Wealth Management/Investment Services – Page 5

Chief Operating Officer

Prairie Centre Credit Union, Saskatchewan’s largest rural-based credit union, currently has a permanent full-time opportunity available for the position of Chief Operating Officer. Reporting to the CEO, the Chief Operating Officer is a key member of the executive leadership team and is responsible for all retail-related functions including Advisory Services, Retail Deposits, Retail Credit, Retail Support, and Corporate Credit. The successful candidate will be a self-motivated, dynamic leader and will play an integral role in supporting effective retail operations that result in an outstanding member experience.

Responsibilities:

Promote and support a relationship-based service environment by delivering sound advice that benefits both members and the credit union

Participate in the development, implementation, and achievement of corporate strategy

Provide oversight in the credit portfolio, approval process and loan administration
Lead merger activities and special projects in support of strategic initiatives

Provide leadership in the development and monitoring of annual operating plans and budgets, and transfer of such to division managers
Promote the credit union, participate in member and community events, and support community economic development initiatives
Ensure compliance with all federal and provincial legislative requirements
Oversee the development of policy and procedures in accordance with PCCU established guidelines
Coach, develop, mentor, and motivate direct reports

Qualifications:

Relevant degree, Associate of the Credit Union, or a combination of education and experience in the financial services industry (preferably credit union) with a minimum of 10 years industry experience
Demonstrated analytical abilities and operational knowledge with a sound understanding of retail operations and the sales process
Proven leadership and management at a senior level with escalating responsibilities and strategic involvement
Ability to lead, develop, and implement sales and service initiatives with a proven background in achieving sales/growth targets
Excellent interpersonal, oral, and written communication skills with an aptitude for relationship and team building

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 Blair Wingert, Chief Operating Officer at 306-882-5562. To apply, please submit an electronic copy of your cover letter and resume by 5:00pm on Friday, January 14, 2022, to: Blair.Wingert@pccu.ca.

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

Financial Planner

This is a great opportunity to join an established and well-respected wealth management team!

We invite you to be part of a team where you can feel good about the work you do and the positive impact you will have in the Shuswap community. We believe in fostering a work environment that is the perfect blend of friendliness, support, and professionalism (not to mention fun)! Add in a competitive compensation plan, and perks such as reduced banking fees, comprehensive benefits, and spectacular natural scenery, and you’ll see why SASCU is an award-winning employer.

As a Financial Planner, you will deliver professional financial advice, primarily in the form of investment, retirement, and estate planning, to SASCU members and clients. The Financial Planner enacts the SASCU Member Experience by identifying member needs, building sound financial plans, and partnering to actively promote the growth of all SASCU products and services.

What you’ll do:

Build and maintain a book of business by sourcing new business, building relationships with other SASCU business lines, and developing existing member and community relationships.
Prepare and present financial strategies appropriate for the achievement of clients’ specific goals and objectives.
Provide comprehensive investment, insurance, and financial advice to educate the client and enable them to make sound financial choices.
Sell investment, insured investment, and life insurance products.
Build high-trust member relationships by consistently following through on commitments, being proactive with client contact efforts, and providing value-added financial advice that enables the client to improve their financial position over time.
Partner with credit union peers through referral or joint client meetings to consolidate business held elsewhere and provide the right product at the right time.
Support branch initiatives to build membership base, attract new business, and have a positive impact on the community.
Understand and apply all internal and regulatory policy, procedures, and controls to meet compliance requirements and mitigate risk.

What you’ll bring:

Completed post-secondary education.
At least 5 years of financial industry experience in a fast-paced professional sales role.
CFP, IFIC, and LLQP qualifications (or equivalents). Additional industry designations or specializations are an asset.
Professional level knowledge of Canadian investment, insurance, and financial planning products, strategies, and concepts.

You’re perfect for this role if you have:

A proven record of achieving and exceeding sales objectives.
Understanding of regulatory and compliance policies and procedures.
Strong organizational and time management skills.
Excellent communication and interpersonal skills.
High levels of ownership, accountability, and initiative.

