Occupation Types: Investment Banking

Personal Loans Officer

Northern Savings Credit Union is seeking a full time Personal Loans Officer for our Terrace, BC location.  This key position in the branch provides financial solutions and exemplary member service in personal loans and mortgages. This position is often the primary point of contact for existing and new members and can foster relationships through service excellence and product knowledge specific to retail lending.

Duties:

  • Delivers financial solutions to new and existing members by offering a suite of personal lending and mortgage products.
  • Is knowledgeable in all Northern Savings financial products and services to enable referrals to Financial Services Representatives, Business Services, financial advisory services and insurance (life, property and casualty).
  • Collaborates with staff in addressing services issues and member concerns.
  • Has expert knowledge of lending processes and procedures.
  • Identifies process improvements and escalates to supervisor.
  • Ensures that all interactions with members and fellow staff are completed in a professional and timely manner.
  • Meets compliance, confidentiality and regulatory requirements and abides by management policy and branch procedures.
  • Works within prescribed lending limits, referring applications as necessary.
  • Uses pricing matrix at all times for personal lending products.
  • Understands authorities with respect to overrides, waiving service charges and the pricing matrix.

Education:

  • High School diploma is a requirement. Completion of post-secondary education is an asset.
  • Completion of sales training is an asset.
  • Completion of Personal Lending course.

Experience:

  • Previous lending, sales and service experience is required.
  • Previous financial services experience is required.

Skills:

  • Demonstrated sales skills.
  • Expert knowledge of products and services required.
  • Ability to communicate and liaise professionally with members, potential customers, community groups and co-workers while maintaining confidentiality.
  • Working knowledge, skills and experience in Microsoft Office

Manager, Private Wealth Group

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 need a Manager, Private Wealth Group to lead our Financial Consultant and Private Wealth Advisory team; so if you are looking to advance your career, and are passionate about coaching, investments and business development, we want to hear from you!

What’s the role?

As Manager, Private Wealth Group you provide leadership, direction, and coaching to the in-branch Financial Consultant and Private Wealth Advisory team, supporting functions to cultivate opportunities and increase business portfolios. A leader in sales and marketing, you support the overall image for PWG by establishing clear goals and objectives for Wealth Advisory Team members. You ensure maximum integration, and sales and service delivery effectiveness across multiple member offers to drive growth in business results through the deepening of member relationships. Through effective networking, you endorse Coastal Community through active participation in the community to develop strong internal and external networks and referral sources. As Manager, Private Wealth Group, you also provide leadership to enhance the member experience by embedding the sales and service management methodology to all the employees within the team, ensuring the member is introduced to the right offer and/or partner for their needs.

This role is based on Vancouver Island with travel required to all Coastal Community locations. Offers flexibility to work in the office and remotely.

What are we looking for?

  • Successful completion of a Bachelor’s Degree or diploma in a related discipline (e.g. Commerce and Business Administration) requiring 3 – 4 years of full-time study or equivalent.
  • Eight (8) or more years’ experience in the financial services industry.
  • Minimum six (6) years’ experience as an Investment Advisor or equivalent role.
  • Actively hold the Certified Financial Planner (CFP) designation.
  • Hold an IIROC license as a Registered Representative in the Province of BC.

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

  • Solid understanding of the competitive environment in the financial marketplace, and local communities within the region.
  • Ability to work with a wide variety of business partners to achieve success within the marketplace.
  • Experience with emerging communications and technology. (web-based meetings, social media, and mobile applications)

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

What we offer you:

  • Competitive salary
  • A superior benefits package including vision, dental, and extended healthcare
  • Generous employer paid RRSP benefit
  • Ongoing support for education and career development

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!

Wealth Advisor, Summerland Financial Services

Position Overview

Summerland Financial Services (SFS) Wealth Advisor plays an essential role in providing holistic financial advice and assistance to members and clients while strengthening SFS presence in the region.  Building trust and loyalty with each member interaction, the Wealth Advisor utilizes their expertise in the delivery of a financial solutions to enhance member’s overall financial well-being.  The Wealth Advisor has a positive and adaptable approach with strong relationship building and leadership skills that leads to successful and effective relationships both within the organization and externally with members and clients.

