Wealth Management/Investment Services – Page 2

Manager of Member Experience

The Person: You are a wise conductor, leading a harmonious symphony. Your musical score serves up the rhythms and harmonies that charm our members and deliver an exceptional experience. You inspire and uplift the orchestra, with a profound understanding of each individual’s talents and potential. You guide and support the brass, percussion, strings and woodwinds, helping each get the most out of their instruments and balance the entire performance in a way that celebrates the players and delights the audience with an unforgettable melody.

The Position: The focus of this job is providing exceptional member experiences, developing relationships with members, achieving results with and through people; all aligned with the larger picture of the organization and its strategic goals. Self-assurance, and the confidence to purposely drive toward results while constantly problem-solving and engaging the commitment of others are essential. A leadership style that is firm and goal oriented, and yet motivates, trains, and engages others in an enthusiastic way is important. The emphasis on building rapport and relationships with internal and external members requires an outgoing, poised and persuasive communication style. The ability to learn quickly and thoroughly while continually recognizing and adapting to changing conditions is critical. A full commitment to the success of the credit union and elevated standards of member experience are expected in this position. The job environment is constantly evolving and provides growth opportunity, recognition and reward for the achievement of credit union and member success.

Reporting to the Chief Executive Officer (CEO), the Manager of Member Experience:

Provides leadership ensuring an exceptional member experience focused on building member relationships through successful, proactive member service and product delivery. Guides and supports the member experience and financial services teams by setting standards and expectations and holding team members accountable.
Collaborates with executive leadership to develop corporate strategies and policies; identifies and meets short and long-term objectives.
Initiates plans and actions to grow the business both from a membership perspective as well as seeking new business opportunities to strengthen the credit union market presence.
Provides overall management and direction of member experience policies, procedures, and objectives.

Promotes Unity Credit Union and maintains active involvement in the organization and community.

Compensation and Qualifications: The Manager of Member Experience is an on-site, full-time permanent position. Experience in front line financial service operations is strongly preferred. A clear passion for member service and proven leadership skills are essential to success in this role. Relevant education and financial work experience are required, with a preference for a credit union background. Unity Credit Union offers a competitive total compensation package. Salary will depend on qualifications and experience. Benefits include a matched pension plan; group benefits (health, dental, life, disability and critical illness insurance), and paid community involvement.

The Credit Union: Unity Credit Union is a successful rural-based credit union with assets over $350 million and 34 employees serving 5000 members. Our vision is, “Partnering to Achieve Success and Build a Better Community” and that is how we work and serve every day.

The Community: Unity is a progressive community of approximately 2500 people located in West – Central Saskatchewan. Services include K-12 schools, full health center facility, skating and curling rinks with artificial ice, a regional park with a 9-hole grass green golf course, camping, and a new swimming pool. Economic drivers include salt mining, manufacturing, agriculture, inland grain terminals, oil and gas industry and a grain alcohol and spirits plant. For more information on the town of Unity, visit www.townofunity.com.

If you have a passion for partnering to achieve success and are ready to advance your credit union career, we would like to hear from you!

Competition closes at 11pm on Sunday June 25, 2023.

Interested applicants should submit a cover letter and resume by email or in person to:

Shauna Hammer, Human Resources Advisor
Phone: (306) 228-4515 ext. 222
Email: shauna.hammer@unitycu.ca

We thank all applicants for their interest; however only those selected for the further consideration will be contacted. The successful applicant must satisfactorily complete a bond application process including work history, criminal record check and credit check.

Digital Wealth Specialist

Permanent Full-Time

Closes June 5, 2023

Annual Salary: $64,000 to $76,000

Anywhere in Saskatchewan

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

Innovation Credit Union has a bold ambition. In addition to being Canada’s 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 fulfill Innovation’s purpose? Glad you asked!

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

WIIFY (what’s in it for you):

Competitive Salary
Diverse and Inclusive Culture that continues to evolve
Flexible work arrangement options
Strong benefit package
7% Superannuation matched contribution program
Attractive variable incentive program
Wellness Days to create appropriate work/life balance
Paid Education opportunities to ensure our members have the most equipped staff to help them
A purpose-driven organization that focuses on the values of Accountability, Integrity and Respect
And lots more reasons to love where you work and what you do!

