Consumer Advisor
Top Benefits
About the role
Apply by July 29, 2025!
Consumer Advisor
Job Description: 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 lending team. The key responsibilities for this role include:
- Respond to member and non-member inquiries by providing advice and guidance on the full range of financial products and services.
- Develop and maintain a deposit and loan portfolio and develop long-term relationships with members.
- Provide individualized financial consulting services that help simplify the member's life (including insurance services) and information to members on services and investment products offered through IFCU.
- Recognize and act upon business development opportunities that would be beneficial to the organization and its members.
- Utilize digital solutions to create efficiencies, simplify members’ banking needs, and enhance the member experience.
- Ensure all deposit and loan activities are in compliance with relevant legislation, regulations, policies and procedures.
- Must have the ability to travel within the city and provide coverage within the region as required.
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 as asset: Credit Union Products and Services, Credit Union System, Introduction to Financial Planning, Consumer and Residential Mortgage Lending.
- Proven business development, sales, communication and services skills.
- Commitment to grow IFCU business attained through demonstrated use of sales and service principles.
- Demonstrated commitment to continuous education and personal development.
- 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, PowerBI).
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 financial institutions? 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. Made in Sask, Built for Canada !
We care about our communities and our impact - $1.1 million was given to local organizations last year who are making a difference! Nearly 22% of InnovationNation proudly identifies as part of a designated group, reflecting our strong commitment to fostering diversity and inclusion. We offer our full-time staff participation in our 7% employer-matched pension plan and extended health benefit plan from Day 1 (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 millennial. We are privileged to live on, work on and enjoy the benefits of these lands, now known as Canada.
About Innovation Federal Credit Union
Innovation Federal Credit Union is a co-operative that strives to be the most responsive and innovative financial services organization. We look to continuously improve our internal operations and enhance the member experience you have with us each day. We explore new methods of serving you better through the adoption of technology, listening to how and when you would like to conduct your business.
We have three core values that guide our team:
Accountability We take ownership of problems and fix what’s broken.
Integrity We say what we do; we do what we say.
Respect We recognize that the thoughts and backgrounds of others are as important as our own.
Our purpose is to simplify banking for Canadians. Thank you for being a member!
Consumer Advisor
Top Benefits
About the role
Apply by July 29, 2025!
Consumer Advisor
Job Description: 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 lending team. The key responsibilities for this role include:
- Respond to member and non-member inquiries by providing advice and guidance on the full range of financial products and services.
- Develop and maintain a deposit and loan portfolio and develop long-term relationships with members.
- Provide individualized financial consulting services that help simplify the member's life (including insurance services) and information to members on services and investment products offered through IFCU.
- Recognize and act upon business development opportunities that would be beneficial to the organization and its members.
- Utilize digital solutions to create efficiencies, simplify members’ banking needs, and enhance the member experience.
- Ensure all deposit and loan activities are in compliance with relevant legislation, regulations, policies and procedures.
- Must have the ability to travel within the city and provide coverage within the region as required.
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 as asset: Credit Union Products and Services, Credit Union System, Introduction to Financial Planning, Consumer and Residential Mortgage Lending.
- Proven business development, sales, communication and services skills.
- Commitment to grow IFCU business attained through demonstrated use of sales and service principles.
- Demonstrated commitment to continuous education and personal development.
- 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, PowerBI).
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 financial institutions? 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. Made in Sask, Built for Canada !
We care about our communities and our impact - $1.1 million was given to local organizations last year who are making a difference! Nearly 22% of InnovationNation proudly identifies as part of a designated group, reflecting our strong commitment to fostering diversity and inclusion. We offer our full-time staff participation in our 7% employer-matched pension plan and extended health benefit plan from Day 1 (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 millennial. We are privileged to live on, work on and enjoy the benefits of these lands, now known as Canada.
About Innovation Federal Credit Union
Innovation Federal Credit Union is a co-operative that strives to be the most responsive and innovative financial services organization. We look to continuously improve our internal operations and enhance the member experience you have with us each day. We explore new methods of serving you better through the adoption of technology, listening to how and when you would like to conduct your business.
We have three core values that guide our team:
Accountability We take ownership of problems and fix what’s broken.
Integrity We say what we do; we do what we say.
Respect We recognize that the thoughts and backgrounds of others are as important as our own.
Our purpose is to simplify banking for Canadians. Thank you for being a member!