Manager of Wealth Services

Reporting to the Chief Operating Officer, this position is responsible for managing the day-to-day operations and activities of our Wealth Services team members, in the delivery of Wealth Management Services.  Synergy Credit Union partners with Aviso Wealth who is a national financial services firm providing MFDA and IIROC dealer services, online brokerage, and insurance solutions.

You are an integral part of leading and inspiring a dedicated and compassionate team in helping our members achieve their personal life goals.  You will also participate in the development, implementation and monitoring of the annual budget, and implementation of our long-term business strategy for Wealth Services. This position will ensure all Wealth Services activities are in compliance with relevant legislation, regulations, policies and procedures, regarding the promotion and sale of investment products and services.

This position is based out of the Lloydminster Synergy Centre in Lloydminster, Saskatchewan. We also have branches in Kindersley, Paradise Hill, St. Walburg, Lashburn, Denzil, Macklin, Maidstone, Marsden, Marshall, and Neilburg.  Dedication to our communities is a cornerstone belief of our Credit Union, and it shows.  Every year, our amazing staff is more than willing to offer their time as volunteers, on top of our financial and sponsorship activities.

We are the fifth largest Credit Union in Saskatchewan with total assets under management of over $2 billion, serving more than 25 000 members and 206 employees.  Our Wealth Services team manages a portfolio size of $400M.  We provide core banking services through our traditional branch network, the Canada-wide ‘ding-free’ AccuLink ATM network, Digital Online Banking site and Digital Synergy CU App, as well as through calling our Member Contact Centre.

The Community:  Lloydminster is located on the provincial border between Alberta & Saskatchewan – 2 provinces, one city.  Approximately two and a half hours between Edmonton and Saskatoon, Lloydminster has good access to major cities and a variety of recreational options – with many nearby lakes, ski hills, parks, golf courses, theatre, sports facilities, and list goes on.  In addition, there is a local college and lots of amenities (shopping and events).  For more information on Lloydminster, visit lloydminstertourism.ca and lloydminster.ca.

To Apply:  Submit your cover letter and resume before the end of day on April 21st, to: careers@synergycu.caPlease quote competition # 212301 in the subject line.

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

Mobile Mortgage Specialist

MOBILE MORTGAGE SPECIALIST

Permanent Full-Time

Open Until Filled

Regina and Area

Flexible hours, career development opportunities,
exceptional benefits and pension plan, extremely competitive salary!

 

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 Canadians simplify their lives and reach their financial goals by reinvesting profits into our members, communities and our people. Now that’s 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: This position would appeal to anyone who strives to go above and beyond in providing world class financial services by building trust to help simplify our members lives. How does one do this? Glad you asked!

A Mobile Mortgage Specialist does the following:

  • Promote and maximize the development and growth of residential mortgage portfolio for the Credit Union
  • Provide residential mortgage products and services to current members and potential members
  • Partners with the retail team to ensure an exceptional member experience
  • Initiate initial meeting and introduction with advice centre relationship managers to finalize mortgage documentation and anchor the member relationship
  • Build and foster relationships with the real estate community
  • Maintain a professional image within the community

Why Should You Apply?

  • You want to be an ambassador of a forward-thinking, member focused organization
  • You are passionate about providing world class financial services, growing member relationships, and are comfortable with building a portfolio
  • You have an already proven track record in mortgage lending and are known within the community of Regina
  • You are outgoing, comfortable with approaching people and/or presenting in front of groups
  • You are comfortable using and demonstrating technology (online and mobile banking), technology troubleshooting and a proficiency in Microsoft Office Products
  • You have excellent time management skills

Visit the CAREERS page or our website to learn more about this position and to apply.  www.innovationcu.ca  Only those applications received through our job board will be considered.

Growth Marketer

Would you like to earn above average pay, 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 Canadians simplify their lives and reach their financial goals by reinvesting profits into our members, communities and our people. Now That’s Responsible Banking!

Innovation Credit Union has a bold ambition – to be the most digital, member-centric organization in our industry. We are on a journey to modernize our marketing with investments in new platforms like Adobe Experience Manager and a shift to agile ways of working.

How does one do this? Glad you asked!

