Job Posting Details

Estate Specialist, TCU Financial Group

Location:Saskatoon, Saskatchewan
Posting Date:July 31, 2020
Closing Date:August 28, 2020
Web Site:www.tcufinancialgroup.com
Employment Type:Full-time / Temporary

We are expanding our Retail Services Team to help us evolve through the next stage of our growth journey, and we hope you can help shape our future.  We now have a career opportunity for a Full Time Term Estate Specialist position, located in Saskatoon.  This position will be available for 1 year with a possibility of extension.

Position Overview

As part of the TCU Financial Group team, this position provides relationship management and technical expertise for individual estates. This includes:
• Providing estate advice and guidance to our members and staff.
• Providing administration of estates.
• Providing expertise in the area of Powers of Attorney.
• Supporting a holistic approach in all member interactions to develop and strengthen member relationships.
• Identifying and referring investment and lending opportunities to the Wealth Management team, Business team and Branch Account Managers.

Qualifications

• Grade 12 diploma combined with 2-3 years of estate administration experience.  The Certified Executor Advisor designation will be considered an asset.
• A member-focused individual with the ability to effectively handle the expression of strong feelings while providing empathetic support.
• A strong communicator with well-defined interpersonal skills and the ability to interact with members and staff in a clear, positive and sincere manner.
• Self-motivated with the ability to work independently and make sound decisions.

Get to know us

TCU Financial Group is a Saskatchewan credit union who, for over six decades, has been dedicated to helping our members and our own TCU Team reach their goals.  Our roots and our commitment to fostering financial health in our communities run deep. 

Rewarding times ahead 

We're growing and evolving our organization - and we need talented people who are passionate about creating and delivering meaningful financial solutions for our members.

Please submit your resume and cover letter by Friday, August 28, 2020 to:

Human Resources Department
TCU Financial Group
PO Box 5050
Saskatoon SK S7K 4E3
Fax: (306) 653-6741
Email: hr@tcu.sk.ca
Web site: www.tcufinancialgroup.com