Loans Officer

Loans Officer
Full Time
Jansen Branch


At Accent Credit Union, relationships drive everything we do. As a Loan Officer, you will serve as a trusted advisor to our members, delivering expert lending guidance across agricultural, commercial and consumer portfolios with a range of complexity. This role offers autonomy, portfolio ownership, and the opportunity to directly impact the success of local members including businesses and producers.  If you are an experienced lender who values sound risk management, relationship-building, and community involvement, this is an opportunity to grow your career within a supportive, team-oriented environment.

You have a desire to learn and bring with you an in-depth understanding of lending practices and procedures.  The ideal candidate will have years of service in the credit union system, and a minimum of three to five years as a lender.  Skilled in balancing growth with disciplined risk management.  You will be responsible to mitigate the risk of default.  When required you will initiate action to collect on delinquent loans, as necessary.

Building relationships is important. In fact, it is essential to our business.  Another key element of the Loans Officer role is to foster new and existing relationships which will lead to growth of your credit portfolio.  You will regularly visit and maintain contact with your current and potential members.  Cold calls or visiting a potential member for the first time to take those initial steps in fostering a relationship is not a worry for you.

Working primarily out of our Jansen branch, you will be part of small, yet successful team.  As such, you will have many opportunities for development and growth.  Your success is important to us, and you will be supported throughout orientation and beyond.  From time to time, you may be required to travel within and outside of our trading area and to other branches.  If you’re reading this, thinking, I am not qualified; apply!  We are committed to training the right individual, and we can proudly say we have run a very successful Loans Officer Trainee program for many, many years!

At Accent Credit Union, we take care of our people. We value you, and back this up by ensuring you receive fair and competitive compensation. In addition to cash compensation, you will be enrolled in our company group benefit program, where benefits are 100% employer paid. When you are eligible you will join our pension program and will have matched contributions of 7%-9% of regular earnings, based on your years of service with Accent Credit Union. Immediately upon employment, you will be included in our Wellness Program. We love to celebrate you, and there is no better way to do this than by giving you a ‘Gift’ on your birthday, of the day off – with pay!

It might seem like it can’t get much better, but you will also have access to our employee account benefits. This includes staff accounts, and preferred employee loan and deposit rates. We also observe Easter Monday and the National Day of Truth and Reconciliation as statutory holidays. We have a tiered vacation policy, which allows your vacation entitlement to increase each year when you meet eligibility.

This is more than a lending role — it’s an opportunity to build lasting relationships, support local economic growth, and be part of a tight-knit team that values professional development and long-term success.

Qualified applicants are invited to submit their resume and cover letter in confidence, this competition will remain open until filled.

Lacey Nicholls – Human Resources Administrator
Quill Lake Branch – Box 520, 78 Main St., Quill Lake, SK, S0A 3E0
hr@accentcu.ca

We appreciate the interest of all applicants; however, only those selected for interviews will be contacted.

 

VP Corporate Accounting

VP Corporate Accounting

We’re looking for a VP Corporate Accounting to join our team! This position is integral to the function of our organization, taking accountability for the stable delivery, audit readiness, regulatory compliance, and the effective application of accounting policies across the organization. The VP Corporate Accounting ensures the accounting function operates predictably and resiliently, even during periods of change.

  • Provide leadership and direction to support the accounting team to deliver accurate and timely financial information and reporting, ensuring initiatives are in alignment with organizational strategy.
  • Oversee the preparation, review, and presentation of financial statements and reports, ensuring accurate and timely delivery and compliance with applicable accounting standards and regulatory requirements.
  • Coordinate audits and liaise with external auditors and internal stakeholders.
  • Coordinate the quarterly forecasting and annual budgeting processes, including presenting to executive leadership and Board of Directors.
  • Continuously evaluate current financial practices and procedures focusing on efficiency and risk mitigation efforts to safeguard credit union assets.
  • Identify opportunities for automation and process optimization using technology and oversee the implementation of solutions.
  • Champion the team’s adoption and proficiency of Microsoft tools to enhance operational efficiency.

