Financial Specialist Term Full-Time (Approximately one year) Outlook

Position Name

Financial Specialist

Position Description

Prairie Centre Credit Union, Saskatchewan’s largest rural-based credit union, is seeking a proactive, highly motivated individual to fill a term full-time position of Financial Specialist.  This position will be based out of Outlook and will support multiple PCCU branches as required.  The Financial Specialist will report directly to the Manager Advisory Services.

Key Responsibilities:
The primary responsibilities of this position are to develop member relationships by promoting financial planning and deposit and investment products and services tailored to meet member needs.  You will refer insurance and brokerage services based on member needs and provide member access at a time and place most convenient for our membership.  You will educate members by leading workshops/seminars.


Flexible and/or extended work hours may be required.  Travel is required.

The successful candidate will have opportunities for personal and professional growth within an environment that promotes continuous learning and cooperative values.  We offer a competitive salary that will commensurate with qualifications, experience, and education.  Upon qualifying, you will be eligible for an excellent employee benefits package, including a matched superannuation plan.

Qualifications Required


•    Certified Financial Planner (CFP) or Personal Financial Planner (PFP) Designation, or willingness to achieve
•    Mutual Funds license including Labour Sponsored Funds
•    Three to five years’ experience within the financial services industry with a demonstrated ability to gather assets
•    Proven sales and presentation skills

Job Reference Number

FSFTOUTLOOK - PCCU - 20180402

Closing Date

April 2, 2018

Job Location

Outlook, SK.

How to Apply


If you would like further details on this position, please contact Jill Carlson, Manager Advisory Services, at 306-375-2213 ext. 222.

Please submit your cover letter and updated resume to careers@pccu.ca by April 2, 2018.

We thank all applicants for their interest.  Only applicants considered for an interview will be contacted.

 

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