Wealth Management/Investment Services – Page 6

Financial Planner

KOOTENAY SAVINGS MONEYWORKS
A wealth management subsidiary of Kootenay Savings – The region’s leading credit union with over $1 billion in assets, over 39,000 members and over 200 employees, continues to strive to fulfill our vision: To be the best provider of financial services and the best place to work in the communities we serve.

Do you… have experience in financial planning and thrive in an ever-evolving work environment? Are you a sales-oriented individual with a genuine interest in helping people meet their financial goals? Are you results driven and have what it takes to improve clients/members financial lives?

If so… we should talk.

We are currently seeking an experienced Financial Planner for our East Kootenay Region. As the Financial Planner, you will provide sound financial advice to new and existing clients with a focus on investment, retirement, and estate planning. The successful candidate will be required to travel as required to our East Kootenay branches however they will have the option of being based out of our Kimberley or Invermere location of Kootenay Savings MoneyWorks.

With two years of post-secondary education in a related field and a minimum of three years experience in financial planning you will be well positioned to offer sound holistic financial planning advice to new and existing clients. As a Certified Financial Planner, or one who is actively working towards completion of a financial planning designation and having a Mutual Funds License and/or are willing to complete your Level II Life Insurance License, you are able to provide comprehensive financial and estate planning and insurance services and recommend products that are best suited to assist clients/members meet their financial goals. Your track record of success in business development is enhanced by your strong communication skills and your ability to respond to clients’ needs. You demonstrate a sales-focused work ethic, combined with exceptional relationship building skills and your commitment to ongoing professional development ensures quality service delivery.

Why work for us?

We know that our dedicated employees give us a lot and are key to our success; in return we offer a total rewards package that includes:

• Competitive salary and benefits
• Paid vacation, sick time and floating holidays
• Continual training, development and coaching
• Confidential employee and family assistance program
• Flexible work options to support work-life balance
• Unique staff benefits on products such as bank accounts, loans & mortgages
• The opportunity to build a satisfying career in an organization that incorporates many leading-strategic initiatives
• Being part of an organization that puts their community and employees first
• Being part of a talented and dedicated team who improve our members’ financial lives

For more information about the breathtaking Columbia Valley, visit www.cvchamber.ca

For more information about the Kimberley area, visit kimberleychamber.com

For more information about Kootenay Savings MoneyWorks, please visit www.kscu.com and click on the Wealth tab.

Applicants are asked to apply online through the careers section of our website at www.kscu.com.

Closing date: Open until filled

We thank all applicants for their interest; however only short listed applicants will be contacted.

Wealth Specialist II

You are a dedicated and enthusiastic team player who possesses strong interpersonal skills and a commitment to continuous learning. This position suits you as you are able to provide strategic wealth solutions to members and non-members of the credit union. You possess the analytical skills and experience required to aid in the development and implementation of the Credit Union’s strategic plan. You are a community minded individual who is able to foster strong business relationships within a member-focused service culture. As part of the wealth services team, you are responsible for generating growth through excellence in member service and effective leadership.

For more information, please visit our website at diamondnorthcu.com.

Wealth Advisor

Wealth Advisor
Location: Churchbridge and Langenburg
Posting Date: April 16, 2021
Closing Date: April 30, 2021
Website: www.churchbridgecu.ca
Career Level: Experienced (non-manager)
Employment type: Full time

Churchbridge Credit Union is currently seeking an experienced Wealth Advisor to join our team. This permanent full time position will be based out of both of our branch locations in Churchbridge and Langenburg.

The Churchbridge Credit Union is a full service, two branch institution that serves the communities of Churchbridge, Langenburg, MacNutt, Bredenbury and surrounding areas. We are based in an agriculture and potash mining area that is situated close to the Manitoba border in central Saskatchewan.

We pride ourselves on giving back to our members through our member profit sharing program and our communities through our volunteerism and our Community Investment Program. We have 3300 members and non-members with an asset base of $232.6 million, which includes a $34.4 million mutual fund portfolio as of February 28, 2021.

Reporting to the Deposit & Support Services Manager, the Wealth Advisor supports the credit union’s business strategy through the provision of a full range of deposit and investment services to a portfolio of higher net worth members ($100,000 plus) with comprehensive investment and financial planning needs. This position identifies member investments and financial planning needs and goals and works with members to develop wealth management plans and related strategies. They will manage an assigned portfolio of accounts in compliance with applicable regulations, policies, and procedures.

In addition to being an integral part of the wealth department, the Wealth Advisor will also support the wealth and deposit team by providing support, advice, and coaching on investment products and services. This role will proactively seek business development opportunities with current and potential members for wealth management and credit union subsidiary products and services.

Churchbridge Credit Union partners with AVISO Wealth, a national financial services firm providing MFDA and IIROC dealer services, online brokerage, and insurance solutions.

