Wealth Management/Investment Services

Manager of Investment Services

Are you a driven financial professional with a passion for leadership and a knack for investment planning?
Vermilion Credit Union is looking for a Manager of Investment Services to lead our Wealth Management
department and help our members achieve their financial goals.
In this pivotal role, you’ll be responsible for overseeing a range of wealth management services while ensuring
compliance with policies, procedures, and regulatory guidelines. You’ll play a key leadership role, managing
and mentoring our Financial Service Advisors and Finance Clerk, while serving as the primary liaison with Aviso
Wealth.
As a leader in our team, you will:
Provide expert financial planning advice and solutions tailored to our members’ needs
Lead the education, development, and performance management of staff within the
department
Drive sales campaigns and promotions that support our member-first, service-oriented culture
Offer technical guidance and support in the areas of investment, deposit products, and
financial planning
Champion our values, mission, and the cooperative principles that define Vermilion Credit
Union
To thrive in this role, you’ll need a deep understanding of wealth management services, a collaborative
mindset, and a commitment to delivering outstanding member experiences.
Why Join Us?
At Vermilion Credit Union, we’re not just about numbers — we’re about people. We offer a dynamic and
supportive work environment, ongoing opportunities for professional growth, and the chance to make a real
impact in the financial well-being of our community.
Ready to lead with purpose? Apply today and become a valued part of a trusted financial institution that
puts members first. We’re accepting applications until May 16, 2025.Are you a driven financial professional with a passion for leadership and a knack for investment planning?
Vermilion Credit Union is looking for a Manager of Investment Services to lead our Wealth Management
department and help our members achieve their financial goals.
In this pivotal role, you’ll be responsible for overseeing a range of wealth management services while ensuring
compliance with policies, procedures, and regulatory guidelines. You’ll play a key leadership role, managing
and mentoring our Financial Service Advisors and Finance Clerk, while serving as the primary liaison with Aviso
Wealth.
As a leader in our team, you will:
Provide expert financial planning advice and solutions tailored to our members’ needs
Lead the education, development, and performance management of staff within the
department
Drive sales campaigns and promotions that support our member-first, service-oriented culture
Offer technical guidance and support in the areas of investment, deposit products, and
financial planning
Champion our values, mission, and the cooperative principles that define Vermilion Credit
Union
To thrive in this role, you’ll need a deep understanding of wealth management services, a collaborative
mindset, and a commitment to delivering outstanding member experiences.
Why Join Us?
At Vermilion Credit Union, we’re not just about numbers — we’re about people. We offer a dynamic and
supportive work environment, ongoing opportunities for professional growth, and the chance to make a real
impact in the financial well-being of our community.
Ready to lead with purpose? Apply today and become a valued part of a trusted financial institution that
puts members first. We’re accepting applications until May 16, 2025.

VP of Member Experience

Are you a visionary leader with a passion for delivering exceptional member experiences? Radius Credit Union is seeking a dynamic Vice President (VP) of Member Experience to drive innovation, enhance member satisfaction, and lead a high-performing team. If you’re ready to make a lasting impact in a forward-thinking and community-focused organization, we want to hear from you!

Job Profile:

Radius Credit Union is seeking a full-time VP of Member Experience to join our team, effective immediately. This position can be based out of any of our eight branch locations and will involve periodic travel to all branch locations.

Key Responsibilities:

Reporting directly to the Chief Operating Officer, the VP of Member Experience will:

Build and lead the member service and investment team to deliver quality member service while achieving organizational goals.
Oversee and direct the wealth management functions, strategies and operational plans for Radius.
Develop and oversee adherence to organizational policies and standards as they relate to member service, wealth management and fraud.
Foster a collaborative environment among member service staff, working closely with supervisors, management and executive leadership to strengthen teamwork and enhance organizational collaboration.
Support the achievement of the organization’s goals and strategic initiatives through effective leadership and management.
Lead the organization’s Fraud Management team to mitigate risk, develop fraud prevention strategies, and oversee fraud investigations.

