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Mobile Financial Advisor

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Job Order #: 5691389

NOC: 1232
Employer Name:
Innovation Federal Credit Union
Wage/Salary Info:
$52,859 to $66,073
Posted Date:
10-Jun-2019
Location:
REGINA
 
# of Positions:
1
Employment Terms:
Full Time
Education:
Completed at least some post-secondary
Experience:
1-2 Years
Apply By:
28-Jun-2019
How to Apply?:
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Employer Name:
Innovation Federal Credit Union
Contact Email:
careers@innovationcu.ca
Employer Website:
www.innovationcu.ca


Description

Our Staff are committed to providing World-Class financial services wherever our members are and whenever they need us.

Reporting to the VP New Markets, this position will be responsible to provide retail financial deposit and lending services and information to all members and potential members. As a Mobile FA you will be an Innovation Credit Union ambassador; a personable, sales-orientated individual who is comfortable providing demonstrations and educating individuals 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 personal deposit and lending services, and develop long term relationships with members
- 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
- Support advice centers as needed
- Innovations 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.

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