MoneyWorks Wealth Advisor

An Exceptional Career & Vibrant Lifestyle. Have it all at NDCU MoneyWorks

For more than a decade, three  like minded Credit Unions have been partners in providing wealth management services to their members. We are MoneyWorks.  Through this partnership, we provide a holistic approach to financial planning, matching members’ financial needs with the best solutions tailored to their situation. We provide a variety of product and service options to members throughout the Kootenay-Boundary region.


Wealth Advisor

If you want to join a team who are dedicated to building long term relationships with members, this exciting opportunity is the right career move for you. Reporting directly to the Executive Leader, the successful candidate will play a significant role in providing financial advice and assistance to clients, while strengthening the overall presence of NDCU MoneyWorks in the communities it serves which include the beautiful areas of Nelson, Rossland and Crawford Bay. This unique opportunity also provides the opportunity to work with an existing book of business as well as partner with branch staff in identifying referral opportunities.

The incumbent will be self-motivated, and results driven, Hybrid arrangements will be considered, and travel within the local area is required.

Qualifications Required

You are a results-oriented professional and effective decision maker with a commitment to furthering the reputation of the organization in the community. Your positive, adaptable approach equips you with strong relationship building skills and the interpersonal skills to be an effective team member. You are dedicated to a holistic planning approach working with our members.

A minimum of three years’ experience in providing holistic financial advice to clients in the areas of financial planning, investment, risk assessment and insurance options is preferred. In addition, you will hold or are working towards completion of  the Certified Financial Planner (CFP) designation or equivalent.  Preference will be given to those candidates that hold a post-secondary designation.

Additional details about this position are available through the contact information below. We welcome applications from all interested applicants looking to further their career in a dynamic, team-oriented environment.

Marketing Growth Specialist

This is a great opportunity to join a creative and well-established team of marketing professionals!

We invite you to be part of a team where you can feel good about the work you do and the positive impact you will have in the Shuswap community. We believe in fostering a work environment that is the perfect blend of friendliness, support, and professionalism (not to mention fun)! Add in a competitive compensation plan, and perks such as reduced banking fees, comprehensive benefits, and spectacular natural scenery, and you’ll see why SASCU is an award-winning employer.

As SASCU’s Growth Specialist, you will carry out strategies to pursue growth for all SASCU business lines and the brand overall, including growth of members and clients. Providing strategic content creation, development, and execution in print and digital, you will be fundamental in introducing new campaigns promoting SASCU products and services to reach defined target audiences. You will advance the value of being part of SASCU.


What you’ll do:

  • Develop and execute content strategies to effectively reach desired target audiences and achieve marketing goals.
  • Liaise with team members and consultants on creative and design concepts to ideate and define content goals.
  • Engage staff in the delivery of campaigns and how the campaign ‘shows up’ in branch.
  • Research content and financial services trends to ensure content is relevant and appealing.
  • Work closely with team members to develop implement, and optimize a personalize marketing strategy.
  • Create content for a variety of platforms, including SASCU’s websites and social media, to promote SASCU’s brand and the value of membership.
  • Enhance SASCU’s position as a financial partner via social media and other digital channels including SASCU’s website; and executes the Social Media Strategy in collaboration with the Community Lead, including sourcing, writing, creating, and coordinating content material.
  • Lead engagement and development of the Marketing Ambassador team to provide regular communication and face-to-face interaction with branch staff.

 What you’ll bring:

  • Degree or diploma in Marketing, Digital Marketing, Communications, or a related field.
  • 3-5 years’ experience in marketing, preferably in a financial services environment, or an equivalent combination of education and experience.
  • Experience using social media tools to execute online marketing strategies, grow social media channels, and track engagement and sentiment.

You’re perfect for this role if you have:

  • Comprehensive knowledge of market/customer analysis principles, methodologies, tools, and techniques, and of social media across multiple platforms.
  • Working knowledge of project management fundamentals and proven ability to manage a variety of projects simultaneously through to completion.
  • Knowledge of product lines and business processes in the financial sector; front line experience providing financial services to customers is an asset.
  • Superior written and oral communication skills.
  • Advanced Microsoft Office (Excel, Word, PowerPoint) skills, and working knowledge of Google Analytics and HTML coding is preferred.
  • Attention to detail and high level of accuracy.
  • A valid driver’s license and access to reliable transportation is required.


This is a full-time, Monday to Friday position. It is an excellent opportunity for a community-minded individual to further their career within a successful and growing organization. If this sounds like you, let us know! To apply, please email a cover letter and résumé to us at

Flexible Work Arrangements:

Consideration will be given to a partial remote work arrangement for the successful candidate. A regular in-branch presence is required.