A key function of the role is to leverage relationships with credit union employees to contribute to and ensure an exceptional level of service for members as well as networking and enhancing the brand of SFS throughout the region as a respected leader of financial solutions.

Salary: Commensurate with experience, includes commissions, pension program and robust benefits packages.

Key Responsibilities

Sales & Service Leadership

Creating value; growing member relationships; learning and development

  • Working with the leadership team of Wealth Strategies Inc, adopt, implement and maintain the best practices from the “playbook”. Work with Wealth Strategies (CUSO Wealth) to ensure ongoing personal/professional development.
  • Develop and maintain positive relationships with existing and potential Clients, SCU management and staff and colleagues that are part of the CUSO Wealth network of wealth management professionals
  • Engage with internal / external partners and networks to identify business opportunities and best practices
  • Understand, uncover and meet the needs of members/clients by delivering customized financial solutions which includes a full suite of investment and life insurance products
  • Proactively contact members to retain existing business and to identify new opportunities
  • Contact Clients and potential Clients to arrange appointments, carry out financial needs analyses and updates of same, review existing portfolio and make recommendations
  • Serve, inform and educate Clients with respect to their financial goals and opportunities through the provision of ongoing financial services, KYC annual reviews and other applicable compliance-mandated processes, and/or other Client contact processes
  • Monitor and deliver exceptional performance with agreed upon goals including effective cross referrals to ensure member’s/clients’ needs are fully met.

Member & Community Experience

Building member loyalty; staying informed; building community connections

  • Build member loyalty and trust by exercising sound judgement and thoughtful consideration in delivering exceptional member experience
  • Understand and demonstrate commitment to our enterprise wide Vision, Mission and Values
  • Cultivate new opportunities and enhance long term relationships that contribute to a positive member experience
  • Enhance own profile and professional image in the community by participating in community events, associations and/or partnerships

Employee Experience

Engagement; teamwork; leadership; learning; commitment; accountability

  • Maintain and expand technical knowledge of financial products, systems, and
  • Promote teamwork and cooperation as a peer leader; act as a mentor and role model to share knowledge and skills to assist and support talent development
  • Support staff and encourage collaboration to accomplish common goals
  • Attend industry related product shows industry related courses (as directed by the Employer and as required by applicable governing bodies under continuing education credits)
  • Recognize and celebrate team successes; encourage teamwork and collaboration

Risk Management

Member confidence; risk/loss mitigation

  • Ensure all documentation pertaining to investments and accounts is prepared and/or executed in accordance with established policies, procedures and relevant legislation
  • Demonstrate a high level of risk management knowledge and ensure adherence to all legislative and regulatory requirements
  • Maintain up to date and complete Client files with documentation in hardcopy and/or electronic form as
  • Electronic files are maintained utilizing approved contact management software, approved Client relationship management software and any other required and approved software
  • Display confidence and exercise sound judgement in decision making
  • Take necessary action on issues or concerns arising from internal / external reviews and audits

Skills & Attributes

  • Passion for delivering exceptional member/client service and dedicated to building strong relationships and connections in the community
  • Committed to professional growth and development. Responsible for ensuring skills and knowledge are up to date to meet industry and position requirements
  • Instills confidence and trust of others through thoughtful, clear and open communication
  • Delivers strong business development and advisory services skills
  • Demonstrates strong interpersonal skills and the ability to communicate effectively both verbally and in writing
  • Ability to quickly adapt to changing priorities and a willingness to tackle new challenges
  • Displays strong awareness of the financial service industry, keeps abreast of the changing environment and understands the components for organizational success
  • Acts as a trusted advisor to members/clients, ensuring their financial well-being is top priority
  • Demonstrates strong attention to detail and accuracy in completing work and providing information
  • Takes a proactive and respectful approach in addressing problems, issues or conflict with a positive view to reaching new and better solutions
  • Commitment to life-long learning
  • Organizes work and assignment of tasks to maximize efficiency, clearly communicates expectations, roles and responsibilities

Experience & Education

  • minimum of five years’ experience in providing financial advice to clients in the areas of financial planning, investment, risk assessment and insurance options
  • CFP designation, life insurance and mutual fund licenses required
  • Combined experience and post-secondary education in the areas that are directly related to industry will be considered.

