Current Opportunities

Wealth Management Representative - Permanent, Full Time Expand/Collapse

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The Opportunity

We’re looking for a Wealth Management Representative to join our team in Weyburn, Saskatchewan. The City of Weyburn was recently named the best place to live in the Prairies. Weyburn has the best of both worlds by offering small town charm with big city amenities. As part of WCU’s vision, we are dedicated to helping our people be their best and making a positive impact in our communities. We are principled, energetic, collaborative, experts, local and strong.

If you have a passion for financial planning and want to help people achieve their financial goals, then look no further!

The successful candidate will be responsible for developing member relationships, as well as giving advice on a full range of deposit and investment products. The position works closely with other team members and specialists within the credit union to build member relationships that add value and positively contribute to the credit union’s mission of delivering exceptional member experience and providing expert advice.

The Individual

  • Looking for a career, not just a job? This position has a multi-level job structure with opportunity to advance.
  • Interested in obtaining your CFP designation? We will pay for and support the successful candidate through the process.
  • Someone who is a team player and brings an energetic spark to work each day.
  • An individual who is committed to self-improvement and growth by taking feedback and always working on themselves.
  • Someone who values giving back to their community.

Qualifications

  • Post-secondary diploma or bachelor’s degree in a related field.
  • 2 to 4 years of related work experience would be considered an asset. Combination of education and work experience would be considered.
  • Previous experience in the investment area would be considered an asset.
  • A mutual funds license is a requirement; however, WCU will accept applications from those who are willing to obtain a license within a three-month time frame.

What we offer

  • Competitive compensation package including base and variable pay.
  • Comprehensive employee benefit package is offered.
  • Generous paid time off including personal time, study time and above industry vacation accrual.
  • Total Rewards Program including 7% matched pension contributions, wellness subsidy, discounted employee banking fees.

How to apply

If you are interested in this exciting opportunity, please submit your resume by email to recruitment@weyburncu.ca. This position will remain open until a suitable applicant pool has been received. We would like to thank all applicants for their interest; however, only those selected for interviews will be contacted.

Senior Manager of Wealth Management Expand/Collapse

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About WCU

Weyburn Credit Union (WCU) is a member owned and democratically ran financial institution with over 8,800 members and $700 million in assets under our administration.  We have over 90 staff members and operate in the communities of Weyburn, Lang and Yellow Grass.  We are known as an employer of choice and work hard to provide our team members with a positive work environment, opportunities for advancement and above market compensation package.

For the second year in a row, the City of Weyburn has been named the best place to live in the Prairies.  Weyburn has the best of both worlds by offering small town charm with big city amenities.  As part of WCU’s vision, we are committed to helping our community be strong and vibrant, we do this by supporting community building events and causes, like Big Bike for Heart and Stroke, Big Brothers and Big Sisters, United Way, Relay For Life and Festival of Trees to name a few. We believe in making a positive difference in the communities we serve and are constantly working towards being Better. Brighter. and Stronger.

The Opportunity

Under the direction of the Chief Operating Officer, the Senior Manager of Wealth Management will be responsible for the development and administration of the Wealth Management portfolio. This includes investment advice and brokerage services, financial planning, estate planning and administration, trust services, and personal insurance services. They will coach, mentor and train their team to ensure performance is in line with our strategy and acting in accordance to our profitability and risk standards.  They will create and administer investment procedures and guidelines to meet compliance regulations and will develop new products and services to meet our member’s needs.

Qualifications

  • Minimum of 2 years post-secondary education plus 7 – 9 years of job related experience.
  • Certified Financial Planner Designation is considered an asset.
  • Previous management and coaching experience with a proven track record of motivating and developing high-performance teams is a requirement.
  • Ability to effectively work with individuals at all levels in the organization.
  • Outstanding customer service attributes both internally and externally.
  • Experience developing strong internal and external relationships, both individually and in a team environment.
  • Proven success working with a sales, service and goal oriented environment.
  • Must have excellent communication/listening skills and a strong desire to help others.
  • Demonstrated commitment to ongoing professional development.

What we offer

  • Competitive compensation package including base and variable pay.
  • Comprehensive employee benefit package is offered including health, dental and disability insurance.
  • Total Rewards Program including 7% matched pension contributions, generous paid time off packages including vacation and 6 annual personal days, an annual wellness subsidy, and discounted employee banking fees.

How to apply

If you are interested in this exciting opportunity, please submit your resume by email to recruitment@weyburncu.ca.  This position will remain open until a suitable applicant pool has been received. We would like to thank all applicants for their interest; however, only those selected for interviews will be contacted. 

 

More Information

Recruitment Process Expand/Collapse

The application process

Before you submit your application, please read the job posting carefully to ensure you possess the relevant skills and experience, as only qualified applicants will be considered.

Once you submit your application, you will receive an automated reply from recruitment@weyburncu.cato confirm your application has been received. If you are short-listed for a position, we will contact you to move forward with an interview. If you're not selected for a specific posting you will not be contacted, however we encourage you to continue applying for future positions that match your qualifications and interest.

The interview process

After the position closes, our HR team will work hard to create a short list of candidates.  If you are selected for an interview, we'll contact you directly to set up a mutually agreeable time.  Your interview will be conducted by a member of our HR team and the department manager.  You should expect the interview to take between 45-90 minutes, depending on the complexity of the position.  We may ask you to fill out an additional employment assessment after the interview.  All the information needed to access the assessment will be given to you at this time.

After we have completed all the interviews and received all the assessments, we will make our decision.  You will be contacted from a member of our HR team, whether you were our chosen candidate or not. 

The job offer

If you're the selected candidate for the position, we will be contacting you with an offer of employment.  This offer is conditional upon you successfully passing the criminal, financial and reference checks needed for your position.

How to Apply Expand/Collapse

Please email your resume with a cover letter indicating if you are applying for a specific position or if you are submitting a general employment application.  Alternatively, you can drop your resume off at any branch location.

FAQs Expand/Collapse

Will you receive confirmation of application?

Yes, you should receive an email from recruitment@weyburncu.ca confirming we received your application.  If you do not receive an email, please contact recruitment@weyburncu.ca


Will you always be contacted?

Only those candidates selected for an interview will be contacted.  If you are not chosen, your resume will stay on file for three months and will be considered for any openings that fit your skills, education and experience.


If you have already sent in a general application, should you apply for a specific posting?

We keep resumes on file for three months however, if you feel there is a specific job posted that fits your skills, education and experience, please send in an application for that position.


Do we hire summer students?

We recruit and hire students from educational institutions each summer, depending on staffing needs.

We thank all applicants for their interest in Weyburn Credit Union; however only those selected for an interview will be contacted.
 

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