Sales – Page 2 – Credit Union Careers

Financial Services Advisor

The Synergy Experience – what is it exactly? Just ask our employees. Their dedication to our customers (members) and each other has created an incredible place to work. We’re local, we offer personalized and competitive products & services. We are proud to be a part of a local and community focus and are seeking a Financial Services Advisor to help us continue our rich tradition of serving our community – since 1943!

What do our Financial Services Advisors do?

As an FSA, you will work in a retail banking environment where you have a meaningful impact on the financial wellness of members. You connect with existing and prospective members, understand their financial and personal goals, provide informative and personalized advice, and recommend the right products and solutions to achieve their goals and enable their financial success.

Our ideal candidate is a relationship builder. You’re motivated, with strong problem-solving and organizational skills. You’ll be a part of a team of knowledgeable professionals who share a genuine commitment to working with and delivering exceptional service to our membership, including account and deposit products, investments, and consumer lending products and services with some potential for small business/ag loans.

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

As a Financial Services Advisor, you will:

Manage a portfolio of members, partnering with current and potential members to understand their goals and priorities
Advise on and deliver a variety of products and services to successfully meet members’ needs
Engage in outreach, marketing, and follow-up opportunities to proactively seek out new business and deepen existing relationships, and
Promote Synergy Credit Union within our communities, including engaging in business development activities, volunteerism, phone calls, emails, and participating in campaigns.

What you need for this role:

Related post-secondary education (such as a Diploma or Degree in Business) and one to four years of job-related experience, or an equivalent combination of education and experience
Strong experience in consumer lending is required
Relationship and business development skills
Previous sales experience working with goals, strong closing/referral techniques, and pipeline development is desired
Mutual Fund Accreditation or successful completion of accreditation within 3 months of hire

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

What do we offer?

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

If the above describes you, we want to hear from you. Submit your cover letter and resume to careers@synergycu.ca, by end of day on September 24, 2023, referencing competition #236910 in the subject line.

More details:

Hours: 37.5 hours weekly. Permanent full-time. 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.

A little more about us:

At Synergy, our members are owners who profit when we do and who get a say in how we are run. We also live in the communities we serve. This matters to us. We invest locally by offering sponsorships, donations, and scholarships, and through volunteerism. We connect with groups looking to improve overall financial literacy by providing presentations and tailoring them for educational opportunities – for families, schools, youth groups – you name it. We are proud to serve more than 29,000 members and have reached over $2.5 billion in assets.

We were named one of Saskatchewan’s Top Employer for the 6th consecutive year. This reflects our workplace culture and commitment to building relationships beyond banking with our members, and our team.

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 Credit Union 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

Mobile Mortgage Specialist

af·fin·i·ty (noun):

A Sask-born co-operative financial institution
a natural compatibility

We want our employees to feel great coming to work so that’s why we give our talent the tools to excel. After all, an exceptional employee experience leads to extraordinary experiences for our members. If you have an affinity for working in a vibrant environment where your achievements are celebrated, then a career with us sounds like the perfect fit!

As a Mobile Mortgage Specialist, you’ll grow Affinity’s residential mortgage business by focusing on origination outside of the advice centre network.

What you’ll do:

Provide appropriate mortgage solutions designed to satisfy members’ long-term goals
Coordinate end-to-end mortgage fulfillment (often, remotely)
Accountable for increasing Affinity’s share of wallet by effectively promoting larger suite of consumer banking (including Wealth) capabilities and solutions and referring cross-sell opportunities to appropriate channel or specialists
Meet with members outside of the advice centre network, at the member’s convenience

What you’ll get:

On top of the contractual connection (competitive salary, variable incentive pay, and benefits), we offer rewards and experiences that also speak to your experiential and emotional connection to work and to the communities we serve.
Affinity is proud of our remarkable employee experience where employees have support to grow their careers, do what they love, and can be their whole selves at work.
A total rewards package with health & dental benefits, a pension plan and health spending account
Vacation time, personal days off and a paid volunteer day to maintain a healthy life/work balance

What you’ve got:

Post-secondary diploma or degree in a related field, plus 3 years of related experience or an equivalent combination of education and experience
Industry leading sales ability in growing a book, achieving targets and building a pipeline using a member centric approach
Experience in making expert lending product and service recommendations, as well as providing quality member centric referrals to other financial solutions experts
Experience with using a broad range of digital channels and devices (i.e. online services, mobile applications, smartphones, tablets, etc.)

How to throw your hat in the ring: Review all of our current job opportunities at www.affinitycu.ca/careers/opportunities and submit your application there using our new Application Portal!

We can’t wait for you to fully unbank yourself and join the Affinity team!

