MoneyWorks Wealth Advisor

MoneyWorks Wealth Advisor – Nelson or Cranbrook  Area

Position Name

MoneyWorks Wealth Advisor

Position Description

An Exceptional Career & Vibrant Lifestyle. Have it all at EKC or NDCU MoneyWorks

 

For more than a decade, East Kootenay Community Credit Union, Grand Forks Credit Union and Nelson & District Credit Union have been partners in providing wealth management services to members. We are MoneyWorks, doing business as EKC MoneyWorks, GFCU MoneyWorks and NDCU MoneyWorks. Through this partnership, we provide a holistic approach to financial planning, matching members’ financial needs with the best solutions tailored to their situation. We provide a variety of product and service options to members throughout the Kootenay-Boundary region.

 

CAREER OPPORTUNITY

Wealth Advisor

If you want to join a team who are dedicated to building long term relationships with members, this exciting opportunity is the right career move for you. Reporting directly to the Executive Leader, the successful candidate will play a significant role in providing financial advice and assistance to clients, while strengthening the overall presence of EKC MoneyWorks or NDCU MoneyWorks in the communities it serves. This unique opportunity also provides the opportunity to work with an existing book of business as well as partner with branch staff in identifying referral opportunities.

The incumbent will be self-motivated, and results driven, working a flexible schedule and meeting clients/members needs on their timelines.  Hybrid arrangements will be considered. Travel is required.

Qualifications Required

You are a results-oriented professional and effective decision maker with a commitment to furthering the reputation of the organization in the community. Your positive, adaptable approach equips you with strong relationship building skills and the interpersonal skills to be an effective team member. You are dedicated to a holistic planning approach working with our members.

A minimum of five years’ experience in providing holistic financial advice to clients in the areas of financial planning, investment, risk assessment and insurance options is preferred. In addition, you will hold or are about to complete the Certified Financial Planner (CFP) designation or equivalent and licensed to sell securities as well as life insurance within BC. Preference will be given to those candidates who hold a post-secondary designation.

Closing Date

When Filled

Job Location

East Kootenay region, West Kootenay region, BC

How to Apply

To learn more about EKC MoneyWorks, please visit our website at www.ekccu.com. To learn more about NDCU MoneyWorks, please visit our website at www.nelsoncu.com.  Additional details about this position are available through the contact information below. We welcome applications from all interested applicants looking to further their career in a dynamic, team-oriented environment. If you are intrigued by this opportunity, please send a current resume and cover letter in confidence to:

Human Resources at MoneyWorks:

We thank all candidates for their interest, however, only those selected for an interview will be contacted

 

Financial Specialist

Do you have an entrepreneurial spirit and can easily build positive relationships with your team and those you serve?  Would you thrive in an environment committed to providing exceptional service and individualized financial advice?  Are you a motivated professional driven by results with a genuine interest in helping others achieve their financial goals?

_______________________________________________________________________________________

Prairie Centre Credit Union, Saskatchewan’s largest rural-based credit union, currently has a permanent full-time Financial Specialist opportunity available. The successful candidate will be a proactive, self-motivated individual who will provide exceptional service to our members within the LeRoy branch. Reporting to the Manager Financial Specialists, the Financial Specialist will have a strong aptitude for relationship-building and will deliver expert advice to both current and prospective members to assist them in meeting their financial objectives.

Responsibilities:

  • Build value-based relationships with colleagues and members
  • Provide solutions that support the financial wellbeing of members, through the delivery of deposit, investment, and loan products, including specializing in the function of investment planning
  • Promote, sell, and manage the mutual fund and term deposit book of business for the region, and ensure that growth targets are achieved
  • Collaborate with the regional team to develop creative and innovative approaches to achieving results
  • Develop and implement business development, growth, and community engagement strategies

Qualifications:

  • Certified Financial Planner (CFP) or Personal Financial Planning (PFP) designation, or willingness to obtain
  • Mutual Fund License including Labour Sponsored Funds, or willingness to obtain
  • Industry experience preferred, with a demonstrated ability to gather assets
  • Sales-oriented background with a strong understanding of the sales process and business development

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, and a matched superannuation plan.

