Regional Consumer Banking Advisor - Travel-ready

Innovation Federal Credit Union; North Battleford; Presencial; CAD 55.000 - 70.000; Jornada completa

Ventajas ofrecidas por este puesto de trabajo

Pension plan

Health benefits

Employee assistance program

Staff loan rate

Descripción de la vacante

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

Formación

• 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.

Responsabilidades

• 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.

Conocimientos

Business development

Sales

Customer service

Communication

Educación

Post-secondary education

Herramientas

Microsoft 365 (Excel)

Teams

Power BI

Power Automate

Viva

Descripción del empleo

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