Job Description

Description :

About connectFirst Credit Union

As a credit union, we're different than a bank - and we like it that way.

At connectFirst, we spend our days helping our members achieve their financial aspirations through a community-focused approach to banking that's true to our co-operative principles. You're our member, not a number. We're your neighbours and your partner. Over 80 years ago we started from humble beginnings. Through the years, we've grown to become one of Alberta's leading financial institutions through a desire to connect the dots between your dreams, your goals, your community, and your financial wellness and we echo these desires through our new, consolidated connectFirst brand.

We believe that banking is about more than money - it's a cornerstone of every vibrant community and that our members should expect us to positively impact the financial success and viability of the communities that we call home. We invest meaningfully in the potential and well-being of our employees, and what matters most to our members. We have honest conversations about real things, as real people. Our members are owners, they have a say in how we operate, they earn dividends on common shares and investment shares, and they have access to an extensive array of financial products and services.

• Our mission: Make money make a difference.
• Our vision: Do what's right for every member.
• Our values: Think big, act local, take charge, and make it easy.

We're committed to providing remarkable experiences to our members, our communities, and our employees, and we're proud to be regarded as one of the best:

• Named among Canada's Most Admired Corporate Cultures(TM) by Waterstone Human Capital
• Recipient of Canada's Best Managed Companies award for 21 consecutive years
• $12.3 billion book of business (Deposits=45%, Loans=43%, Wealth Management=10%, Syndicated Loans=2%)
• 750 employees
• $585 million in Member's equity

Key Accountabilities:

• Proudly the first point of contact for new and existing members; takes ownership, handles all incoming inquiries and requests, redirects as required.
• Partners actively with internal and external colleagues to provide the right service or expertise to deliver on a remarkable member experience.
• Receives, reviews, and accurately and efficiently processes all account/policy documents for MFDA/Planning platforms.
• Identifies and resolves compliance queries and processing errors while mitigating any impact to the member experience.
• Prepares for bi-weekly full team meetings with MFDA Wealth Specialist and leadership team, follows up as required.
• Collaborate with MFDA leadership on developing and implementing business plans, weekly, monthly and annually, assisting Wealth Specialists in working toward goals.
• As required, ensures member house-holding activities and CRM workflows are actively maintained to ensure strong ongoing member experience is upheld.
• As required, maintains member accounts and support systems by reviewing any assigned activities and determines actions required to ensure accounts remain in good standing and all required documentation is on file.
• As required, creates an exceptional member experience through support of MFDA Wealth Specialist in proactive, empathetic Estate Administration support and advocacy.
• Proactively identifies and addresses process and procedure challenges and makes recommendations on process improvements to innovate and elevate our business best practice.
• Follows up on incoming transfers and communicates to MFDA Wealth Specialist to ensure funds are received and invested in a timely manner.
• Supports Capital Accumulation Plan (CAP) for new Employee Members through introductions to MFDA Wealth Specialist and/or booking appointments when required.
• Provides regular reporting on the business, supports pipeline management activities, and is an active part of ongoing relationship service outreach.
• Remains current on organizational practices, policies, procedures, and legislative requirements.
• Maintains a high degree of product and service knowledge, spanning both wealth and credit union key offers.
• Acts as a resource to other staff within the department and across the organization.

Wealth Coordinator Role

Experience and/or Education:

• 3 - 4 years experience in customer service or administrative role.
• Working towards IIROC - Registered Representative (RR).
• Working towards or completed a certificate, diploma, degree or designation program.
• An equivalent combination of education and experience may also be considered.

Skills and Competencies:

• Strong knowledge of the investment industry products, processes and procedures, trade processing

rules, and compliance requirements. * Strong knowledge of credit union products, services and partners.

• Strong problem solving skills.
• Strong organizational and multi-tasking skills.
• Strong communications skills; both written and verbal.
• Strong computer skills; able to pick up new and existing programs related to the job quickly.
• Strong aptitude for numbers with fast and accurate data entry skills.
• Strong customer service orientation.
• Strong attention to detail.

Wealth Associate Role

Experience and/or Education:

• 4 - 6 years experience in customer service or administrative role.
• 1 - 2 years experience in an Investment or Insurance office environment.
• IIROC - Registered Representative (RR)
• Insurance licensing is an asset.
• Working towards or completed a certificate, diploma, degree or designation program.
• An equivalent combination of education and experience may also be considered.

Skills and Competencies:

• Excellent knowledge of the investment industry products, processes and procedures, trade processing rules, and compliance requirements.
• Excellent knowledge of credit union products, services and partners.
• Excellent problem solving skills.
• Excellent organizational and multi-tasking skills.
• Excellent communications skills; both written and verbal.
• Excellent computer skills; able to pick up new and existing programs related to the job quickly.
• Excellent aptitude for numbers with fast and accurate data entry skills.
• Excellent customer service orientation.
• Excellent attention to detail.

Qualified applicants are invited to apply online.

We thank all applicants for their interest. Please note applications will only be accepted online and only those applicants under consideration will be contacted.

For more information on Connect First Credit Union Careers, please visit