Consumer Advisor

Innovation Federal Credit Union; North Battleford; On-site; CAD 55,000 - 70,000; Full time

Benefits offered by this job

Pension plan

Health benefits

Employee assistance program

Staff loan rate

Job summary

Innovation Federal Credit Union in Saskatchewan is seeking a Consumer Advisor to manage and grow a member portfolio across loans, deposits and wealth services, delivering advisory solutions to members and prospects. You will build relationships, identify needs, travel regionally as required, and ensure compliance with regulations while supporting sales and community-focused initiatives.

This role emphasizes financial consulting, service excellence, and collaboration with teams to promote the

Qualifications

• Post-secondary education plus 3–5 years of related experience.
• CUIC courses would be an asset: Credit Union System, Introduction to Financial Planning, Consumer and Residential Mortgage Lending.

Responsibilities

• Provide advisory services on consumer banking products to members and prospects.
• Develop and maintain a deposit and loan portfolio and build long-term relationships.
• Offer financial consulting including insurance services and investment products.
• Ensure deposits and loans comply with regulations, policies, and procedures.
• Identify and act on business development opportunities.

Skills

Business development

Sales

Customer service

Communication

Education

Post-secondary education

Tools

Microsoft 365 (Excel)

Teams

Power BI

Power Automate

Viva

Job description

Location: Open to North Battleford, Battleford, or Meota Advice Center

We're 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 organization's 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.
• Innovation's 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 company's 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, Power BI).

ABOUT US

Hi! We're 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 Credit Unions? We've 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. We are proudly rooted in Saskatchewan, but our vision is national, or as we like to say, "Made in Sask, Built for Canada".

What sets us apart:

• Commitment to Community: $1.1 million was given to local organizations last year who are making a difference
• Strong focus on Diversity and Inclusion: Nearly 22% of InnovationNation proudly identifies as part of a designated group, reflecting our strong commitment to fostering a diverse workplace
• Benefits that start when you do: Our full-time staff participate in a 7% employer-matched pension plan, extended health benefits, employee and family assistance program, and a staff loan rate. These benefits all start on Day 1 of employment, no waiting period!

In the spirit of Truth and Reconciliation, we acknowledge that we are on the traditional territories of the many First Nations, Métis, and Inuit who have graced these lands for millennia.

We are privileged to live on, work on and enjoy the benefits of these lands, now known as Canada.