Qualifications:

  • University degree in accounting, finance, or a related field in addition to a CPA designation.
  • 7-10+ years of job-related experience or an equivalent combination of education and experience.
  • Knowledge of IFRS® Accounting Standards as issued by the International Accounting Standards Board (“IASB”) and the OSFI regulatory environment.
  • Proficiency in using accounting software, data analytics tools, and digital platforms (preferably Microsoft including Teams, Excel, Outlook, Copilot, Power BI and Power Query).
  • Detail-oriented and risk aware, contributing to the safeguarding of our company’s assets and reputation.
  • Proficient in digital literacy, including (but not limited to) critical thinking, problem solving and navigation using digital solutions.

About Us

Hi! We’re Innovation Federal Credit Union. Our purpose is to simplify banking for all Canadians. We like to keep it simple. We have three values – Accountability, Integrity, and Respect – and we are constantly striving to improve our organization to make it better for you (our member and prospective employee)!

How are we different from other Credit Unions? We’ve put in the work to become a federal credit union – just one of three in Canada – to secure the future of our organization and continue to grow across Canada. We are proudly rooted in Saskatchewan, but our vision is national, or as we like to say, “Made in Sask, Built for Canada”.

What sets us apart:

  • Commitment to Community: $1.1 million was given to local organizations last year who are making a difference
  • Strong focus on Diversity and Inclusion: Nearly 22% of InnovationNation proudly identifies as part of a designated group, reflecting our strong commitment to fostering a diverse workplace
  • Benefits that start when you do: Our full-time staff participate in a 7% employer-matched pension plan, extended health benefits, employee and family assistance program, and a staff loan rate. These benefits all start on Day 1 of employment, no waiting period!

 

In the spirit of Truth and Reconciliation, we acknowledge that we are on the traditional territories of the many First Nations, Métis, and Inuit who have graced these lands for millennia.

We are privileged to live on, work on and enjoy the benefits of these lands, now known as Canada.

President & CEO

Location: Windsor, ON.

Motor City Community Credit Union (MCCCU) is a proud, member-owned financial cooperative with deep roots in Windsor–Essex County dating back to the late 1930s. With a longstanding commitment to “people helping people,” MCCCU delivers personalized financial services while reinvesting in the communities it serves. As the organization continues to build on its legacy of growth, community impact, and member service excellence, MCCCU is seeking a visionary and values-driven leader to serve as its next President & Chief Executive Officer (CEO).

Reporting to the Board of Directors, the CEO provides strategic leadership to the Credit Union, working in close partnership with the Board and senior leadership team to establish and execute long-term goals, strategies, and policies. The CEO oversees all operations, ensuring financial strength, regulatory compliance, and operational excellence while fostering a high-performance culture. As the face of the credit union, the CEO serves as a visible ambassador within the community while strengthening relationships with members, the regulator and industry partners.

The ideal candidate is an accomplished and forward-thinking financial services executive with a minimum of ten years of senior leadership experience. You bring deep expertise in strategic planning, financial management, and organizational leadership, complemented by a strong business acumen and a collaborative leadership style. A trusted and engaging communicator, you excel at building relationships, influencing stakeholders, and leading high-performing teams. Experience working with or reporting to a Board of Directors is essential, and familiarity with the credit union system is considered a strong asset.

This is a unique opportunity to lead a respected, community-focused financial institution at a pivotal moment in its evolution. MCCCU offers the ability to shape strategic direction, drive innovation, and make a meaningful impact on the financial well-being of its members and the community. The successful candidate will join an organization defined by its cooperative values, strong local presence, and commitment to service excellence, with the mandate to position MCCCU for continued sustainable growth.

To apply for this position, please visit: boyden.thriveapp.ly/job/3213. For more information, please contact Andrew Dumont or Richard Rankin at rrankin@boyden.com and state the title of the position in the subject line of your e-mail.

MCCCU is committed to equity of employment. We thank all applicants for their interest, however only those under consideration for the role will be contacted. MCCCU endeavours to accommodate the needs of candidates under the Ontario Human Rights Code and the Accessibility for Ontarians with Disabilities Act (AODA) throughout all stages of the recruitment and selection process. If contacted for an interview, please advise if you require accommodation.

