Job Posting Details

Senior Manager of Wealth Management, Weyburn Credit Union Limited

Location:Weyburn, Saskatchewan
Posting Date:December 11, 2018
Closing Date:until filled
Web Site:www.weyburncu.ca
Employment Type:Full-time / Permanent
About WCU

Weyburn Credit Union (WCU) is a member owned and democratically ran financial institution with over 8,800 members and $700 million in assets under our administration. We have over 90 staff members and operate in the communities of Weyburn, Lang and Yellow Grass. We are known as an employer of choice and work hard to provide our team members with a positive work environment, opportunities for advancement and above market compensation package.

For the second year in a row, the City of Weyburn has been named the best place to live in the Prairies. Weyburn has the best of both worlds by offering small town charm with big city amenities. As part of WCU’s vision, we are committed to helping our community be strong and vibrant, we do this by supporting community building events and causes, like Big Bike for Heart and Stroke, Big Brothers and Big Sisters, United Way, Relay For Life and Festival of Trees to name a few. We believe in making a positive difference in the communities we serve and are constantly working towards being Better. Brighter. and Stronger.

The Opportunity

Under the direction of the Chief Operating Officer, the Senior Manager of Wealth Management will be responsible for the development and administration of the Wealth Management portfolio. This includes investment advice and brokerage services, financial planning, estate planning and administration, trust services, and personal insurance services. They will coach, mentor and train their team to ensure performance is in line with our strategy and acting in accordance to our profitability and risk standards. They will create and administer investment procedures and guidelines to meet compliance regulations and will develop new products and services to meet our member’s needs.

Qualifications

• Minimum of 2 years post-secondary education plus 7 – 9 years of job related experience.
• Certified Financial Planner Designation is considered an asset.
• Previous management and coaching experience with a proven track record of motivating and developing high-performance teams is a requirement.
• Ability to effectively work with individuals at all levels in the organization.
• Outstanding customer service attributes both internally and externally.
• Experience developing strong internal and external relationships, both individually and in a team environment.
• Proven success working with a sales, service and goal oriented environment.
• Must have excellent communication/listening skills and a strong desire to help others.
• Demonstrated commitment to ongoing professional development.

What we offer

• Competitive compensation package including base and variable pay.
• Comprehensive employee benefit package is offered including health, dental and disability insurance.
• Total Rewards Program including 7% matched pension contributions, generous paid time off packages including vacation and 6 annual personal days, an annual wellness subsidy, and discounted employee banking fees.

How to apply


If you are interested in this exciting opportunity, please submit your resume by email to recruitment@weyburncu.ca before January 2nd, 2019. This position will remain open until a suitable applicant pool has been received. We would like to thank all applicants for their interest; however, only those selected for interviews will be contacted.