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Wealth Management Representative

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Job Order #: 5682095

Employer Name:
Weyburn Credit Union Limited
Posted Date:
23-Apr-2019
Location:
WEYBURN
 
# of Positions:
1
Employment Terms:
Full Time
Length of Employment:
Permanent
Education:
Completed at least some post-secondary
Experience:
1-2 Years
Apply By:
14-Jun-2019
How to Apply?:
This job is no longer taking applications

Application Information

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Employer Name:
Weyburn Credit Union Limited

Contact Email:
recruitment@weyburncu.ca

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



Description

Were looking for a Wealth Management Representative to join our team in Weyburn, Saskatchewan.

If you have a passion for financial planning and want to help people achieve their financial goals, then look no further!  

The successful candidate will be responsible for developing member relationships, as well as giving advice on a full range of deposit and investment products.  The position works closely with other team members and specialists within the credit union to build member relationships that add value and positively contribute to the credit unions mission of delivering exceptional member experience and providing expert advice.  

The Individual

    Looking for a career, not just a job?  This position has a multi-level job structure with opportunity to advance.
    Interested in obtaining your CFP designation? We will pay for and support the successful candidate through the process.
    Someone who is a team player and brings an energetic spark to work each day.
    An individual who is committed to self-improvement and growth by taking feedback and always working on themselves.
    Someone who values giving back to their community.

Qualifications

    Post-secondary diploma or bachelors degree in a related field.
    2 to 4 years of related work experience would be considered an asset.  Combination of education and work experience would be considered.
    Previous experience in the investment area would be considered an asset.
    A mutual funds license is a requirement; however, WCU will accept applications from those who are willing to obtain a license within a three-month time frame.

What we offer

    Competitive compensation package including base and variable pay.
    Comprehensive employee benefit package is offered.
    Generous paid time off including personal time, study time and above industry vacation accrual.
    Total Rewards Program including 7% matched pension contributions, wellness subsidy, discounted employee banking fees.

 

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