Senior Analyst, Capital Management

SaskCentral is owned by Saskatchewan credit unions to serve and represent their collective interests. We add value through the sound investment of credit union funds on deposit. Our employees tell us SaskCentral is a great place to work where you can have a challenging, rewarding career with a competitive salary and excellent benefits. SaskCentral is located in Regina, Saskatchewan.

Our commitment to inclusion, diversity, equity, and accessibility: We celebrate strength in diversity as it contributes to our collective success. We encourage applicants with diverse backgrounds and experiences to apply for roles that interest them. Your individuality is welcome here.

Senior Analyst, Capital Management

SaskCentral is seeking a skilled Senior Analyst, Capital Management to support the long‑term strength and sustainability of SaskCentral and the Saskatchewan credit union system. In this role, you will apply deep expertise in capital adequacy, regulatory capital frameworks, the Internal Capital Adequacy Assessment Process (“ICAAP”), stress testing, and financial modelling to guide strategic decision‑making and ensure regulatory compliance.

The Job

This role leads SaskCentral’s multi-year capital planning process, integrating strategic priorities, growth projections, and earnings forecasts to ensure strong capital management. In this role you will prepare capital analysis and reporting for senior leadership, the Board, and external stakeholders, maintain regulatory capital calculations, and support the annual capital planning and ICAAP. You will provide expertise on the capital implications of strategic initiatives and investments while supporting internal reviews, audits, and regulatory examinations.

The Candidate

With at least five years of experience in accounting, finance, risk management, or regulatory environments within financial institutions, you will bring a strong understanding of Basel-aligned capital adequacy frameworks, stress testing, and ICAAP, along with advanced financial analysis skills, particularly in Excel. You will have knowledge of balance sheet dynamics, risk-return metrics, Asset Liability Management systems, and capital modelling. You will demonstrate strong communication skills and the ability to influence stakeholders across all levels. Preference is for candidates with a CPA, CFA, MBA or Risk Management designation but those working towards or with relevant experience may be considered.

Interested applicants are invited to submit their resume in confidence by the end of day Monday, April 6, 2026.

We thank all applicants for their interest.  Those selected for an interview will be contacted.

Director, Wealth Management

We are expanding our team to help us evolve through the next stage of our growth journey, and we want you to help shape our future.  We now have a career opportunity for a Director, Wealth Management.  This position requires travel throughout Saskatchewan and offers flexible work arrangements, with the ability to work from both the office and remotely.

As the Director, Wealth Management, you will….

Provide strategic leadership and direction for TCU Financial Group’s Wealth Management division, ensuring alignment with TCU’s values, organizational strategy, and the evolving needs of our members. You will be responsible for driving performance, growth, and the long-term sustainability of the Wealth Management business while leading and supporting a high performing team.  This includes:

  • Cultivating a constructive culture by promoting teamwork, positive collaboration and shared success across the Wealth Management team and the organization.
  • Fostering an environment that encourages professional development, innovation, and responsiveness to changing member needs and industry trends.
  • Ensuring strong regulatory compliance, including effective risk management practices and adherence to all applicable financial regulations and internal policies.
  • Driving strategic growth while sustaining strong and collaborative relationships throughout TCU and with our external business partners.

 

As the Director, you are ….

  • A dynamic mentor and leader of people able to promote a highly accountable and value aligned team, capable of critical thinking in applying a holistic, member-centric approach.
  • A strong communicator with the ability to operate across business boundaries to create commitment in realizing TCU’s vision and mission.
  • Passionate about encouraging and coaching employees to achieve results beyond the ordinary with the ability to individualize the approach.
  • Able to build a cohesive team environment, fostering trust and collaboration while guiding the team through challenges and change.

 

If you are motivated by the thought of this challenge ….

And can demonstrate success through 10 years of proven experience in the financial industry, with a minimum of 5 years in a Wealth Management role and 5 years of senior leadership experience, then this exciting opportunity to help shape our future might be for you!