This is a full-time Monday to Friday position. It 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.

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 over $900 million in assets. In addition, SASCU stewards $235 million in client investments. 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. Employment offers will be conditional on the candidate providing satisfactory proof of COVID-19 vaccination, subject only to valid legal or medical exceptions, and complying with all pandemic/epidemic control measures affecting the workplace.

Investment Specialist

We are seeking an experienced, full-time Investment Specialist to be based out of our Torquay & Tribune Branches. Reporting to the Manager of Wealth & Investment Services, the Investment Specialist will deliver financial planning and investment solutions to our members, helping to secure their financial future. Responsibilities include meeting with current & potential members to provide investment advice, relationship management, and administering estate accounts. This position will proactively develop and manage a portfolio of member relationships, growing business through providing exceptional member service, ensuring all legislative, compliance and policy guidelines are adhered to. The Investment specialist will cross-sell the full range of credit union products and submit referrals to other departments or specialists as necessary.

Looking to expand your career? We will consider hiring the right candidate for an Investment Specialist Trainee position. An Investment Specialist trainee must be a motivated individual with some financial education/experience and a commitment to the financial services industry & credit union system. A Trainee will work with our experienced Investment Team and management to kickstart their career. A trainee will also commit to attaining an approved mutual fund license within a specified time period.

Preferred/Ideal Qualifications:
• 2-4+ years of experience
• 1+ years Post-Secondary Education in related field (a combination of education and experience will be considered)
• Mutual Funds License (or willing to obtain)
• Proven success working in a sales, service and goal oriented environment.
• Highly motivated with excellent interpersonal, communication, and time management skills.
• A demonstrated commitment to ongoing professional development.

The Credit Union / Organization:
Radius Credit Union is a rural based community focused credit union with seven (7) branches, assets over $465 million and nearly 50 employees serving 4700 members. Radius Credit Union builds relationships by providing financial solutions and supporting its communities. Employee engagement is valued and there is ample opportunity for growth for career minded individuals.

The Communities:
Radius Credit Union has seven branch locations in Avonlea, Ceylon, Pangman, Ogema, Radville, Torquay and Tribune. We have been serving the area for over 60 years! All branch locations are based in rural southern Saskatchewan Towns and Villages. Each of our communities have varying amenities, recreational facilities and services. With major shopping and service centers within a 1- 1.5 hour drive.

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.

If you are interested in becoming a part of our team, please submit your resume, in confidence, on or before December 24, 2021 via email or mail to:
Radius Credit Union Box 339 Ogema, SK S0C 1Y0 Attn: Michelle Leonard, HR & Marketing Coordinator michelle.leonard@radiuscu.com

Posting will remain open until a suitable candidate has been hired. We appreciate the interest of all applicants; however only those under consideration will be contacted.

Digital Wealth Specialist

Permanent Full – Time

Closes December 3

Annual Salary: $57,453.60 to $71,817.00

Anywhere in Saskatchewan

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

Would you like to earn above average pay helping members meet their financial goals, maintain a strong work life balance, a flexible schedule and have the security of a career – path supported by your organization? We offer that and so much more.

THE COMPANY – Our Purpose is to redefine banking by helping Canadians simplify their lives and reach their financial goals by reinvesting profits into our members, communities and our people. Now that Responsible Banking!

Click the link below to see what Innovation Credit Union is about! Trust us, you are going to want to learn more about who we are!

Innovation Credit Union – About Us (innovationcu.ca)

THE POSITION: Reporting to the VP of Wealth Services, 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.

Why Should You Apply?

You want to be an ambassador of a forward-thinking, member focused organization
you are passionate about providing world class financial services, growing member relationships, and are comfortable with building a portfolio
You want to help simplify our members lives by offering proactive advice to their day-to-day banking needs in person and digitally
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

Interested?

Director, Wealth & Insurance

Are you the kind of leader that can move from operational to strategic “mode” – and vice versa – quickly and confidently? Does the prospect of having a positive impact on the communities we serve in the Shuswap region align with your vision of building on an already successful career? If so, we have a lot to discuss.

