Job Description

Financial Services Advisor - Melville Branch Join the Cornerstone Crew! Be Part of Something . . . . . Are you great with numbers, and even better at building relationships? We\'re looking for a finance-savvy, dedicated Financial Services Advisor to join our team at the Melville branch of Cornerstone Credit Union! In this position, you\'ll be an important part of a team of knowledgeable Advisors who share a genuine commitment to working with our members to assist them in achieving their financial goals. Reporting to the Manager, Financial Services in Melville, the Financial Services Advisor creates exceptional member experiences and delivers smart solutions through proactive needs-based sales and services. This position provides our members, both new and existing, with financial advice and solutions. You\'ll be providing insight to our members in areas like accounts, complex consumer investments, and lending products and services (consumer loans and mortgages, including builder mortgages, small farm and business lending, insurance, terms, registered products, mutual funds and estate processing) to help them meet their financial needs. In this position, you\'ll develop solid working relationships with our members and work hand in hand with many areas of our organization to provide excellent member service. If you\'re interested in joining our team, you must be committed to working your hardest to retain and expand your existing member relationships while also seeking out new forms of business that would help Cornerstone Credit Union grow!

What We Are Looking For . . . . . To be considered for our Financial Services Advisor position, you must have a post-secondary education in business; plus, two to four years of job-related experience, or an equivalent combination of education or experience. Completion of the Mutual Funds course and one to three years of mutual funds sales experience would be an asset. Consideration would be given to applicants that have not fully completed their Mutual Fund Licensing. This would be required within 12 Months. You also must show exceptional communication skills, strong problem-solving skills and the ability to build and develop strong working relationships. A commitment to continuous learning and development is an important part of being on our team as well as taking pride in caring for our members and providing top-notch customer service!

What You Will Receive . . . . . Our employees enjoy a competitive compensation and benefit package that includes matched pension contributions and wellness and employment perks that contribute to a healthy work-life balance. On top of earning a bi-weekly pay cheque, you will also be eligible to receive additional pay for outstanding individual performance through our incentive pay program! Formal & informal development opportunities offering challenge and growth. The opportunity to be an integral member of a team of professionals in a supportive and collaborative environment motivated to do the best for their team and their members.

We Say We Care, and We Mean It Cornerstone Credit Union has been named one of Saskatchewan\'s Top employers for 2023! This is the 7th consecutive year we have received this recognition. We serve approximately 37,000 members, employ about 270 people and manage assets of about 2.3billion. We are a Cornerstone family; fun, inclusive, supportive and respectful. Wouldn\'t you want to be a part of that!
Check out our website at www.cornerstonecu.com.