HOW TO APPLY

Interested applicants can submit cover letter and resume to careers@sdcu.com. Please visit our website at www.sdcu.com/careers for the complete role description.

Investment Specialist

This is a great opportunity to join and established and well-respected wealth management 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 Shuswap 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 compensation plan, and perks such as reduced banking fees, comprehensive benefits, and spectacular natural scenery, and you’ll see why SASCU is an award-winning employer.

As an Investment Specialist, you will deliver professional financial advice to SASCU members and non-members, primarily focused on savings, investment and retirement solutions that builds a bridge for members as their needs progress towards full financial planning. The Investment Specialist delivers on the SASCU Member Experience by identifying member needs, building sound modular financial plans, and partnering to actively promote the growth of all SASCU products and services.

What you’ll do:

  • Build and maintain a book of business by sourcing new business, building relationships with other SASCU business lines and developing existing member and community relationships.
  • Set and meet sales, growth and professional development targets.
  • Build both internal and external networks to capitalize on business referral opportunity.
  • Prepare and present financial strategies appropriate for the achievement of the client’s specific goals and objectives.
  • Provide comprehensive investment, insurance and financial advice in a way that educates the client and enables them to make sound financial choices.
  • Sell SASCU on and off-book (mutual fund) investment products.
  • Provision of ongoing client service, financial goal review, needs analysis, and portfolio rebalancing as appropriate to proactively identify existing and emerging needs.
  • Build high-trust member relationships by consistently following through on commitments, being proactive with client contact efforts and providing value-added financial advice that enables the client to improve their financial position over time.
  • Work closely with credit union peers to provide members with next level financial products and advice and to help clients establish sound financial habits, eventually referring them to a SASCU Financial Planner based on account size, life stage or complexity of needs.
  • Partner with credit union peers through referral or joint client meetings to consolidate business held elsewhere and provide the right product at the right time.
  • Serve as an internal resource for SASCU peers in the provision of financial products and services.

 What you’ll bring:

  • A post-secondary education.
  • At least 3 years of investment related experience in a fast-paced professional sales role.
  • Valid and current BC Mutual Funds License (IFIC/Canadian Securities). CFP (or PFP) designation or specialization is an asset. Willingness to attain designation within a 3-year period.
  • Professional level knowledge of Canadian investment, insurance, and financial planning products, strategies, and concepts.

You’re perfect for this role if you have:

  • A proven record of achieving and exceeding sales objectives.
  • Understanding of regulatory and compliance policies and procedures.
  • Strong organizational and time management skills.
  • Excellent communication and interpersonal skills.
  • High levels of ownership, accountability, and initiative.

This is a full-time Monday to Friday position (flexibility is required to meet member needs). 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 $900 million in assets. In addition, SASCU stewards $235 million in client investments. 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.

Assistant Branch Manager

We are currently seeking an Assistant Branch Manager for our Prince Rupert location. The Assistant Branch Manager is a key position in the branch providing expert level knowledge while contributing to the provision of exemplary member service, engagement of employees, and managing operations within area of delegated responsibility to be efficient and effective.

 Key Accountabilities

Knowledge of Market and Particular Area of Expertise:

  • Maintains knowledge of market with regards to services, products, rates and fees.
  • Maintains knowledge of economic factors and implications for the business.
  • Maintains subject matter expertise in area of delegated responsibility.

Member Service:

  • Organizes the delivery of products and services to achieve exemplary member service.
  • Monitors the changing member needs and expectations and adapts to those needs.
  • Ensures professional image of unit to members and internal customers.
  • Continually markets the benefits of membership to non-members to grow the membership.

Employee Engagement:

  • Supports the Member Service Centre (Branch) Manager and assists in fostering a positive, respectful workplace that is motivating to staff.
  • Builds a positive capable team to meet the mandate as delegated.
  • Collaborates with staff in addressing services issues and member concerns.
  • Provides coaching to enhance employee performance. Delivers effective ongoing performance feedback for staff.