For additional information on this opportunity, please contact Tammy Pregizer Legge, Manager Financial Specialists, at 306-882-5588. To apply, please submit an electronic copy of your cover letter and resume on or before October 10, 2022, to: careers@pccu.ca.

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

Commercial Relationship Manager

We are expanding our team to help us evolve through the next stage of our growth journey, and we hope that you can help shape our future. We now have a career opportunity for a Full Time Commercial Relationship Manager. This position may work at one of our locations or remotely within Saskatchewan with the requirement to be onsite in Saskatoon or Regina regularly.

As the Commercial Relationship Manager you will be….

Responsible to develop, grow and manage professional networks and business relationships in support of the organization’s strategic objectives. You will deliver premier, holistic financial advice and solutions for the betterment of our members and TCU. You will provide focused financial analysis linked to client acquisition and growth, supporting a foundational objective of innovative and proactive client solutions.

As the Commercial Relationship Manager you are ….

  • A self-motivated individual with an entrepreneurial mindset and passion for developing and fostering a business network founded in strong relationships.
  • Creative in developing and implementing solutions to deliver on and enhance the member experience, resulting in mutually beneficial outcomes for the member and the organization.
  • Anticipatory in determining the needs of businesses and their owners; providing expert advice to guide their business decisions and future financial positions.
  • An agile and innovative thinker who takes accountability and initiates actions to drive results, while working collaboratively with Wealth and Retail partners to provide holistic solutions for members’ unique and complex financial situations.
  • Flexible and mobile. Willing to schedule hours around the business need and the results desired.

If you are motivated by the thought of this challenge ….

And can demonstrate success through 3-5 years of commercial lending experience with proven ability of Commercial Portfolio Management along with a post-secondary degree or diploma in Commerce or Business Administration and supplementary commercial training/accreditations, then this position may be for you!

Get to know us

TCU Financial Group is a credit union grown by Saskatchewan people. For 70 years we’ve been rooted in the province of Saskatchewan, creating our story, growing and evolving alongside the needs of our members. We provide a full suite of financial solutions to people and businesses across the province and one thing that has never changed – our heart remains committed to the people and the communities we serve.

Rewarding times ahead

To support the evolution of our organization, we need talented people who are passionate about creating and delivering meaningful financial solutions for our members. In addition to providing competitive compensation, benefits and pension programs, we support our TCU Financial Group Team and their families by providing an enhanced vacation program to enjoy time doing what they love outside of work.

Thank you for your interest in exploring your future with us!

The deadline for this career opportunity is Friday, September 30, 2022.

Please submit your resume and cover letter to:

Human Resources Department
TCU Financial Group
Email: hr@tcu.sk.ca
Web site: www.tcufinancialgroup.com

Commercial Account Manager II

Interior Savings is a locally-based financial institution serving the Interior Region of British Columbia; we are one of the largest credit unions in the province. Our customers are our members, our members are our owners, and our success begins and ends with you.  Our Way Forward is to make a positive difference in people’s lives and enrich each member’s life journey while keeping the human touch in a digital world. Interior Savings takes pride in the fact that we operate in a socially responsible manner and are highly visible supporters of the communities we serve. That’s local money for local good.

If you would like to be part of a team that makes a positive difference in people’s lives, check out this great opportunity.

We are seeking a Full Time Commercial Account Manager II in our Kelowna area. The Commercial Account Manager II supports Interior Savings’ vision of sales & service excellence by developing valuable long-term relationships with members, pro-actively determining & fulfilling their commercial credit needs and ensuring verification of secure documentation.

Through strong communication and sales leadership you will develop, pursue and pro-actively manage assigned accounts, referral opportunities and external business opportunities. You will collect and compile information and analyze various reports and trends. You will grant loans to finance commercial activity. Recognize member needs and promote lending products & deposit services and refer more complex requests to respective Credit union professionals.

Your experience will assist you in maintaining the credit quality of the portfolio through collections activity, including asset realization and/or legal situations as well as assisting in the training and mentoring of other team members. You will also perform other duties as assigned.

Education

  • Bachelor’s Degree or a diploma requiring 3-4 years of full time study or equivalent.

 Experience/Knowledge

  • 4-6 years of job related experience in the commercial lending field.
  • Working knowledge of the writing and adjudication of small business and commercial credit.
  • Incumbent must have his/her own vehicle and be willing to travel.

