Manager – Member Advisors

MANAGER MEMBER ADVISOR
Permanent Full Time

* Varied shifts that include evenings, Saturdays and Sundays on call

Cut Knife, Wilkie, Meota and Hafford and Digital Advice Centre

Closes January 31st

Salary Range: $72,021 to $90,026 annually

At Innovation Credit Union, we redefine banking by helping Canadians simplify their lives and reach their financial goals by reinvesting profits into our members, our communities and our people. Now that’s responsible banking!

Are you driven by creating solid relationships with a passion for proactively building and growing your skillset to help your team achieve their goals?

Are you adept at identifying what’s needed to help support our effort to provide world class financial service wherever our members are and whenever they need us?

Are you motivated by working to elevate our people, business units and organization by providing exceptional, timely advice and guidance and through promoting accountability and leadership across the organization?

Does being part of strong sales team in an award winning organization intrigue you?

Do you thrive in a digital world and are you inspired by the vision to be the most responsive and innovative financial service organization?

Are you motivated to be part of an exciting journey to become one of Canada’s first Federal Credit Unions, providing Innovation Credit Union the unique ability to seamlessly provide service to members all across Canada?

If these sound like what you want out of a career, please read on….

Reporting to the Vice President Member Advisors, this position will oversee the daily activities of our  Member Advisors in the  Cut Knife, Wilkie, Hafford and Meota and Digital Advice Centre, providing coaching and development of the team to ensure exceptional member service be it digitally or face-to-face. The position is responsible for developing and implementing service strategies to expand the client base, enhance member relationships, manage the member service process, and enhance the integration of these services with the credit union.

The ideal candidate has a solid understanding of the duties and functions of Member Advisor roles (digital and front-line) to aid in identifying areas to provide top end solutions to the organization. A natural desire to want to teach and share knowledge is associated with someone in this role. An investigative mindset is at play to be able to resource solutions to issues that are arising with a proactive approach for resolving for the future. Inherently, this person seeks to find efficiencies, to produce sales and thrives in change situations. This individual loves technology, uses our alternate/omni channels personally, and aspires to be an impactful leader.

The Manager Member Advisors does the following:

  • Coach and mentor  staff to exceed member experience standards, while developing a strong team environment
  • Lead team in the adoption of the Omni-Channel Delivery System
  • Oversee  sales plan, ensuring targets and service standards are met
  • Oversee effective portfolio management
  • Manage all Member Advisors scheduling for related Advice Centre
  • Ensure all Member Advisor activities are originated within legislation, policy, practices and organizational values
  • Ability to manage employees in the Advice Centre and Virtually
  • Perform the duties of a Member Advisor

Why Should You Apply?

  • You want to be an ambassador of a forward-thinking, member focused organization
  • You have 2 Years post-secondary education in related field and all courses required of the Relationship Manager/Credit Specialist roles
  • You have a minimum 5-7 years’ experience in relationship banking with knowledge and experience in all areas
  • Proven high standard of verbal and written communication skills and attention to detail
  • Proven collaboration skills with the ability to build relationships with various stakeholders
  • Proven ability to manage cross functional projects and prioritize deliverables to meet deadlines
  • Knowledge and understanding of the regulatory environment that impacts the financial services industry
  • Demonstrated commitment to continual professional development


Interested?

CLICK the Apply Today button 🙂

Salary Range: $72,021 to $90,026 annually

Senior Advisor

This is a great opportunity to build your professional 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, you will build deep relationships with members by learning what is important to them and then providing customized, advice-driven solutions that will guide them on their financial journey.

What you’ll do:

  • Advise members on a full range of deposit and investment products, including new personal and business accounts, mutual funds, registered products, and term deposits.
  • Offer personal and small business lending products and services, including mortgages, personal loans, lines of credit, credit cards, and associated insurance products.
  • Service and manage an assigned portfolio of estate accounts.
  • Interview loan applicants, analyze credit information, and make recommendations on creditworthiness.
  • 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.
  • 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 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 creating a warm and welcoming environment.