 

Get to know us

TCU Financial Group is a credit union grown by Saskatchewan people.  For 70 years we’ve been rooted in the province of Saskatchewan, creating our story, growing and evolving alongside the needs of our members.  We provide a full suite of financial solutions to people and businesses across the province and one thing that has never changed – our heart remains committed to the people and the communities we serve.

 

Rewarding times ahead

To support the evolution of our organization, we need talented people who are passionate about creating and delivering meaningful financial solutions for our members. In addition to providing competitive compensation, benefits and pension programs, we support our TCU Financial Group Team and their families by providing an enhanced vacation program to enjoy time doing what they love outside of work.

 

Thank you for your interest in exploring your future with us!  

 

The deadline for this career opportunity is April 6, 2026.

Wealth Management Advisor (Lambton County Region)

About Us:

We are a dynamic and growing credit union with 10 locations across Southwestern Ontario, committed to providing exceptional financial services to our members.

We believe we have the best team in the business due to our leadership philosophy of excellence, and team development. With our full spectrum of investment, credit, and general banking instruments, our team can build the solution that is best for our customers; and since our customers are also our shareholders, this will always be our business objective!

 

Mainstreet Credit Union is actively seeking a Wealth Management Advisor to join our team!

 

Why Join Our Team?

At Mainstreet we believe in investing in you – whether it is our employees or our incredible members. At Mainstreet we are committed to providing exceptional service, advice and improving and making a difference in the lives of our members.

 

Mainstreet offers its employees:

  • Work-life balance and flexible work arrangements
  • Opportunities for training and advancement
  • Generous salary, vacation and benefits (Mainstreet is a Living Wage employer)
  • Opportunity to work at a values-based cooperative

 

Our Values:

Personalized: High quality personalized advice with flexible solutions.

Supported: Highly responsive through empowered professionals.

Known: Meaningful impact and connected to community.

Easy: Easy and in the way our members prefer.

 

The Role:

Salary Range: $63,703 to $79,628, (commensurate with experience and qualifications)

Total Target Compensation: $79,628.75 to $99,535.00 (TTC includes salary and potential variable compensation; variable compensation is based on 100% achievement* of targets)

Note: *Variable compensation potential maximum is 150% of target

Preferred Qualification: The Certified Financial Planner (CFP) designation is considered a strong asset. Preference will be given to candidates who hold the designation or are actively working toward completion. The successful candidate will be required to obtain the licence within twelve (12) months of employment.

Location: Sarnia, serving the Lambton County Region

 

Job Function: 

The primary role of the Wealth Management Advisor is to deliver comprehensive financial planning and advice to new and self-sourced Mainstreet members, focusing on mutual fund investment solutions. Their sales initiatives must align with the company’s vision, mission, and strategic objectives.

Within the organization, the Wealth Management Advisor collaborates closely with the retail branch network and the commercial lending division. This teamwork ensures a cohesive approach to member consultations, providing effective mentorship and coaching on wealth management products, services, and strategies, which in turn generates a consistent flow of member referrals.

In the community, the Wealth Management Advisor actively enhances Mainstreet’s reputation by engaging in local activities, establishing the company as a trusted and professional choice for wealth management and banking services. This engagement fosters new relationships and strengthens existing ones.

The position demands an in-depth knowledge of financial planning, mutual funds, market trends, and competitive dynamics within the industry.

Major Duties and Responsibilities: 

  • Conduct thorough analyses to pinpoint member needs and utilize financial planning tools to craft tailored recommendations that promote holistic advice and mutual fund sales, aiming to help members meet their financial goals.
  • Proactively participate in member interactions to discover additional opportunities for products and services, and strategically refer members to relevant departments to enhance member engagement, increase wallet share, and cultivate profitable new relationships.
  • Collaborate with retail and commercial advisory staff to meet growth objectives as outlined in the credit union’s strategic plan.
  • Prioritize member objectives in sales processes, ensuring they are valued above sales targets.
  • Actively pursue referral opportunities from Mainstreet staff, current members, and external sources to expand business reach.
  • Assist in developing and implementing community-focused business development plans. Drive the sales management process through external outreach, in-branch promotions, and other initiatives to grow the member base.
  • Organize and lead financial planning seminars and contribute to blog and vlog content to educate and engage the community.
  • Adhere to established guidelines by following all policies and procedures and conducting duties in an ethical manner.
  • Fulfill additional responsibilities and perform other duties as assigned.

