Job Order Detail

Description

Reporting to the Manager of Wealth Services, you will:
    Be responsible for supervising the day-to-day operations of the Wealth Services Team, and providing technical coaching to internal members,
    Participate in the development and implementation of our business strategy for Wealth Management and the department,
    Act as Branch Compliance Manager,
    Deliver quality advice and service to members and potential members regarding their investment portfolios, including mutual funds, trust services and estate planning.  

As the successful candidate, you:
    Have your Mutual Funds License and Branch Compliance Designation,
    Have completed a post-secondary Business Administration degree program or a CFP Designation with up to 5 or more years of job related experience (equivalencies will be considered),
    Have excellent communication and interpersonal skills,
    Have working knowledge of various computer software programs,
    Have proven dedication to providing quality member service and demonstrated sales ability with past supervisory experience.

Synergy Credit Union offers a competitive salary and a superior employee benefit program.  
Relocation assistance is available.