We invite you to be part of a team where you can feel good about the work you do. At SASCU, we believe in fostering a supportive work environment that is the perfect blend of friendliness and professionalism. Add in a competitive compensation package and excellent benefits, along spectacular natural scenery, and it’s easy to see why we are an award-winning employer.

This is a uniquely interesting and challenging mandate for someone who enjoys switching from one business area to another – and can move with agility between our Wealth and Insurance lines of business. As the Director, Wealth & Insurance, you will provide leadership to SASCU’s subsidiaries, i.e., a multi-branch Insurance agency and a Wealth division – from recommending and implementing strategies and programs to grow the business, to ensuring that these areas achieve objectives, operate efficiently, and deliver on the SASCU Member Experience. Leveraging your senior management experience, you will also coach direct reports to achieve results, and implement SASCU’s sales and service strategy and tactics.

What you’ll do:

More specifically, as Director of Wealth & Insurance, you can expect to:

Proactively develop and present Wealth and Insurance strategies to the Vice President, Experience & Brand, that preserve and grow the lines of business, and work with the VP to determine sales targets and Key Accountability Areas for each division;
Manage and direct the overall operation of the Wealth division, and monitor Insurance branch activities, ensuring adherence to established policies, procedures and standards;
Work with the Branch Managers, Insurance, to identify opportunities to introduce new products and services, make recommendations to maximize business growth, build employee engagement, develop plans, and take action to identify any gaps;
Work to identify, negotiate and acquire insurance company contracts, and monitor volume commitments;
Develop and recommend operational plans, budgets, and staffing levels to ensure that the needs of SASCU are met;
Take a strategic approach to analyzing data to identify opportunities and risks;
Champion service standards, providing coaching to ensure consistent behaviours and experiences, taking ownership of Member concerns, and resolving, or supporting staff in resolving, complex and/or difficult service situations;
Represent Wealth and Insurance within the business community, and work within SASCU to promote these lines of business to employees and Members;
Establish positive, productive relationships with external stakeholders in the industries represented by the subsidiaries, across trade associations, in government and regulatory bodies, and within the broader community to ensure successful operations;
Role model SASCU’s organizational values and leadership competencies, and ensure strong, open channels of communication and collaboration within the subsidiaries and across SASCU departments.

What you’ll bring:

As the qualified professional we seek for the key role of Director, Wealth & Insurance, you will have the following profile:

Post-secondary degree, preferably an MBA, and experience in progressively more complex roles in the Wealth or Insurance field, with 7 to 10 years’ combined industry/sales experience, most recently in a senior management role.
Completion of a Senior Financial Planning designation (CFP, CIM) or a minimum of a Canadian Accredited Insurance Broker (CAIB), Chartered Insurance Professional (CIP), or Fraternal Insurance Counselor (FIC) designation, preferably with eligibility to act as Nominee.
Advanced knowledge of all insurance and wealth products, services, and regulatory requirements, including detailed understanding of revenue streams.
Ability to manage complexity, multiple tasks, and priorities for maximum personal and organizational success.
Completion of the Life Licence Qualification Program (LLQP), Certified Life Underwriter (CLU) designation, and Branch Compliance Officer Accreditation are assets.

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, and an insurance office in Enderby. Established in 1946, SASCU has more than 19,000 members, 150 staff, and over $900 million in assets. Learn more at www.sascu.com.

To apply:

This is an exceptional opportunity to take your career to the next level and be part of our exciting future at SASCU! If you are both community-minded and prepared to contribute to a successful and growing organization, please email a cover letter and résumé to hr@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. Employment offers will be conditional on the candidate providing satisfactory proof of COVID-19 vaccination (vaccination records or receipts issues by the Province), subject only to valid legal or medical exceptions, and complying with all pandemic/epidemic control measures affecting the workplace.