A bit about SASCU:

SASCU Financial Group offers a broad range of personal and business financial services through SASCU Credit Union and its three lines of business: SASCU Insurance, SASCU Wealth, and Commercial banking. SASCU Credit Union branches are in Sicamous and Sorrento, plus two in Salmon Arm. Established in 1946, SASCU has more than 19,000 members, 150 staff, and over $1 billion in assets. Learn more at


We thank all candidates for their interest, however, only those selected for an interview will be contacted. The successful candidate will be required to meet fidelity bonding requirements, including completion of references, a criminal record check, and credit check. Employment offers will be conditional on the candidate providing satisfactory proof of COVID-19 vaccination, subject only to valid legal or medical exceptions, and complying with all pandemic/epidemic control measures affecting the workplace.

General Manager, Insurance

Northern Savings Insurance Services, our insurance subsidiary, has an exciting career opportunity. Our current opening for a full time General Manager, Insurance may just be what you have been waiting for. General Manager, Insurance, is the leader of an insurance division and one business unit. The role oversees the daily operations of an insurance office as well the overall subsidiary’s performance.

Primary Purpose

The General Manager, Insurance provides strategic leadership to a multi-branch insurance agency including recommending and implementing strategies and programs to develop and grow the business. Will be responsible to lead the provision of exemplary customer service, provide for engagement of employees, manage the operations to be efficient and effective, take action to mitigate current and emerging risk, and provide for financial health of the unit while contributing to the operational and financial health of Northern Savings Insurance Services and the Credit Union as a whole.

The General Manager, Insurance professionally demonstrates positive leadership within their business unit and insurance division, the Credit Union and externally in the community. The role is responsible to develop and implement strategic and operational business objectives related to the delivery of insurance services. They are accountable for producing insurance specific financial results and customer service excellence. This role acts to inspire employees of Northern Savings Insurance Services to produce results that are in the best interest of the Credit Union, while respecting the needs of its customers and members. The General Manager, Insurance leads the development and training of employees so that they can meet their goals and achieve their maximum potential

Key Accountabilities

Knowledge of Market and Industry:

  • Maintains knowledge of internal and external insurance market with regards to services, products, rates and fees.
  • Maintains knowledge of economic factors and their implications for the business.
  • Maintains awareness of competition in the market.
  • Maintains knowledge of Credit Union products and services in order to refer customers to the branch, Businesses Services and Financial Planning.
  • Provides leadership recognition for the Credit Union through the identification of subject matter experts at Northern Savings who can share their knowledge in the community at local events or engagements
  • Identifies initiatives to facilitate the Credit Union’s corporate social responsibility in the community and works with staff and community leaders in fulfilling commitments.

Customer Service:

  • Organizes the delivery of products and services to achieve customer service excellence.
  • Monitors the changing customer needs and expectations and adapts to those needs.
  • Ensures professional image of business unit to members and internal customers.
  • Collaborates with staff in addressing services issues and customer concerns.
  • Advises Corporate Office on challenges in delivery of products and services to maximize customer service and on changing member needs and expectations.
  • Is an advocate for Northern Savings Credit Union in attracting new members in order to build the membership base.
  • Actively seeks new customers for the insurance subsidiary and actively seeks to provide additional insurance for a customer’s full needs.

Employee Engagement:

  • Builds a positive, capable team to meet the mandate of the business unit.
  • Builds a positive work environment that is motivating to staff.
  • Works with direct reports in establishing annual personal goals and targets and supervises progress on meeting or exceeding those goals.
  • Provides coaching to enhance employee performance with respect to sales, quality of customer service, processing and delivery of policies, handling of claims, and interpersonal skills.
  • Establishes performance targets for agency branches; monitors performance and provides coaching and direction o agency branches to facilitate achievement of goals.
  • Fosters a culture consistent with the Credit Union’s values and service philosophy.
  • Delivers effective ongoing performance feedback for staff.
  • Identifies training and development needs to assist knowledge level of staff and facilitates delivery.
  • Collaborates with management team colleagues and with Corporate Office staff and leaders.

Operational Effectiveness:

  • Provides for effective functioning of Northern Savings Insurance Services and attaining stated objectives.
  • Identifies process improvements and implements such within unit and shares with other applicable units and with Corporate Office.
  • Facilitates communication between senior management and staff.
  • Contributes to the setting of the business unit’s strategic direction.
  • Addresses day to day administrative issues on a timely basis and facilitates resolutions.
  • Proactively identifies inherent risk to products and operations and implements appropriate risk responses to mitigate to acceptable tolerance.