What our team is looking for:

A growth mindset that emulates Model, Coach and Care behaviours in every activity and approach
A solution mindset that feeds inertia
An ambassador willing to promote our team inside and outside the organization.
Somebody who is digitally capable and wants to dig into new technology with enthusiasm!
Somebody who can work with occasional ambiguity with a focus on process evolution.
A mindset of Solve, Serve, Sell – a problem solver, serving our members directly or indirectly, and selling our brand!
Somebody to sweat the small stuff, but also see the big picture.
Personality and Energy – a flair for polish, and you bring your personal, creative touch to everything you do!

What will you do?

Identify member and potential member investment needs by analyzing investment portfolio, ascertaining their needs, and analyzing investment opportunities and market conditions and trends.
Provide a high level of sales and service of Credential Asset Management and Innovation Wealth investment products, and retirement income investment options to existing and potential members by supporting members virtually by phone, using digital channels, etc.
Provide members with individual portfolio planning which identifies the specific diversification strategy that fulfills the member’s needs
Support corporate strategies by building relationships with all members of the organization in the area of investments and retirement income investment options, including interaction with the Retail Sales area towards achievement of corporate goals.
Support development and the achievement of sales targets, marketing plans, and member service standards supporting achievement of targets and plans.
Complete annual review and regular client follow-up to ensure member’s needs are continuing to be met
Assess risk when making decisions, ensuring compliance with all regulatory requirements

Some things that would impress us:

Have completed some Post-Secondary plus 3 to 5 years job related experience; or an equivalent combination of education and experience
Organized and detail oriented
Proven results in strong sales and service skills along with refined relationship building skills
Completion of the following courses would be considered an asset: Credit Union Products and Services, Credit Union System, Introduction to Financial Planning, Consumer and Residential Mortgage Lending Course
The ability to relate well to members and coworkers
A passion for learning and growth

Interested?

Apply Today at www.innovationcu.ca.

Innovation Credit Union acknowledges that Indigenous peoples are the traditional guardians of this land that we call Canada. In Saskatchewan we are on treaty lands and these treaties serve to govern our relationships with Indigenous people. We are dedicated to ensuring that the spirit of Reconciliation and treaties are honoured and respected.

Manager, Client Experience – Private Wealth Group

Manager, Client Experience – Private Wealth Group

Coastal Community Credit Union – Private Wealth Group

Nanaimo and surrounding Vancouver Island Communities – Hybrid

Position Type: Permanent Full Time

Together, Let’s Do Great Things!

We’re the largest financial institution based on Vancouver Island and the Gulf Islands, and we’ve got an opportunity for you. We are seeking a Manager, Client Experience – Private Wealth Group to oversee the administrative support function of our Private Wealth Group Department and provide regional leadership to the team of Client Relations Assistants. If you are a dynamic individual who has a passion for client experience and coaching, but also has a knack for detailed work, we want to hear from you!

What’s the role?

As Manager, Client Experience – Private Wealth Group you are responsible to provide leadership, direction, and coaching to Client Relations Assistant Team and oversee the administrative support function for the Private Wealth Group department. This position also leads and oversees the monitoring of auditing and compliance of licensing requirements of the greater PWG advisory team while providing guidance, mentorship and support in the processing of complex client files. The Manager, Client Experience – Private Wealth Group is responsible to manage and direct the department functions within established policies and procedures and is accountable for growth by developing a strong team to support services ensuring a high level of operational effectiveness. This role also plays a pivotal role in the oversight, coordination and support of PWG marketing and sponsored community events. As a key member of the Private Wealth Group Management team, you will have a responsibility to the goals of the department through effective expense processing and administration.

This role is based in Central Vancouver Island with travel required to all Coastal Community locations and offers flexibility for a hybrid remote/office work environment.

What are we looking for?

Successful completion of a Bachelor’s Degree or diploma in a related discipline (e.g. Commerce and Business Administration) requiring 3 – 4 years of full-time study or equivalent.
Minimum six (6) years’ experience as an Investment Advisor or equivalent role.
Hold an IIROC license as a Registered Representative in the Province of BC.
Hold a Life, Disability and Health Insurance license in the Province of BC required within 12 months of commencement of the position
Minimum (8) years progressive financial industry experience considered an asset

Ideally, you are a flexible, collaborative team player with:

Proven knowledge of wealth management policies, procedures, practices and general branch operations.
A comprehensive understanding of the investment platform.
Solid understanding of the competitive environment in the financial marketplace, and local communities within the region.
Previous experience leading a team considered an asset

If you’re an approachable problem solver who embraces self-development and life-long learning, you’ll be a great fit with us.

