Financial Relationship Manager

Waterloo Region
Temporary Full-Time

Are you a community-minded person that’s passionate about investing locally and giving back to your community? Do you like working with other awesome and like-minded people toward a common goal?

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; and we are looking for people like you to join our team.

Take a look at this job posting, and if it’s a good fit, we encourage you to apply. If it’s not for you but you know someone that may be better suited for it, we welcome you to share it with them! Thanks for checking us out!

The Role

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.

Why work at YNCU?

 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.

  • Competitive Compensation, Incentive Programs and Benefits
  • Remote/working from home option
  • 37.5-hour work week
  • 7% matching pension
  • Benefits are 100% paid for by YNCU
  • 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
  • Fun Squad
  • Free banking account
  • Discounted Employee Rates

What we are looking for

  • 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
  • Mutual Funds sales experience and Mutual Funds license is required
  • Certified Financial Planner (CFP)/Personal Financial Planner (PFP) designation considered an asset
  • Keen interest in the economic environment and financial trends
  • 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
  • Must be bondable

YNCU strives to be a diverse workplace reflective of the communities that we live in. We are committed to a diverse workforce and invite everyone to apply. YNCU makes hiring decisions solely on qualifications, merit, and business needs at the time.

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, leave of absence, compensation, benefits, and training.

Your Neighbourhood Credit Union will provide accommodations for persons with disabilities, where needed, to support their participation in our recruitment process. Please contact Human Resources at careers@yncu.com




Apply Now

LEARN MORE ABOUT YNCU

We want to know about you, but we also want you to know about us. And if you have an interview coming up, your insight and knowledge of YNCU will surely wow us!

The Credit Union story – a story of compassion, community, and commitment to the local economy – is a story 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 services companies with competitive rates and products! It’s all that people need from their financial institution! By joining YNCU you can be a part of this great story and help us tell it.

In the About Us section you can learn all kinds of things, from our guiding principles to our unity story.


About YNCU

CONTACT YNCU

Human Resources 519.804.9190 x673 or careers@yncu.com

YNCU will provide accommodations for persons with disabilities, where needed, to support their participation in our recruitment process.