Director, Wealth

ABCU Credit Union Ltd. (ABCU) is a full-service open bond Credit Union with funds Under Administration of $456 million and a staff of 35.  We are looking for a motivated and high-performing Director, Wealth to lead our Wealth Management team.   Working amongst a team of respected professionals, the incumbent will be a primary resource for investment transactions over a designated value and will provide investment advice to a range of Credit Union clients.

Specific Accountabilities

  • Providing high-quality investment and financial planning advice and services to members while identifying opportunities for referrals for other products and services.
  • Managing member investment portfolios.
  • Proactively seeking new business and growing/increasing existing member investments.
  • Working with the Wealth team and branch leadership to support wealth growth to implement annual investment financial plan renewals and support wealth growth in the branches.
  • Coaching and mentoring of the wealth team.
  • As a member of the Senior Leadership team, work with the CEO on the credit union’s wealth strategy and ensure the team seeks to grow market share and optimize financial solutions.

Qualifications Required

The ideal candidate will possess the following qualifications:

  • University degree in Commerce, Business or Economics is desirable.
  • Completion of Canadian Securities (CSC) and Conduct and Practice (CPH) courses.
  • Registration with IIROC.
  • Minimum 8 years’ demonstrated success in a comparable role.
  • Designation as Certified Financial Planner (CFP) is an asset.
  • A combination of post-secondary education and work experience will be considered.

At ABCU, growth and development are an important facet of the employee experience, and we encourage all employees to seek opportunities to progress and contribute to ABCU in a meaningful way. Our total rewards program is designed to retain and attract top talent.  This includes a competitive compensation, at-risk pay and benefit program.

Interested applicants should send their resume and cover letter to:

general@abcu.ca

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

Banking Systems Analyst

An exciting opportunity exists for an experienced Banking Systems Analyst to join our team, ABCU is a full-service open bond Credit Union with funds under administration of $456 million and a staff of 35.

The Banking Systems Analyst is the expert  and owner of the banking system. In addition, this role performs various activities associated with the analysis, design, development, and implementation of information delivery solutions coupled with leading IT related projects from conception through to completion by working collaboratively with key stakeholders.

  • Seek ways that your role can support the member experience through active engagement with all leaders.
  • Act as the on-site expert when working with internal and external technology issues.
  • Be a champion and seek out ways to improve efficiency and reduce costs. Using your expertise and interpersonal skills to drive costs down through improved efficiencies.
  • Be accurate and always look at the risks when making decisions.

Experience Required:

  • Comfort and ability to work with a high level of detail/accuracy.
  • Expert use of the DNA (Fiserv) banking system and Microsoft Office Suite (Word, Excel, Outlook, Access, SharePoint, Cyprus, SQL) and other database applications.
  • Four to six years of job-related/industry experience.

This position is a contract project-based role. Interested candidates please provide a cover letter, salary expectations and resume to:

Cindy Bennett

ABCU Credit Union

general@abcu.ca

ABCU Credit Union thanks all applicants for their interest, however, only those selected for an interview will be contacted.

Closing date: this position will remain vacant until a suitable candidate is identified.

Assistant Controller

An exciting opportunity exists, for an experienced Assistant Controller to join our team.  ABCU is a full-service open bond Credit Union with funds under administration of $465 million and a staff of 35. At ABCU Credit Union Ltd. (ABCU) our culture is based on our passion to be financial professionals dedicated to doing what is right for our credit union and our members.

The Assistant Controller is a key member of the Finance team. The responsibilities include:

  • Preparation of Balance Sheet, Income Statement, Statement of Change in Equity, and credit union specific statements as required by the Credit Union Deposit Guarantee Corporation (CUDGC).
  • Perform timely and accurate routine and non-routine accounting transactions in accordance with GAAP.
  • Effectively maintain all financial records.
  • Oversee the accounts’ payable function, ensuring vendor information is accurate, payments are made on time and are accurately recorded.
  • Maintain and create reconciliations as required.
  • Administer the dormant account workflow.
  • Perform ad-hoc analysis for the Finance department as required.
  • Make routine investments with Credit Union Central of Alberta (CUCA).
  • Ensure ABCU maintains statutory deposits and meets statutory deposit requirements as established by ABCU’s regulators.
  • Support the year-end audit function in conjunction with the Manager of Finance.
  • Support the annual budget function in conjunction with the Manager of Finance.
  • Oversee the banking system year end function and all associated reports.
  • Manage ABCU’s CRA obligations and ensure tax is remitted accurately and on time.
  • Amend and produce CRA tax slips as required.
  • Prepare common share dividend forecasts annually.
  • Oversee the reconciliation of ABCU’s current accounts.
  • Assess and provide recommendations to improve the finance department control environment and improve efficiencies.
  • Act as a backup for the Manager of Finance.