Wealth Advisor, Summerland Financial Services

Position Overview

Summerland Financial Services (SFS) Wealth Advisor plays an essential role in providing holistic financial advice and assistance to members and clients while strengthening SFS presence in the region. Building trust and loyalty with each member interaction, the Wealth Advisor utilizes their expertise in the delivery of a financial solutions to enhance member’s overall financial well-being. The Wealth Advisor has a positive and adaptable approach with strong relationship building and leadership skills that leads to successful and effective relationships both within the organization and externally with members and clients.

A key function of the role is to leverage relationships with credit union employees to contribute to and ensure an exceptional level of service for members as well as networking and enhancing the brand of SFS throughout the region as a respected leader of financial solutions.

Salary: Commensurate with experience, includes commissions, pension program and robust benefits packages.

Key Responsibilities

Sales & Service Leadership

Creating value; growing member relationships; learning and development

Working with the leadership team of Wealth Strategies Inc, adopt, implement and maintain the best practices from the “playbook”. Work with Wealth Strategies (CUSO Wealth) to ensure ongoing personal/professional development.
Develop and maintain positive relationships with existing and potential Clients, SCU management and staff and colleagues that are part of the CUSO Wealth network of wealth management professionals
Engage with internal / external partners and networks to identify business opportunities and best practices
Understand, uncover and meet the needs of members/clients by delivering customized financial solutions which includes a full suite of investment and life insurance products
Proactively contact members to retain existing business and to identify new opportunities
Contact Clients and potential Clients to arrange appointments, carry out financial needs analyses and updates of same, review existing portfolio and make recommendations
Serve, inform and educate Clients with respect to their financial goals and opportunities through the provision of ongoing financial services, KYC annual reviews and other applicable compliance-mandated processes, and/or other Client contact processes
Monitor and deliver exceptional performance with agreed upon goals including effective cross referrals to ensure member’s/clients’ needs are fully met.

Member & Community Experience

Building member loyalty; staying informed; building community connections

Build member loyalty and trust by exercising sound judgement and thoughtful consideration in delivering exceptional member experience
Understand and demonstrate commitment to our enterprise wide Vision, Mission and Values
Cultivate new opportunities and enhance long term relationships that contribute to a positive member experience
Enhance own profile and professional image in the community by participating in community events, associations and/or partnerships

Employee Experience

Engagement; teamwork; leadership; learning; commitment; accountability

Maintain and expand technical knowledge of financial products, systems, and
Promote teamwork and cooperation as a peer leader; act as a mentor and role model to share knowledge and skills to assist and support talent development
Support staff and encourage collaboration to accomplish common goals
Attend industry related product shows industry related courses (as directed by the Employer and as required by applicable governing bodies under continuing education credits)
Recognize and celebrate team successes; encourage teamwork and collaboration

Risk Management

Member confidence; risk/loss mitigation

Ensure all documentation pertaining to investments and accounts is prepared and/or executed in accordance with established policies, procedures and relevant legislation
Demonstrate a high level of risk management knowledge and ensure adherence to all legislative and regulatory requirements
Maintain up to date and complete Client files with documentation in hardcopy and/or electronic form as
Electronic files are maintained utilizing approved contact management software, approved Client relationship management software and any other required and approved software
Display confidence and exercise sound judgement in decision making
Take necessary action on issues or concerns arising from internal / external reviews and audits

Skills & Attributes

Passion for delivering exceptional member/client service and dedicated to building strong relationships and connections in the community
Committed to professional growth and development. Responsible for ensuring skills and knowledge are up to date to meet industry and position requirements
Instills confidence and trust of others through thoughtful, clear and open communication
Delivers strong business development and advisory services skills
Demonstrates strong interpersonal skills and the ability to communicate effectively both verbally and in writing
Ability to quickly adapt to changing priorities and a willingness to tackle new challenges
Displays strong awareness of the financial service industry, keeps abreast of the changing environment and understands the components for organizational success
Acts as a trusted advisor to members/clients, ensuring their financial well-being is top priority
Demonstrates strong attention to detail and accuracy in completing work and providing information
Takes a proactive and respectful approach in addressing problems, issues or conflict with a positive view to reaching new and better solutions
Commitment to life-long learning
Organizes work and assignment of tasks to maximize efficiency, clearly communicates expectations, roles and responsibilities

Experience & Education

minimum of five years’ experience in providing financial advice to clients in the areas of financial planning, investment, risk assessment and insurance options
CFP designation, life insurance and mutual fund licenses required
Combined experience and post-secondary education in the areas that are directly related to industry will be considered.

