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Mobile Financial Specialist - Jobs in Rosetown, SK

Prairie Centre Credit Union
Job LocationRosetown, SK
EducationNot Mentioned
SalaryNot Disclosed
IndustryNot Mentioned
Functional AreaNot Mentioned
Job TypeFull Time

Job Description

Do you have an entrepreneurial spirit and can easily build positive relationships with your team and those you serve Do you have experience in team collaboration to achieve extraordinary results Would you thrive in an advice-based environment focused on providing exceptional servicePrairie Centre Credit Union, Saskatchewan’s largest rural-based credit union, currently has a permanent full-time Mobile Financial Specialist opportunity available. The successful candidate will be a proactive, self-motivated individual who will provide exceptional support to the team of Financial Specialists within PCCU. Reporting to the Manager Financial Specialists, the Mobile FS will have a strong aptitude for relationship-building and will deliver expert advice and mentorship to staff and internal teams, as well as current and prospective members to achieve overall growth.Responsibilities:

  • Play a key support role to fellow Financial Specialists, providing training, mentorship, and coverage across PCCU
  • Mentor and guide new staff in achieving their goals and acquiring the knowledge required to confidently offer PCCU products and services, including segmented financial planning.
  • Build value-based relationships with internal teams and members, providing feedback and appropriate recommendations that maximize efficiencies to ensure an exceptional member experience
  • Pro-actively work to retain and expand existing member relationships while pursuing new sources of business
  • Collaborate with the regional teams to develop creative and innovative approaches to achieving results
  • Develop and implement business development, growth, and community engagement strategies
  • Regular travel across PCCU trading area will be required
Prairie Centre Credit Union provides employees with the opportunity for personal and professional growth within an environment that promotes continuous learning. We offer a competitive compensation package, excellent employee benefits, and a matched superannuation plan.Qualifications:
  • Certified Financial Planner (CFP) or Personal Financial Planning (PFP) designation, or Qualified Associate Financial Planner (QAFP) Designation, or willingness to obtain
  • Active Mutual Fund License including Labour Sponsored Funds
  • Industry experience required, with demonstrated ability to gather assets
  • Advanced member service and sales skills with a strong understanding of the sales process and business development
How to Apply:For additional information on this opportunity, please contact Tammy Pregizer Legge, Manager Financial Specialists, at 306-882-5588. To apply, please submit an electronic copy of your cover letter and resume on or before December 6, 2021 to: careers@pccu.ca.We thank all applicants for their interest; however, only those candidates being considered for an interview will be contacted.Job Reference Number:MOBFSROSOUT - PCCU - 20211206Preferred Job Location:Rosetown or Outlook, SKQuick Apply
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