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Senior Manager of Wealth Management

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Job Order #: 5679011

Employer Name:
Weyburn Credit Union Limited
Posted Date:
15-May-2019
Location:
WEYBURN
 
# of Positions:
1
Employment Terms:
Full Time
Length of Employment:
Permanent
Education:
Completed at least some post-secondary
Experience:
6-9 Years
Apply By:
31-May-2019
How to Apply?:
If you are interested in this exciting opportunity, please submit your resume by email to recruitment@weyburncu.ca. This position will remain open until a suitable applicant pool has been received. We would like to thank all applicants for their interest; however, only those selected for interviews will be contacted.

Application Information

Employer Name:
Weyburn Credit Union Limited

Contact Email:
recruitment@weyburncu.ca

Employer Website:
https://www.weyburncu.ca/Careers/



Description

Weyburn Credit Union (WCU) is a member owned and democratically ran financial institution with over 9000 members and $750 million in assets under our administration.  We have over 90 staff members and operate in the communities of Weyburn, Lang and Yellow Grass.  We are known as an employer of choice and work hard to provide our team members with a positive work environment, opportunities for advancement and above market compensation package.

The Opportunity

Under the direction of the Chief Operating Officer, the Senior Manager of Wealth Management will be responsible for the development and administration of the Wealth Management portfolio. This includes investment advice and brokerage services, financial planning, estate planning and administration, trust services, and personal insurance services. They will coach, mentor and train their team to ensure performance is in line with our strategy and acting in accordance to our profitability and risk standards.  They will create and administer investment procedures and guidelines to meet compliance regulations and will develop new products and services to meet our members needs.

Qualifications

    Minimum of 2 years post-secondary education plus 7  9 years of job related experience.  
    Certified Financial Planner Designation is considered an asset.
    Previous management and coaching experience with a proven track record of motivating and developing high-performance teams is a requirement.

 

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