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The Opportunity
Were looking for a Wealth Management Representative to join our team in Weyburn, Saskatchewan. The City of Weyburn was recently named the best place to live in the Prairies. Weyburn has the best of both worlds by offering small town charm with big city amenities. As part of WCUs vision, we are dedicated to helping our people be their best and making a positive impact in our communities. We are principled, energetic, collaborative, experts, local and strong.
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
-Will be nimble, agile and welcoming to change.
-Someone who has been successful in a sales, service and goal oriented environment.
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.
For more information please visit our careers page at https://www.weyburncu.ca/Careers/