What you’ll bring:

  • Two years of post-secondary education or equivalent.
  • 4 to 6 years of 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 learn 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 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. 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.

Financial Planner

This is a great opportunity to join an 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 enacts 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.
  • 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.
  • 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.
  • Understand and apply all internal and regulatory policy, procedures, and controls to meet compliance requirements and mitigate risk.

 

What you’ll bring:

  • Completed post-secondary education.
  • At least 5 years of financial industry experience in a fast-paced professional sales role.
  • CFP, IFIC, and LLQP qualifications (or equivalents). 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

 

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.

Business Advisors

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 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 Business Advisor does the following:

  • Provides knowledgeable and timely advice; and provides assistance in utilizing our Agricultural and Commercial products, services and omni channels to best meet our member’s needs.
  • Provides flexibility and outside the box thinking to help areas Farm and Commercial business ventures. In touch with day to day realities for the members they now serve and will serve.
  • Is extremely organized and has a very strong attention to detail and driven to create results for the members they serve.

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 want to help simplify our members lives by offering proactive advice to their day-to-day agriculture and commercial banking needs in person and digitally

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.

Digital Wealth Specialist

Permanent Full – Time 

Closes December 3

Annual Salary: $57,453.60 to $71,817.00

Anywhere in Saskatchewan

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


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 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 VP of Wealth Services, this position will form part of a digital/virtual team that provides investment solutions and delivers advice to members from anywhere, using various platforms. At the same time, establishes and maintains the existing small book relationships. The focus of this role is to grow and develop investments as well as refer retail business for those members in the building phase of their life. This role will work closely with the Consumer advisors as well as integrate our digital robo advisor platforms.
Innovation Credit Union supports a mobile workforce, some travel may be required within Regina and regional area.

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 want to help simplify our members lives by offering proactive advice to their day-to-day banking needs in person and digitally
  • Have completed some Post-Secondary plus 3 to 5 years job related experience; or an equivalent combination of education and experience
  • Organized and detail oriented
  • Proven results in strong sales and service skills along with refined relationship building skills
  • Completion of the following courses would be considered an asset: Credit Union Products and Services, Credit Union System, Introduction to Financial Planning, Consumer and Residential Mortgage Lending Course

Interested?

Senior Advisor, Business & Ag

Do you have a mind for business / agribusiness and a passion for finding solutions that help business owners realize their vision? Are you a relationship builder? Going above and beyond customer expectations comes naturally to you!

 

As part of a cohesive team of passionate and skilled professionals, the Senior Advisor, Business & Ag is responsible for the management and growth of an assigned portfolio of commercial and ag banking customers (members). You uncover and understand member needs by asking the right questions and analyzing information to connect agribusiness and commercial members with the current and future financing they need to achieve success. You consistently deliver exceptional high-quality service and advice in your areas of expertise, and are integral in proactively pursuing and attracting new business.

 

If building long-term relationships, problem solving, and advising members interest you…this dynamic lending career is what you’re looking for!

 

A typical day may look like:

  • Engaging with business and agribusiness members and potential members to understand their business goals and advise on lending & other financial needs.
  • Analyzing financial information, issuing loans and reviewing accounts within your portfolio to ensure terms and conditions continue to be met.
  • Promoting our credit union within the community in a variety of ways including support for business development activities, volunteerism, phone calls, emails, and participation in campaigns.
  • Mentoring and supporting team members for success.

 

You will be successful in this role if you:

  • Are an effective and adaptable communicator. Your people skills come through in the ease with which you connect with members in person, by phone or electronically. You believe in Synergy’s products and services, and promote them effortlessly.
  • Enjoy collecting information from members, understanding their business objectives, then balancing those objectives within the framework in which we work (i.e. legislative requirements, policy, and procedure).
  • Have strong time management and organizational skills with the ability to adapt and flex with changing climates.
  • Demonstrate the abilities to work well independently and in a team.
  • Are a hungry learner. You stay ahead of trend when it comes to financial products and services, and technology. You are adaptable! You seek to bring our members the best the industry has to offer.
  • Are passionate…..for your career, your members, our Credit Union, and our community.