Risk Management and Financial Health:

  • Sets unit objectives that are aligned with Credit Union’s strategic direction.
  • Actively monitors level of policy renewals and new policies, commissions, and expenses and takes action to meet established financial goals and/or advising sound reasons for adjustments required.
  • Provides referrals to other business units, i.e. Retail, Business Services, Financial Planning.
  • Ensures operations meet compliance and regulatory requirements as well as abiding by corporate level policy.
  • Proactively identifies inherent risk to products and operations and implements appropriate risk responses to mitigate to acceptable tolerance.
  • Maintains approval authority for transactions outside staff limits and delegate appropriate limits to staff members.

Minimum Qualifications


  • Completion of post-secondary education required.
  • Completion of sales training required.
  • Level 3 Nominee License


  • Previous insurance sales and service experience is required.
  • Requires an advanced knowledge of insurance products, services, and regulations
  • Previous leadership experience is required.
  • Combination of education and/or experience will also be considered.
  • Demonstrated past community involvement is preferred.


  • Effective coaching skills, strong leadership behaviours that motivate and inspire others to achieve directed outcomes and goals. Demonstrated sales skills.
  • Expert knowledge of insurance products and services required.
  • Expert knowledge of insurance software applications is required.
  • Ability to prioritize, organize work within time constraints, under pressure and competing priorities.
  • Ability to communicate and liaise professionally with customers, potential customers, community groups and co-workers while maintaining confidentiality.
  • Working knowledge, skills, and experience in Microsoft Office.

Travel is a requirement of this position.

Financial Advisor

Northern Savings Credit Union has an opening for a full time Financial Advisor for our Terrace branch, if you are passionate about improving people’s financial health and have experience with sales and service, we would like to hear from you.

 Primary Purpose

As a confident, results driven and service focused self-starter, the Financial Advisor provides advanced Investment, insurance and financial planning advice and solutions to existing and new Northern Savings members and self-sourced customers.

The Financial Advisor Is responsible for the aggregation and growth of the wealth management business, while also Identifying and referring product solutions and service opportunities to other Northern Savings business channels, with an ultimate goal of consolidating Members’ total banking and investment business within the Credit Union.

The Financial Advisor Is responsible for building strong, sustainable, client relationships and actively participating In community events that will enhance the Image of Northern Savings as a preferred provider of wealth management products, services, and expertise.

The Financial Advisor is to ensure that all business-related activities are performed to the

highest ethical standards, and on full compliance with all policies, procedures, regulations, and legislation related to the category or categories of their registration.


  • The development, retention and growth of investments and insurance for our clients and members
  • Seeking opportunities to attract new business
  • Maintaining regular client and member contact and building sound financial relationships

The successful candidate will be a professional team player who is self-motivated and has the demonstrated ability to gather business investment business.


  • Canadian Securities Course (CSC); must be able to be an llROC Registered Representative
  • Life, Accident, and Sickness Insurance license
  • Certified Financial Planner (CFP) designation would be an asset
  • Minimum 3-5 years’ experience in financial planning/investment sales or financial services industry
  • Advanced knowledge of sound financial planning principles, good understanding of all investment products
  • Comfortable with Industry standard financial planning tools/software
  • Post-secondary diploma/degree, ideally in Commerce or Business Administration would be an asset


President & CEO

The Organization: Kootenay Savings Credit Union

Located in the beautiful West Kootenay region of Southeast British Columbia, Kootenay Savings Credit Union is a member-owned financial institution with over $1.3 billion in assets, 38,000 members and over 200 employees. With its Corporate Office in Trail, Kootenay Savings delivers full-service personal and commercial banking through eleven branches, offers a range of wealth management and insurance services through its wholly-owned subsidiary, Kootenay Savings MoneyWorks and general insurance through its partnership in Kootenay Insurance Services. Kootenay Savings also operates its own Community Foundation that has, since inception in 2000, funded over $4 million in community-based projects.


To learn more, please visit KSCU’s website.


The Opportunity: President & CEO

Reporting to the Board of Directors, and guided by the mission and values, the President & CEO is accountable for the execution of the strategic plan for Kootenay Savings Credit Union and its subsidiaries (KSCU) to achieve financial strength, long term sustainability and creation of value for our member and communities. The President & CEO is responsible and accountable for the overall leadership and direction of KSCU’s growth, strategic partnerships, financial sustainability, community engagement and relationships with internal and external stakeholders.