HOW TO APPLY

Interested applicants can submit cover letter and resume to careers@sdcu.com. Please visit our website at www.sdcu.com/careers for the complete role description.

Investment Specialist

This is a great opportunity to join and established and well-respected wealth management team!

As an Investment Specialist, you will deliver professional financial advice to SASCU members and non-members, primarily focused on savings, investment and retirement solutions that builds a bridge for members as their needs progress towards full financial planning. The Investment Specialist delivers on the SASCU Member Experience by identifying member needs, building sound modular financial plans, and partnering to actively promote the growth of all SASCU products and services.

What you’ll do:

Build and maintain a book of business by sourcing new business, building relationships with other SASCU business lines and developing existing member and community relationships.
Set and meet sales, growth and professional development targets.
Build both internal and external networks to capitalize on business referral opportunity.
Prepare and present financial strategies appropriate for the achievement of the client’s specific goals and objectives.
Provide comprehensive investment, insurance and financial advice in a way that educates the client and enables them to make sound financial choices.
Sell SASCU on and off-book (mutual fund) investment products.
Provision of ongoing client service, financial goal review, needs analysis, and portfolio rebalancing as appropriate to proactively identify existing and emerging needs.
Build high-trust member relationships by consistently following through on commitments, being proactive with client contact efforts and providing value-added financial advice that enables the client to improve their financial position over time.
Work closely with credit union peers to provide members with next level financial products and advice and to help clients establish sound financial habits, eventually referring them to a SASCU Financial Planner based on account size, life stage or complexity of needs.
Partner with credit union peers through referral or joint client meetings to consolidate business held elsewhere and provide the right product at the right time.
Serve as an internal resource for SASCU peers in the provision of financial products and services.

What you’ll bring:

A post-secondary education.
At least 3 years of investment related experience in a fast-paced professional sales role.
Valid and current BC Mutual Funds License (IFIC/Canadian Securities). CFP (or PFP) designation or specialization is an asset. Willingness to attain designation within a 3-year period.
Professional level knowledge of Canadian investment, insurance, and financial planning products, strategies, and concepts.

You’re perfect for this role if you have:

A proven record of achieving and exceeding sales objectives.
Understanding of regulatory and compliance policies and procedures.
Strong organizational and time management skills.
Excellent communication and interpersonal skills.
High levels of ownership, accountability, and initiative.

This is a full-time Monday to Friday position (flexibility is required to meet member needs). It 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.

A bit about SASCU:

A note on COVID-19:

Additional safety precautions have been put in place to protect SASCU staff and the public. More details can be found here: sascu.com/covid-19-response. Further information will be provided later in the recruitment process.

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

Retirement and Pension Associate

Company Description:

Pioneered in 1939, the Co-operative Superannuation Society (CSS) Pension Plan, located in Saskatoon, Saskatchewan, is one of the oldest and largest defined contribution pension plans in Canada. With approximately $5 billion in assets, CSS Pension Plan has grown to serve over 300 employers and 51,300 current and past co-operative and credit union employees across Canada, including more than 8,200 retirees.

Summary:

We are expanding our Member Experience team and adding an exciting new position, a Retirement and Pension Associate!

Join the CSS Pension Plan and its Member Experience Department as a Retirement and Pension Associate. You will care for our employer and employee members’ journeys by:

Providing senior administrative leadership and support for our pension and retirement planning professionals,
Taking responsibility for a wide range of pension and retirement activities (e.g., from pension and retirement administration to meeting with members to assisting with virtual and in-person educational and engagement events),
Analyzing detailed financial and membership information to identify opportunities for improvements in the overall member experience and journey with the CSS Pension Plan and
Assisting the Director, Member Experience with regular budget and operational planning needs.

