Careers

The Synergy Experience – what is it exactly? Just ask our employees. Their dedication to our customers (members) and each other has created an incredible place to work. We offer personalized and competitive services and are proud to be a part of your local community.

We are seeking a Member Advisor to help us continue our rich tradition of serving our community – since 1943!

What do our Member Advisors do?

You are one of the first people our members encounter at the branch. You will help them with whatever they are looking for or guide them to identify services and solutions they may not yet be aware of. Our Member Advisors serve our members through various channels: in person, digitally or by phone. 

Don’t have banking experience? Not to worry; we have a great training program! This is an excellent opportunity for the customer service focused professional who has experience in retail, hospitality, or financial services.

As a Member Advisor, you will:

• Greet our members and provide them with the services they seek,
• Process transactions,
• Provide troubleshooting and guidance around the use of our technology products or any other challenges a member may have,
• Highlight and promote our credit union products and solutions,
• Engage in proactive member communication by participating in outbound calling, credit union promotions, campaigns, and other creative strategies,
• Identify suspicious transactions or interactions and respond appropriately.

What you need for this role:

• Customer service experience
• Sales skills
• Experience handling cash and completing financial transactions
• Tech savviness and a love for technology
• A desire to learn in a culture that embraces ongoing learning and development
• Enjoyment in working with the public – by engaging and providing assistance to meet our members’ needs.

What do we offer?

• Preferred rates on our products and services
• Benefits and Pension
• Competitive salary
• Investment in your professional development
• Community involvement

If the above describes you, we want to hear from you! Submit your cover letter and resume to careers@synergycu.ca, by end of day on July 21, 2024, referencing competition #243911 in the subject line.

More details:

• Permanent full-time. 37.5 hours weekly.
• Salary: $44,700 to $55,800 per annum.

A little more about us:

Synergy Credit Union is a people-inspired Credit Union with ambitious goals. We endeavour to deliver amazing financial experiences, earn our customers’ (members’) trust, grow our relationships, and build sustainable communities.

We exist to help our members achieve their financial goals by understanding their needs and delivering exceptional service in modern, convenient, and secure ways. We empower our members by sharing our experience and tools, so they can make robust plans through each stage of life.

We also live in the communities we serve. This matters to us. We invest locally by offering sponsorships, donations, and scholarships, and through volunteerism. We connect with groups looking to improve overall financial literacy by providing presentations and tailoring them for educational opportunities – for families, schools, youth groups – you name it. We are proud to serve more than 27,000 members and have reached over $2.5 billion in assets.

We were named one of Saskatchewan's Top Employers for the 7th consecutive year. This reflects our workplace culture and commitment to building relationships beyond banking with our members, and our team.

Synergy operates on the lands referred to as Treaty 6 Territory, which encompasses the unceded lands of Indigenous Nations and Peoples, including the Plains Cree, Woodland Cree, Saulteaux, Nakota, Dene, and Metis. Inclusive of Saskatoon, Lloydminster, Kindersley, Macklin, Denzil, Lashburn, Marshall, Maidstone, Neilburg, Marsden, St. Walburg and Paradise Hill.

We thank all applicants in advance for their interest. Only those under consideration will be contacted. The successful applicant will be required to undergo a bonding process that includes a criminal record check and credit check.

Synergy aspires to have a workforce that is representative of the diversity of our country and encourages applications from everyone.

Find out more about us!  https://www.youtube.com/user/SynergyCreditUnion

The Synergy Experience – what is it exactly?  Just ask our employees. Their dedication to our customers (members) and each other has created an incredible place to work. We’re local, we offer personalized and competitive products & services. We are proud to be a part of a local and community focus and are seeking a Financial Services Advisor to help us continue our rich tradition of serving our community – since 1943! 

What do our Financial Services Advisors do?

As an FSA, you will work in a retail banking environment where you have a meaningful impact on the financial wellness of members. You connect with existing and prospective members, understand their financial and personal goals, provide informative and personalized advice, and recommend the right products and solutions to achieve their goals and enable their financial success.

Our ideal candidate is a relationship builder. You’re motivated, with strong problem-solving and organizational skills. You'll be a part of a team of knowledgeable professionals who share a genuine commitment to working with and delivering exceptional service to our membership, including account and deposit products, investments, including the sales of mutual funds, and consumer lending products and services with some potential for small business/ag loans.

If building relationships, problem solving, and meeting challenges interests you...this dynamic career is what you’re looking for!

As a Financial Services Advisor, you will:

• Manage a portfolio of members, partnering with current and potential members to understand their goals and priorities
• Advise on and deliver a variety of products and services to successfully meet members’ needs
• Engage in outreach, marketing, and follow-up opportunities to proactively seek out new business and deepen existing relationships, and

• Promote Synergy Credit Union within our communities, including engaging in business development activities, volunteerism, phone calls, emails, and participating in campaigns.

