Consumer Advisor

Consumer Advisor

Were looking for a Consumer Advisor to join our team! This position is integral to the function of our organization playing a critical role in our consumer advisory team. This role will manage and grow a portfolio of members in alignment with the organizations segmentation and sales strategy with loans deposits and applicable wealth services. By offering responsive and advisory services to members and nonmembers the Consumer Advisor works to understand and anticipate member needs. This means understanding who their members are what products and services they currently have and what products and services they are likely to need in the future. The key responsibilities for this role include:

• Provide advice to members and prospects on all aspects of consumer banking and work to ensure both our members and our organization are well represented.
• Develop and maintain a deposit and loan portfolio and develop long term relationships with members.
• Provide individualized financial consulting services that help simplify the members life (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.
• Must have the ability to travel to and cover regionally as required.
  • Innovations Travel Practice Guidelines will be followed.

Qualifications:

• Have completed some post-secondary education plus 3-5 years job related experience; or an equivalent combination of education and experience.
• Completion of the following CUIC courses would be considered an asset: Credit Union System Introduction to Financial Planning Consumer and Residential Mortgage Lending Course.
• Proven business development sales and service skills. Strong communication skills with the ability to relate well to members and coworkers.
• Commitment to grow Innovation Federal Credit Union business attained through demonstrated use of sales and service principles.
• Detail-oriented and risk aware contributing to the safeguarding of our companys assets and reputation.
• Proficient in digital literacy including (but not limited to) critical thinking problem solving and navigation using digital solutions.
• Use and comfortability with a variety of Microsoft 365 applications (Excel Teams Viva Power Automate PowerBI).

ABOUT US

Hi! Were Innovation Federal Credit Union. Our purpose is to simplify banking for all Canadians. We like to keep it simple. We have three values Accountability Integrity and Respect and we are constantly striving to improve our organization to make it better for you (our member and prospective employee)!

How are we different from other financial institutions Weve put in the work to become a federal credit union just one of three in Canada to secure the future of our organization and continue to grow across Canada. Made in Sask Built for Canada!

We care about our communities and our impact - $1.1 million was given to local organizations last year who are making a difference! Nearly 22% of InnovationNation proudly identifies as part of a designated group reflecting our strong commitment to fostering diversity and inclusion. We offer our full-time staff participation in our 7% employer-matched pension plan and extended health benefit plan from Day 1 (no waiting period!).

Innovation Federal Credit Union acknowledges that Indigenous peoples are the traditional guardians of this land that we call Saskatchewan we are on treaty lands and these treaties serve to govern our relationships with Indigenous people. We are dedicated to ensuring that the spirit of Reconciliation and treaties are honored and respected.

Required Experience:

Unclear Seniority