Job Order Detail

Description

THE POSITION:  Reporting to the VP Financial Advisors, this position will be responsible to provide retail financial deposit, lending services and offer financial product solutions to all members and potential members. Do you have entrepreneurial spirit? This FA role requires you to be an Innovation Credit Union ambassador; a confident, personable, sales-oriented individual who is comfortable providing demonstrations to individuals as well as groups, providing advice and education on Innovation products, services and technology. You may be traveling to events through-out the advice centre regionwhere you will drive awareness of Innovation Credit Union through friendly, positive and informative interactions with members and potential members.

Areas of responsibility include:
Provide retail financial deposit, lending services and offer financial product solutions.
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.
Build relationships and present to applicable Mortgage Brokers, Car Dealerships, Realtors, and Universities/Colleges in region.
Service Goodsoil Advice centre primarily but also support North West 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.