Operational Effectiveness:

  • Identifies process improvements and implements such within unit, shares best practices with other member service centres and corporate office.
  • Liaises with Corporate Office Operations department to review and improve policies and procedures related to member service delivery.
  • Ensures staff are provided with tools required to perform duties effectively.
  • Addresses day to day administrative issues on a timely basis, and facilitates resolutions of encumbrances. May be delegated tasks regarding facilities and premises.

Risk Management and Financial Health:

  • Actively monitors income and expenses and portfolio and takes action to meet established financial goals and/or advising Branch Manager of sound reasons for adjustments required.
  • Provides referrals within business unit (lending, mutual funds, deposits) and other business units, i.e. insurance, commercial services, financial advisory services.

General:

  • Assists Branch Manager in general administrative aspects of the business unit.
  • Assists Branch Manager in fulfilling community events.
  • During absence of Branch Manager provides general supervision of the business unit and liaises with subject matter experts and Corporate Office staff in particular areas to ensure decisions made are sound and prudent given limited knowledge in areas not within the Assistant Branch Manager’s delegated area of expertise.
  • Oversees corporate training requirements for the branch.
  • Assists Branch Manager in overseeing technical support of the branch.

Minimum Qualifications

Education:

  • Secondary school diploma is required.
  • Completion of post-secondary education is an asset.
  • Completion of sales training and mutual fund course are required.
  • Completion of CUIC lending is required.
  • Completion of CUSOURCE and/or CU Training courses related to this position is an asset.

Experience:

  • Previous sales and service experience is required.
  • Previous financial services and lending experience is required.
  • Previous supervisory and coaching experience is an asset.

Skills:

  • Demonstrated sales skills.
  • Expert knowledge of products and services required.
  • Expert knowledge of credit risk governing and managing policies and underwriting is required if lending is the Assistant Branch Manager’s delegated area of responsibility.
  • Ability to prioritize, organize work within time constraints.
  • Ability to communicate and liaise professionally with members, potential customers, community groups and co-workers while maintaining confidentiality.
  • Working knowledge, skills and experience in Microsoft Office.

Travel may be required.

Senior Advisor

This is a great opportunity to take the next step in your career and create a 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 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! Add in competitive salary and benefit packages, along with perks such as an employee incentive plan, reduced banking fees and spectacular natural scenery, and you’ll see why SASCU is an award-winning employer.

As a Senior Advisor at one of our Salmon Arm branches, 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 personal and business accounts, cards, term deposits, registered products, and mutual funds and associated services.
  • Advise members regarding personal and small business lending products and services, including mortgages, personal loans, lines of credit, MasterCard application and associated insurance products.
  • Service and manage estate accounts within an assigned portfolio.
  • Interview loan applicants, analyze credit information, assess credit and make recommendations to Centralized Credit.
  • Identify and pursue opportunities within the assigned portfolio or through referrals, and, when appropriate, connect the member to another colleague within your team to ensure all of the member’s financial needs are met.
  • Demonstrate a strong knowledge of the financial planning process by partnering with organizational specialists who can assist members with customized financial solutions.
  • Take a lead role in various marketing promotions and other activities to build the membership base and have a positive impact on the community.
  • 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:

  • Two (2) years’ post-secondary education or equivalent
  • 4 to 6 years’ progressive experience, including cash, investments and lending services.
  • 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.
  • Strong sales record, with an aptitude for business development and relationship building.
  • Ability to quickly acquire an advanced understanding of SASCU products and services, policies and procedures, as well as branch and specialist roles.
  • Demonstrated leadership ability.
  • High level of ownership, accountability and initiative.

This is a full-time Monday to Saturday position working 5 days per week within the operating hours of the branch. 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 $900 million 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.

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.

You are fascinated with the tools and strategies a member can use to build dreams.  You will engage members in risk management conversations, and you do so with the best interest of the member in mind.

