Financial Relationship Manager-investments

**Posting #**:24-27

**Location**:Windsor, London, Stratford, Mitchell, Woodstock (surrounding area)

**Job Type**:Full-Time

Are you a community-minded person that’s passionate about investing locally and giving back to your community? Do you like working with other awesome and like-minded people toward a common goal?

Here at Your Neighbourhood Credit Union (YNCU), we are all about putting our money where our mouth is and keeping our dollars local and investing back into our members, staff, and community; and we are looking for people like you to join our team.

**The Role**

The Financial Relationship Manager is responsible for building new and creating deeper, lasting relationships with YNCU members to help them achieve their financial and life goals. As a trusted financial advisor and through exceptional and caring service, the Financial Relationship Manager provides financial solutions and expertise to members through YNCU’s various investment and lending products and services.
- Promote and advise on the full range of lending and investment vehicles with emphasis on consumer loans, mortgages, lines of credit, mutual funds (if licensed), deposit and investment vehicles, and sundry services by actively pursuing membership growth opportunities and following up on staff referrals, business generating initiatives, and member inquiries
- Work closely with Credential Financial Strategies Insurance Advisor and Wealth Consultants and Advisors to provide the highest level of quality service
- Responsible for making qualified referrals to the Wealth Management Team by uncovering opportunities through member inquiries or conversations
- Develop new sources of business by participating in ongoing call/contact programs, involvement in approved networking organizations, and by acting as an Ambassador of YNCU within the local community building strong relationship with business partners

**Why work at YNCU?**

YNCU employees get to be a part of the growing credit union movement and help us get the word out on why banking locally is so important. We’re your friendly, helpful, and financially savvy neighbour who provides tailored financial services to our members, supports small businesses, creates local jobs, and gives back to causes that matter. Through our Good Neighbours Employee Volunteer Program and Monthly Staff Donation Draws, we even let you choose the causes we donate to and support.
- Competitive Compensation, Incentive Programs and Benefits
- Remote/working from home option
- 37.5-hour work week
- 7% matching pension
- Benefits are 100% paid for by YNCU
- Wellness Initiatives including our Employee and Family Assistance Program, premium membership for Calm, Consult+, and LIFT Virtual Fitness
- Training and Development Opportunities
- Community Sponsored Events Employee and paid Volunteer opportunities
- Fun Squad
- Free banking account
- Discounted Employee Rates

**What we are looking for**
- Post-secondary diploma and/or certification in business, finance or a related program, or equivalent business experience
- Minimum five (5) years’ experience in financial services predominantly in retail branch operations with Advisory experience preferred
- Successful completion of the Investment Funds Institute of Canada (IFIC) course
- Certified Financial Planner (CFP)/Personal Financial Planner (PFP) designation considered an asset
- Keen interest in the economic environment and financial trends
- A strong understanding of lending products including: policies and procedures, insured, insurable and conventional mortgages
- An entrepreneurial mindset and proven track record of building and maintaining relationships within the member base
- Must have a valid Ontario driver’s license and reliable available vehicle and ability to travel to various locations as required
- Must be bondable

YNCU strives to be a diverse workplace reflective of the communities that we live in. We are committed to a diverse workforce and invite everyone to apply. YNCU makes hiring decisions solely on qualifications, merit, and business needs at the time.

YNCU is an equal opportunity employer that is committed to diversity and inclusion in the workplace. We prohibit discrimination and harassment of any kind based on race, colour, sex, gender, religion, sexual orientation, national origin, disability, pregnancy, or any other protected characteristic as outlined by national, provincial, or municipal laws. This applies to all employment practices within our organization, including hiring, recruiting, promotion, termination, layoff, recall, leave of absence, compensation, benefits, and training.

**Benefits**:

- Dental care
- Employee assistance program
- Extended health care
- Flexible schedule
- Paid time off
- RRSP match
- Vision care
- Wellness program
- Work from home

Flexible Language Requirement:

- French not required

Supplemental pay types:

- Bonus pay

**Education**:

- Secondary School (preferred)

**Experience**:

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