Consumer Advisor (Temporary Full-Time - 12 month term)

Job summary

The Consumer Advisor manages and grows a portfolio of members by providing individualized financial consulting and banking services. They are responsible for identifying business development opportunities while ensuring all activities comply with organizational policies and legislation.

Job details

[https://innovationcu.sharepoint.com/:i:/r/sites/PDTeam/Shared%20Documents/General/Restricted%20Documents/Recruitment/Job%20Postings/INDIGENOUS-FEMALE-960-X-400-BANNER.jpg?csf=1&web=1&e=UoIlwh] [https://innovationcu.sharepoint.com/:i:/r/sites/PDTeam/Shared%20Documents/General/Restricted%20Documents/Recruitment/Job%20Postings/2025%20Banner%20Mastheads/INDIGENOUS-FEMALE-960-X-400-BANNER.jpg?csf=1&web=1&e=b8IfSX] CONSUMER ADVISOR We’re looking for a Consumer Advisor to join our team! This position is integral to the function of our organization, playing a critical role in our consumer advisory team. This role will manage and grow a portfolio of members in alignment with the organization’s segmentation and sales strategy with loans, deposits and applicable wealth services. By offering responsive and advisory services to members and nonmembers, the Consumer Advisor works to understand and anticipate member needs. This means understanding who their members are, what products and services they currently have, and what products and services they are likely to need in the future. The key responsibilities for this role include: * Provide advice to members and prospects on all aspects of consumer banking and work to ensure both our members and our organization are well represented. * Develop and maintain a deposit and loan portfolio and develop long term relationships with members. * Provide individualized financial consulting services that help simplify the members life (including insurance services) and information to members on services and investment products offered through the Credit Union. * Ensure all deposit and loan activities are in compliance with relevant legislation, regulations, policies, and procedures. * Recognize and act upon business development opportunities that would be beneficial to the organization and its members as a whole. * Must have the ability to travel to and cover regionally as required. * Innovation’s Travel Practice Guidelines will be followed. * QUALIFICATIONS: * Have completed some post-secondary education plus 3-5 years job related experience; or an equivalent combination of education and experience. * Completion of the following CUIC courses would be considered an asset: Credit Union System, Introduction to Financial Planning, Consumer and Residential Mortgage Lending Course. * Proven business development, sales, and service skills. Strong communication skills with the ability to relate well to members and coworkers. * Commitment to grow Innovation Federal Credit Union business attained through demonstrated use of sales and service principles. * Detail-oriented and risk aware, contributing to the safeguarding of our company’s assets and reputation. * Proficient in digital literacy, including (but not limited to) critical thinking, problem solving and navigation using digital solutions. * Use and comfortability with a variety of Microsoft 365 applications (Excel, Teams, Viva, Power Automate, Power BI). ABOUT US Hi! We’re Innovation Federal Credit Union. Our purpose is to simplify banking for all Canadians. We like to keep it simple. We have three values – Accountability, Integrity, and Respect – and we are constantly striving to improve our organization to make it better for you (our member and prospective employee)! How are we different from other Credit Unions? We’ve put in the work to become a federal credit union – just one of three in Canada – to secure the future of our organization and continue to grow across Canada. We are proudly rooted in Saskatchewan, but our vision is national, or as we like to say, "Made in Sask, Built for Canada". What sets us apart: * Commitment to Community: $1.1 million was given to local organizations last year who are making a difference * Strong focus on Diversity and Inclusion: Nearly 22% of InnovationNation proudly identifies as part of a designated group, reflecting our strong commitment to fostering a diverse workplace * Benefits that start when you do: Our full-time staff participate in a 7% employer-matched pension plan, extended health benefits, employee and family assistance program, and a staff loan rate. These benefits all start on Day 1 of employment, no waiting period! In the spirit of Truth and Reconciliation, we acknowledge that we are on the traditional territories of the many First Nations, Métis, and Inuit who have graced these lands for millennia. We are privileged to live on, work on and enjoy the benefits of these lands, now known as Canada.

What you’ll do

The Consumer Advisor manages and grows a portfolio of members by providing individualized financial consulting and banking services. They are responsible for identifying business development opportunities while ensuring all activities comply with organizational policies and legislation.

Requirements

Candidates must have some post-secondary education combined with 3-5 years of relevant experience. Strong sales, service, and digital literacy skills are required, along with the ability to travel regionally.

Benefits

• Pension plan
• Extended health benefits
• Employee and family assistance program
• Staff loan rate

Listed skills

• Power BI · Preferred
• Customer service · Preferred
• Problem solving · Preferred
• Microsoft 365 · Preferred
• Teams · Preferred
• Microsoft Excel · Preferred
• Risk Management · Preferred
• Sales · Preferred
• Critical Thinking · Preferred
• Communication Skills · Preferred
• Business development · Preferred

Other relevant skills

Identified from the job description. Confirm important requirements above.

• Business development
• Sales
• Financial consulting
• Customer service
• Communication skills
• Risk management
• Digital literacy
• Critical thinking
• Problem solving
• Microsoft 365
• Excel
• Teams
• Viva
• Power Automate
• Power BI
• Consumer banking
• Sales Strategy
• Financial Consulting
• Risk Awareness
• Accountability
• Sales Prospecting
• Microsoft Power Automate
• Digital Literacy
• Reconciliation
• Deposit Accounts
• Business Development
• Investments
• Communication
• Mortgage Loans
• Critical Thinking
• Financial Planning
• R (Programming Language)
• Innovation
• Problem Solving
• Legislation
• Loans
• Detail Oriented

Job areas

• Finance & Accounting
• Sales
• Customer Service & Support
• Retail
• Consumer Advisor
• Financial Services Manager
• Finance Managers
• Financial Managers

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