What we offer you:

Competitive salary
A comprehensive benefits package including MSP, dental, and extended healthcare
Employer paid RRSP benefit
Ongoing support for education and career development

Who are we?

Since first forming in 1946, Coastal Community has grown to become the largest financial services provider based on Vancouver Island. We’re proud of the legacy we’ve built and the things that make us who we are:

We’re 100% member-owned, with all decisions made locally—right here on Vancouver Island.
We’re a growing organization with over $4 billion in assets under management. Coastal Community helps improve the financial health of over 100,000 members and clients through our 24 branches, 16 insurance offices, 4 business centres, plus our wide range of online and digital services.
We believe in making meaningful contributions to the communities we call home. Each year, we give over half a million to community organizations and programs.

If you join us you’ll work hard, but have a lot of fun along the way. We offer a generous compensation package and a great work/life balance because we want you to spend your career here. Many people do!

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.

MoneyWorks Wealth Advisor

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

For more than a decade, three like minded Credit Unions have been partners in providing wealth management services to their members. We are 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 NDCU MoneyWorks in the communities it serves which include the beautiful areas of Nelson, Rossland and Crawford Bay. 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, Hybrid arrangements will be considered, and travel within the local area 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 three 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 working towards completion of the Certified Financial Planner (CFP) designation or equivalent. Preference will be given to those candidates that hold a post-secondary designation.

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.

Senior Advisor

Create your future with SASCU Credit Union! We invite you to be part of a team where you can feel good about the work you do and the positive impact on the communities we serve in the Shuswap region. We believe in fostering a work environment that is the perfect blend of friendliness, support and professionalism, not to mention, fun!

As a Senior Advisor at SASCU, you will build deep relationships with members, first by seeking to understand what is important to them, and then by providing customized, advice-driven solutions that will guide them on their financial journey as it relates to their overall financial picture.

What you’ll do:

Advise members on a full range of deposit and investment products (including new accounts, mutual funds, registered products, and term deposits).
Advise members on personal and small business lending products and services (including mortgages, loans, lines of credit, credit cards, and associated insurance products).
Service and manage an assigned portfolio of estate accounts.
Identify and pursue opportunities within an assigned portfolio and through referrals, connecting members to colleagues when appropriate to ensure the members’ financial needs are fully met.
Take a lead role in promotions and other activities to build the membership base and have a positive impact on the community.

What you’ll bring:

Two years of post-secondary education or equivalent.
At least 4-6 years of progressive financial services with demonstrated sales skills.
Registration as a Mutual Funds Representative, or enrollment in the Investment Funds in Canada (IFC) course within 3 months of attaining position, with the intention to register as a Mutual Funds Representative.

You’re perfect for this role if you:

Have demonstrated sales skills – promoting and selling financial products and services
Have strong organizational and time management skills
Are an excellent communicator with strong interpersonal skills and demonstrated leadership ability
Possess a high level of ownership, accountability, and initiative
Are committed to continuous learning and self-development

We invest in our employees by offering:

A competitive base salary plus performance-based incentive pay, and a pension plan with SASCU matching all funds.
Comprehensive group benefits coverage including extended health and dental care, travel insurance, and life insurance, and an Employee and Family Assistance Program.
Flexible spending account for additional health and personal wellness activities and expenses.
Flexible work arrangements and paid time off including vacation, medical/care time, a flexible “Floater Day”, and paid community volunteering.
Opportunities for career growth, financial assistance for training and development, and rewards and recognition.
Additional benefits including waived or reduced banking fees and reduced rates on personal loans and mortgages.

This is a full-time, Monday to Friday position. It is an excellent opportunity for a community-minded individual to further their career within a successful and growing organization. If this sounds like you, let us know! To apply, please email a cover letter and résumé to us at hr@sascu.com.

Our Commitment to Diversity and Inclusion:

SASCU is an equal opportunity employer committed to supporting Diversity and Inclusion. We recruit and select applicants for employment solely based on their qualifications, with emphasis on selecting the best-qualified person for the job. We support an inclusive environment where employees feel empowered to share their experiences, ideas, and perspectives.

A bit about SASCU:

SASCU Financial Group offers a broad range of personal and business financial services through SASCU Credit Union and its three lines of business: SASCU Insurance, SASCU Wealth, and Commercial banking. SASCU Credit Union branches are in Sicamous and Sorrento, plus two in Salmon Arm. Established in 1946, SASCU has more than 19,000 members, 150 staff, and $1 billion in assets. Learn more at www.sascu.com

We thank all candidates for their interest, however, only those selected for an interview will be contacted. The successful candidate will be required to meet fidelity bonding requirements, including completion of references, a criminal record check, and credit check.