Qualifications
This position requires:
• College, Trade, or Tech School Diploma (2 years) in a related discipline;
• Active Mutual Funds license including labour sponsored funds, in good standing;
• Minimum 3 years’ experience in an investment/financial planning (including deposit products)
and advisory position managing a portfolio of higher net worth individuals on an MFDA or IIROC
environment, with demonstrated ability to gather assets;
• Solid administration, sales support, team support/coaching and organization skills;
• Thorough understanding of financial products and services;
• Certified Financial Planner (CFP) or Personal Financial Planning (PFP) designation, or willingness
to obtain within 2 years;
• Sales-orientated background with a strong understanding of the sales process and business
development;
• Demonstrated ability to communicate both verbally and in writing with a wide variety of people.
Churchbridge Credit Union offers employees a competitive compensation package, employee benefits,
and a matched superannuation plan. We foster an environment of personal growth and development
and promote coaching and continuous learning.

To apply, please submit an electronic copy of your cover letter and resume on or before April 30, 2021:
Connie Olm
Deposit & Support Services Manager
Churchbridge Credit Union
connie.olm@churchbridgecu.ca

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

Wealth Associate

An exciting opportunity exists, for an experienced Wealth Associate to join our team. ABCU is a full-service open bond Credit Union. Assets $265 million, loans $197 million, deposits $243 million, staff of 35. At ABCU Credit Union Ltd. (ABCU) our culture is based on our passion to be financial professionals dedicated to doing what is right for our credit union and our members.

The Wealth Associate is an IIROC licensed member of the dynamic wealth team led by the Director Wealth and plays an integral role in the delivery of superior personalized service to our high net worth member owners. The primary accountability of the role is to assist the Director of Wealth with their day to day administration, sales, and service in an efficient and effective manner thereby allowing vital contact time with members. This position ensures that proper documentation has been completed correctly, processing its delivery in a timely manner with the appropriate follow up. You will assist in the completion of financial plans, annual reviews and identify additional opportunities to refer business back to retail, business banking, and other areas of ABCU. The Wealth Associate is licensed and maintains a high level of knowledge relating to our products and services, sales processes and compliance, and is able to execute trades. As an assistant, you strive for excellence in communication and organization, as you play a vital role in enhancing the member experience and the growth and profitability of our Credit Union by:

Assisting the Director of Wealth by supporting the delivery of the full financial planning experience to high net worth ($100,000+) members using the CFP’s six steps of financial planning through an understanding of processes, systems, and documentation required. Accurate and timely completion of required documentation including: account opening, transfers, trades, and tracking.
Set up appointments for Director of Wealth client meetings and confirm appointments.
Represent ABCU, build relationships and proactively build business in the communities we serve.
Respond to all members, team and partner enquiries promptly and proactively providing professional, friendly, competent and courteous service at all times. The licensed Wealth Associate is able to execute trades in line with risk objectives for members.
Respond to all portfolio member complaints with follow up on issues/opportunities as required, ensuring member complaints are handled in accordance with our service standards, escalating issues when necessary.
Maintain up to date Financial Planning and investment industry knowledge by participating in training programs/industry courses to upgrade skills, obtain, and maintain accreditation and licensing requirements as applicable
Assist the Director of Wealth to achieve or exceed assigned sales and referral goals in growth of the book of business, revenue, asset gathering, tracking & reporting of referrals, and support in referrals to internal partners – retail, business banking and other channels as appropriate

Experience Required

High School Diploma
Finance related post-secondary is an asset.
IIROC License
Canadian Securities Course (CSC) & Conduct and Practices Handbook (CPH)
Completion of Wealth Management Essentials (WME) within 3 years
Minimum 2 years’ experience in the wealth industry; including securities and compliance
Knowledge of financial planning, products, policies, procedures, and operations
Solid administration, sales support, and organizational skills
Thorough understanding of financial products and services

Interested candidates please provide a cover letter, salary expectations and resume to:

Janavi Corson, ABCU Credit Union

jcorson@abcu.ca

ABCU Credit Union thanks all applicants for their interest; however, only those selected for an interview will be contacted.

Closing date: This position will remain vacant until a suitable candidate is identified

Manager of Wealth Services

Reporting to the Chief Operating Officer, this position is responsible for managing the day-to-day operations and activities of our Wealth Services team members, in the delivery of Wealth Management Services. Synergy Credit Union partners with Aviso Wealth who is a national financial services firm providing MFDA and IIROC dealer services, online brokerage, and insurance solutions.

You are an integral part of leading and inspiring a dedicated and compassionate team in helping our members achieve their personal life goals. You will also participate in the development, implementation and monitoring of the annual budget, and implementation of our long-term business strategy for Wealth Services. This position will ensure all Wealth Services activities are in compliance with relevant legislation, regulations, policies and procedures, regarding the promotion and sale of investment products and services.

This position is based out of the Lloydminster Synergy Centre in Lloydminster, Saskatchewan. We also have branches in Kindersley, Paradise Hill, St. Walburg, Lashburn, Denzil, Macklin, Maidstone, Marsden, Marshall, and Neilburg. Dedication to our communities is a cornerstone belief of our Credit Union, and it shows. Every year, our amazing staff is more than willing to offer their time as volunteers, on top of our financial and sponsorship activities.