The successful candidate will be a technically inclined high performer who thrives in a busy environment, strives to think outside of the box, and can pivot between competing priorities and complex matters. A strong sense of quality member service, belief in empowering others, and understanding of the value of the co-operative system will be positive attributes that you bring to the team. The Retirement and Pension Associate is required to develop an expert understanding of our pension benefit provisions, policies, and procedures.

You will work effectively in a team environment guided by the team-developed “Pillars of Collaboration” which represents the values of “Respect, Commitment and Communications”.

Key Responsibilities

Provide and Support the Delivery of Pension and Retirement Information

Answers inquiries and provides information through various communication channels regarding CSS Pension Plan provisions.
Meets with members on an individual basis to explain the retirement income options they are entitled to; engages the senior pension and retirement planning professionals as appropriate given the member’s needs and objectives.
Extracts and gathers the pertinent information needed to 1) determine the member’s eligibility for the various retirement income options and other rights and entitlements; and 2) support our pension and retirement planning services.
Supports the pension and retirement planning professionals by 1) ensuring that all required information is provided to and received by members, 2) assisting members with their pension plan inquiries, 3) forwarding complex inquiries to the appropriate professionals or specialists, and 4) preparing, reviewing and submitting complete retirement income application packages to our member account specialists for processing.
Establishes a positive mutual relationship between themselves, the pension and retirement planning professionals and the members.
Assists with the development and continuous improvement efforts of our educational and engagement workshops, seminars, and courses.

Other responsibilities

Generates and analyzes reports and information from our information systems and identifies opportunities to support and enhance the member experience.
Performs user testing for technological assets to ensure operational and strategic needs and goals are met.
Assist with projects (e.g., information technology, member experience, member education and member engagement).
Develops and maintains knowledge and application of CSS policies and procedures.
Develops and maintains knowledge and application of the CSS’ vision, mission and values.
Provides back-up support for the Department and organization as required and carries out other duties as assigned.

Skills and Abilities

Sound knowledge of pension and other relevant legislation.
Excellent computer skills with proficiency using Microsoft Office (e.g., Word, Excel, PowerPoint), information technology and systems, pension databases and workflow systems, as well as the ability to generate reports and information.
Strong analytical skills including the ability to analyze information (e.g., financial and membership data).
Excellent organizational, administrative, and problem-solving skills.
Must be flexible and able to manage high work volume and conflicting priorities to meet deadlines.
Self-directed, but recognizes the importance of relationship building within the team and across the organization.
Strong desire to learn and grow in the pension and retirement industry.

Qualifications

Previous experience with customer service, information systems, and data analysis,
A post-secondary degree or diploma in business administration or commence, and
Two or more years of experience in a financial, wealth, retirement services or a relevant role.

A combination of equivalent education, training and experience will be considered. A Pension Plan Administration Certificate (PPAC) and/or the Certified Employee Benefit Specialist (CEBS) designation is an asset. On the path to earning the Certified Financial Planner^® designation is an asset.

To Apply:

Please forward your resume and cover letter (including your salary expectations) to:

CSS Pension Plan
Attn: Director, Member Experience
Email: hr@csspen.com

Competition closes: July 23, 2021

(The position may be filled sooner)

We offer a fun, challenging and inclusive work environment, along with a competitive salary and benefits package.

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

Retirement and Pension Advisor

Company Description:

Pioneered in 1939, the Co-operative Superannuation Society (CSS) Pension Plan, located in Saskatoon, is one of the oldest and largest defined contribution pension plans in Canada. With approximately $5 billion in assets, CSS Pension Plan has grown to serve over 300 employers and 51,300 current and past co-operative and credit union employees across Canada, including more than 8,200 retirees. We are committed to diversity and inclusion, and a culture that includes compassion, mentorship, learning and development.

Summary:

We are expanding our Member Experience team and adding a fourth Retirement and Pension Advisor!