The VP of Member Experience will also oversee a full range of performance management responsibilities, including:

Setting goals and providing coaching, development, and performance evaluations.
Motivating and recognizing staff contributions.
Assessing staffing, scheduling, and training needs to support team success.

Qualifications

Our successful candidate will have seven plus years of related experience and/or education in the financial industry. Ideal qualities include:

High-level knowledge of financial industry, trends and credit union advantages.
Proficient in business development and leadership.
Wealth Management & Investment experience is required, including working knowledge and understanding of investment services and registered products.
A commitment to self-development, self-motivated and able to work independently to guide a team of individuals to ensure branch activities align with the strategic corporate objectives.
A collaborative work style and excellent communication and interpersonal skills with a desire to share time, expertise and success with others.

The Credit Union/Organization:

Radius Credit Union is a rural based community focused credit union with eight (8) branches, assets over $600 million and nearly 60 employees serving 5900 members. Radius Credit Union builds relationships by providing financial solutions and supporting its communities. Employee engagement is valued and there are many opportunities for growth for career minded individuals. Our organization has branches in Avonlea, Ceylon, Earl Grey, Ogema, Pangman, Radville, Tribune and Torquay.

Compensation:

Radius Credit Union offers a competitive compensation package including a 7% matched defined contribution pension plan administered by the Co-operative Superannuation Society, participation in a Variable Incentive Program, a full range of employee benefits including medical, dental, EAP and life/disability insurance.

Join a dynamic team committed to member success and community growth! To become a part of the Radius team please submit your resume, in confidence, by February 26, 2025, via email or mail to:

Radius Credit Union

PO Box 339

Ogema, SK S0C1Y0

Attn: Michelle Leonard, HR & Marketing Coordinator

michelle.leonard@radiuscu.com

We appreciate the interest of all applicants; however, only those under consideration will be contacted.

Manager, Deposit Operations

Manager, Deposit Operations – Any Branch location

Closes Monday January 20th, 2025 at 4:00 pm

Do you have a passion for helping people succeed and achieve their goals? If this is you, Cornerstone Credit Union is looking for a highly motivated and exceptional leader to coach, mentor and develop a team of financial professionals to success.

As the Manager, Deposit Operations you will be responsible to oversee and direct the delivery of a full suite of member, deposit and electronic services and ensure compliance with all applicable legislation, regulations, policies and procedures. This role aims to reduce operational risk by effectively communicating relevant issues and solutions to all stakeholders. You will ensure an exceptional member experience by efficiently managing administrative tasks, leading projects, and driving efficiency initiatives, while also contributing to the strategic and operational goals of the credit union.

As Manager, Deposit Operations, you will coach, mentor, develop and motivate a team of Team Leads, Deposit Operations Administrators, and Banking System Application Specialists to meet and exceed member needs while supporting the credit union to achieve goals within all strategic priority areas. You will manage and provide technical direction for the deposit, clearing, and banking system functions within the organization while holding the team accountable to supporting our MemberFirst delivery model and Service Standards.

Post-secondary education in Business or a related discipline with 6 to 8 years of experience including formal leadership is the minimum requirement for this position. Working knowledge of clearing systems, trust registered plan administration, banking system, Automated Teller Machines, investment related products, credit union or other financial institution regulatory requirements, and legislative guidelines are considered advantageous for someone entering this role. You must be comfortable in establishing and evaluating performance standards, making independent decisions and coaching others to solve problems. You will possess strong leadership and interpersonal skills, foster open communication, value opinions and ideas of others and place value on the effect of strong time management, a commitment to excellence and putting our Members First! Cornerstone Credit Union places a strong emphasis on creating a coaching culture, and with this position you will be offered 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. 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 eighth straight year.

Choose a rewarding career at Cornerstone Credit Union.

