Credential Financial Strategies Coordinator


                                        Credential Financial Strategies Inc. (“CFS”)
                                                    Position Description

Position Title:                  Credential Financial Strategies Coordinator

Credit Union:                   Lake View Credit Union

Reports to:                       CEO

Posting Date:                    December 28, 2017

Closing Date:                    Until Filled

I.                General Accountability and Purpose

This position is responsible for providing administrative and office support services to the CFS Representative(s). In addition, this position is responsible for maintaining files, processing bill payments, preparing a variety of activity reports, and other related duties.

This is an entry-level position where the selected candidate will start in an assistant role, with the expectation to be trained and licensed to fulfil the role as a licensed financial planner within 12 months or earlier.

II.                Duties & Responsibilities

1. Set appointments, prepare for interviews, handle complaints and concerns, follow up on referrals, provide information on CFS to members and the general public, inputting financial plan information, formatting proposals and processing product applications.

2. Create and maintain member files.

3. Process bill payments and prepare a variety of activity reports for credit union management, CFS Representative(s), and Credential Regional Office(s) as required.

4. Process all CFS mail and handle all courier and fax support.

5. Assist in building the relationship with credit union management and staff.

6. Assist Credit Union management in tracking CFS employee attendance, if required.

7. Performs other related duties as required.

III.             Nature and Purpose of Contacts and Relationships

  1.  Internal:
    Establishes and maintains effective communication and cooperation with CFS Representatives, Sales          Development Managers, Credential Regional Offices, Credential Head Office, and other CFS staff.
  2.  External:

Establishes and maintains effective communication and cooperation with credit union members,                managers and staff, and suppliers.

IV.    Qualifications

• High school graduate supplemented with post-secondary education in an office careers program.
• Minimum two years of experience as an assistant in an office environment dealing with internal and external contacts.
• Completion of the IFIC course (Investment Funds Institute of Canada), Life Licensing course, or the CSC course (Canadian Securities Course), is a definite asset.
• General investment and insurance industry knowledge and awareness of the Canadian Credit Union System are highly desirable.
• Demonstrated skills include: excellent telephone and organizational skills, excellent typing and grammar skills combined with strong interpersonal and verbal communications skills. Experience with working with all major types of office equipment. Familiar with personal computers and a full range of knowledge of Microsoft Office products (i.e. Word, Excel, PowerPoint, and Outlook).

Performance Competencies Profile:

• Customer service orientation
• Teamwork
• Judgment


Credential Financial Strategies Inc. is a member company under Credential Financial Inc., offering financial planning, life insurance and investments to members of credit unions and their communities. ®Credential is a registered mark owned by Credential Financial Inc. and is used under license.

Interested candidates are invited to email their cover letter and resume to Human Resources Department at by January 19, 2018.

We thank all applicants for their interest in Lake View Credit Union; however, only short-listed candidates will be contacted.









© 2013 Lake View Credit Union