Financial Services Advisor

2 months ago

Saskatoon, Canada Synergy Credit Union Full time

**The Synergy Experience - what is it exactly? **Just ask our employees.Their dedication to our customers (members) and each other has created an incredible place to work. We’re local, we offer personalized and competitive products & services. We are proud to be a part of a local and community focus and are seeking a **Financial Services Advisor** to help us continue our rich tradition of serving our community - since 1943

**What do our Financial Services Advisors do?**

As an FSA, you will work in a retail banking environment where you have a meaningful impact on the financial wellness of members. You connect with existing and prospective members, understand their financial and personal goals, provide informative and personalized advice, and recommend the right products and solutions to achieve their goals and enable their financial success.

If building relationships, problem solving, and meeting challenges interests you...this dynamic career is what you’re looking for

**As a Financial Services Advisor, you will**:

- Manage a portfolio of members, partnering with current and potential members to understand their goals and priorities
- Advise on and deliver a variety of products and services to successfully meet members’ needs
- Engage in outreach, marketing, and follow-up opportunities to proactively seek out new business and deepen existing relationships, and

**What you need for this role**:

- Related post-secondary education (such as a Diploma or Degree in Business) and two to four years of job-related experience, or an equivalent combination of education and experience
- Mutual Fund Accreditation or successful completion of accreditation is required within 3 months of hire
- Strong experience in consumer lending is required
- Relationship and business development skills
- Previous sales experience working with goals, strong closing/referral techniques, and pipeline development is desired
- Strong interpersonal and listening skills; can carry on great interactions in a variety of channels
- Strong attention to detail

**What do we offer?**
- Preferred rates on our products and services
- Benefits and Pension
- Competitive salary
- Investment in your professional development
- Community involvement

**More details**:

- Hours: Permanent full-time
- Hours: 37.5 hours weekly. Currently Monday to Friday, 8:30 a.m. to 5:00 p.m., and flexibility to work outside various hours is required for travel, events, and member meetings.
- Salary: $60,000 - $75,000

**A little more about us**:
**Synergy Credit Union **is a people-inspired Credit Union with ambitious goals. We endeavour to deliver amazing financial experiences, earn our customers (members) trust, grow our relationships, and build sustainable communities.

We exist to help our members achieve their financial goals by understanding their needs and delivering exceptional service in modern, convenient, and secure ways. We empower our members by sharing our experience and tools, so they can make robust plans through each stage of life.

We also live in the communities we serve. This matters to us. We invest locally by offering sponsorships, donations, and scholarships, and through volunteerism. We connect with groups looking to improve overall financial literacy by providing presentations and tailoring them for educational opportunities - for families, schools, youth groups - you name it. We are proud to serve more than 27,000 members and have reached over $2.5 billion in assets.

We were named one of Saskatchewan's Top Employers for the 7th consecutive year. This reflects our workplace culture and commitment to building relationships beyond banking with our members, and our team.

Synergy operates on the lands referred to as Treaty 6 Territory, which encompasses the unceded lands of Indigenous Nations and Peoples, including the Plains Cree, Woodland Cree, Saulteaux, Nakota, Dene, and Metis. Inclusive of Saskatoon, Lloydminster, Kindersley, Macklin, Denzil, Lashburn, Marshall, Maidstone, Neilburg, Marsden, St. Walburg and Paradise Hill.
- We thank all applicants in advance for their interest. Only those under consideration will be contacted. The successful applicant will be required to undergo a bonding process that includes a criminal record check and credit check._

**Job Types**: Full-time, Permanent

Pay: $60,000.00-$75,000.00 per year

**Benefits**:

- Company events
- Company pension
- Dental care
- Disability insurance
- Employee assistance program
- Extended health care
- Life insurance
- On-site parking
- Vision care

Flexible language requirement:

- French not required

Schedule:

- Monday to Friday

Work Location: In person

Application deadline: 2024-11-17

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