The ideal candidate will possess the following qualifications and experience:

  • MBA or equivalent level of education in a related relevant field of study,
  • Several years progressive experience in an executive capacity (ideally CEO level) in the financial industry managing multiple and significant functional areas,
  • Advanced understanding of credit union operational principles and practices, and
  • Exceptional financial acumen and deep understanding of budgeting, forecasting, and reporting.


The complete opportunity profile can be viewed: Here


Contact: Nick Lay or Greg Longster

Leaders International Executive Search

#880 – 609 Granville Street

Vancouver, BC V7Y 1G5

Phone: (604) 688-8422




Kootenay Savings, the region’s leading credit union with over $1 billion in assets, over 39,000 members and over 200 employees, continues to strive to fulfill our vision:

To be the best provider of financial services and the best place to work in the communities we serve.

Do you…embrace change and thrive in an ever-evolving work environment? Are you a natural leader who aspires to make a positive difference each and every day? Are you a motivated self-starter with a proven track record of success in sales leadership and business development?

If so…we should talk.

We’re looking for someone who thinks strategically, who can plan for today, and can envision future opportunities that align with our long-term strategies to lead our Invermere and Radium branches. The ideal incumbent is a leader who drives for results and success and brings a leadership presence and core values that will influence, motivate and inspire our people. The Branch Manager works in both the Invermere headquarter branch and the Radium satellite branch.

With a bachelor’s degree or designation in business studies, combined with seven or more years’ financial industry experience, you’ll be well-positioned to lead your teams in a sales & service-oriented environment. Your knowledge of all facets of branch banking operations, along with excellent personal and business lending skills and the ability to create and act upon all business opportunities will ensure the continued growth and profitability of the branches. Proven leadership, communication and sales skills will allow you to work effectively with members and employees at all levels and in all departments within Kootenay Savings. Your proficiency in computer technology and your understanding of policy administration will enhance your ability to manage information and processes. Your strong understanding of change management principles and the ability to adapt to changes in the external environment and organization allows you to support and lead your teams through the rapid evolution of financial service delivery. As an active community supporter, your values align closely with ours.

Why work for us?

We know that our dedicated employees give us a lot and are key to our success; in return, we offer a total rewards package that includes:

• Competitive salary and benefits
• Paid vacation, sick time, and floating holidays
• Continual training, development, and coaching
• Confidential employee and family assistance program
• Unique staff benefits on products such as bank accounts, loans & mortgages
• The opportunity to build a satisfying career in an organization that incorporates many leading strategic initiatives
• Being part of an organization that puts their community and employees first
• Being part of a talented and dedicated team who improve our members’ financial lives

You’ll be rewarded with a satisfying career in an organization that incorporates many leading-edge strategic initiatives with opportunities for supported professional growth and career advancement. If you are a team player ready to take on an exciting challenge in a progressive, employee-focused environment, we’d like to hear from you!

Surrounded by the stunning Rocky and Purcell Mountain ranges and nestled in the majestic valley of a thousand peaks, Invermere and Radium Hot Springs are in the Columbia Valley of the East Kootenays. Invermere is situated on Lake Windermere which is one of the warmest and largest lakes in the region attracting boating and swimming enthusiasts as well as fishing and outdoor skating activities. It is a hub for world-class skiing, golf, hiking, rafting, climbing, and mountain biking. Radium Hot Springs, an idyllic mountain town just 15 minutes away from Invermere, is a place for both adventure and relaxation.

For more information about the Invermere/Radium region, please visit

For more information about Kootenay Savings, please visit

To apply: Please visit the careers section of our website at to complete the application questions and submit your cover letter and resume.

Closing date: Open until filled

We thank all applicants for their interest; however, only short-listed applicants will be contacted.

Manager, Financial Services

Help Improve our Member Centricity and Grow our business!

We have an exciting opportunity for someone to oversee our 3 branches advisory services operations of the delivery system and branch channels, to improve a member’s financial wellbeing while providing a rewarding member experience.


We offer a highly competitive wage, career progression, ongoing learning and development, and an impact on our local community.  Join us on the beautiful Sunshine Coast and enjoy a relaxing lifestyle filled with recreational activities including boating, hiking, and much more, while only a short 40-minute ferry trip from Vancouver.


What You’ll Do

Under Executive Direction, the Manager Financial Services supports the development and implementation of transformational service and drives the achievement of sales and performance targets in the delivery system to support the growth and sustainability of the credit union, which enriches the members financial wellbeing.   As a member of the management team the position has shared accountability for the overall health and effectiveness of the organization and Member’s financial wellbeing


What Does the Ideal Candidate Bring?

