Mobile Financial Advisor

Innovation Credit Union - Saskatoon, SK (30+ days ago)

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Mobile Financial Advisor - Saskatoon, SK

Closes August 8

Visit the CAREERS page of our website to learn more about this position and to apply.

Only those applications submitted through our on-line job board will be considered.

In order to help Innovation fulfill our mission: To provide world class financial services wherever you are and whenever you need us - the successful candidate will have the ability to travel to any advice centre, within 200 km of the home advice centre.

Reporting to the VP New Markets, this position will be responsible to provide retail financial deposit, lending services and offer financial product solutions to all members and potential members. Do you have entrepreneurial spirit? As a Mobile FA you will be an Innovation Credit Union ambassador; a confident, personable, extrovertedsales-oriented* individual who is comfortable providing demonstrations to individuals as well as groups of less than 100, providing advice and education on Innovation products, services and technology. You will be traveling to events through-out the province where you will drive awareness of Innovation Credit Union through friendly, positive and informative interactions with members and potential members.

Areas of responsibility include:

  • Provide retail financial deposit, lending services and offer financial product solutions.
  • Provide individualized financial consulting services (including insurance services) and information to members on services and investment products offered through the Credit Union
  • Ensure all deposit and loan activities are in compliance with relevant legislation, regulations, policies, and procedures
  • Recognize and act upon business development opportunities that would be beneficial to the organization and its members as a whole.
  • Build relationships and present to Mortgage Brokers, Car Dealerships, Realtors, Small & Medium sized Businesses and Universities/Colleges
  • Support advice centers as needed
  • Innovation’s Travel Practice Guidelines will be followed

This is a tremendous opportunity to build a successful career within the credit union system, providing an opportunity to advance to higher levels with the organization.

*Some of the Skills and Abilities we would prefer to see in your application:
* * Post-secondary completion plus 3 to 5 years job related experience; or an equivalent combination of education and experience

  • Experienced ‘Cold Caller’.
  • Organized and detail oriented
  • Outgoing, comfortable with approaching people
  • Experience presenting in front of groups
  • Comfortable using and demonstrating technology (online and mobile banking), technology troubleshooting and a proficiency in Microsoft Office Products
  • Strong interpersonal and communication skills
  • Excellent time management skills
  • Proven results in strong sales and service skills along with refined relationship building skills
  • Demonstrated commitment to continual professional development
  • Completion of the following courses would be considered an asset: Credit Union Products and Services, Credit Union System, Introduction to Financial Planning, Consumer and Residential Mortgage Lending Course

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.

Salary Range: $52,859 to $66,073

At Innovation Credit Union, we redefine banking by helping Canadians simplify their lives and reach their financial goals by reinvesting profits into our members, our communities and our people. Now that’s responsible banking!

Are you driven by creating solid relationships with a passion for proactively building and growing a deposit and loan portfolio to help them achieve their goals?

Are you adept at identifying members’ needs and providing world class financial service wherever our members are and whenever they need us

Do you thrive in a digital world and are you inspired by the vision to be the most responsive and innovative financial service organization?

Are you motivated to be part of an exciting journey to become one of Canada’s first Federal Credit Unions, providing Innovation Credit Union the unique ability to seamlessly provide service to members all across Canada.

If these sound like what you want out of a career, please read on…..

Here’s where Innovation Credit Union employees set themselves apart from our competition:

ALWAYS participate in our constructive culture, promoting continual, effective two way communication
ALWAYS create an Exceptional Service Experience – Internally & Externally
ALWAYS strive for continuous progress to ensure our company gets better every day
ALWAYS commit to Continuous Learning & Professional Development
ALWAYS have a strong attention to detail, with the ability to delivery timely and accurate work that is compliant with required policy, procedures and legislation.
ALWAYS exhibit our values of Integrity, Team, Respect, Accountability, Community, Knowledgeable and Service.

Yes, we have high standards. Our members deserve it!

Job Type: Full-time

Salary: $52,859.00 to $66,073.00 /year