Director, Wealth

ABCU Credit Union Ltd. (ABCU) is a full-service open bond Credit Union with funds Under Administration of $456 million and a staff of 35. We are looking for a motivated and high-performing Director, Wealth to lead our Wealth Management team. Working amongst a team of respected professionals, the incumbent will be a primary resource for investment transactions over a designated value and will provide investment advice to a range of Credit Union clients.

Specific Accountabilities

Providing high-quality investment and financial planning advice and services to members while identifying opportunities for referrals for other products and services.
Managing member investment portfolios.
Proactively seeking new business and growing/increasing existing member investments.
Working with the Wealth team and branch leadership to support wealth growth to implement annual investment financial plan renewals and support wealth growth in the branches.
Coaching and mentoring of the wealth team.
As a member of the Senior Leadership team, work with the CEO on the credit union’s wealth strategy and ensure the team seeks to grow market share and optimize financial solutions.

Qualifications Required

The ideal candidate will possess the following qualifications:

University degree in Commerce, Business or Economics is desirable.
Completion of Canadian Securities (CSC) and Conduct and Practice (CPH) courses.
Registration with IIROC.
Minimum 8 years’ demonstrated success in a comparable role.
Designation as Certified Financial Planner (CFP) is an asset.
A combination of post-secondary education and work experience will be considered.

At ABCU, growth and development are an important facet of the employee experience, and we encourage all employees to seek opportunities to progress and contribute to ABCU in a meaningful way. Our total rewards program is designed to retain and attract top talent. This includes a competitive compensation, at-risk pay and benefit program.

Interested applicants should send their resume and cover letter to:

general@abcu.ca

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

Investment Specialist

The Person: You are a patient Master Gardener, planting seeds of knowledge, cultivating relationships, and encouraging thriving finances. You understand that member portfolios, like tender plants, take time and TLC to establish roots and grow strong. As the ground is prepared and trust deepens, you assist members in selecting the investments that will bear the best fruit for their tastes and climate. A wise horticulturalist, your specialized knowledge in varieties and maturities is foundational to the advice you provide.

The Position: The Investment Specialist must be friendly and genuinely interested in discovering member’s current, on-going and future needs, and finding the best solutions. Lots of attention is spent on building and maintaining relationships seeking to help and not pressure members thereby fostering the relationship. Detailed work is a major focus of the job, and those details need to be handled quickly, correctly, and efficiently. Adherence to established guidelines and procedures is important, while working with and for others. This is a permanent full time (37.5 hours per week) position.

As a member of the Investment team, the Investment Specialist:

Actively grows, develops, and manages a portfolio of member investments and relationships.
Requires a high degree of specialized knowledge to analyze member needs, assist members by outlining benefits and alternatives, and advise members on the best investment options and ongoing investment services.
Is professional, proactive, and dedicated to serving in the best interest of the member.
Promotes Unity Credit Union and maintains active involvement in the organization and community.

A Mutual Funds license is required for this position, or a commitment to obtain mutual fund license in the immediate future. Relevant education and financial work experience are strongly preferred.

The Credit Union: Unity Credit Union is a successful rural-based credit union with assets over $300 million and 33 employees serving 5000 members. Our vision is, “Partnering to Achieve Success and Build a Better Community” and that is how we work and serve every day.

The Community: Unity is a progressive community of approximately 2500 people located in West – Central Saskatchewan. Services include K-12 schools, full health center facility, skating and curling rinks with artificial ice, a regional park with a 9-hole grass green golf course, camping, new swimming pool. Economic drivers include salt mining, manufacturing, agriculture, inland grain terminals, oil and gas industry and a grain alcohol and spirits plant. For more information on the town of Unity, visit www.townofunity.com.

We would like to hear from you. Applications will be accepted until midnight on November 27, 2022.

Interested? Submit a cover letter and resume to:

Shauna Hammer, Human Resources Advisor
Email: shauna.hammer@unitycu.ca

The successful applicant will be required to undergo a bonding process that includes a reference check, criminal record check and credit check.

We thank all applicants for their interest; however only those selected for the further consideration 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 November 29, 2022, to: careers@pccu.ca.

We thank all applicants for their interest; however, only those candidates being considered 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?

__________________________________________________________________________________

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

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