Further, the incumbent is responsible to develop and administer accounting policies and procedures and assist in managing external relationships with third parties.

Experience Required

  • CPA Accounting designation (CMA/CGA/CA) or working towards
  • Four to six years’ relevant financial/accounting experience
  • Extensive knowledge of generally accepted accounting principles and IFRS
  • Ability to work with a high level of detail/accuracy
  • Mastery of common Software Programs (MS Office Suite, ProfitStar)

Interested candidates please provide a cover letter, salary expectations and resume to:

Cindy Bennett, ABCU Credit Union

general@abcu.ca

ABCU Credit Union thanks all applicants for their interest; however, only those selected for an interview will be contacted.

Closing date: This position will remain vacant until a suitable candidate is identified.

Investment Specialist

An exciting opportunity exists, for an experienced Investment Specialist to join our team. ABCU Credit Union Ltd. (ABCU) is a full-service open bond Credit Union. Assets $263 million, loans $197 million, deposits $240 million, staff of 32. At ABCU our culture is based on our passion to be financial professionals dedicated to doing what is right for our credit union and our members.

The Investment Specialist is a key member of the wealth advisory team. The primary responsibility is to actively manage a portfolio of investment members for both the Credential Asset Management and ABCU platforms. Additional responsibilities include; engagement activities to retain and consolidate existing members business to the Credit Union and attract new investment member growth. This position works closely with the Investment Associate, Credit Advisor, and Director, Wealth Services. This role requires expert knowledge of investment products, a mutual fund license and the ability to make unbiased investment recommendations by:

  • Using your strong relationship building and networking skills to build connections, generate leads, promote and deliver investment awareness to all members
  • Collaborating with different branch teams to build relationships and provide members with personalized investment advice and comprehensive financial planning support.
  • Dealing with member complaints and problems quickly and
  • Being current and having superior knowledge of all investment products offered, policies and procedures.
  • Providing advice based on a holistic approach by understanding members financial goals and needs.

Experience Required

  • Post-secondary degree or diploma in Finance (or related field)
  • Canadian Securities Course (CSC) or Canadian Investment Funds Course to support MFDA required.
  • Comfort and ability to work with a high level of detail/accuracy.
  • This is predominantly a self-managed
  • Proficient use of Microsoft Office Suite (Word, Excel, Outlook).
  • Ability to work efficiently without sacrificing accuracy is
  • Six to ten years of job-related/industry
  • Completion of the Personal Financial Services Advice (PFSA) an asset
  • Completion of CUIC General Studies Program an asset.
  • Interested candidates please provide a cover letter, salary expectations and resume to:Robert Scoular, ABCU Credit Union

    rscoular@abcu.ca

    ABCU Credit Union thanks all applicants for their interest; however, only those selected for an interview will be contacted.

    Closing date: This position will remain vacant until a suitable candidate is identified.

Commercial Training Officer

At ABCU Credit Union Ltd. (ABCU) our culture is based on the foundations of Service Leadership.  Our approach is to deliver excellent experiences to employees to ensure our employees engage our members based on their goals and interaction preferences with the end goal of increased member satisfaction, loyalty, and advocacy.

The Commercial Training Officer role is part of the Commercial Services team and ABCU.  This role is a learning role, designed to ensure that an exceptional “Service Leadership” experience to our members by learning all aspects of both personal and commercial lending.  The Commercial Training Officer program is a formal learning path that requires the incumbent to be a self-starter and seek to learn over the length of the training program.

AT the successful completion of the training program, the incumbent is considered fully trained and will be promoted to the role of Commercial Account Manager.

EXPERIENCE

  • Comfort and ability to work with a high level of detail/accuracy.
  • Proficient use of Microsoft Office Suite (Word, Excel, Outlook, SharePoint).

 EDUCATION

  • Post-secondary degree or diploma preferred.

