Job Posting Details

Wealth Services Consultant, Synergy Credit Union

Location:Kindersley, Saskatchewan
Posting Date:July 9, 2018
Closing Date:until filled
Competition:Comp # 186702
Employment Type:Full-time / Permanent

Reporting to the Wealth Services Supervisor, you will:

  • Be responsible for  the day-to-day delivery of Wealth Services, which includes holistic financial advice and  the utilization of mutual funds,

  • Create and implement financial and investment plans for members and potential members by interviewing and analyzing member’s needs,

  • Promote and sell investment products,

  • Proactively contact members to help them achieve their financial goals,

  • Ensure all activities are in compliance with relevant legislation, regulations, policies and procedures regarding the promotion and sale of investment products and services through a needs analysis.

As the successful candidate, you:

  • Offer a grade 12 Diploma, a post-secondary Diploma/Degree and a Mutual Fund License,

  • Canadian Securities Course preferred, or open to obtaining,

  • CFP designation preferred, along with 1 – 3 years of job related experience (equivalencies will be considered),

  • CUIC courses, sales training and product proficiency courses would be considered assets,

  • have excellent communication and interpersonal skills and value teamwork as essential,

  • have proven dedication to providing quality member service,

  • have a working knowledge of various computer software programs.

Synergy Credit Union offers a competitive salary ($49,081 - $61,351 annually) and a superior employee benefit program. 

To Apply:  Submit your cover letter and resume to: careers@synergycu.caPlease quote competition #186702 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.

Find out more about us! Go to