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Wealth Associate - Jobs in North Battleford, SK

Innovation Credit Union
Job LocationNorth Battleford, SK
EducationNot Mentioned
SalaryNot Disclosed
IndustryNot Mentioned
Functional AreaNot Mentioned
Job TypeFull Time

Job Description

Wealth Associate Closes July 13Permanent Full-timeOur Staff are committed to providing World-Class financial services wherever our members are & whenever they need us.THE POSITION: Reporting to the Chief Wealth Officer and operating in a sales & service environment, this position provides a mix of solution advice and administrative services. It provides support to the Wealth team with support servicing and enhancing member experience.Responsibilities will include:

  • Achieve established goals set out for the department and organization through professional and proactive promotion of our investment products and services
  • Solicit new members to join credit union; foster business development through service excellence and product knowledge
Here at Innovation Credit Union, we have a consistent set of expectations for all employees:
  • Actively participate in our constructive culture, promoting continual, effective two way communication
  • ALWAYS Create an Exceptional Service Experience – Internally & Externally
  • Strive for continuous progress to ensure our company gets better every day
  • Commitment to Continuous Learning & Professional Development
  • Continuous Leadership & Flexibility to perform other duties as assigned
Preferred Hiring Criteria:
  • Grade 12 Diploma
  • One Year formal education or equivalent to include Canadian Securities course plus 1-3 years experience in a full brokerage enviroment and/or financial services industry or an equivalent combination of education and experience
  • Demonstrated willingness to promote Innovation Credit Union and community
Compensation will commensurate with qualifications and experience. Innovation Credit Union offers a comprehensive employee benefits package including a 7% company matched pension plan. An attractive variable incentive program is also available.Innovation Credit Union strives to be the most responsive and innovative financial services organization. As such we have 7 corporate values that we live by: Integrity, Team, Respect, Accountability, Community, Knowledgeable and Service. As employees, emulating these values in all that we do will ensure that Innovation has proper tone, culture, and lives up to its vision. At Innovation Credit Union, we all live up to these values.Job Types: Full-time, PermanentQuick Apply
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