 What you need for this role:

• Related post-secondary education (such as a Diploma or Degree in Business) and one to four years of job-related experience, or an equivalent combination of education and experience
• Strong experience in consumer lending is required
• Relationship and business development skills
• Previous sales experience working with goals, strong closing/referral techniques, and pipeline development is desired
• Strong interpersonal and listening skills; can carry on great interactions in a variety of channels
• Strong attention to detail
• Mutual Fund Accreditation or successful completion of accreditation may be required within 3 months of hire

We encourage you to apply. We have two levels in this role. Placement within these levels is dependent on experience and education.

What do we offer?

• Preferred rates on our products and services
• Benefits and Pension
• Competitive salary
• Investment in your professional development
• Community involvement

If the above describes you, we want to hear from you. Submit your cover letter and resume to careers@synergycu.ca, referencing competition #243705 in the subject line. This position will be posted until a suitable candidate is hired.

More details:

• Hours: Permanent full-time
• Hours: 37.5 hours weekly. Currently Monday to Friday, 8:30 a.m. to 5:00 p.m., and flexibility to work outside various hours is required for travel, events, and member meetings.
• Salary: $60,000 - $75,000

A little more about us:

Synergy Credit Union is a people-inspired Credit Union with ambitious goals. We endeavour to deliver amazing financial experiences, earn our customers (members) trust, grow our relationships, and build sustainable communities.

We exist to help our members achieve their financial goals by understanding their needs and delivering exceptional service in modern, convenient, and secure ways. We empower our members by sharing our experience and tools, so they can make robust plans through each stage of life.

We also live in the communities we serve. This matters to us. We invest locally by offering sponsorships, donations, and scholarships, and through volunteerism. We connect with groups looking to improve overall financial literacy by providing presentations and tailoring them for educational opportunities – for families, schools, youth groups – you name it. We are proud to serve more than 27,000 members and have reached over $2.5 billion in assets.

We were named one of Saskatchewan's Top Employers for the 7th consecutive year. This reflects our workplace culture and commitment to building relationships beyond banking with our members, and our team.

Synergy operates on the lands referred to as Treaty 6 Territory, which encompasses the unceded lands of Indigenous Nations and Peoples, including the Plains Cree, Woodland Cree, Saulteaux, Nakota, Dene, and Metis. Inclusive of Saskatoon, Lloydminster, Kindersley, Macklin, Denzil, Lashburn, Marshall, Maidstone, Neilburg, Marsden, St. Walburg and Paradise Hill.

We thank all applicants in advance for their interest. Only those under consideration will be contacted. The successful applicant will be required to undergo a bonding process that includes a criminal record check and credit check.

Synergy Credit Union aspires to have a workforce that is representative of the diversity of our country and encourages applications from everyone.

Find out more about us!  https://www.youtube.com/user/SynergyCreditUnion

We’re seeking people who are deeply motivated to learn about our customers (members), help them articulate and achieve their goals, and celebrate alongside them when goals are reached. We want only the most generous of heart, with a deep technical savvy to help our members establish a solid financial foundation, build a strong financial future, grow it and protect it.

• Conduct personal interviews with members, identify individual member needs and goals, develop an appropriate financial plan, and make appropriate recommendations.
• Provide our members with a holistic wealth approach that focuses on members unique, personal situations. Holistic planning includes financial, retirement, investment, estate, insurance, and tax planning.
• Create and maintain client files adhering to compliance requirements, and reports on activities.
• Conduct client seminars on wealth management and attend business development opportunities as required.
• Provide support on wealth management products.
• Develop own personal business plan.
• Identify opportunities that successfully meet the members needs and planting seeds for future product/services and follow-ups.

• High School Diploma
• Mutual Fund License
• Financial Planning Designation (i.e. CFP, PFP)
• Minimum 2 years of industry experience as a financial planner.
• General investment and insurance industry knowledge and awareness of the Canadian credit union system are highly desirable.
• Must keep informed to the latest trends in financial markets, industry competitors, current issues and strategies.
• Using sound judgement to make timely and effective decisions, considering both short- and long-term outcomes, risks, and impacts.
• Demonstrated skills include, the ability to develop relationships along with strong sales and presentation skills, strong oral and written communication skills, and strong organizational skills. Must be able to work independently in a fast-paced, team-oriented and collaborative environment.
• Engage in business development activities, and volunteerism.

• Preferred rates on our products and services
• Benefits and Pension, from day one
• Competitive salary
• Investment in your professional development
• Community involvement

• Permanent full-time.
• Hours: 37.5 hours weekly. Currently Monday to Friday, 8:30 a.m. to 5:00 p.m., and flexibility to work outside various hours is required for travel, events, and member meetings.
• Salary: $65,600 - $85,800