- Remote/working from home option
- 7% matching pension
- Wellness Initiatives including our Employee and Family Assistance Program, premium membership for Calm, Consult+, and LIFT Virtual Fitness
- Training and Development Opportunities
- Community Sponsored Events Employee and paid Volunteer opportunities
- Free banking account
- Post-secondary diploma and/or certification in business, finance or a related program, or equivalent business experience
- Minimum five (5) years' experience in financial services predominantly in retail branch operations with Advisory experience preferred
- Successful completion of the Investment Funds Institute of Canada (IFIC) course
- Certified Financial Planner (CFP)/Personal Financial Planner (PFP) designation considered an asset
- A strong understanding of lending products including: policies and procedures, insured, insurable and conventional mortgages
- An entrepreneurial mindset and proven track record of building and maintaining relationships within the member base
- Must be computer literate and have an effective working knowledge of Microsoft Office (Outlook Excel, Word) and a willingness and ability to learn and utilize YNCU's banking system, applications, platforms, and emerging technologies
- Must have a valid Ontario driver's license and reliable available vehicle and ability to travel to various locations as required
- YNCU strives to be a diverse workplace reflective of the communities that we live in. YNCU is an equal opportunity employer that is committed to diversity and inclusion in the workplace. We prohibit discrimination and harassment of any kind based on race, colour, sex, gender, religion, sexual orientation, national origin, disability, pregnancy, or any other protected characteristic as outlined by national, provincial, or municipal laws. This applies to all employment practices within our organization, including hiring, recruiting, promotion, termination, layoff, recall, leave of absence, compensation, benefits, and training.
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Relationship Manager Finance H/F - Canada - Your Neighbourhood Credit Union Limited
3 weeks ago
Description
Financial Relationship Manager-InvestmentsFinancial Relationship Manager-Investments
Job Type:
Full-Time
Are you a community-minded person that's passionate about investing locally and giving back to your community? Here at Your Neighbourhood Credit Union (YNCU), we are all about putting our money where our mouth is and keeping our dollars local and investing back into our members, staff, and community; The Financial Relationship Manager is responsible for building new and creating deeper, lasting relationships with YNCU members to help them achieve their financial and life goals.
As a trusted financial advisor and through exceptional and caring service, the Financial Relationship Manager provides financial solutions and expertise to members through YNCU's various investment and lending products and services.
Promote and advise on the full range of lending and investment vehicles with emphasis on consumer loans, mortgages, lines of credit, mutual funds (if licensed), deposit and investment vehicles, and sundry services by actively pursuing membership growth opportunities and following up on staff referrals, business generating initiatives, and member inquiriesWork closely with Credential Financial Strategies Insurance Advisor and Wealth Consultants and Advisors to provide the highest level of quality service
Responsible for making qualified referrals to the Wealth Management Team by uncovering opportunities through member inquiries or conversations
Develop new sources of business by participating in ongoing call/contact programs, involvement in approved networking organizations, and by acting as an Ambassador of YNCU within the local community building strong relationship with business partners
YNCU employees get to be a part of the growing credit union movement and help us get the word out on why banking locally is so important.
We're your friendly, helpful, and financially savvy neighbour who provides tailored financial services to our members, supports small businesses, creates local jobs, and gives back to causes that matter.
Through our Good Neighbours Employee Volunteer Program and Monthly Staff Donation Draws, we even let you choose the causes we donate to and support.
Your Neighbourhood Credit Union will provide accommodations for persons with disabilities, where needed, to support their participation in our recruitment process.
Phone NumberThe credit union story – a story of compassion, community, and commitment to the local economy – is one we want you to not only hear, but share.
Credit union members are owners too, which is the underlying foundation that drives our story.But credit unions are also full-service financial institutions with competitive rates and products By joining YNCU, you can be a part of this great story and help us tell it.
YNCU will provide accommodations for persons with disabilities, where needed, to support their participation in our recruitment process. Yes, I agree to receive communications from YNCU#
