Posted 2 days ago
The Financial Advisor, Investments supports an assigned portfolio of members by identifying their financial goals and providing advice and financial products, specializing in investments including mutual funds. Responsibilities include member outreach and relationship growth, investment and banking services, accurate documentation, compliance with operational policies, and improving processes and efficiency.
Posted 3 days ago
The Financial Advisor supports members in achieving financial goals by providing advice and delivering banking, investment, and lending products. Responsibilities include building member relationships, outreach and referrals, accurate documentation, compliance, and identifying operational improvements; the role also requires travel to the St. Walburg Branch.
Posted 3 days ago
The Financial Services Representative serves credit union members in person, digitally, and by phone, greeting them, processing transactions, assisting with technology, and guiding them toward relevant products and solutions. The role also involves proactive member outreach and identifying suspicious transactions or interactions.
Posted 3 days ago
The part-time Financial Services Representative serves as the first point of contact for credit union members, providing everyday banking services and helping address their financial needs. Responsibilities include processing routine transactions, learning additional branch services, referring members to Financial Advisors, and following compliance procedures.
Posted 8 days ago
The Financial Advisor supports members in achieving their financial goals by providing advice and offering appropriate account, investment, and lending products and services. Responsibilities include member outreach and relationship development, referrals, accurate documentation, compliance with policies, risk-aware sales practices, and helping improve operational processes.
Posted 8 days ago
The Small Business Advisor provides holistic financial advice to agricultural small business members, including credit, wealth, cash management, and deposit solutions. The role also involves developing member relationships and a local book of business, monitoring industry trends, and balancing growth and profitability with risk.
Posted 8 days ago
The Financial Services Representative is a first point of contact for credit union members at the Circle Drive branch in Saskatoon, assisting them in person, digitally, or by phone. Responsibilities include processing transactions, troubleshooting technology, promoting financial products, conducting outbound member communications, and identifying suspicious transactions.
Posted 8 days ago
The Member Services Representative I provides everyday banking services to members at Conexus’s Yorkton branch, including transactions, identifying members’ needs, and referring them to appropriate internal partners and Financial Advisors. The role focuses on supporting members’ financial well-being and delivering strong member experiences.
Posted 11 days ago
The Small Business Advisor provides holistic financial advice and credit, wealth, and cash-management solutions to agriculture and commercial small business members. Responsibilities include assessing loan eligibility and risk, developing local business relationships, marketing to build a client portfolio, and balancing growth with profitability. The role is based in Macklin or Kindersley, Saskatchewan.
Posted 16 days ago
The Internal Solutions Support Officer supports the Internal Solutions Centre by troubleshooting and researching member transactions, identifying and handling risks, and administering reconciliations, remittances, reporting, and balancing. The role also collaborates with internal teams and branches to provide support and identify solutions that improve members’ financial well-being.
Get a daily email with the latest job postings from Canadian companies. Free, no account required.
By subscribing you agree to receive job emails from MapleStack. Unsubscribe anytime.
Want to save jobs and create custom alerts? Create a free account