RESPONSIBILTIES

The training program plan provides training for the different aspects of lending. This onboarding program is 24 months in length and can be adapted based on the incumbent’s previous experience.

  • Module 1 – Consumer Lending
  • Module 2 – Commercial Services Administration
  • Module 3 – Commercial Lending
  • Module 4 – Commercial Portfolio Management

Throughout the training program, the incumbent is assigned a mentor.

Interested candidates please provide a cover letter, salary expectations and resume to Cindy Bennett at general@abcu.ca

 

ABCU Credit Union thanks all applicants for their interest; however, only those selected for an interview will be contacted.

Closing date: This position will remain vacant until a suitable candidate is identified.

Job Types: Full-time, Permanent

Human Resource Business Partner

An exciting opportunity exists, for an experienced Human Resource Business Partner to join our team.  ABCU Credit Union Ltd. (ABCU) is a full-service open bond Credit Union.  Assets $267 million, loans $187 million, deposits $243 million, staff of 32. At ABCU our culture is based on our passion to be financial professionals dedicated to doing what is right for our credit union and our members.

The Human Resource Business Partner will be the champion and change agent by anticipating HR needs. This role collaborates through proactive communication, openness, and practical integrated solutions. You partner with the People Leaders to provide HR management support and are the key person leaders will go to for operational support. You build relationships and credibility with the People Leaders by balancing the ‘hands on’ operational needs. You work with the Chief Operations Officer to support ABCU’s culture through its people-oriented programs, initiatives and services and lead and manage the performance of the HR Administrator.

The successful candidate will have a bachelor’s degree in human resources, business, leadership or psychology, with minimum of seven years as a HR business partner resolving complex employee relations issues. As well, they will have their CPHR designation (or working towards) and advanced knowledge of demonstrated ability to coach leadership using HR best practices.

Interested candidates please provide a cover letter, salary expectations and resume to:

 

Cindy Bennett, ABCU Credit Union

cbennett@abcu.ca

 

ABCU Credit Union thanks all applicants for their interest; however, only those selected for an interview will be contacted.

Closing date: This position will remain vacant until a suitable candidate is identified.

Loans Administrator

An exciting opportunity exists, for an experienced Loans Administrator to join our team. ABCU Credit Union Ltd. (ABCU) is a full-service open bond Credit Union. Assets $268 million, loans $188 million, deposits $244 million, staff of 32. At ABCU our culture is based on our passion to be financial professionals dedicated to doing what is right for our credit union and our members.

The Loans Administrator is a key member of ABCU’s Credit team, with primary responsibilities to complete all administrative duties to assist and support the credit department at ABCU. This includes performing a variety of administrative duties, such as the set up, maintenance, and compliance of all residential, consumer, commercial, and agricultural credit files. Additional responsibilities include the responsibility for the advisory services meet and greet reception desk, keying information in to applicable software and banking systems, and providing exemplary member service to all members. This position works to support all lending roles and the collections area. This role requires expert knowledge of credit administration to support both retail and commercial workflows, and has excellent time management skills.

This role is part of the overall lending team and works out of the Beaumont Community Branch location. As such, the role works closely with the full lending team and is on a full-time work schedule and may be required to take on temporary duties when dealing with short term urgent issues.

The successful candidate will have the following qualifications:

· Post-secondary degree or diploma in Business Administration preferred

· Three to five years job/industry related experience preferred

· Comfort and ability to work with a high level of detail/accuracy

· Proficient use of Microsoft Office Suite (Excel, Word, Outlook)

· A combination of work and education experience will be considered

· Be a team player

Interested candidates please provide a cover letter, salary expectations and resume to:

Janavi Corson, ABCU Credit Union

jcorson@abcu.ca

ABCU Credit Union thanks all applicants for their interest; however, only those selected for an interview will be contacted.

Closing date: This position will remain vacant until a suitable candidate is identified.

Investment Specialist

An exciting opportunity exists, for an experienced Investment Specialist  to join our team.  ABCU Credit Union Ltd. (ABCU) is a full-service open bond Credit Union.  Assets $263 million, loans $197 million, deposits $240 million, staff of 32. At ABCU our culture is based on our passion to be financial professionals dedicated to doing what is right for our credit union and our members.