 

Skills & Qualifications: 

  • Certified Financial Planner (CFP®), Qualified Associate Financial Planner (QAFP™), or Personal Financial Planner (PFP®) designation
  • MFDA licensed or licensable
  • Post-secondary diploma/degree, ideally in Commerce or Business Administration would be an asset
  • Exhibit outstanding interpersonal skills by being approachable, trustworthy, adaptable, and committed to excellence in both work and customer service.
  • Demonstrate proficiency in relationship management and sales, with a proven ability to discern member needs and provide suitable solutions.
  • Possess a solid understanding of the investment industry, including current trends, markets, and products.
  • Show a strong results-oriented approach in both sales and service to drive performance outcomes.
  • Leverage technology effectively to enhance productivity and streamline operations.
  • Display proven skills in networking, relationship building, client acquisition, and asset gathering, essential for expanding client bases and increasing assets under management.
  • Possess superior sales skills, including active listening, identifying business opportunities, persuasive influencing, negotiating, and closing deals.
  • Offer outstanding communication and presentation skills, capable of engaging and influencing diverse audiences.
  • Ability to operate independently with minimal supervision, demonstrating self-motivation and initiative.
  • Commitment to continuous education (CE credits)
  • Proven organizational and time management abilities

 

Join Mainstreet Credit Union and be part of a workplace that values diversity, promotes equity, and fosters inclusion. We actively seek diverse perspectives, ensure equal opportunities for all, and cultivate a culture where every individual feels valued. Our commitment to continuous learning ensures an environment where everyone can thrive.

Mainstreet Credit Union is an equal opportunity employer. We welcome applications from candidates of all backgrounds and experiences. Accommodation is available upon request for candidates taking part in all aspects of the selection process.

*Note: This posting is for an open vacancy. Application compatibility assessed with AI.

Member Service Representative II- Investments

Pay: CA$43,280.00 – CA$54,587.00 per year

Job Overview:

Oshawa Community Credit Union is seeking to hire a Member Service Representative II Position.

Oshawa Community Credit Union is a local, single branch financial cooperative seeking a motivated and enthusiastic individual to provide a full range of services to members including handling of inquiries, promoting and cross selling various credit union products and services, and to perform various “back-office functions”.

Main Responsibilities:

Responsibilities may include any or all of the listed items below:

