We’re looking for a Consumer Advisor to join our team! This position is integral to the function of our organization, playing a critical role in our retail and Indigenous Connections teams. This role will contribute to the success of our Indigenous Connection Strategy by engaging with First Nations through banking days, business opportunities, and new products. Success in this role requires a deep understanding of the market and the communities that we aim to support. The key responsibilities for this role include:
- Provide advice to members and prospects on all aspects of consumer banking and work to ensure both our members and our organization are well represented.
- Preference will be given to those who speak Cree, Saulteaux, Ojibwe, Dene, or another Indigenous language.
- Participate in Door-Step Banking Days in remote or underserved communities, making banking more approachable and convenient.
- Develop and maintain a deposit and loan portfolio and develop long term relationships with First Nation members.
- Provide individualized financial consulting services that help simplify the members life (including insurance services) and information to members on services and investment products offered through the Credit Union.
- Ensure all deposit and loan activities are in compliance with relevant legislation, regulations, policies, and procedures.
- Recognize and act upon business development opportunities that would be beneficial to the organization and its members as a whole.
- Must have the ability to travel to and cover regionally as required.
- Innovation’s Travel Practice Guidelines will be followed.
Qualifications:
- Have completed some post-secondary education plus 3-5 years job related experience; or an equivalent combination of education and experience.
- Completion of the following courses would be considered an asset: Credit Union System, Introduction to Financial Planning, Consumer and Residential Mortgage Lending Course.
- Proven business development, sales, and service skills. Strong communication skills with the ability to relate well to members and coworkers.
- Commitment to grow Innovation Federal Credit Union business attained through demonstrated use of sales and service principles.
- Detail-oriented and risk aware, contributing to the safeguarding of our company’s assets and reputation.
- Proficient in digital literacy, including (but not limited to) critical thinking, problem solving and navigation using digital solutions.
- Use and comfortability with a variety of Microsoft 365 applications (Excel, Teams, Viva, Power Automate, PowerBI).
ABOUT US
Hi! We’re Innovation Federal Credit Union. Our purpose is to simplify banking for all Canadians. We like to keep it simple. We have three values – Accountability, Integrity, and Respect – and we are constantly striving to improve our organization to make it better for you (our member and prospective employee)!
How are we different from other financial institutions? We’ve put in the work to become a federal credit union – just one of three in Canada – to secure the future of our organization and continue to grow across Canada. Made in Sask, Built for Canada!
We care about our communities and our impact – $1.1 million was given to local organizations last year who are making a difference! Nearly 22% of InnovationNation proudly identifies as part of a designated group, reflecting our strong commitment to fostering diversity and inclusion. We offer our full-time staff participation in our 7% employer-matched pension plan and extended health benefit plan from Day 1 (no waiting period!).
Innovation Federal 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 honored and respected.
