Estate & Trust Representative

Closes March 24

Any Advice Centre Location

Annual Salary: $46,470 – $58,087

 

THE COMPANY: Our Purpose is to redefine banking by helping Canadians simplify their lives and reach their financial goals by reinvesting profits into our members, communities and our people. Now that Responsible Banking!

THE POSITION: This position is part of a centralized unit and the primary contact for all estate needs: working with deceased members executors and/or family, providing accurate and timely advice, consultation, options and completing the documentation of the member’s accounts with care, empathy and precision. How does one do this? Glad you asked! 

An Estate & Trust Representative does the following:

  • Provide accurate information to all parties involved in the estate, answer inquiries from staff on estates, power of attorneys, and trust situations; perform all meetings with executors and provide guidance and options
  • Oversee opening estate accounts (and any changes that may occur) as well as statement and account reporting
  • Maintain estate accounts, bill payments and distribution of funds once probate has been completed
  • Document registered plans and estates and process centralized transactions and forms
  • Ensure all appropriate documentation has been obtained for transfer of bonds, safety deposit boxes, payments of bills, and submitting insurance claims
  • Spot opportunities to cross-refer to other areas of the organization
  • Maintain up-to-date knowledge of regulations and legislation pertaining to registered products and loans

Why Should You Apply?

  • You want to be an ambassador of a forward-thinking, member focused organization
  • You have 3-5 years’ experience in dealing with estates and/or retail relationship building; achievement of a Certified Executor Advisor (CEA) designation would be an asset
  • You have a solid understanding of the duties and functions of the estate process including registered tax details/estate tax slips, and administration
  • You are empathetic and compassionate in handling difficult and delicate situations
  • You have strong communication skills with a high comfort level in using electronic means to communicate with executors and staff
  • You have experience working with Microsoft Office Suite and knowledge of Account Opening Software

Support Services Specialist – Investments

Permanent Full-Time
Closes March 6
Open to any Advice Centre Location (including Regina & Saskatoon)

Annual Salary: $53,652 – $67,064

Would you like to earn above average pay helping members meet their financial goals, maintain a strong work life balance, a flexible schedule and have the security of a career – path supported by your organization? We offer that and so much more.

THE COMPANY – Our Purpose is to redefine banking by helping Members and Potential Members simplify their lives and reach their financial goals by reinvesting profits into our members, communities and our people. Now that Responsible Banking!

Click the link below to see what Innovation Credit Union is about! Trust us, you are going to want to learn more about who we are!

Innovation Credit Union – About Us (innovationcu.ca)

THE POSITION: Reporting to the Supervisor, Support Services, this position provides expertise in investment administration, registered and non-registered, providing the knowledge of products, tax implications, compliance to internal practices as well as CRA, FCAC and OSFI standards and guidelines. The Support Services Specialist ensures all year-end reporting is accurate and is responsible for the research and/or updates to member reporting and slips. How does one do this? Glad you asked!

A Support Services Specialist does the following: 

  • Develop procedures and provide investment product knowledge training of support and front-line staff to ensure efficient and accurate delivery of products and services
  • Discover issues or gaps related to processes or procedures and work with internal task forces and other Credit Unions for solutions and train to those solutions
  • Procedures and forms creation, management, and maintenance
  • Provide technical direction to support staff on complex investment product-related issues
  • Act as an SME for various projects or initiatives, including online registered applications being considered
  • Ensure compliance with organization and department policies, procedures, and processes

Why Should You Apply?

  • You want to be an ambassador of a forward-thinking, member focused organization
  • You have demonstrated efficiency and accuracy skills in your previous positions, you have the ability to be decisive and results oriented, and can meet deadlines in an ever-changing fast paced environment
  • You have the ability to work cooperatively with other teams, internally and externally
  • You have a minimum of one year of related post-secondary education or equivalent (Business Certificate plus additional courses, e.g. CUIC, sales training, lending training); three to five years of credit union operations experience, or equivalent combination of education and experience.
  • You are proficient and comfortable working in the Microsoft environment (including MS Office, Excel and SharePoint)

Recruitment Specialist

Temporary Full-time (approx. 1 year)
Closes February 17
Open to any Advice Centre Location
Annual Salary $53,652 – $67,064

Would you like to earn above average pay helping members meet their financial goals, maintain a strong work life balance, a flexible schedule and have the security of a career – path supported by your organization? We offer that and so much more.