  • To provide courteous service to members while striving to exceed member expectations with the level of service provided.
  • Cross-selling of various products and services to ensure optimal utilization of products by members. Processing all supporting documentation to ensure timely completion of transactions.
  • Promotes the credit unions’ services by offering a full range of financial services, including investments.
  • Completes all necessary documentation or system updates to ensure immediate completion of any service provided.
  • Performs various ratings or searches (credit rating, PPSA etc) which will be required to secure the credit union. Ensuring accurate documentation of same.
  • Provides assistance to members by opening membership and accounts, answering various questions, and servicing member requests for the full range of products available at OCCU.
  • Identifies and fulfils members’ financial service transaction needs relating to: – processing member transactions, deposits/withdrawals – administering payroll deposits – cash handling – process cheques orders – cross sells and processes insurance products – process credit card applications – initiate CAFT origination services – process MTS incoming and outgoing wires – Process RRSP/RRIF/TFSA/FHSA transactions
  • Completes all aspects of member requests to ensure efficient, accurate and timely response.
  • Provides monthly remittances for Non-Resident Tax and RRSP reporting.
  • Remits daily cheque listings to Central 1.
  • Provides written reports to the CEO and/or supervisor. i.e. fraud reporting, Open Closed Membership Reporting.
  • Investigates bill payment errors/rejects, manages bill vendor lists.
  • Reconciles OCCU’s official drafts, ATM card stock and any other financial instrument as required.
  • Executes responsibilities required for a deceased or estate and POA accounts.
  • Processes Accounts Payable duties and maintains records of such.
  • Handles treasury and orders and ships cash as required and sets daily foreign exchange rates.
  • Processes clearing functions
  • Transaction review and confirmation to system reports, system inputting, investment renewals, cheque reconciling and depositing to Central 1, documentation completion, accounting reports and all other assigned reports, reconciling of various general ledger accounts, including Remote Deposit Capture, POS and Switch, eTransfers.
  • Ensures balancing and cash holdings of the ATMs daily, balancing POS and AFT’s daily. Ensures accuracy of cash holdings relating to ATM. Monitors ATM/PIN fraud reporting through the Verafin and FAS systems and acts as required.
  • Knowledge relating to products and services offered by Qtrade. Ability to cross sell and assist members with their products/services.
  • Ensures that all transactions and procedures are within Credit Union Policies.
  • Knowledge relating to OCCU’s online services and ability to troubleshoot member issues.
  • Knowledge relating to Proceeds of Crime Anti Money Laundering and Terrorist Financing regulations.
  • Identifies regulatory reporting requirements under FINTRAC guidelines. Submits internal reports to the Compliance Officer for reporting.
  • Manages EFM Alerts Enterprise Fraud Management system on C1.
  • Processes and manages Third Party Demand and Garnishments, MasterCard Guarantees.
  • Knowledge relating to the Privacy Act and any other regulatory or non-regulatory regulations.
  • Performs other duties as assigned.

Qualifications:

Minimum of two years’ financial service industry experience in position of increasing responsibility with focus on various services within the financial services sector. Full understanding of the credit union industry and knowledge of the Credit Union’s policies, the Act and Regulations, FSRA Guidance notes and the Credit Union’s By-laws.

This position offers an excellent opportunity for individuals passionate about helping others while developing their sales and customer service skills within a supportive team environment.

Technical Skills Required:

  • Completion of basic business accounting courses through an approved, accredited, recognized institution/organization.
  • Thorough product and service knowledge to ensure correct information is given to members relating to all OCCU products and services available.
  • Completion of tele-marketing courses through an approved, accredited, recognized institution/organization.
  • Completion of RRSP/RRIF/CSB courses through an approved, accredited, recognized institution/organization.
  • Completion of minimum credit granting courses (to level two) through an approved, accredited, recognized institution/organization.
  • Basic knowledge of financial planning.
  • Familiarity with estate and trustee administration.
  • Familiarity with insurance and other auxiliary services which will benefit the membership and produce additional revenue for the credit union.
  • Maintain excellent computer skills and typing skills to support all technical initiatives ensuring a competitive edge with the rest of the financial industry.
  • Sales training through an approved, accredited, recognized institution/organization.
  • Excellent communication skills, written, oral and presentation.

Performance Skill Requirements:

  • Reporting daily regarding various treasury functions; including balancing ATM.
  • Be educated and abide by AML, Terrorist Financing, and Privacy Regulations.
  • Accuracy in balancing and administrating all member services.
  • Accuracy daily in processing member transactions.
  • Attention to detail for submitting and reviewing of investment, insurance and other documents.
  • Reporting daily product activity and promotion of same.
  • Courteous service to members.
  • Timely responses to member requests.
  • Read all periodicals, bulletins, news reports etc. relating to financial services area.
  • Any other objectives, targets or functions which may be requested and required to fulfill from time to time.

Possible Career Paths:

  • Financial Service Manager
  • Loans Officer
  • Credit Manager
  • Administration Support

We are a unionized work environment offering excellent operating hours (Monday to Friday 9:00 – 5:00) with excellent pension and quality benefits. Oshawa Community Credit Union is a diverse, equitable and inclusive employer seeking an individual looking to be part of a dynamic team.

Start your amazing journey with Oshawa Community Credit Union today!

