In 2025, Prosperity Credit Union emerged as an economic force and community partner in rural Saskatchewan, born from the merger of three trusted credit unions: Cypress, Diamond North, and Prairie Centre. Built on a foundation of collaboration and community spirit, Prosperity Credit Union embodies the heart of rural Saskatchewan. With a deep understanding of the unique needs of our members, we are committed to delivering exceptional service and tailored financial solutions.
At Prosperity Credit Union, you'll find a workplace that values innovation, connection, and a shared commitment to enriching the lives of our members and communities. Join us in shaping the future of financial services in rural Saskatchewan while building a career you can truly take pride in.
Role and Responsibilities:
We are currently hiring for a permanent, full-time Wealth Specialist to support our Outlook service location. Reporting to the Manager Wealth Services, this role is ideal for someone passionate about relationship building, member service, and providing wealth solutions. As a Wealth Specialist at Prosperity Credit Union, you will be responsible for managing your wealth book of business while also overseeing term business for members with relationships across multiple financial areas. You will provide sound financial advice and tailored solutions to meet members' unique needs, ensuring a high level of service and commitment to helping members achieve their financial goals.
Join our team and play a pivotal role in driving business at Prosperity as you:
Lead with Purpose:
Inspire trust and confidence by embodying Prosperity Credit Union’s mission and values. Strengthen our presence in the community by promoting our strategic vision and building meaningful relationships with members, employees, and community stakeholders.
Drive Sales and Service Excellence:
Achieve growth targets by deepening relationships with new and existing members, identifying opportunities to expand portfolios, and applying ethical sales practices. Collaborate with internal teams and external partners to deliver tailored banking solutions.
Champion Member Relationships:
Manage and grow a diverse portfolio by proactively identifying member needs and providing comprehensive financial advice. Leverage member insights to deliver personalized service, increase retention, and drive long-term value.
Promote Community Engagement:
Actively represent Prosperity Credit Union in regional events and local networking opportunities. Build our reputation as a trusted partner while identifying new opportunities to support community development and business acquisition.
Foster a Collaborative Culture:
Work closely with the Manager of Wealth Services and cross-functional teams to strengthen our sales and service culture. Promote shared goals and foster an environment of continuous learning and growth.
Manage Risk with Integrity:
Ensure all wealth activities align with sound risk management principles. Uphold compliance with regulatory requirements, maintain accurate documentation, and safeguard member information through a strong understanding of operational policies and ethical standards.
Support Regulatory Compliance:
Stay informed of applicable legislation and compliance standards. Take action to ensure full adherence to policies including anti-money laundering regulations, privacy laws, and market code requirements.
Qualifications:
- A Grade 12 diploma and a minimum of 3-5 years of job-related experience;
- A post-Secondary degree and/or professional designation; or equivalent combination of education and experience is a definite asset;
- Mutual Fund Sales License (Investment Funds in Canada (IFIC)) or equivalent;
- Passion for co-operative values and for involvement with the local community;
- Exceptional interpersonal skills and demonstrated ability to build strong and respectful relationships with all parties including staff, peers, community, as well as current and potential business partners;
- Strong decision making and organizational leadership skills with the ability to plan and manage resources;
- Ability to make challenging decisions respectfully and effectively;
- Exceptional verbal and written communication skills and ability to act as an effective spokesperson and ambassador for the Credit Union.
Perks and Benefits:
- Comprehensive benefits package
- Generous paid vacation and sick days to support employee health and well-being
- Collaborative work environment
- Generous matched pension plan
- Planned retirement for targeted management and specialist positions
- Paid days off for volunteering and professional development courses
- Professional development incentive program
- Preferred loan/deposit rates and service packages
- Relocation bonuses and reimbursement for eligible employees
- Staff and corporate events
Prosperity Credit Union is committed to inclusion, and we honor and celebrate everyone’s diverse experiences and perspectives. We commit to providing a barrier-free recruitment process and work environment for all applicants. Please let us know if you need any accommodation so that you can bring your best self to the application process and beyond.
All candidates under consideration for employment must successfully undergo a criminal background check and credit assessment and obtain a fidelity bond to meet the qualifications for the position.
Job Types: Full-time, Permanent
Pay: $71,200.00-$89,000.00 per year
Additional pay:
- Bonus pay
Benefits:
- Company pension
- Dental care
- Disability insurance
- Employee assistance program
- Extended health care
- Life insurance
- On-site parking
- Paid time off
- Tuition reimbursement
- Vision care
Schedule:
- Monday to Friday
- No weekends
Application question(s):
- Are you willing to travel to provide coverage at other Prosperity branch locations?
Work Location: In person
Application deadline: 2025-06-24