THE COMPANY: Our Purpose is to redefine banking by helping Canadians simplify their lives and reach their financial goals by reinvesting profits into our members, communities and our people. Now that Responsible Banking!

Click the link below to see what Innovation Credit Union is about! Trust us, you are going to want to learn more about who we are!

Innovation Credit Union – About Us (innovationcu.ca)

THE POSITION:  Reporting to the VP, People and Development, this position will provide guidance and work collaboratively with department hiring managers to effectively plan for current and future staffing requirements. The Recruitment Specialist will also draft correspondence, reports, proposals, employment contracts, job descriptions and other employment documentation. How does one do this? Glad you asked!

A Recruitment Specialist does the following:

  • Work with leaders to effectively plan for current and future staffing requirements, utilizing best practices for screening, interviewing, hiring and onboarding employees
  • Demonstrate best practices in the sourcing and attraction of qualified, digitally capable employees, building relationships with post-secondary institutions and other industry relevant sources, reaching passive candidates, and leveraging platforms such as LinkedIn
  • In alignment with our Diversity Plan, ensure appropriate focus on attracting diverse employees through our recruitment practices, education and internal influences
  • Participate in career fairs and other events that will elevate the exposure and reach of Innovation
  • Maintain a variety of records related to HR activities, provide reporting and commentary on a monthly, quarterly and ad hoc basis

Why Should You Apply?

  • You want to be an ambassador of a forward-thinking, member focused organization
  • You have demonstrated efficiency and accuracy skills, meeting deadlines in an ever-changing fast paced environment
  • Completion of an HR/Business/Behavioral Sciences Diploma or related program
  • 1-3 years of Human Resources Development experience (or an equivalent combination of education and experience)
  • Chartered Professional in Human Resources designation would be considered an asset
  • Have a strong understanding of the Microsoft environment, workflows, and file management

People Development Coordinator

Temporary Full-time (approx. 1 year)
Closes February 17
Open to any Advice Centre Location
Annual Salary $46,470 – $58,087

Would you like to earn above average pay, maintain a strong work life balance, a flexible schedule and have the security of a career-path supported by your organization? We offer that and so much more.

THE COMPANY: Our purpose is to redefine banking by helping Canadians simplify their lives and reach their financial goals by reinvesting profits into our members, communities and our people. Now That’s Responsible Banking!

Click the link below to see what Innovation Credit Union is all about! Trust me, you are going to want to learn more about us!

Innovation Credit Union – About Us (innovationcu.ca)

THE POSITION:  Reporting to the VP, People and Development, this position would appeal to those interested in working as a key part of the Human Resources team to provide assistance within the coordination of development programs, assembling and composing information, report building, and coordinating and communicating within the People Division team. How does one do this? Glad you asked!

The People Development Coordinator does the following:

  • Provide support to PD team members and employees, address employee questions/inquiries related to PD practices, procedures and programs
  • Be active in the employee recruitment process including short listing, prescreening, and interviewing of candidates
  • Responsible for the administration of the hiring process including job offers, references and security checks, proper onboarding and other related documentation
  • Maintain a variety of records related to HR activities, provide reporting and commentary on a monthly, quarterly and ad hoc basis
  • Maintenance and security of personnel records in accordance with guidelines set by Revenue Canada, ensuring confidentiality of employee files by following security procedures

Why should you apply?