Wealth Specialist

Diamond North Credit Union is currently recruiting for a Wealth Specialist, primarily located in our Debden and Big River service locations. Please note that this position is regionally based and will require travel.

The Wealth Specialist is a mutual funds licensed wealth advisor responsible for providing wealth solutions to members and non-members. Generating growth of the Credit Union’s investment portfolio by sourcing, identifying, and capitalizing on opportunities to help individuals meet their current and future financial goals is a primary focus of the role. The role must hold or be eligible to hold a mutual funds sales license. The Wealth Specialist demonstrates Diamond North Credit Union’s vision and commitment to the Credit Unions membership and to co-operative principles.

Diamond North Credit Union is a progressive, member-owned financial institution located in northeast Saskatchewan. Our team of dedicated staff focus on developing relationships and providing unparalleled service to all of our members and our communities. We offer a competitive compensation package which includes health and dental benefits, plus an employee deposit and loan program, and are proud to match your superannuation contribution up to 7%. Diamond North Credit Union offers an environment that empowers our employees to continuously learn and thrive.

QUALIFICATIONS

Diamond North Credit Union is looking for an enthusiastic team player who possesses strong interpersonal and analytical skills. The successful candidate will demonstrate a commitment to continuous development and delivering exceptional service. Mutual fund License, post-secondary education and relevant experience in Wealth Specialist or related roles will be a definite asset.

If you believe that you could be the next member of our team, please forward a cover letter, resume and work-related references to careers@diamondnorthcu.com. We thank everyone for their interest, however, only those selected for an interview will be contacted.

Wealth Advisor

We’re seeking people who are deeply motivated to learn about our customers (members), help them articulate and achieve their goals, and celebrate alongside them when goals are reached. We want only the most generous of heart, with a deep technical savvy to help our members establish a solid financial foundation, build a strong financial future, grow it and nurture it.

As a Wealth Advisor, your role is to support members in developing a financial plan. Think of yourself as their financial coach! Your goal is to enhance their financial fitness and promote their overall financial well-being. You’ll assess their circumstances, prioritize their needs, implement investment strategies, and regularly monitor their progress. Additionally, you’ll be proactive in supporting them through life changes and celebrating significant milestones.

As a Wealth Advisor, you will:

Conduct personal interviews with members, identify member needs and goals, develop an appropriate financial plan, and make appropriate recommendations.
Provide our members with a holistic wealth approach that focuses on members unique, personal situations. Holistic planning includes financial, retirement, investment, estate, insurance, and tax planning.
Create and maintain client files adhering to compliance requirements, and reports on activities.
Conduct client seminars on wealth management and attend business development opportunities as required.
Provide support on wealth management products.
Develop own personal business plan.
Identify opportunities that successfully meet the members needs and planting seeds for future product/services and follow-ups.

What you need for this role:

High School Diploma
Mutual Fund License
Financial Planning Designation (i.e. CFP, PFP)
Minimum 2 years of industry experience as a financial planner.
General investment and insurance industry knowledge and awareness of the Canadian credit union system are highly desirable.
Must keep informed to the latest trends in financial markets, industry competitors, current issues and strategies.
Using sound judgement to make timely and effective decisions, considering both short- and long-term outcomes, risks, and impacts.
Demonstrated skills include, the ability to develop relationships along with strong sales and presentation skills, strong oral and written communication skills, and strong organizational skills. Must be able to work independently in a fast-paced, team-oriented and collaborative environment.
Engage in business development activities, and volunteerism.

What do we offer?

Preferred rates on our products and services
Benefits and Pension, from day one
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 October 9, 2024, referencing competition #244503 in the Subject Line.

More details:

Permanent full-time.
Hours: 37.5 hours weekly. Currently Monday to Friday, 8:30 a.m. to 5:00 p.m., and flexibility to work outside various hours is required for travel, events, and member meetings.
Salary: $65,600 – $85,800

A little more about us:

Synergy Credit Union is a people-inspired Credit Union with ambitious goals. We endeavour to deliver amazing financial experiences, earn our customers (members) trust, grow our relationships, and build sustainable communities.