We are the fifth largest Credit Union in Saskatchewan with total assets under management of over $2 billion, serving more than 25 000 members and 206 employees. Our Wealth Services team manages a portfolio size of $400M. We provide core banking services through our traditional branch network, the Canada-wide ‘ding-free’ AccuLink ATM network, Digital Online Banking site and Digital Synergy CU App, as well as through calling our Member Contact Centre.

The Community: Lloydminster is located on the provincial border between Alberta & Saskatchewan – 2 provinces, one city. Approximately two and a half hours between Edmonton and Saskatoon, Lloydminster has good access to major cities and a variety of recreational options – with many nearby lakes, ski hills, parks, golf courses, theatre, sports facilities, and list goes on. In addition, there is a local college and lots of amenities (shopping and events). For more information on Lloydminster, visit lloydminstertourism.ca and lloydminster.ca.

To Apply: Submit your cover letter and resume before the end of day on April 21^st, to: careers@synergycu.ca. Please quote competition # 212301 in the subject line.

We thank you for your interest, we will only contact those under consideration. If you are successful for this role, you will undergo a bonding process that includes a criminal record check and credit check.

We are committed to being an equal opportunity employer.

Find out more about us! https://www.youtube.com/user/SynergyCreditUnion

www.synergycu.ca

Financial Specialist

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 region consisting of the Elbow, Loreburn, and Outlook branches. 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 April 19, 2021 to: careers@pccu.ca.

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

Mobile Financial Specialist

Prairie Centre Credit Union, Saskatchewan’s largest rural-based credit union, currently has a permanent full-time Mobile Financial Specialist opportunity available. The successful candidate will be a proactive, self-motivated individual who will provide exceptional support to the team of Financial Specialists within PCCU. Reporting to the Manager Financial Specialists, the Mobile FS will have a strong aptitude for relationship-building and will deliver expert advice and mentorship to staff and internal teams, as well as current and prospective members to achieve overall growth.

Responsibilities:

Play a key support role to fellow Financial Specialists, providing training, mentorship, and coverage across PCCU

Mentor and guide new staff in achieving their goals and acquiring the knowledge required to confidently offer PCCU products and services
Build value-based relationships with internal teams and members, providing feedback and appropriate recommendations that maximize efficiencies to ensure an exceptional member experience

Pro-actively work to retain and expand existing member relationships while pursuing new sources of business

Collaborate with the regional teams to develop creative and innovative approaches to achieving results
Develop and implement business development, growth, and community engagement strategies
Regular travel across PCCU trading area will be required

Qualifications:

Certified Financial Planner (CFP) or Personal Financial Planning (PFP) designation
Active Mutual Fund License including Labour Sponsored Funds
Industry experience required, with demonstrated ability to gather assets
Advanced member service and sales skills 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.

Financial Planner

If so… we should talk.

We are currently seeking an experienced Financial Planner for our Trail office of Kootenay Savings MoneyWorks to provide sound financial advice to new and existing clients with a focus on investment, retirement, and estate planning.

With two years of post-secondary education in a related field and a minimum of three years experience in financial planning you will be well positioned to offer sound holistic financial planning advice to new and existing clients. As a Certified Financial Planner, or one who is actively working towards completion of a financial planning designation and having completed your Level II Life Insurance and Mutual Funds License, you are able to provide comprehensive financial and estate planning and insurance services and recommend products that are best suited to assist clients/members meet their financial goals. Your track record of success in business development is enhanced by your strong communication skills and your ability to respond to clients’ needs. You demonstrate a sales-focused work ethic, combined with exceptional relationship building skills and your commitment to ongoing professional development ensures quality service delivery.

Why work for us?

We know that our dedicated employees give us a lot and are key to our success; in return we offer a total rewards package that includes:

Competitive salary and benefits
Paid vacation, sick time and floating holidays
Continual training, development and coaching
Confidential employee and family assistance program
Flexible work options to support work-life balance
Unique staff benefits on products such as bank accounts, loans & mortgages
The opportunity to build a satisfying career in an organization that incorporates many leading-strategic initiatives
Being part of an organization that puts their community and employees first
Being part of a talented and dedicated team who improve our members’ financial lives

Nestled in the natural beauty of the Selkirk and Monashee mountain ranges, next to the mighty Columbia River, the Greater Trail area offers year-round activities for the outdoor enthusiast from golfing to skiing, mountain biking, kayaking, fishing, hiking and much more. Amenities include the region’s largest hospital, Selkirk College and an aquatic and leisure centre, all surrounded by inviting neighbouring communities. Affordable, safe and volunteer-oriented communities provide all the modern technology and amenities to keep you connected. Here you will find outstanding opportunities for living life well and to its fullest.

For more information about the Greater Trail region, please visit imaginekootenay.com

For more information about Kootenay Savings MoneyWorks, please visit www.kscu.com and click on the Wealth tab.

Applicants are asked to apply online through the careers section of our website at www.kscu.com.

Closing date: Open until filled

We thank all applicants for their interest; however only short listed applicants will be contacted.