 

The Investment Specialist is a key member of the wealth advisory team. The primary responsibility is to actively manage a portfolio of investment members for both the Credential Asset Management and ABCU platforms.  Additional responsibilities include; engagement activities to retain and consolidate existing members business to the Credit Union and attract new investment member growth. This position works closely with the Investment Associate, Credit Advisor, and Director, Wealth Services. This role requires expert knowledge of investment products, a mutual fund license and the ability to make unbiased investment recommendations by:

 

  • Using your strong relationship building and networking skills to build connections, generate leads, promote and deliver investment awareness to all members
  • Collaborating with different branch teams to build relationships and provide members with personalized investment advice and comprehensive financial planning support.
  • Dealing with member complaints and problems quickly and effectively.
  • Being current and having superior knowledge of all investment products offered, policies and procedures.
  • Providing advice based on a holistic approach by understanding members financial goals and needs.

Experience Required

  • Post-secondary degree or diploma in Finance (or related field) required.
  • Canadian Securities Course (CSC) or Canadian Investment Funds Course to support MFDA required.
  • Comfort and ability to work with a high level of detail/accuracy.
  • This is predominantly a self-managed role.
  • Proficient use of Microsoft Office Suite (Word, Excel, Outlook).
  • Ability to work efficiently without sacrificing accuracy is essential.
  • Six to ten years of job-related/industry experience.
  • Completion of the Personal Financial Services Advice (PFSA) an asset
  • Completion of CUIC General Studies Program an asset.

 

Interested candidates please provide a cover letter, salary expectations and resume to:

Janavi Corson, ABCU Credit Union

jcorson@abcu.ca

 

ABCU Credit Union thanks all applicants for their interest; however, only those selected for an interview will be contacted.

Closing date: This position will remain vacant until a suitable candidate is identified.

 

 

 

Insurance Specialist

An exciting opportunity exists for an experienced Insurance Specialist to join our team.  ABCU is a full-service open bond Credit Union.  Assets $263 million, loans $197 million, deposits $240 million, staff of 32. At ABCU Credit Union Ltd. (ABCU) our culture is based on our passion to be financial professionals dedicated to doing what is right for our credit union and our members.

The Insurance Specialist is an employee of Credential Financial Strategies in partnership with ABCU, and is a member of a dynamic professional wealth team and plays an integral role in the delivery of personalized advice to our members.  The Insurance Specialist is accountable for developing, maintaining and enhancing member relationships through the purchase and maintenance of numerous insurance solutions. This is achieved by conducting discovery interviews with members and prospects to identify individual needs and goals and creating an appropriate solution, while maintaining consistent practices.

This role also is key in the delivery of wealth services to our membership by uncovering the financial needs of our members and referring those members back to retail, business banking, and other areas of ABCU. The Insurance Specialist is licensed and maintains a high level of knowledge relating to our products and services, sales processes and compliance, and is able to execute trades to:

  • Strive for excellence in communication and organization
  • Plays a vital role in enhancing the member experience and growth and profitability.
  • Take an active role in professional growth and development, and
  • Possess effective business habits and are accountable for meeting/exceeding both personal and corporate goals; including the retention and acquisition of new members.
  • Live the brand by ensuring members feel at home, leverage the fully integrated financial services platform and promote ABCU Credit Union as a good corporate citizen
  • Represent ABCU and Credential Financial Strategies in the communities in which they work and live.

Experience Required

  • High School Diploma; Finance related post-secondary is an asset
  • Minimum 2 years’ experience in the wealth industry, including securities and compliance
  • Life and Accident Insurance License in the Province of Alberta
  • Certified Financial Planner designation (CFP)
  • Chartered Life Underwriter designation (CLU) and/or equivalent work experience
  • Ability to analyze and interpret the needs of clients and offer the appropriate solutions and resolutions required.
  • Proven experience with business plan development
  • Experience with life, disability, and health insurance sales
  • Proven experience in providing detailed and accurate information to third parties

Interested candidates please provide a cover letter, salary expectations, and resume to:

Janavi Corson, ABCU Credit Union

jcorson@abcu.ca

 

ABCU Credit Union thanks all applicants for their interest; however, only those selected for an interview will be contacted.

Credential Financial Strategies Inc. offers financial planning, life insurance and investments to members of credit unions and their communities. ®Credential is a registered mark owned by Aviso Wealth Inc.

Closing date: This position will remain vacant until a suitable candidate is identified.

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