We exist to help our members achieve their financial goals by understanding their needs and delivering exceptional service in modern, convenient, and secure ways. We empower our members by sharing our experience and tools, so they can make robust plans through each stage of life.

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 27,000 members and have reached over $2.5 billion in assets.

We were named one of Saskatchewan’s Top Employers for the 7th consecutive year. This reflects our workplace culture and commitment to building relationships beyond banking with our members, and our team.

Synergy operates on the lands referred to as Treaty 6 Territory, which encompasses the unceded lands of Indigenous Nations and Peoples, including the Plains Cree, Woodland Cree, Saulteaux, Nakota, Dene, and Metis. Inclusive of Saskatoon, Lloydminster, Kindersley, Macklin, Denzil, Lashburn, Marshall, Maidstone, Neilburg, Marsden, St. Walburg and Paradise Hill.

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

Financial Advisor

As a Financial Advisor, you help members build a financial plan. You are their financial coach! For our members, this means increasing their financial fitness to achieve financial well-being. You’ll help them with goals, establishing priorities and checking in to support progress along the way. You will be proactive with our members as life changes and marking significant milestones.

As a Financial Advisor, you will:

Conduct personal interviews with members, identify individual member needs and goals, develop an appropriate financial plan, and make appropriate recommendations.
Provide our members with a holistic wealth approach that focuses on members unique, personal situations. Holistic planning includes financial, retirement, investment, estate, insurance, and tax planning.
Create and maintain client files adhering to compliance requirements, and reports on activities.
Conduct client seminars on wealth management and attend business development opportunities as required.
Provide support on wealth management products.
Develop own personal business plan.
Identify opportunities that successfully meet the members needs and planting seeds for future product/services and follow-ups.

What you need for this role:

High School Diploma
Mutual Fund License
Financial Planning Designation (i.e. CFP, PFP)
Minimum 2 years of industry experience as a financial planner.
General investment and insurance industry knowledge and awareness of the Canadian credit union system are highly desirable.
Must keep informed to the latest trends in financial markets, industry competitors, current issues and strategies.
Using sound judgement to make timely and effective decisions, considering both short- and long-term outcomes, risks, and impacts.
Demonstrated skills include, the ability to develop relationships along with strong sales and presentation skills, strong oral and written communication skills, and strong organizational skills. Must be able to work independently in a fast-paced, team-oriented and collaborative environment.
Engage in business development activities, and volunteerism.

What do we offer?

Preferred rates on our products and services
Benefits and Pension, from day one
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 August 5^th, referencing competition #244202 in the Subject Line.

More details:

Permanent full-time.
Hours: 37.5 hours weekly. Currently Monday to Friday, 8:30 a.m. to 5:00 p.m., and flexibility to work outside various hours is required for travel, events, and member meetings.
Salary: $65,600 – $85,800

A little more about us:

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

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 including the sales of mutual funds, 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
Strong interpersonal and listening skills; can carry on great interactions in a variety of channels
Strong attention to detail
Mutual Fund Accreditation or successful completion of accreditation may be required 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 July 4, 2024, referencing competition #243604 in the subject line.

More details:

Hours: Permanent full-time
Hours: 37.5 hours weekly. Currently Monday to Friday, 8:30 a.m. to 5:00 p.m., and flexibility to work outside various hours is required for travel, events, and member meetings.
Salary: $60,000 – $75,000

A little more about us:

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

Wealth Advisor

THE OPPORTUNITY:

StellerVista Credit Union has been in partnership with Nelson & District Credit Union since 2012. We are MoneyWorks, doing business as StellerVista 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.

If you want to join a dynamic group dedicated to cooperative values and client service, 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 StellerVista MoneyWorks in the communities it serves.

