We currently have an opportunity for Member Financial Relationship Advisor to join our team in our Lagimodiere branch. The Member Financial Relationship Advisor seeks to provide exceptional service to both existing and potential members by analyzing needs and promoting applicable SCU products and services, primarily non-cash deposit products and services. This position also seeks to manage and grow members and potential member’s investable assets while adhering to segmentation thresholds through the promotion and sales of deposit products including mutual funds offered by Aviso.
- Deliver a needs-based service according to SCU’s delivery model
- Analyze financial information to understand the member’s financial needs, investment opportunities, financial goals (short and long-term) and risk tolerance levels to determine the optimal mix of products and/or services
- Process non-cash transactions including, but not limited to estates, registered products, and mutual funds
- Develop and implement basic financial and retirement plans for members and potential members
- Build and strengthen member relationships by identifying member needs, cross selling and promoting the appropriate products and services, referring when necessary
- Solicit new members/business through reviews and referrals
- Maintain thorough knowledge of the policies and procedures of the credit union, Aviso, and the Mutual Fund Dealers Association, ensuring compliance with regulatory bodies
- Minimum two years of formal business-related education or equivalent (undergraduate degree preferred)
- A minimum of 1-3 years of job related experience or equivalent combination of experience and education
- Licensed to sell mutual funds: IFIC or CSC must be completed
- Experience working with mutual funds and other investment products
- Financial planning designation considered an asset
- Strong relationship management and sales skills, including in-depth knowledge required to promote deposit products and services
- Working knowledge of financial services and competitor products
- Proficient with financial planning tools/technologies, Microsoft Word and Excel
You can look forward to joining an organization that values teamwork and its membership. You will receive a competitive annual salary based on skills and experience. In addition, you may be eligible for variable compensation and matched pension plan per SCU policies. You will also receive a great host of benefits, including:
- Extended medical, dental, vision benefits, plus a health spending account (100% of premiums are paid by SCU)
- Critical Illness insurance, Life insurance, AD&D insurance, and Employee Assistance programs
- Employee Banking benefits (i.e. free chequing account, low interest MasterCard, bonus rate on deposit and lending products)
- Opportunities for professional development
- Clothing allowance
- Free parking at all locations
We believe our employees should represent the diversity of our members and the communities in which we live and serve. If you require an accommodation for the recruitment or interview process (including alternate formats of materials, or accessible meeting rooms or other accommodation), please let us know and we’ll work with you to meet your needs.
We are committed to employing a diverse workforce and encourage all qualified individuals to apply. We thank all candidates for their interest, however, only those selected for an interview will be contacted.