Job Type: Full-time

Schedule:

  • Between 8:30-5:00
  • Day shift
  • Monday to Friday

Expected start date: April 13, 2026

Benefits:

  • Company pension
  • Dental care
  • Extended health care
  • Vision care

Work Location: In person

Please send all resumes to Linda Treen, CEO Assistant at lindat@oshawacu.com and Amy Osterhout, Financial Services Manager at amyo@oshawacu.com.

Chief Executive Officer

Chief Executive Officer (CEO)
Pathwise Credit Union I Oshawa, ON

For its next Chief Executive Officer, Pathwise Credit Union (PCU) is seeking a forward-thinking visionary leader capable of driving strategic growth, transforming member and employee experiences and aligning corporate strategy with a people-first talent plan. Exceptional with people, you have a proven track record of building great teams and supporting their development toward success. The new CEO will have a mandate to lead the organization into its next chapter of growth and innovation.

About the Opportunity
Reporting to the Board of Directors, the CEO is responsible for leading the strategic and operational performance of Pathwise Credit Union. The CEO will ensure the organization fulfills its mission of delivering exceptional value to its members while fostering a workplace culture built on participation, integrity, and results. The CEO will also play a key role in positioning Pathwise Credit Union to grow market share, expand into new member segments, and build on its long-standing commitment to sustainability and cooperative values.

An accomplished strategic executive, the CEO will lead the execution of Pathwise Credit Union’s business strategy, ensuring financial sustainability and balanced risk, operational excellence, and a high-performing team culture. The successful candidate will be a purpose-driven and experienced executive ready to navigate the evolving credit union landscape while protecting the Credit Union’s mission and strengthening the value it delivers to its members.

Organization
Pathwise is a full-service credit union that has proudly supported the financial needs of its over 13,800 members across the Durham region for almost 90 years. Deeply rooted in the community and its cooperative values, Pathwise’s mission is “people helping people find their path to financial success”.

Pathwise Credit Union currently has 2 branches and 48 employees, with significant potential for growth under visionary leadership.

For more information, please visit: www.pathwise.ca

Role Summary
The Chief Executive Officer is responsible for providing strategic leadership to Pathwise by working with the Board of Directors and the Leadership Team to establish, implement and oversee PCU’s long range goals, strategies, plans and policies.
The CEO is the highest-ranking executive officer in the organization and has responsibility for the overall success of the organization and is the ultimate decision-maker for the business operations.

Key Responsibilities
Strategic Leadership:
o The ability to develop and communicate a clear vision for the Credit Union and effectively lead the organization towards its goals and objectives.
o The ability to identify and develop strategic partnerships and collaborations with other credit unions, service providers, and community organizations to expand the Credit Union’s reach and enhance its offerings.
o A mindset of continuous improvement that is focused on member-centricity, streamlining operations, and keeping pace with industry trends and competition.

Financial Management:
o Strong financial acumen and the ability to manage and optimize the Credit Union’s financial performance, including asset growth, loan portfolios, liquidity, and profitability.

Risk Management:
o A deep understanding of risk management principles and practices, including credit risk, market risk, operational risk, and compliance, to ensure the Credit Union’s stability and compliance with regulatory requirements.

Team Building and Talent Management:
o The capability to build a high-performing team, recruit top talent and provide effective leadership.
o Architects and recruits a high-caliber executive leadership team, hand-selecting the strategic partners necessary to drive the Credit Union’s long-term vision and foster a positive organizational culture that attracts and retains skilled professionals.

Governance and Compliance:
o Knowledge of corporate governance principles and experience in ensuring compliance with relevant laws, regulations, and policies, including reporting requirements, ethical standards, and fiduciary responsibilities.
o Develops and maintains a productive working relationship with the Board, regulators, and other key stakeholders to achieve mutual goals.

Experience & Education
o A degree in business administration (master’s degree preferred) or an equivalent combination of education and work-related experience.
o Experience of 7 to 10 years in senior management positions in a financial services organization.
o Exceptional knowledge and experience in the Canadian banking system and specifically, the credit union industry.
o Union experience is considered an asset.
o Experience in and/or understanding of reporting to a Board of Directors and ability to engage appropriately so that the Board can oversee the cooperative in accordance with good governance principles.