“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.

Relationship Manager

Are you a people person who can easily build positive relationships with your team and those you serve? Do you have experience in team collaboration to achieve extraordinary results? Would you thrive in an advice-based environment focused on providing exceptional service?__________________________________________________________________________________________________

Prairie Centre Credit Union, Saskatchewan’s largest rural-based credit union, currently has a permanent full-time Relationship Manager opportunity available. The successful candidate will be a self-motivated, dynamic individual and will play an integral role in the overall success of the Rosetown region. Reporting to the Senior Relationship Manager, the Relationship Manager will have a strong aptitude for relationship-building with internal teams as well as with current and prospective members. He or she will assist in the implementation of collaborative strategies to ensure top performance within the team, equating to exceptional service to our members.

Responsibilities:

  • Build value-based relationships with regional team and members
  • Collaborate with the regional team to develop creative and innovative approaches to achieving results
  • Participate in business development, growth, and community engagement strategies
  • Provide solutions that support the financial wellbeing of members, through the delivery of deposit, investment, and loan products
  • Be an active member of the region’s leadership team, support branch operations, and provide regional coverage

Qualifications:

  • Undergraduate degree in Business or Agriculture, or an equivalent combination of education and work experience
  • People-oriented with the desire to interact, work with, and develop relationships with co-workers, current and prospective members, and community
  • Ability to take initiative with demonstrated experience in achieving sales/growth targets
  • Knowledge of deposit and loan products and services is an asset
  • 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 an electronic copy of your cover letter and resume on or before August 8, 2022 to: careers@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.

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

 

Manager Advisory Services

We are expanding our team to help us evolve through the next stage of our growth journey, and we hope that you can help shape our future. We now have a career opportunity for a Manager Advisory Services. This position may work remotely but will be required to be onsite at our Saskatoon and Regina locations regularly.

As the Manager Advisory Services you will….

Lead a team of advisory specialists within the Business Solutions and Wealth Management business lines. You will be responsible for:

  • Applying your industry knowledge along with your technical skills, connections and expertise to identify opportunities to realize market growth and expansion.
  • Implementing advisory sales and business development strategies in line with organizational strategy and budget objectives.
  • Mentoring and guiding the advisors as they provide exceptional service to our business and wealth members making TCU the advice center of choice.
  • Working collaboratively with other retail areas to support a member-centric culture of making quality referrals and seeking opportunities to enhance overall profitability of TCU.

As the Manager Advisory Services you are ….

  • A dynamic mentor and leader of people able to promote a highly accountable and value aligned team, capable of critical thinking in applying a member-centric focus to sales, service, advice-giving and operational excellence.
  • An engaging communicator with the ability to build strong relationships which will support a collaborative culture while operating across business boundaries and realizing organizational success.
  • Capable of understanding and interpreting the changing financial landscape to enable the realization of the TCU strategic business priorities, including improved member experience, market expansion and sales growth.
  • A professional who understands and models the importance of building strong centers of influence to foster a network of business development.
  • Passionate about member education, fostering financial literacy and engaging members in a partnership to maximize their financial opportunities.
  • A change agent capable of identifying obstacles and working collaboratively to assist the team in overcoming these challenges.

If you are motivated by the thought of this challenge ….

And can demonstrate success through 8-10 years of Business Solutions and/or Wealth Management experience and 5 years of management experience combined with a Bachelor’s degree or Diploma in Business Administration or a related field, then this opportunity may be the one for you!

Get to know us

TCU Financial Group is a Saskatchewan credit union who, for over six decades, has been dedicated to helping our members and our own TCU Team reach their goals. Our roots and our commitment to fostering financial health in our communities run deep.

Rewarding times ahead

We’re growing and evolving our organization – and we need talented people who are passionate about creating and delivering meaningful financial solutions for our members. In addition to providing competitive compensation, benefits and pension programs, we support our TCU Financial Group Team and their families by providing an enhanced vacation program to enjoy time doing what they love outside of work.

Thank you for your interest in exploring your future with us!

The deadline for this career opportunity is Monday, June 27, 2022.

Please submit your resume and cover letter to:

Human Resources Department
TCU Financial Group
Email: hr@tcu.sk.ca
Web site: www.tcufinancialgroup.com

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