Career Opportunities

Qualified candidates are invited to apply for opportunities by emailing an accomplishment-based résumé and cover letter to  Joy Cohen, Recruitment Consultant at

***Ensure the job title that you are applying for is clearly stated in the subject line.***

Senior Travel Consultant – Calgary, AB

Our client is in the business of making people’s travel dreams come true. This family-owned company prides themselves on an amazing work atmosphere and outstanding job satisfaction. They are seeking a Senior Travel Consultant for their south Calgary office.

Key Competencies Required

5+ years of travel experience including group travel with emphasis on:

  • designing customized itineraries including hotels, special attractions and airline bookings, in conjunction with the sales representative
  • strong knowledge of travel trends and destinations
  • negotiating and requesting quotes for tours
  • Must be eligible for licensure to sell travel insurance in Alberta
    Knowledgeable on a wide spectrum of travel products including land tours, cruises and specialty products
  • Ability to work in a fast-paced, high volume environment
  • Familiar with travel-based software and possess strong computer/technical skills
  • Strong customer service focus
  • Self-motivated and able to work either independently and as part of a team
  • Well established relationships with various suppliers and operators
  • Strong interpersonal skills
  • Positive attitude, willing to take on challenges and committed to continual learning
  • Other duties include working collaboratively to design tour brochures and other promotional material

Investment Advisor – Lethbridge, AB 

Our client is a reputable credit union with branches throughout Alberta. You’ll work for a company that values community engagement, social responsibility, and understands the importance of employee engagement. Our client requires the services of an Investment Advisor for their Lethbridge offices. The Investment Advisor is the senior member of a dynamic professional wealth team, and plays an integral role in the delivery of superior personalized service to our client’s high net worth members. The primary responsibility of the Investment Advisor is to provide full financial planning to high net worth members.  You’re a leader and you’ll play a vital role in the growth and profitability of the organization, where you’ll enhance the financial well-being of our client’s members.

Key Responsibilities

Member and Financial Objectives:

  • Adhere to Member Service standards and deliver service excellence for member needs to present effective financial solutions and referrals
  • Engage proactive measures for business opportunities by implementing the CFP’s six steps of financial planning
  • Facilitate open communication with members to assess their future needs, and promote services, products and systems that deliver on these needs
  • Monitor and ensure personal and corporate goals are being met or exceeded
  • Establish and implement a sales plan that focuses on attracting new members with high net worth, develop internal referral sources, centers of influence (COI), and improve profitability with existing members
  • Build a financial planning practice with a member-centric focus
  • Monitor expenses and productivity, and take necessary action as required to maintain efficiencies
  • Maintain up to date financial planning and investment industry knowledge by participating in training programs and industry courses
  • Obtain and maintain accreditation and licensing requirements

Human Resource Objectives:

  • Identify employee development opportunities and provide effective coaching and technical training
  • Provide support to Regional Manager WM, retail Branch Managers, and partners
  • Participate and demonstrate leadership in the branch, market, and community
  • Develop teamwork in the wealth and branch operations to foster a fun, positive and productive work environment
  • Maintain a professional appearance and conduct

Risk Management Objectives:

  • Ensure all corporate policies, procedures, and guidelines are adhered to
  • Comply with legislative and regulatory requirements
  • Mitigate risk of loss by maintaining timely, effective controls and follow up
  • Ensure necessary due diligence to support the accuracy of all member transactions
  • Take necessary action on issues or concerns arising from daily trade reviews and audits

 Essential Requirements

 Minimum of 5 years’ experience in the wealth industry, including securities and compliance

  • Thorough knowledge of financial planning, products, policies, procedures, and operations
  • Post-secondary diploma/degree or an equivalent combination of education and experience
  • Financial Planning designation (CFP)
  • Canadian Securities Course & CPH
  • Life License
  • IIROC license

 Other special requirements necessary to do the job:

Weekend or shift work, available to travel, and other requirements as needed. The business may from time to time ask for branch and/or department support for special projects and/or areas experiencing staff shortages. All employees may be asked to volunteer to assist in areas of need during these times. These assignments could result in a change of hours, location, and/or travel.


Business Development Consultant – Edmonton or Red Deer, AB – WORK FROM HOME OPPORTUNITY

Our client is a leading international financial services company that provides financial advice, insurance, as well as wealth and asset management solutions for individuals, groups and institutions.  You’ll work for a company that supports its customers to achieve their dreams and aspirations by providing the right advice and solutions.

Based out of their Edmonton or Red Deer office, our client requires a Business Development Consultant who will be responsible for promoting the company’s full range of products and services. You will add value by bringing your banking knowledge into the regional marketplace and helping others understand that managing money doesn’t need to be complicated.

