Job Posting Details

Wealth Services Consultant, Synergy Credit Union

Location:Lloydminster, Saskatchewan
Posting Date:July 9, 2019
Closing Date:July 23, 2019
Web Site:www.synergycu.ca
Competition:Comp# 193801
Employment Type:Full-time / Permanent

We’re seeking people who are deeply motivated to learn about our customers (members), help them articulate and achieve THEIR goals, and celebrate alongside them when goals are reached. We want only the most generous of heart, with a deep technical savvy to help our members establish a solid financial foundation, build a strong financial future, grow it and protect it.

As a Wealth Services Consultant, you help members build a financial plan.  You are their financial coach! For our members, this means increasing their financial fitness to achieve financial well-being. You’ll help them with goals, establishing priorities and checking in to support progress along the way.  You will be proactive with our members as life changes, and marking significant milestones.

You are fascinated with the tools and strategies a member can use to build dreams. You will engage members in risk management conversations, and you do so with the best interest of the member in mind.

You’ll be successful in this role if you have a rich knowledge of financial planning from experience and education; a Certified Financial Professional (CFP) designation or Personal Financial Professional (PFP) designation is preferred. You have a Mutual Fund license or the ability to obtain one.

The people that know you, trust you. You are entrepreneurial in nature, and able to work with lots of autonomy. You seek out goal-setting for yourself. Those same people describe you as driven, sharp, and an adaptable communicator. A sense of humour is required. So is passion. For the job, for the members, the Credit Union, and for the community. We’re deeply committed to volunteerism. You’ll get many opportunities to contribute to making our communities stronger.

If the above describes you, we want to hear from you. Submit your cover letter and resume before the end of the day on Tuesday, July 23rd, 2019 to careers@synergycu.ca. Please quote competition #193801 in the Subject Line.

Location: Lloydminster, Saskatchewan

 

Schedule: Full-time, 37.5 hours per week, Monday to Friday

 

Travel: A minimum of two branch visits per month at our various locations, will be required. 

 

Please note our hours of operation are currently: Monday to Friday 8:30 a.m. to 5:00 p.m., and Saturday 8:30 a.m. to 3:00 p.m. Flexibility to work outside various hours is required for travel, events, and some member meetings.

 

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

 

We are committed to being an equal opportunity employer.

 

Get to know us at www.synergycu.ca or find us on social media.