Join the CSS Pension Plan and its Member Experience Department as a Retirement and Pension Advisor. In this challenging role, you will support our employer and employee members’ journey by:

Connecting with our pension plan members, of all ages, to discover their needs and assist them in making informed pension and retirement decisions,
Taking a proactive approach to building and nurturing strong, long-standing relationships with our current and future participating employers, of all sizes, to assist in serving their employees and help with communicating the value of the CSS Pension Plan, and
Providing mentorship and guidance to our own employees of the MX Department and CSS.

Our Retirement and Pension Advisors provide services to both our employee and our employer members. Alongside your exceptional work with our employee members, you will be championing and leading our employer services programs.

The successful candidate will be a motivated and conscientious high performer who thrives in a busy environment, has a forward-thinking strategic mindset, can pivot between competing priorities and complex matters, and has a drive to build strong member relationships. You will bring a strong passion for delivering exceptional member experiences and an understanding of the value of the co-operative system and values.

You will work effectively in a team environment guided by the team-developed “Pillars of Collaboration” which represents the values of “Respect, Commitment and Communications”.

Key Responsibilities

Deliver Exceptional Member Experiences through the Provision of Pension and Retirement Expertise

Assists members using retirement planning tools and information provided by CSS and in navigating their pension plan decisions and questions (e.g., investments, additional voluntary contributions, and their journey to and through retirement).
Develops, delivers, and contributes to employee and employer member education and engagement programs and services (e.g., workshops, seminars, courses, articles, videos, social media content).
Meets with members (virtually or in-person) on an individual basis to discuss pension and retirement decisions, review retirement income illustrations, prepare and review retirement plans, and assist with making application for retirement income from the CSS Pension Plan.
Supports CSS colleagues by providing leadership, mentorship and expertise and sharing this knowledge and skillsets with others on the team.
Establishes a positive mutual relationship between themselves, our other pension and retirement professionals and specialists and our membership.
Proactively contacts members (employer and employee) to inform them of their options and CSS services.

Other responsibilities

Conducts research and maintains a current understanding of pension and retirement industry and legislative matters, to effectively support the member experience.
Assists with and leads projects (e.g., IT testing, information technology, member experience, member education and member engagement).
Generates and analyzes reports and information from our information systems and identifies opportunities to support and enhance the member experience.
Develops, maintains knowledge, and assists with leading the application of:
- CSS organizational and administrative policies and procedures, and
- CSS’ vision, mission, values, and strategic direction.
Develops and maintains an expert understanding and application of CSS Pension Plan provisions, policies, and procedures.
Travel may be required.

Skills and Abilities

Expert knowledge of pension, retirement, and wealth industry and legislation.
Excellent member service, communication, relationship-building, and problem-solving skills.
Presentation and public speaking skills.
Excellent computer skills with proficiency using Microsoft Office (e.g., Word, Excel, PowerPoint), information technology and systems, pension databases and workflow systems, as well as the ability to generate and analyze reports and information (e.g., financial and membership).
Must be flexible and able to manage high work volume and conflicting priorities to meet deadlines.
Self-directed, but recognizes the importance of relationship building within the team and across the organization.
Strong understanding and belief in the values of the co-operative system.

Qualifications

Previous experience working with businesses and organizations to develop and deliver employee programs (e.g., pension, benefits, wellness),
A post-secondary degree in business administration, commence or human resources,
Certified Financial Planner^® designation, and
Five or more years of experience in a financial planning, wealth or retirement services or relevant role.

To Apply:

Please forward your resume and cover letter (including your salary expectations) to:

CSS Pension Plan
Attn: Director, Member Experience
Email: hr@csspen.com

Competition closes: July 23, 2021

(The position may be filled sooner)

We offer a fun, challenging and inclusive work environment, along with a competitive salary and benefits package.

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

Wealth Specialist

Diamond North Credit Union is currently recruiting for a Wealth Specialist in our East Region with the primary location of Nipawin. 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 Union’s 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 focuses 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.

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 humanresources@diamondnorthcu.com no later than 12pm on Friday, July 23rd. We thank everyone for their interest, however, only those selected for an interview will be contacted.