Financial Services Associate / Advisor - Jobs in St. Walburg, SK

Job Description

Are you dedicated to financial health & wellness Are you passionate about working with our membership to deliver exceptional, personalized financial solutions and adviceThe FSA is a financial generalist who partners with existing and prospective customers (members), building relationships and working to understand their financial goals. You provide informative and personalized advice, recommending the right products and solutions to enable our members’ financial success.This position is part of a skilled team of knowledgeable salespeople who share a genuine commitment to delivering exceptional service, and demonstrate competency in credit granting and managing a portfolio of consumer, small business and agriculture products. You will be identifying opportunities to successfully meet members’ lending and deposit needs in areas such as loans, mortgages, investments, mutual funds, credit cards and account package services, while planting seeds for the future.If building relationships, problem solving, and offering trusted solutions interests you…..this dynamic career is what you’re looking for!A typical day may look like:

• Connecting with current and potential members to uncover their financial needs.
• Interacting with internal teams to assist and collaborate on lending and deposit activities.
• Discussing / issuing loans, mortgages, investments, mutual funds, credit cards and account package services.
• Promoting Synergy Credit Union within our communities in a variety of ways, including support for business development activities, volunteerism, phone calls, emails, and participation in campaigns.

You will be successful in this role if you:

• Are an adaptable communicator. Your passion to connect with members in person, by phone or electronically, comes easily. You have the ability to promote our products and services with ease.
• Enjoy collecting information from our members, understanding their story, then balancing their needs with the framework within which we work (i.e., legislative requirements, policy, and procedure).
• Are a hungry learner. You stay ahead of trend when it comes to financial products, financial services, and technology. You are adaptable! You seek to bring our members the best the industry has to offer.
• Have a proven dedication to providing quality member service, strong communication skills and value teamwork as essential, with the ability to work independently.

If it sounds like we expect a lot – we do! We’ve created a member-passionate workplace with an extraordinary culture.Qualifications:

• Related post-secondary education (e.g. Diploma or Degree in Business) and 1 year of job-related experience, or an equivalent combination of education and experience is required. Relationship and/or business development skills are required. Previous sales experience working with goals, strong closing/referral techniques, and pipeline development is desired.
• Mutual Fund Accreditation or successful completion of accreditation within 3 months of hire.

Location: St. Walburg, SKHours: Full-time - 37.5 hours weekly. Flexibility to work outside various hours is required.Salary range: $50 800 - $70 900 annually. We have two levels in this role. Placement within these levels is dependent on experience and education.Note: While inter-branch travel is currently discouraged for public health reasons, in the future you may assist other branch locations. Therefore, access to reliable transportation and willingness to support other teams is required.To apply: Submit your cover letter and resume by end of day Monday November 24, 2021. Please quote competition #216011in the subject line.We thank you for your interest; we will only contact those under consideration. If you are successful for this role, you will undergo a bonding process that includes a criminal record check and credit check.Synergy aspires to have a workforce that is representative of the diversity of our country and encourages applications from everyone.Find out more about us! https://www.youtube.com/user/SynergyCreditUnionwww.synergycu.caApplication deadline: 2021-11-24Job Types: Full-time, PermanentSalary: $50,800.00-$70,900.00 per yearBenefits:

• Company events
• Company pension
• Dental care
• Disability insurance
• Employee assistance program
• Extended health care
• Flexible schedule
• Life insurance
• On-site parking
• Vision care

Schedule:

• Day shift
• Monday to Friday

Work remotely:

• No

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