Farm & Business Advisor

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 Yorkton Branch of Cornerstone Credit Union!

As a Farm & Business Advisor you’ll be an important part of a team of knowledgeable salespeople who share a genuine commitment in partnering with our members to achieve their financial goals. 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 diverse accounts, you will manage an assigned Farm & Business portfolio consisting of small market enterprise accounts.

Post-secondary education in Business or a related discipline with at least 2 to 5 years lending or progressive sales and service experience is the minimum requirement for this position, but you’ll have a leg up if you have actual commercial or agricultural lending experience and have managed a diverse portfolio in a farm and business banking environment. If you know what makes Cornerstone Credit Union different and the products and services we provide, that’s even better! Plus, this position offers plenty of opportunity for on-the-job learning and career development.

You’ll receive competitive compensation, great benefits, and matched pension contributions. We also offer performance incentives and wellness and employment perks. This is an in-scope position and union membership is required.

The cherry on top is the great people who work at Cornerstone. Our team is caring and supportive, and community is at the heart of everything we do. We are proud to be one of Saskatchewan’s Top Employers for the seventh straight year.

Choose a rewarding career at Cornerstone Credit Union.

Senior Financial Advisor

At Conexus, we are focused on supporting our members with their needs of today, while also helping them work towards their goals for the future. It’s about more than conducting a banking transaction, it’s about providing our members with insightful content, tools, expert advice, and a full suite of products to empower them and inspire confidence in their financial decision-making. We prioritize growth and efficiency while never compromising on the financial well-being of our members. We do this by lending an ear to each member’s unique needs throughout Saskatchewan, ensuring personalized solutions.

Our employees are authentic, bold, creative, and responsible. They are the reason we consistently deliver outstanding member experiences. They’re more than just individuals who come to work each day, each employee is a vital part of Conexus.

We acknowledge that our Conexus offices and facilities are located on Treaty 2, 4, 5, 6, 8 and 10 lands. These are the traditional lands of the Cree, Dakota, Dene, Lakota, Nakota and Saulteaux peoples, as well as the homeland of the Métis.

The bigger picture

We’re looking for two agile and adaptive people with a strategic mindsets to come on board as a Senior Level Financial Advisor at our Sherwood Place branch in Regina. You will work diligently to build solid and trusting relationships with our members. Through conversations and ongoing support, you will provide members with personalized insights and options, empowering them to make informed choices about their money.

How you’ll be spending your time

Working closely with our members on a day-to-day basis to assist them in setting goals and making informed decisions that improve their financial well-being.
Building solid relationships and become a trusted financial partner, who proactively uncovers and identifies member needs through meaningful conversations.
Providing solutions and alternatives, including accounts and complex-level consumer investments and lending products and services (consumer loans, mortgages, terms, registered products, mutual funds) to meet new and existing needs of our members.
Growing and adapting your skills and knowledge in order to consistently perform with confidence.

The way people describe you

You are a people person and a skilled coach who develops relationships based on understanding and trust. You have deep knowledge in the psychology of money and understand the behaviours that often underlie members’ choices regarding their finances. You proactively step into conversations with courage and empathy. You are bold and demonstrate creative strength, continually exploring new paths to seek opportunities for improvements and efficiencies. You are a team player who welcomes diversity and can work effectively with others. You successfully handle multiple projects at the same time while staying committed to building your knowledge and skills.

The experience you bring

24 Months of Financial Industry Experience in an Advisory Capacity
Experience working in a customer care/customer service role
Experience in portfolio management
License and experience in selling Mutual Funds are required
Experience in Underwriting Loans is required
First Canadian Title Training
Registered Retirement Consultant designations; or working towards this designation

What you get in return

Our team works tirelessly to ensure the financial success of each of our members. We think such dedication deserves recognition. That’s why we’re proud to offer some of the most competitive job perks of any employer around. Come, join our crew, and find out just how sweet the rewards can be:

Competitive compensation and benefits package
Industry leading work-life balance and rewards
Formal and informal employee development
Meaningful work that makes a real difference in our members’ lives

We are excited to consider candidates with combined academic, professional and volunteer experience unique to them. Research shows that many applicants only apply if they meet every qualification of the role and we encourage you to consider the roles that most closely align with your skillset and experience. As we value diverse backgrounds and experiences and are focused on meaningfully building inclusive and diverse workplaces, you may be the new team member we’ve been looking for! This opportunity closes on July 30, 2023 so apply now! If you have questions about this position, please contact Shayla Riche at jobs@conexus.ca

Farm & Business Advisor

Choose a rewarding career at Cornerstone Credit Union.