 

If it sounds like we expect a lot – we do!  We’ve created a member-passionate workplace with an extraordinary culture.

 

Qualifications:

  • Related post-secondary education (e.g. Business Diploma) and 5 years of senior lending experience are required. Equivalencies may be considered.
  • Must have work experience / education in the area(s) of business &/or agricultural lending with an understanding of lending requirements, rules and regulations.
  • A solid working knowledge of MS Office Suite and Microsoft Teams or other virtual meeting tools. Preference for applicants with customer management software experience.

 

If the above describes you, we want to hear from you. Submit your cover letter and resume before the end of day on Sunday, October 24th to:  careers@synergycu.ca.

Please quote competition # 215001 in the subject line.

 

Location: Lloydminster, SK.

Hours: Full-time – 37.5 hours weekly

Salary range: $64 000 – $81 000/annually

 

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 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

 

Senior Financial Advisor

Senior Financial Advisor

Location – Fort St John

North Peace Savings and Credit Union, serving Northern British Columbia, is recruiting for a permanent full time Senior Financial Advisor for our Fort St John Branch.

Reporting to the Manager Retail Advisory, the Senior Financial Advisor must quickly and efficiently probe to uncover and assess overall needs of all members (at every contact) and identify opportunities to further deepen the engagement with the member.  The Senior Financial Advisor is able to provide appropriate education, advice, products and services to meet the varied need of Senior Financial Advisor will be responsible for maintaining up to date knowledge on all NPSCU deposit and lending products for appropriate referral opportunities.  In all activities, ensures prudent risk management is followed to protect the Credit Union.

The successful candidate will be an enthusiastic, outgoing individual who works well on their own, takes initiative, is self-motivated, is effective at developing business through relationship building, and has strong communication skills to present ideas and information in a clear and easy to understand manner.

If you are you a goal orientated individual with an aptitude for business development and relationship building, excellent sales and service skills, are detail oriented, and have the ability to work independently with a strong passion for sales and a commitment to superior member service we want to hear from you!

If interested please submit cover letter and resume to Olivia Young at careers@npscu.ca

 

Olivia Young, Senior Manager, People and Culture

North Peace Savings and Credit Union

10344-100th St

Fort St. John, BC, V1J 3Z1

 

For a complete role description, visit: www.npscu.ca

Business Advisor

Employment Opportunity – Fort St. John, BC

(working remotely may be considered for the right candidate)

Business Advisor

North Peace Savings is recruiting for an experienced Business Advisor. The Business Advisor will have expert knowledge in the areas of equipment financing and the agricultural industry accountable for the overall management of a large portfolio of business accounts that exhibit a high degree of complexity and value to North Peace Savings and Credit Union.

Reporting to the Chief Operating Officer, the Business Advisor is accountable for the overall management of an assigned portfolio of business credit accounts that exhibit a high degree of complexity and value to NPSCU. The focus of the position will be on maintaining and strengthening exiting member relationships and building new member relationships while ensuring all financial needs of the member are satisfied within the risk appetite of the credit union. The ability to meet financial objectives related to the profitable and sound growth and retention of assigned portfolio is critical to success. Proactively develop long-term relationships with members, service partners and local markets to optimize business opportunities and referrals enhances value. In all activities, ensures prudent risk management is followed to protect NPSCU. Provide sound financial advice and the ability to effect ‘win-win’ situations to assist members in attaining their financial aspirations.

This role requires a strong direction of equipment financing as well as a clear and thorough understanding of the agricultural industry. The successful applicant will be responsible for building rewarding relationships through a superior service experience, providing consistent delivery of high quality service to both internal and external members.

If you are a financial services professional with excellent sales and service skills, the ability to work independently with confidence and strong commitment to member service, please provide a cover letter and résumé in confidence to:

Olivia Young, Manager People and Culture
North Peace Savings and Credit Union
10344-100th St
Fort St. John, BC, V1J 3Z1
E-mail: careers@npscu.ca

For a complete role description, visit: www.npscu.ca

North Peace Savings thanks all applicants for their interest; however,  only those selected for an interview will be contacted.

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