The preferred candidate has completed a bachelor’s degree in business or a related field along with a minimum of 5 years of progressive experience in a financial industry including a minimum of 3 years in a leadership role, with a minimum of advisory sales management. You will have experience with managing direct reports, providing coaching and guidance to maintain skill levels and enhance staff growth by promoting motivation, enthusiasm, service excellence, product knowledge and professionalism. We are looking for an individual who will be adept at problem solving, decision making, establishing strong working relationships, and demonstrating excellent sales and communication skills.


About Sunshine Coast Credit Union (SCCU)

For 80 years, Sunshine Coast Credit Union and their members have been helping build a healthy, strong, vibrant Coast community. We are a full-service financial institution with assets exceeding $850 million, serving 17,600 plus members in three growing coastal communities in British Columbia. Sunshine Coast Credit Union is committed to enriching the financial well-being of our members and our community.


How to Apply
If you are interested in this exciting opportunity, please submit a current resume and cover letter in confidence to:  The posting is open until filled.  We thank all candidates for their interest, however, only those selected for an interview will be contacted.

Personal Loans Officer

Northern Savings Credit Union is seeking a full time Personal Loans Officer for our Terrace, BC location.  This key position in the branch provides financial solutions and exemplary member service in personal loans and mortgages. This position is often the primary point of contact for existing and new members and can foster relationships through service excellence and product knowledge specific to retail lending.


  • Delivers financial solutions to new and existing members by offering a suite of personal lending and mortgage products.
  • Is knowledgeable in all Northern Savings financial products and services to enable referrals to Financial Services Representatives, Business Services, financial advisory services and insurance (life, property and casualty).
  • Collaborates with staff in addressing services issues and member concerns.
  • Has expert knowledge of lending processes and procedures.
  • Identifies process improvements and escalates to supervisor.
  • Ensures that all interactions with members and fellow staff are completed in a professional and timely manner.
  • Meets compliance, confidentiality and regulatory requirements and abides by management policy and branch procedures.
  • Works within prescribed lending limits, referring applications as necessary.
  • Uses pricing matrix at all times for personal lending products.
  • Understands authorities with respect to overrides, waiving service charges and the pricing matrix.


  • High School diploma is a requirement. Completion of post-secondary education is an asset.
  • Completion of sales training is an asset.
  • Completion of Personal Lending course.


  • Previous lending, sales and service experience is required.
  • Previous financial services experience is required.


  • Demonstrated sales skills.
  • Expert knowledge of products and services required.
  • Ability to communicate and liaise professionally with members, potential customers, community groups and co-workers while maintaining confidentiality.
  • Working knowledge, skills and experience in Microsoft Office

Vice President, Risk & Finance

Stabilization Central Credit Union (SCCU) is a proactive agency that has been supporting and strengthening BC credit unions facing regulatory difficulties since 1989. It works in partnership with credit unions providing proactive, customized solutions and valuable tools to strengthen their business practices with a focus on stability and sound financial and risk management. SCCU provides proven leadership and direction to member credit unions via its service offerings of Governance, Regulatory Compliance, Risk Management, and Strategic Planning, to ensure a healthy, self-sustaining credit union system.

The Vice President, Risk & Finance (VP) works closely with the CEO and the board of directors to define, deliver, and improve SCCU services that enhance member credit union sustainability, regulatory compliance in governance and risk management, as well as supporting overall growth. The VP develops relationships and builds trust across the industry, ultimately becoming a key partner of member credit union boards and senior leaders. Travelling throughout the province when required, the VP provides effective relationship management in addition to consistent and impactful program delivery.

The individual will analyze economic, business, and financial conditions and their impact on individual and industry-wide credit union operations. They will then identify opportunities to proactively enhance member credit union performance or to mitigate losses through SCCU’s comprehensive suite of services including the Master Bond Program. This support will encompass providing guidance and direction in the application of policies, standards, best practices, and business continuity plans for member organizations as well as SCCU itself.

The ideal candidate is a highly successful and confident professional who brings a strong understanding and application of risk mitigation and financial management for effective and efficient business operations. Possessing multiple years of broad financial senior leadership experience, plus a post-secondary degree in a business or risk management-related field, the successful candidate will demonstrate a proven ability to forge productive partnerships and to create and contribute to a positive and enthusiastic work environment. A detailed understanding of enterprise risk management and an ability to communicate effectively with a wide range of partner groups, including the regulator and the credit unions SCCU works with, will be key to this individual’s success.

If this is the next step in your professional career, please visit our website and submit your application to Shaun Carpenter and Matthew Bell at

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