Member Experience Specialist

Are you looking for an exciting opportunity to move into a new career path? We are looking for a results-oriented individual with excellent communication and leadership skills and who is not afraid to coach, mentor, develop and motivate a team of professionals to become our new Member Experience Specialist.

As the Member Experience Specialist, you will play an integral role in building full financial relationships with our members. You will design, implement, and monitor innovative MemberFirst experience strategies and initiatives that advance member loyalty and advocacy. You will enable and support retail leaders and employees in achieving business results through oversight of the sales performance framework and coaching culture, sales related tracking systems, and provision of sales coaching and skill development. You will monitor sales pipeline and sales activities to ensure effective and proficient use of technology tools by employees, that support member service and ensure seamless delivery between different credit union service channels. You will lead our Customer Relationship Management (CRM) software vendor management, application support, and future development plan to maximize the value of our CRM system. You will participate in and promote programs that enhance business development and our MemberFirst strategy.

Post-secondary education in Business with at least 4 to 6 years of retail leadership experience or sales coaching experience or an equivalent combination is the minimum requirement for this position. You’ll have a leg up if you have certification in coaching, project management or design-thinking. If you know what makes Cornerstone Credit Union different and the products and services we provide, that’s even better! Plus, this position offers plenty of opportunity for on-the-job learning and career development.

You’ll receive competitive compensation, great benefits, and matched pension contributions. We also offer performance incentives and wellness and employment perks. This position may be staffed at any of Cornerstone Credit Union’s 15 branches, depending upon office space availability. Depending upon location of work, union membership may be required.

Choose a rewarding career at Cornerstone Credit Union.

Assistant Manager, Business Banking

Do you have the skills to lead and coach direct reports to ensure policies, procedures and programs enhance the quality of the work environment? Do you have a good understanding of business development, small business, commercial, agriculture and advisory services? Are you interested in cultivating a proactive member service culture, growing Westoba’s book of business by providing options to members through all service delivery channels?

If so, look no further, Westoba Credit Union is looking for an Assistant Manager, Business Banking, Brandon MB, just like you!

A day in the life as an Assistant Manager, Business Banking:

You will support the Manager, Business Banking Brandon & Rural by assisting with the execution of strategies created in support of organizational advice and service objectives.
You will have a good understanding of small business, commercial, agriculture and advisory services, and be an inspiring team member who is ready to ensure productivity and quality performance to achieve Westoba’s long-term company vision.
You will collaborate with the Manager, Business Banking Brandon & Rural and with other members of the leadership team to execute strategic plans, policies, and operational procedures.
You will foster and maintain a positive work environment conducive to high performing teams and highly engaged staff.
You will be responsible for a portfolio comprising of a mix of agriculture and commercial accounts.
You will negotiate, structure, and recommend loans for approval to the appropriate approval authorities.
You will Manage portfolios including day-to-day decisions, annual reviews, risk mitigation with a strong emphasis on business development and member retention.
You will evaluate the performance of staff, coach and support individual training and development needs.
You will support and develop new and existing account managers through coaching and hands on training.

What you bring to the table:

Post-secondary education is required, a diploma in Agribusiness / Business Administration / Commerce or similar is preferred.
Three to Five years of commercial, real estate, and/or agriculture banking experience is expected; 1-3 years’ experience in a leadership or mentorship role is preferred.
Proven success in sales and business development
A combination of education and experience may be considered.
A high-energy individual who is self-motivated and who can get things done.

What Westoba has to offer:

Competitive compensation and benefits
Company-matched pension program
Results-orientated bonus program
Dollars invested in your education
Discounted rates on your annual GoodLife Fitness membership
Plus awesome financial perks including:
- No-fee chequing and savings accounts
- Preferred rates on deposits
- Discounted rates on loans

If this is you, please submit your cover letter and resume by clicking the APPLY button below. If this role is not right for you, referrals are always welcome!

We thank all applicants; however, only those who are short-listed will be contacted

Business Advisor

Innovation Credit Union has a bold ambition. In addition to being Canadas next Federal Credit Union, we will be the most digital, member-centric organization in our industry. We are on a journey to embrace the core tenets of the digital business model like ideation, the network effect, personalized segmentation, coopetition, and agile ways of working.

We come to work to simplify banking for all Canadians – that’s our purpose.

How does this position help fulfil Innovation’s purpose? Glad you asked!

