Job Posting Details

Wealth Specialist, New Community Credit Union

Location:Saskatoon, Saskatchewan
Posting Date:February 6, 2019
Closing Date:until filled
Web Site:www.newcommunitycu.com
Employment Type:Full-time
New Community Credit Union (NCCU) is a vibrant, single branch independent credit union in downtown Saskatoon with $153 million assets under administration.  

A progressive board and staff are committed to maintaining relationships, created from years of genuine interest in the financial well-being of its 2200 member owners.  

With the rejuvenation of Riversdale & River Landing, and with bright and modern facilities, NCCU is well positioned for the future. 

The Position: 

New Community Credit Union has an exciting opportunity for a results oriented investment professional. With a passion for exceptional customer service, this position will manage an existing portfolio of on book and off book investment products – both registered & non-registered.  You will also be expected to open accounts, and deal with any admin work as required. Under general supervision, you will proactively manage both current and new member relationships, while adding value to every member experience.

Qualifications:  Our desired candidate will meet the following criteria:

  • Must be eligible to be MFDA licensed immediately to sell mutual funds.

  • Able to juggle the demands of both on book and off book investments.

  • Post-secondary education in a related discipline, or an equivalent combination of education and experience, with a minimum of 3 years of experience.

  • Proficiency in both product knowledge and regulatory and compliance requirements.

  • Proven results in sales and superior customer service.

  • Expertise in a full suite of computer programs, and an ability to utilize technology to maximize efficiency.

  • Demonstrated commitment to ongoing professional development.

Compensation:  This is a full-time permanent position.  Salary is dependent upon knowledge and experience.  We offer a full comprehensive benefit package with a 5-7% matched pension program.

Closing:  If you are a strong team player looking for an exciting and rewarding opportunity, we invite you to submit your résumé in confidence, by Friday, February 22, 2019 to:

Robert Hoesgen, Manager Retail Services

New Community Credit Union

Email: Robert.hoesgen@newcommunity.cu.sk.ca

While we thank all applicants for their interest, only those under consideration will be contacted.