Join Our Team

Purpose of Position

At ABCU Credit Union Ltd. (ABCU) our culture is based on our passion to be financial professionals that are dedicated to doing what is right for our credit union and our members. We embrace employee strengths and strive to empower employees to make the right decisions quickly and accurately every day. Our team members are provided with the tools to deliver a meaningful member experience in an environment that values and supports their contributions.

The Senior Investment Advisor is a member of the Wealth Advisory Team. The primary responsibilities include direct management and growth of a complex investment portfolio and providing insight as the wealth subject matter expert to our employees.

This role works out of multiple locations Beaumont and Edmonton, based on member needs. 

Ownership & Accountabilities

• Work in partnership with the branch leadership team and commercial services to drive awareness ABCU’s Wealth Services offer.
• Hold yourself accountable to ensure that your advice is unbiased and based on each individual member’s financial goals. 
• Hold yourself accountable to achieve your individual goals, support and reward and recognize performance when required.
• Engage branch employees and local centers of influence for referrals. 
• Be aware of potential referral opportunities for credit and insurance.

Be the expert:

• Be aware of all the roles of the organization.
• Be current and have superior knowledge of wealth products offered.
• Seek ways to increase performance by reducing inefficient processes.
• Partner effectively with Aviso Wealth 

Understand what Success Means:

• Measure your own success through both achievements in net portfolio growth, member satisfaction and member satisfaction.
• Take an active role in ensuring that risk is mitigated by ensuring policies and procedures are adhered to be compliant.
• Focus on what you can do to ensure success is achieved at the corporate level, your level,and the member level.
• Work collaboratively to accomplish common goals.
• As a key member of the ABCU team, you are expected to be a role model and, while responsible for a portfolio, you may be called upon to participate and or lead strategic projects.

Problem Solving:

• Be a champion at identifying and solving problems within your area of scope.
• Do not pass the problem off even if it is not within your scope, understand it, document it, and either solve it or make recommendations to your one up for resolution.
• Seek out ways to drive process improvements to increase efficiency.
• Be time sensitive to solving member complaints or problems.

Experience Required 

• Minimum of 8 years’ experience in the wealth industry including securities, compliance, life insurance and financial planning.
• University Degree in Commerce, Business of Economics preferable or similar experience.
• IIROC (Investment Industry Regulatory Organization of Canada) license requirement
• A combination of post-secondary education and work experience will be considered.

Internal/External Contacts 

• Incumbent will have contact with all employees and members of ABCU Credit Union, Alberta Central, related businesses, and the public.
• Incumbent will have contact with other credit unions, banks, trust companies, Aviso Wealth Management, other industry related businesses and government and regulatory bodies and referral sources.

Interested applicants should send their resume and cover letter to: general@abcu.ca

We thank all applicants for their interest, however only those candidates selected for an interview will be contacted.

(Reports to Manager, Compliance & Centralized Administration)

 

Purpose of Position:

At ABCU Credit Union Ltd. (ABCU) our culture is based on our passion to be financial professionals that are dedicated to doing what is right for our credit union and our members. We embrace employee strengths and strive to empower employees to make the right decisions quickly and accurately every day. Our team members are provided with the tools to deliver a meaningful member experience in an environment that values and supports their contributions.

 

The Centralized Administration Associate supports the Centralized Administration department by performing a variety of moderately complex, timely and accurate clerical functions. This includes daily processing of file load, incoming wires, bill payments, CAFT, and stop payments. This role will also be responsible for daily reconciliation of the eTransfer and draft accounts as well as general oversight of garnishes.  This role actively contributes to the accuracy and production of ABCU’s centralized team through the regular completion of reconciliations and investigation of any variances identified.

Job Duties:

• Daily reconciliation and processing of the file load system.
• Processing bill payments and stop payments.
• Processing incoming wires, as main administrator.
• Daily reconciliation of e-transfers and drafts.
• Daily processing and general oversight of garnishees
• New account documentation and DNA set up.
• Registered account documentation and DNA posting. This includes new registered accounts, internal transfers, external transfers, RRIF payments. 
• Cross-train and provide coverage to the Central Administration Associate 2 role.
• Cross-train and provide coverage for other duties as required.

 

Qualifications:

• One-year post-secondary education preferred.
• Three to five years job-related/industry experience.
• Comfort and ability to work with a high level of accuracy and attention to detail.
• Proficient use of Microsoft Office Suite (Excel, Outlook, Word).
• Ability to work from the Beaumont Branch, Monday to Friday.
• A combination of education and work experience will be considered.

Internal/External Contacts:

• Incumbent will have contact with all employees of ABCU.
• Incumbent will have contact with other credit unions, banks, trust companies and other industry related businesses, including government and regulatory bodies.

Corporate Core Values – Demonstrate the Corporate Values as Identified Below:

Trust, Teamwork and Accountability

1. Takes full ownership of actions and outcomes; others trust us to deliver what we commit to.
2. Displays the courage to make bold decisions; we hold each other accountable.
3. Demonstrates collaboration and teamwork.
4. Demonstrates sound decision making.
5. Demonstrates professionalism.

 

Open Communication

1. Demonstrates active listening.
2. Demonstrates clear and concise written and verbal communication.
3. Demonstrates responsiveness to internal and external member inquiries/requests whether incoming telephone calls, in-person visits or on-line chats.
4. Understanding differing perspectives and finding common ground; acknowledges when own words or actions are misinterpreted.
5. All opinions and perspectives are heard, respected, and acknowledged.

 

Coaching

1. Is able to disclose personal beliefs and is open to hearing other perspectives.
2. Respecting, valuing, and partnering with others; assisting people enhance their effectiveness in a way they feel helped.
3. Uses proper coaching language.
4. Ability to diagnose an issue and propose a solution.
5. Giving and receiving feedback.

Innovation and Creativity

1. Recognize and be open to the need for change in our environment and industry – (change).
2. Constantly challenge ourselves to find new ideas and solutions – (idea generating).
3. Eager and tenacious to continuously improve internal processes, practices, and procedures – (process improvement).
4. Ability to anticipate problems and generate solutions/actions within scope of role – (risk).
5. Encourage and appreciate differing opinion, styles, preferences, cultures, etc… - (diversity).

Interested applicants should send their resume and cover letter to: general@abcu.ca

We thank all applicants for their interest, however only those candidates selected for an interview will be contacted.