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

QUALIFICATIONS:

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 perceptiveness 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 and licensed to sell securities as well as life insurance within BC. Preference will be given to those candidates that hold a post-secondary designation.

The successful candidate will have a loyal book of households to start with and to build from to create a successful book/practice from.

COMPENSATION:

We are pleased to offer a competitive compensation package including but not limited to participation in extended benefits and pension programs.

Current annual salary range: $74,000 – $80,000

Annual salary commensurate to education and experience.

PREFERRED JOB LOCATION: Cranbrook, BC – East Kootenays

About the Kootenay Region

The Kootenay region in British Columbia, Canada, offers a breathtaking blend of natural beauty, outdoor recreation, and a welcoming community that makes it an appealing destination for relocation. In addition to its awe-inspiring landscapes, the Kootenays boast stunning mountain vistas, crystal-clear lakes, and lush forests, providing residents with an unparalleled connection to nature. Whether it’s skiing in the winter, hiking in the summer, or enjoying the serene surroundings year-round, the region offers endless options of outdoor activities for nature enthusiasts.

The region’s rich cultural diversity and artistic expression add to the charm of the Kootenays, creating an alluring lifestyle for those considering relocation to this picturesque region of British Columbia. Whether one seeks adventure in the great outdoors, a sense of community, or a thriving cultural scene, the Kootenay region offers an inviting and enriching environment for individuals looking to make a move.

CLOSING DATE: Open until filled

HOW TO APPLY:

To learn more about StellerVista MoneyWorks, please visit our website at www.stellervista.com

We welcome interested applicants to submit a resume and cover letter to:

Human Resources at StellerVista MoneyWorks: employment@stellervista.com

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

Wealth Management Advisor (Full-time; Sarnia region)

Wealth Management Advisor

Location: Mainstreet Credit Union

Reports To: Director of Wealth Experience

Job Grade: 7, competitive salary and benefits

About the Role:

As a Wealth Management Advisor at Mainstreet Credit Union, you will have the pivotal role of delivering expert financial planning and advice, primarily focusing on mutual fund investment solutions. Your efforts will directly align with our strategic vision and mission, enhancing the financial wellbeing of our members.

Key Responsibilities:

Member Financial Analysis: Conduct in-depth analyses to understand member needs and deliver tailored financial planning advice to help achieve their financial goals.

Engagement and Referral Development: Engage proactively with members to uncover further service opportunities, refer to appropriate departments, and foster both new and existing relationships.

Collaborative Growth: Work alongside retail and commercial advisory teams to achieve growth targets and contribute to our credit union’s strategic goals.

Community Involvement: Drive business development through community engagement, seminar leadership, and content creation, raising Mainstreet’s profile as a preferred financial institution.

Ethical Standards: Uphold the highest standards of integrity and compliance with all policies and procedures.

Skills & Qualifications:

Certifications:

Must be a Certified Financial Planner (CFP®), Qualified Associate Financial Planner (QAFP™), or Personal Financial Planner (PFP®). MFDA licensure or eligibility is required.

Education:

A diploma/degree in Commerce, Business Administration, or a related field is highly advantageous.

Experience and Skills:

Proven expertise in relationship management and sales with a deep understanding of the investment industry.

Exceptional interpersonal, communication, and presentation skills.

Strong analytical capabilities and a results-driven approach.

Ability to work independently with minimal supervision and a commitment to continuous professional development.

Why Join Us?*

At Mainstreet Credit Union, you’re not just an employee; you’re part of a community that values integrity, collaboration, and member-first service. Here, every role contributes to a shared mission: enhancing our members’ financial well-being and strengthening our community bonds.

We offer a unique workplace environment where your work is impactful and acknowledged. You’ll enjoy the stability of a financial institution with the heart of a non-profit, committed to ethical practices and personalized member service. Join us for competitive benefits, opportunities for growth, and the chance to make a real difference. At Mainstreet, we’re more than a team—we’re a family, and we’re looking for individuals who are ready to grow, inspire, and lead. Ready to be a part of something bigger? Join us, where your career is community-centered and your growth is our priority.