The Business Advisor will develop and maintain a commercial, agricultural and personal deposit & loan portfolio, and will develop long term relationships with members. This position will provide a challenging and rewarding career with opportunity to enhance your personal development and to be part of a progressive credit union. Areas of responsibility include:

Provide agricultural, commercial and personal lending services, deposits & loans portfolio management and deposit advice.
Provide individualized financial consulting to members regarding investment and wealth protection services and products offered through the Credit Union.
Ensure all deposit & loan activities are in compliance with relevant legislation, regulations, policies, and procedures.
Recognize and act upon business development opportunities that would be beneficial to the organization and its members as a whole.
Goals to grow the deposit & and loan portfolio aggressively and appropriately to maximize exposure of Innovation Credit Union products and services.
Must have the ability to travel to and cover regionally as required.
- Innovation’s Travel Practice Guidelines will be followed.

Visit the CAREERS page of our website www.innovationcu.ca to learn more and apply!

Commercial & Agriculture Relationship Specialist

Job Status: Permanent Full-Time

Preferred Job Location: Rosetown or Outlook Branch; however, a hybrid work arrangement will be considered for the ideal candidate.

Prairie Centre Credit Union, Saskatchewan’s leading rural-based credit union, currently has a permanent full-time Commercial & Agriculture Relationship Specialist opportunity available. The successful candidate will be a self-motivated, dynamic individual with a strong aptitude for relationship-building with current and prospective members, as well as internal teams. Reporting to the Vice President Retail Relationships, the Commercial & Agriculture Specialist will provide support to the retail team of Relationship Managers within Prairie Centre to ensure exceptional service to members.

Responsibilities:

Actively find opportunities to expand existing member relationships and for the acquisition of new member accounts through networking, referrals, and connections
Act as subject matter expert for large and complex commercial and agricultural lending requests
Build and manage the relationships of key member accounts in collaboration with regional Relationship Managers
Work together with regional teams on business development, growth, and community engagement strategies
Regular travel across PCCU trading area will be required

Qualifications:

Undergraduate degree in Business or Agriculture, or an equivalent combination of education and work experience
Extensive knowledge and experience in commercial and agricultural lending
Ability to take initiative with demonstrated experience in achieving sales/growth targets
People-oriented with the desire to interact, work with, and develop relationships with co-workers, current and prospective members, and community
Well-developed organizational and interpersonal skills

Prairie Centre Credit Union provides employees with the opportunity for personal and professional growth within an environment that promotes continuous learning. We offer a competitive compensation package, excellent employee benefits including relocation assistance, and a matched superannuation plan.

For additional information on this opportunity, please contact Brett Speight, Vice President Retail Relationships, at 306-882-5595.

To apply, please submit a copy of your cover letter and resume on or before Monday, April 3, 2023, to: Cara.Nisbet@pccu.ca.

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

Investment Advisor – South Okanagan

Join our Team!

We measure success by the success of our members and the strength of our local communities. By choosing Interior Savings, you give us the power to give back to your community. You help us create local money that stays local – supporting local causes, events, initiatives, and positive local change. Here at Interior Savings we support and value our employees, and work together to strengthen our communities!

Interior Savings is looking to bring a new Investment Advisor to join the Wealth Management Team in the South Okanagan of British Columbia.

The South Okanagan is known for having the warmest weather conditions in all of Canada and with lots of sunshine and a comfortable climate all year round it’s a great four-season destination offering so much to do in the beautiful outdoors. Not to mention that the region is at the heart of BC’s wine industry.

About this opportunity…

The Investment Advisor supports Interior Savings’ vision of sales & service excellence by developing valuable long-term relationships with members, pro-actively determining & fulfilling their investment needs and providing them sound advice with high-quality, tailored financial solutions to match their financial goals.

Through personal strengths in communication, sales leadership, and initiative you will achieve client’s financial sales goals through a focus on medium to high net-worth investors seeking diverse investment solutions. You will pro-actively manage client relationships, pursue internal opportunities/referrals, and external business growth opportunities.

With proven sales and service ability and the ability to meet and exceed goals and objectives you will identify cross-selling and referral opportunities to other Interior Savings partners, achieve referral objectives, develop external leads, and build referral relationships within the community. You will work as a team member with licensed branch staff to ensure that all member needs are met in a timely, cost effective manner and assist in the education of branch staff regarding Credit Union services and products to pro-actively grow the business. You will also perform other duties as assigned.

What we are looking for….

Education

High School diploma/Grade 12 plus two (2) years of formal post-secondary education or equivalent
Possess or be willing to work towards the CFP (Certified Financial Planner designation) or PFP designation
Canadian Securities course and Conduct & Practices Handbook
Must be IIROC licensed

Experience/Knowledge

4-6 years of job related experience in a financial sales & services environment
Good knowledge of current domestic and international investment marketplace
Good comprehension of all insurance products
Knowledge of RRSPs, RRIFs, RESPs, mutual funds, and self-directed plan administration

“For more information or to apply for this position please visit our website: www.interiorsavings.com”

We thank all applicants for their interest and will contact short-listed candidates only.