  • You want to be an ambassador of a forward-thinking, member focused organization
  • You have strong attention to detail and time management skills to support a fast-moving team
  • Completion of an HR/Business/Behavioral Sciences Diploma or related program
  • 1-3 years of Human Resources Development experience (or an equivalent combination of education and experience)
  • Chartered Professional in Human Resources designation would be considered an asset
  • Have a strong understanding of the Microsoft environment, workflows, and file management

Recovery Specialist II

Permanent Full-Time 

Closes August 22

Open to any Innovation Advice Centre

Annual Salary: $61,679 – $77,097

Would you like to earn above average pay helping members meet their financial goals, maintain a strong work life balance, a flexible schedule and have the security of a career – path supported by your organization? We offer that and so much more.

THE COMPANY – Our Purpose is to redefine banking by helping Canadians simplify their lives and reach their financial goals by reinvesting profits into our members, communities and our people. Now that Responsible Banking!

Click the link below to see what Innovation Credit Union is about! Trust us, you are going to want to learn more about who we are!

Innovation Credit Union – About Us (innovationcu.ca)


THE POSITION: 
The Recovery Specialist II will review and discuss collection activities with consumer, agricultural, and commercial lenders on loans in arrears and will manage and conduct resolution activities when required. This individual will ensure collection activities are in compliance with all legislation, regulations, policies and procedures. How does one do this? Glad you asked!

A Recovery Specialist II does the following:

  • Initiates contact with delinquent members to discuss repayment plans and financial situations
  • Reviews, discusses, develops and implements realization strategies on delinquent loans
  • Prepares court related documents as required and provides resource to legal counsel
  • Aids in the collection of rent, maintenance, and sale of foreclosed property
  • Provides expertise and acts as a resource to lenders on collection activities
  • Recognizes member needs and promotes and cross-sells credit union deposit services
  • Assists in fraud mitigation activities

Why Should You Apply?

  • You want to be an ambassador of a forward-thinking, member focused organization
  • You have 3 – 5 years of job-related experience (collection activities, consumer, agricultural or commercial lending experience, high-quality member service) or equivalent combination of education and experience
  • You are a strong communicator with the ability to relate well to members and co-workers
  • You have demonstrated a commitment to continuous education and personal development

Business Credit Analyst

Permanent Full-Time 

Closes June 8

Open to any Innovation Advice Centre location (including Regina and Saskatoon)

Annual Salary: $72,021 – $90,026

 

Would you like to earn above average pay helping members meet their financial goals, maintain a strong work life balance, a flexible schedule and have the security of a career – path supported by your organization? We offer that and so much more.

THE COMPANY – Our Purpose is to redefine banking by helping Canadians simplify their lives and reach their financial goals by reinvesting profits into our members, communities and our people. Now that Responsible Banking!

Click the link below to see what Innovation Credit Union is about! Trust us, you are going to want to learn more about who we are!

Innovation Credit Union – About Us (innovationcu.ca)

THE POSITION: The Business Credit Analyst will provide timely responses to new credit requests and annual review completion. The focus of this role is on supporting the efforts of our business advisor team by applying exceptional credit management skills to both annual reviews as well as new ag and commercial credit. How does one do this? Glad you asked!

A Business Credit Analyst does the following:

  • Helps enable not only the management of a sound lending portfolio, but also enables our business advisor team in the areas of proactive relationship management and advice driven interactions.
  • Provides knowledgeable advice and timely responses to new credit requests within our Business Banking team; and provides assistance to our Business Advisor team in delivering unique credit solutions to our members.
  • Provides flexibility and outside the box thinking to help areas farm and commercial business ventures. In touch with day to day realities for the members Innovation Credit Union serves.
  • Is extremely organized and has a very strong attention to detail and driven to create results for the members they serve.

Why Should You Apply?

  • You want to be an ambassador of a forward-thinking, member focused organization
  • You have 3+ years of agricultural and commercial lending experience including quality credit underwriting knowledge in the area of commercial and agricultural credit.
  • You are a Team player and are eager to be part of a highly engaged, high performing team.
  • You want to help simplify our members lives by offering proactive advice to their day-to-day agriculture and commercial banking needs in person and digitally

Interested?

Go to www.innovationcu.ca/careers for the full job posting and to submit an application.

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