Job Posting Details

Wealth Services Supervisor, Synergy Credit Union

Location:Lloydminster, Saskatchewan
Posting Date:February 1, 2018
Closing Date:March 5, 2018
Competition:Competition # 180301
Employment Type:Full-time

Wealth Services Supervisor

Reporting to the Manager of Wealth Services, this position is responsible for supervising the day-to-day operations of the Wealth Services team and providing technical coaching to internal members. You will participate in the development and implementation of our business strategy for Wealth Management and will act as the Branch Compliance Manager for our organization. You have the ability to deliver quality advice and service to our membership and potential members regarding investment portfolios, including mutual funds, trust services and estate planning.

This position is based out of the Lloydminster Service Centre, in Lloydminster, SK. Dedication to our communities is a cornerstone belief of our Credit Union, and it shows. Last year our staff volunteers contributed more than 12,000 hours to our communities on top of our financial and sponsorship activities.

Synergy Credit Union is a place where people come first and service is key – a place where we can all grow, build and share our wealth. We are the fourth largest Credit Union in Saskatchewan with $1.75 billion in on- and off-balance sheet assets, serving more than 25, 000 members and 240 employees. Our Wealth Services team manages a portfolio size of approximately $100M. We provide core banking services through our traditional branch network, the Canada-wide ‘ding-free’ AccuLink ATM network, MemberDirect® online banking, mobile web and app banking, SMS texting, as well as through calling our Member Contact Centre.

Qualifications: Completion of a post-secondary Business Administration degree program or a CFP Designation with up to 5 or more years of job related experience (equivalencies will be considered), a Mutual Funds License and Branch Compliance Designation. Past supervisory experience is preferred with a proven dedication to providing quality member service and demonstrated sales ability with your excellent communication and interpersonal skills. You have working knowledge of various computer software programs and can adapt easily to innovative changes in the workplace.

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 the list goes on. In addition there is a local college and lots of amenities (shopping and events). For more information on Lloydminster, visit and

To Apply: Submit your cover letter and resume before the end of day on March 5th to: Please quote competition # 180301 in your submission.

We thank all applicants in advance for their interest. Only those under consideration will be contacted. The successful applicant will be required to undergo a bonding process that includes a criminal record check and credit check.

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