THE POSITION:  The role of Growth Marketer is an exciting opportunity to help define acquisition, cross sell and engagement strategies that will accelerate growth and support in deepening our relationships with our members. In this role you will be responsible for developing new member acquisition and cross sell plans, identifying optimization opportunities and leading cross sell and engagement programs. All member strategies will be designed to support the broader Innovation Credit Union business strategies, and ensure roadmaps, plans and initiatives are developed and executed in compliance with governing regulations, internal policies, and procedures. This position reports to the Vice-President of Integrated Marketing and Data Analytics.

Visit the CAREERS page or our website to learn more about this position and to apply.  www.innovationcu.ca  Only those applications received through our job board will be considered.

DATA MODELER

Open to any location in Canada – ability to work REMOTELY

At Innovation Credit Union, we are on the journey to leverage our data as a strategic asset and to deliver better member experiences. We are in the process of modernizing our data warehouse so it can adapt to new data technologies and remain relevant for new data-driven business requirements, such as advanced analytics, multichannel marketing, and other digital enterprise programs.

To help carry us forward, we are searching for an experienced data modeler, a doer, a motivated self-learner, to join our team. The ideal candidate should be able to identify new technologies to solve problems and highly skilled in the development of the data model by providing thought leadership, business analysis and organization skills.  Reporting to the Data Governance & Architecture Lead, the Data Modeler will organize working sessions to gather requirements from various subject matter experts and analyze overall business needs. Serve as a reference and authority on the process of data modeling and ensure consistency with existing data models and data architectures and establish standards and guidelines. This role requires strong technical skills like connecting disparate data sources, as well as business knowledge, interviewing and analytical skills and excellent oral and written communications skills.

If this sounds like what you want out of a career, visit the CAREERS page of our website to learn more about this position and to apply.

www.innovationcu.ca

Only those applications submitted through our on-line job board will be considered.

Apply by February 23, 2021 via the careers page of our website.  Only those applications submitted through our on-line job board will be considered.

DATA SCIENTIST

Open to any location in Canada – ability to work REMOTELY

At Innovation Credit Union, we are on the journey to leverage our data as a strategic asset and to deliver better member experiences and product and services growth milestones. We are in the process of modernizing our data warehouse so it can adapt to new data technologies and remain relevant for new data-driven business requirements, such as advanced analytics and multichannel marketing.

The person in this position has data science experience in statistical programming: Python, R.  Database analytics tools and machine learning frameworks, technologies, and platform: SQL, Databricks, Azure ML, AWS SageMaker, Azure, AWS. Experience in data integration with upstream and downstream systems, data development, database structures and data transfer methods: ETL, API.  Strong experience in data-driven marketing with focus on segmentation and measurement.  Exposure to marketing tech is strongly preferred – digital analytics platforms: Adobe Analytics, Google Analytics. Experience with Reporting and Visualization tools is strongly preferred: POWER BI.

If this sounds like what you want out of a career, visit the CAREERS page of our website to learn more about this position and to apply.

www.innovationcu.ca

Only those applications submitted through our on-line job board will be considered.

Apply by February 23, 2021 via the careers page of our website.  Only those applications submitted through our on-line job board will be considered.

DATA GOVERNANCE & ARCHITECTURE LEAD

Open to any location in Canada – ability to work REMOTELY

At Innovation Credit Union, we are on the journey to leverage our data as a strategic asset and to deliver better member experiences. We are in the process of modernizing our data warehouse so it can adapt to new data technologies and remain relevant for new data-driven business requirements, such as advanced analytics, multichannel marketing, and other digital enterprise programs.

We recognize that there is a need for ownership and standards, and we acknowledge there is room for launching a tailored data governance framework addressing obvious pain points within our organization. We are searching for a Data Governance & Architecture Lead to help us realize the vision of a managed and effective data governance framework which will be an integrated part of how we conduct our business.  Reporting to the VP Digital & Fintechs, this is an exciting opportunity for a trail blazer that can bring about data driven transformation and execution of enterprise-wide, governance and management of data assets. As a member of the Business Intelligence Team, the Data Governance & Architecture Lead will drive the agile approach for the operational effort and execution of data governance, enabling business via the development and implementation of data quality standards, and effective use of data while minimizing privacy, security, operational and reputational risks associated with data.


If this sounds like what you want out of a career, v
isit the CAREERS page of our website to learn more about this position and to apply.

www.innovationcu.ca

Only those applications submitted through our on-line job board will be considered.

Apply by February 23, 2021 via the careers page of our website.  Only those applications submitted through our on-line job board will be considered.

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