Job Description

Credential Financial Strategies Inc. (\xe2\x80\x9cCFS\xe2\x80\x9d) is a wealth management program that specializes in insurance and other financial products and services. In partnership with Synergy Credit Union, CFS presently has an opening for an Associate Advisor/Coordinator.

Job Overview:

This position is responsible for providing support to the Investment and Insurance Representative(s) in all aspects of the business. This is a great opportunity for someone who is looking to develop their skills and knowledge in a fast-paced environment. The ideal candidate will be a quick learner with the ability to work independently. They will also have excellent communication and interpersonal skills. This is a full-time position that will require 37.5 hours a week.

Duties and Responsibilities:

• Providing support and assistance to senior advisors by setting appointments, preparing for appointments, requests for investment trades, handling complaints and concerns, following up on referrals, inputting financial plan information, formatting proposals and processing product applications
• Meeting with clients to review their accounts and identifying opportunities that successfully meets the members needs and planting seeds for future product/services and follow-ups.
• Preparing presentations and social media content for advisors
• Assisting with the development and implementation of business plans, marketing strategies, and other initiatives designed to improve performance.
• Participating in strategic planning meetings, planning events, or other activities to support company goals and objectives.
• Assisting in building the relationship with credit union management and staff.
• Conducting research, analyzing data, and preparing reports on relevant topics.
• Performing administrative tasks such as answering phones, responding to emails, filing paperwork, and other support functions
• Completing activities aligned with legislation and compliance regulations.
• Performing other related duties as required.

Requirements

• High school graduate supplemented with post-secondary education in an office careers program.
• Minimum two years of experience as an assistant in an office environment dealing with internal and external contacts.
• Completion of the CSC course (Canadian Securities Course) is a definite asset. It is a requirement for candidates to complete the Canadian Securities course within 3 months of their start date, followed by the Conducts and Practice Handbook (CPH) within 3 months.
• General investment and insurance industry knowledge and awareness of the Canadian Credit Union System is an asset.
• Demonstrated skills include: excellent telephone and organizational skills, excellent typing and grammar skills combined with strong interpersonal and verbal communications skills.
• Experience with working with all major types of office equipment.
• Familiar with personal computers and a full range of knowledge of Microsoft Office products (i.e. Word, Excel, PowerPoint, and Outlook).
• Customer service orientation
• Effective communication and cooperation with all internal employees, Credit Union members and professional contacts.
• Teamwork spirit

The successful candidate will work out of the CFS office Lloydminster, SK

For more information on Synergy Credit Union, please visit their website at:

To apply for this position in confidence, interested candidates can apply through our career opportunities page at or at , by end of day on April 28, 2023.

All responses are appreciated; however only those invited for an interview will be contacted.

Credential Financial Strategies Inc. is a member company under Credential Financial Inc., offering financial planning, life insurance and investments to members of credit unions and their communities. \xc2\xaeCredential is a registered mark owned by Aviso Wealth Inc. and is used under licence.

Aviso Wealth