ADDITIONAL KNOWLEDGE AND SKILLS (PREFERRED)
o Demonstrated ability to lead sustainable growth, teams and channel distribution in a financial setting.
o Adept at leading digital transformation and growing technology skills with people.
o Experience with executive-level talent attraction, recruiting, integration and retention.

The salary range for this role is: $235,450 – $277,000 plus STIP.

This is a publicly advertised job posting for an existing vacancy.
Hawkeye Strategies Inc. does not use artificial intelligence (AI) to screen, assess, or select applicants for a position.

Location
The primary location of this role is in Oshawa and Durham Region, Ontario, part of the Greater Toronto Area.

Please note that, while this is the preference of the Board of Directors, they are open to discussion with candidates who wish to commute from outside of the immediate area.

With a population of almost 200,000 people and the largest city in the Durham Region, Oshawa is a growing and diverse city located east of Toronto on Lake Ontario. With a rich General Motors history, it has expanded into a hub of health care, education, and technology, while offering a mix of suburban, urban, and natural amenities.

For more information visit:
https://www.oshawa.ca/explore-play/
https://www.durham.ca/en/discovering-durham/discovering-durham.aspx

Oshawa and Durham Region’s mix of dynamic community assets and growth opportunities makes it an ideal home base for leaders looking to make an impact—both professionally and personally.

To Apply

To fill this position, Pathwise Credit Union has partnered with governance consulting firm Hawkeye Strategies Inc. We would like to thank all applicants but regret that we are only able to personally contact those individuals whose backgrounds best match the requirements for the role.

For questions about this role, please email cerasuolo@hawkeyestrategies.com

Senior Manager of Branch Operations

The Senior Manager of Branch Operation provides leadership and operational oversight for the Member Solutions team, ensuring consistent, relationship‑focused service delivery and a strong employee experience. This role leads a team of front‑line professionals, drives continuous improvement, and supports business growth by building meaningful member relationships and optimizing branch operations.

The Senior Manager of Branch Operation plays a key role in developing talent, improving processes, and adapting services to meet the evolving needs of members while maintaining a positive, engaged, and high‑performing team environment.

What You’ll Do

  • Lead, coach, and develop a team of Member Solutions Representatives through observation, feedback, and performance coaching.
  • Create a positive, collaborative, and relationship‑focused team culture that values accountability and continuous improvement.
  • Oversee day‑to‑day branch operations, including scheduling, workflow management, and service delivery.
  • Support effective onboarding and ongoing development of team members.
  • Build strong relationships with members through proactive outreach, service quality, and personalized experiences.
  • Identify opportunities to improve processes, systems, and service models in collaboration with internal partners.
  • Use data, reporting, and observation to assess performance, service effectiveness, and member engagement.
  • Support outreach initiatives that strengthen member connections and reduce inactive or dormant accounts.
  • Handle employee and member concerns professionally and constructively.

 

Success in This Role Looks Like…

  • A confident, engaged team that understands expectations and consistently delivers high‑quality service.
  • Members experience accessible, personalized, and relationship‑driven interactions.
  • Branch operations run smoothly, efficiently, and adapt effectively to change.
  • Employees feel supported, coached, and motivated to grow.
  • Continuous improvement is embraced, with ideas welcomed and acted upon.
  • Communication is clear, respectful, and responsive across all levels.

What You Bring

  • Proven people leadership experience with a strong focus on coaching and team development.
  • Experience in member service or customer‑focused environments.
  • Background in financial services is an asset.
  • Strong interpersonal, communication, and relationship‑building skills.
  • Ability to balance operational priorities with a people‑first approach.
  • Confidence navigating change, solving complex problems, and improving processes.
  • A flexible, adaptable leadership style aligned with service excellence.

Why Join Us

  • Make a meaningful impact on members, colleagues, and the community.
  • Lead within a values‑driven credit union focused on relationships, trust, and collaboration.
  • Opportunity to develop people, influence service delivery, and drive positive change.
  • Work in an environment that supports learning, growth, and leadership development.

 

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

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