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Wealth Specialist

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Job Order #: 6174068

NOC: 11102
Employer Name:
Diamond North Credit Union
Wage/Salary Info:
Salary guarantee
Posted Date:
27-Nov-2024
Location:
NIPAWIN
 
# of Positions:
1
Employment Terms:
Full Time
Apply By:
08-Dec-2024
How to Apply?:
If you believe that you could be the next member of our team, please forward a cover letter, resume and work-related references to careers@diamondnorthcu.com no later than 12:00pm Friday, December 6, 2024. We thank everyone for their interest, however, only those selected for interviews will be contacted.

Application Information

Employer Name:
Diamond North Credit Union
Contact Email:
careers@diamondnorthcu.com
Employer Website:
www.diamondnorthcu.com


Description

Diamond North Credit Union is currently recruiting for a Wealth Specialist, primarily located in our Nipawin service location. This term position will extend for a minimum of 20 months. Please note that this position is regionally based and will require travel.

The Wealth Specialist is a mutual funds licensed wealth advisor responsible for providing wealth solutions to members and non-members.  Generating growth of the Credit Unions investment portfolio by sourcing, identifying, and capitalizing on opportunities to help individuals meet their current and future financial goals is a primary focus of the role.  The role must hold or be eligible to hold a mutual funds sales license.  The Wealth Specialist demonstrates Diamond North Credit Unions vision and commitment to the Credit Unions membership and to co-operative principles.

Diamond North Credit Union is a progressive, member-owned financial institution located in northeast Saskatchewan. Our team of dedicated staff focuses on developing relationships and providing unparalleled service to all of our members and our communities. We offer a competitive compensation package which includes health and dental benefits, plus an employee deposit and loan program, and are proud to match your superannuation contribution up to 7%. Diamond North Credit Union offers an environment that empowers our employees to continuously learn and thrive.

Diamond North Credit Union is looking for an enthusiastic team player who possesses strong interpersonal and analytical skills. The successful candidate will demonstrate a commitment to continuous development and delivering exceptional service. Mutual fund License, post-secondary education and relevant experience in Wealth Specialist or related roles will be a definite asset.

For more information, please visit our website at diamondnorthcu.com

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