships

Are you a talented, results-driven leader looking to mentor a team committed to delivering an exceptional member experience? Do you have a natural passion for rural Saskatchewan and all that makes it unique? Are you a strategic, big picture thinker who can align strategies with multiple stakeholders in order to achieve corporate goals?

___________________________________________________________________________________________________________________________

Prairie Centre Credit Union, Saskatchewan’s largest rural-based credit union, currently has a permanent full-time opportunity for the position of Vice President Retail Relationships. Reporting to the Chief Operating Officer, the Vice President Retail Relationships is a key member of the senior leadership team whose passion will be to exceed expected results while fostering an environment of employee engagement. The successful candidate will oversee the team responsible for promoting and maintaining exceptional member relationships, to foster corporate growth in both loans and deposits.  He or she will be a self-motivated, dynamic leader and will play an integral role in supporting effective retail operations that result in an outstanding member experience.

Responsibilities:

  • Build value-based relationships with internal stakeholders to include direct reports, management, and staff
  • Create an environment which inspires the relationship team and collaborate to develop creative and innovative approaches to achieving results
  • Empower and encourage direct reports to think outside the box to maximize the overall member service experience
  • Ensure exceptional member relationships and product and service delivery
  • Develop and oversee business development, growth, and community engagement strategies
  • Achieve growth targets as set out by the corporate strategy
  • Develop, coach, motivate, and mentor the Senior Relationship Managers within PCCU
  • Assist managers in the development of annual business plan and budgets
  • Promote the credit union and participate in member and community events
  • Flexible and/or extended work hours may be required at times, with regular travel to branch locations

Qualifications:

  • Relevant undergraduate degree, or an equivalent combination of education and work experience
  • Associate or Fellow of the Credit Union designation would be an asset
  • Minimum of 5 years’ experience in a leadership position with the demonstrated ability to achieve sales/growth targets
  • Proven supervision at a senior level with emphasis on sales management, coaching, accountability, and performance management
  • Exceptionally strong organizational, communication, 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 Adam Johb, Chief Operating Officer, at 306-882-5642. To apply, please submit an electronic copy of your cover letter and resume on or before March 11, 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

FINANCIAL SPECIALIST

Delisle/Harris Region
Temporary Full-Time for Approximately 15 Months

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 temporary 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 Delisle/Harris region. 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 February 24, 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

FINANCIAL SPECIALIST

LeRoy, SK

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 region. 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 March 2, 2022, to: careers@pccu.ca.

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

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