 Key Responsibilities

Your strong knowledge of residential and commercial lending policies and practices will be beneficial as you:  

  • Develop and maintain close relationships with financial advisors, mortgage brokers and other referral partners within a specified, well-established geographic territory
  • Optimize delivery of value-added products, service and advice while enhancing sales efforts through consultation
  • Create strategic solutions and deliver on organizational efficiencies by highlighting opportunities for improvement in existing products and services
  • Manage and expand advisor relationships through regular contact and participating in client seminars
  • Promote and demonstrate the merits of integrated financial products and services with the advisor’s traditional insurance and money products-based business and mortgage brokers traditional lending products
  • Create an annual business plan, share best practices, and collaborate with business development consultants across the organization
  • Develop, organize and deliver proposals, business cases and underwriting case analysis
  • Partner with retail lending and other banking specialists to build advisor interests in debt management and deposit solutions

 Skills and Competencies

  • Must be able to work closely with highly driven sales partner to achieve targets
  • Demonstrated ability to persuade and negotiate through consultation and active listening skills
  • Diplomacy and conflict management skills to mitigate resistance and ensure adherence to company policies and compliance standards
  • Effective presentation skills to address small and large groups
  • Proven ability to be innovative in sales strategies, marketing concepts and product applications

Education and Experience

  • University degree or equivalent industry experience
  • 5 or more years of banking/credit experience
  • Completed or working towards industry designation – AMP is preferred
  • Business planning and territory management skills

Special Condition

 Work from home opportunity with travel required within assigned territory

  • Commission paid bi-weekly, volume bonus paid monthly, with year-end bonus if targets achieved


Intermediate-Senior Relationship Manager – Lethbridge, AB.

 Our client is a reputable credit union with branches throughout Alberta. You’ll be working for a company that values community engagement and social responsibility. Our client requires the services of an Intermediate-Senior Relationship Manager, where you’ll primarily be accountable for the development and administration of a large and complex commercial loan and deposit portfolio including accountability for the competent management of that portfolio. Emphasis for this position is placed on loan administration, sales, service, member advice and growth. You’ll work closely with the Regional Manager, Business Banking and/or the Senior Relationship Manager, Team Lead. Your proactive approach to sales and business development will allow you to cultivate a strong working relationship with potential and existing members, the retail branch network, local business owners, and members of the professional community.

Key responsibilities – Business Banking

  • Develop and maintain effective sales and marketing efforts to maximize small business and commercial loan growth, deposit growth and sales of peripheral products
  • Provide proactive advice to all members with tailored solutions to meet their financial needs
  • Maintain a high profile and professional image in the business and social communities
  • Develop and submit renewal applications
  • Prepare consolidated information for reporting purposes to the Regional Manager, Business Banking and/or Team Lead as required
  • Ensure negotiable and non-negotiable collateral security is obtained and maintained in accordance with the terms of authorized credits
  • Assist the other Senior Relationship Managers and Team Leaders in providing advice to junior staff members
  • Assist in managing the region’s lending and deposit activities through Team Leads; including recommending rates within discretionary limits, approving loans within prescribed lending authorities and recommending to credit committee loan requests above those limits
  • Help to direct/coach staff in the structure, negotiations and submission of credit applications, evaluating requests based on policy, risk and profitability
  • Ensure reviews on commercial and agricultural credits are performed as required by established lending guidelines
  • Ensure vigorous pursuit to collect problem commercial and agricultural loans
  • Ensure security procedures are maintained

Technical Skills

  • Apply legislation, policies, statistical analysis, procedures and/or standards in novel or unique situations where multiple interpretations and courses on action need to be considered
  • Analyze financial data (e.g., cash flow statements, balance sheets, income statements) to calculate ratios and to compare financial indices of one company against those of another company (or against the original company’s own historical performance)





Core Competencies

  • Build and actively maintain professional, respectful, healthy and caring relationships and networks
  • Manage, lead, embrace and enable the process of change and transition while helping self and others move confidently through uncertainty, ambiguity and transition
  • Actively listen to others and communicate in an effective manner that fosters open communication
  • Prevent, manage and/or resolve conflict with a focus on courage and persuasion
  • Question conventional approaches, explore alternatives and respond to challenges with creative solutions or services using intuition and experimentation, with a focus on perspective, technical savvy and innovation
  • Foster the development of self and others by enhancing performance and professional growth; lead by example
  • Lead self and support others to achieve results, with a focus on directing work, ensuring accountability and driving results that support the client’s vision
  • Identify, understand, and create options for various levels of stakeholders, with a focus on decision quality, and financial acumen
  • Anticipate, support and promote strategic alignment for the client’s vision


Essential Requirements for the position:

  • Demonstrated ability in all facets of credit granting and sales of business banking products over a 5- to 10-year period
  • Sound business development skills, analytical abilities, and a comprehensive knowledge of portfolio management acquired through the administration of a business portfolio
  • Experience working with, and developing relationships with, members, potential members, influential community people and staff
  • University degree in a business discipline or sufficient experience in lieu of education



Other special requirements necessary to do the job:


Weekend or shift work, available to travel, and other requirements as needed. The business may from time to time ask for branch and/or department support for special projects and/or areas experiencing staff shortages. All employees may be asked to volunteer to assist in areas of need during these times. These assignments could result in a change of hours, location, and/or travel.