Join Mainstreet Credit Union and be part of a workplace that values diversity, promotes equity, and fosters inclusion. We actively seek diverse perspectives, ensure equal opportunities for all, and cultivate a culture where every individual feels valued. Our commitment to continuous learning ensures an environment where everyone can thrive.

Mainstreet Credit Union is an equal opportunity employer. We welcome applications from candidates of all backgrounds and experiences.

Member Service Officer Financial Wellness MFDA PFP

Position Overview:

The individual in this position is passionate about connecting with people, building trust and providing a level of expertise that is unmatched in the industry. Internally the MSOW2 works in close collaboration with the retail branch network and commercial division to establish trusted internal relationships and raise the awareness and knowledge level of YCU’s employees with respect to wealth management products, services, and strategies — leading to a steady stream of customer referrals. Externally, the MSOW2 will have an active community presence, helping build YCU’s profile in the community as a professional and preferred provider of wealth management products, services, and expertise — leading to new wealth management customers and banking relationships.

Job Specifications:

MFDA license required.
Personal Financial Planner (PFP designation;) required. Incumbent will be a licensed PFP.
Minimum 3 years’ experience in financial planning/investment sales with the ability to prepare written financial plans in accordance with the six-step financial planning process;
Superior knowledge of the investment industry and products;
Comfortable with industry standard financial planning tools/software;
Post-secondary diploma/degree, ideally in Commerce or Business Administration would be an asset
Must be able to work well with a minimum of supervision and able to organize and effectively manage priorities and deadlines.
Able to understand and utilize procedures/work tools that are necessary for general security and risk management for YCU.

Duties & Responsibilities:

Sales & Service

Analytical skills that take into account the big picture of our members’ whole wealth portfolio, when to refer, when to amalgamate the portfolio.

Business development activities through outbound calls, networking and other sales opportunities.
Build Member Relationships and is Member Focused. Creates and establishes trust by building relationships and actively discovers the right investment solutions for Members.
Decision Quality – Understands the Member’s best interest is first; understands that this may not always be the same as what the members ask for; demonstrates decisions which are based on creating the best possible outcome for the member; makes decisions based on a mixture of analysis, wisdom, experience, and judgment.
Creates well founded and rounded financial wellness plans for existing, and new, members
Ensures KYCs are conducted in accordance with regulations and thus ensuring that members receive outstanding care. This could include moving from named products to nominee shelf items and amalgamating portfolios.
Analyzes, and learns from redemptions that occur to reduce future losses and improve net sales.
Exceeds standards for member loyalty, observations, development plan action items, and one on one coaching sessions.
Builds rapport, ask questions to uncover needs, research details available, to help recommend solutions, educate our members about our convenient service options and make appropriate recommendations.
Converts all points of contact into relationship banking. Uses CRM to prompt member milestones, new baby, new car, university education etc
Problem Solving – Uses rigorous logic and methods to solve difficult problems with effective and innovative solutions; is resilient and will own the solution and the problem; can see hidden problems; is excellent at honest analysis; looks beyond the obvious and doesn’t stop at the first answers.
Cooperation and Teamwork – Relates well to all kinds of people; builds appropriate rapport; works harmoniously with others; uses and understands diplomacy and tact; encourages collaboration; seeks opinions; is candid with peers; values working relationships.

Skills Knowledge and Attribute Requirements:

Proven networking, relationship building, client acquisition and asset gathering abilities;
Superior sales abilities (active listening, identifying business opportunities, influencing & negotiating, asking for the business);
Outstanding communication and presentation skills;
Commitment to continuous education (CE credits).
Proven organizational and time management abilities
Experience with public speaking and comfortable with community engagement activities.

Other duties as assigned from time to time by manager or their designate.