You’ll be successful in this role if you have a rich knowledge of financial planning from experience and education; a Certified Financial Professional (CFP) designation or Personal Financial Professional (PFP) designation, and a Mutual Fund license are all requirements for the role either immediately or within an established timeframe.

The people that know you, trust you.  You are entrepreneurial in nature, and able to work with lots of autonomy.  You seek out goal-setting for yourself.  Those same people describe you as driven, sharp, and an adaptable communicator.  A sense of humour is required.  So is passion…..for your career, your members, our Credit Union, and our community.  We’re deeply committed to volunteerism.  You’ll have many opportunities to contribute to making our communities stronger.

If the above describes you, we want to hear from you.  Submit your cover letter and resume before the end of the day on Tuesday, June 15th, to careers@synergycu.ca.  Please quote competition #212802 in the Subject Line.

Location: Lloydminster, SK

Schedule: Full-time, 37.5 hours per week, Monday – Friday.

Position:  Permanent full-time

Travel: A minimum of one branch visit per month, will be required.

Please note our hours of operation are currently: Monday to Friday 8:30 a.m. to 5:00 p.m.  Flexibility to work outside various hours is required for travel, events, and member meetings.

We thank you for your interest, we will only contact those under consideration. If you are successful for this role, you will undergo a bonding process that includes a criminal record check and credit check.

We are committed to being an equal opportunity employer.

Find out more about us!  https://www.youtube.com/user/SynergyCreditUnion

  www.synergycu.ca

Financial Planner

This is a great opportunity to join and established and well-respected wealth management 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 Shuswap 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 compensation plan, and perks such as reduced banking fees, comprehensive benefits, and spectacular natural scenery, and you’ll see why SASCU is an award-winning employer.

As a Financial Planner, you will deliver professional financial advice, primarily in the form of investment, retirement, and estate planning, to SASCU members and clients. The Financial Planner demonstrates the SASCU Member Experience by identifying member needs, building sound financial plans, and partnering to actively promote the growth of all SASCU products and services..

 

What you’ll do:

  • Build and maintain a book of business by sourcing new business, building relationships with other SASCU business lines, and developing existing member and community relationships.
  • Set and meet sales, growth, and professional development targets.
  • Prepare and present financial strategies appropriate for the achievement of clients’ specific goals and objectives.
  • Provide comprehensive investment, insurance, and financial advice to educate the client and enable them to make sound financial choices.
  • Sell investment, insured investment, and life insurance products.
  • Provision of ongoing client service, financial plan review, needs analysis, and portfolio rebalancing as appropriate to proactively identify existing and emerging needs.
  • Build high-trust member relationships by consistently following through on commitments, being proactive with client contact efforts, and providing value-added financial advice that enables the client to improve their financial position over time.
  • Partner with credit union peers through referral or joint client meetings to consolidate business held elsewhere and provide the right product at the right time.
  • Support branch initiatives to build membership base, attract new business and have a positive impact on the community.
  • Ensure accurate and timely processing of all financial and non-financial transaction forms, records, and reports.
  • Understand and apply all internal and regulatory policy, procedures, and controls to meet compliance requirements and mitigate risk.

 What you’ll bring:

  • A post-secondary education.
  • At least 5 years of financial industry experience in a fast-paced professional sales role.
  • CFP, IFIC, and LLQP qualifications (or equivalent). Additional industry designations or specializations are an asset.
  • Professional level knowledge of Canadian investment, insurance, and financial planning products, strategies, and concepts.

You’re perfect for this role if you have:

  • A proven record of achieving and exceeding sales objectives.
  • Understanding of regulatory and compliance policies and procedures.
  • Strong organizational and time management skills.
  • Excellent communication and interpersonal skills.
  • High levels of ownership, accountability, and initiative.

 

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 $900 million in assets. In addition, SASCU stewards $235 million in client investments. 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.

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 effectively.
  • 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) required.
  • 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 role.
  • Proficient use of Microsoft Office Suite (Word, Excel, Outlook).
  • Ability to work efficiently without sacrificing accuracy is essential.
  • Six to ten years of job-related/industry experience.
  • 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:

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.

 

 

 

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