Job Order Detail

Description

Crossroads Credit Union is looking for a resourceful self-starter and avid team player to join our Deposit Services Team, as a Wealth Service Officer. You would be a part of the Deposit Services Team and work alongside our Crossroads TEAM and our membership to help them achieve financial confidence.  

At Crossroads Credit Union we thrive on the challenge to exceed. Through progressive and innovative thinking, we work together co-operatively to make a difference both in the lives of our members and of the communities we call home.  We deliver trusted advice, provide personal solutions, all to have our members achieve financial confidence.

Our Wealth Services Officers
Deliver expert planning advice and service, using our wide array of investment and portfolio solutions,
Identify and connect our members with our Financial Planner to help continuously meet their needs
Build long-term relationships with our personal and business members and introduce members to other financial experts when beneficial.

What do you need to succeed?
Self-confidence and leadership skills
The desire to positively impact our members lives
Ability to recognize members problems, needs and opportunities and the virtue to act on it
Be a self-starter and possess strong entrepreneurial skills,
Minimum 2 years experience in financial services industry
Ability to cultivate strong partner relationships and work well with team across entire organization
Mutual Funds License (IFIC or CSC) is required for this position
Post-secondary business education would be an asset