Occupation Types: Sales

Mobile Mortgage Specialist

af·fin·i·ty (noun):

  1. A Sask-born co-operative financial institution
  2. 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!

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

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.

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.

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!

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