President and Chief Executive Officer

POSITION:                                           President and Chief Executive Officer (CEO)

LOCATION:                                          Hamilton, Ontario

REPORTING RELATIONSHIP:            Board of Directors

DIRECT REPORTS:                              Five



Are you ready to make your mark as a transformative leader in the credit union sector? Our client, Healthcare and Municipal Employees’ Credit Union (HMECU) is looking for a new President and CEO, to lead the organization through strategic innovation that cultivates a culture of inclusivity and teamwork leading to growth.

As the CEO, you’ll be forward-thinking, influencing the strategic direction and working alongside your key stakeholders to grow the business. This is more than a job; it’s an opportunity to:

  • Be a visionary leader, steering HMECU towards unprecedented
  • Ensure operational excellence by being involved and modeling
  • Work in partnership with a passionate senior leadership team to implement winning strategies.
  • Build relationships with multiple stakeholders and be recognized as an influential leader within the credit union system and the HMECU community.


  • A minimum of ten years’ progressive leadership experience with notable accomplishments in operations and stakeholder management, preferably within a unionized environment.
  • A minimum of two years’ experience working collaboratively with a Board of Directors
  • Proven leadership track record – being transparent, creative, genuine, a bridge builder, empathic and motivating.
  • Ability to effectively delegate while being hands-on, when necessary.
  • Several years’ profitable ‘P & L’ experience, for a business unit/company.
  • Previous experience working with Financial Services Regulatory Authority of Ontario (FSRA) and competent knowledge of regulatory landscape to ensure compliance within industry standards.
  • Demonstrated achievement in driving, leading, and managing organizational change, through trust building and unwavering credibility.
  • Ability to cultivate a positive and united team culture that is aligned with the HMECU vision, mission and values.
  • An established reputation for community engagement and involvement.
  • Minimum university degree in business and/or an advanced degree in a related field. MBA, or equivalent experience, preferred.


Strategic Innovator: Develops thoughtful plans and strategies while creating an environment where creativity and innovation thrive. Creating an incubator for the development of groundbreaking solutions and a competitive advantage that will positively influence long-term profitability.

Authentic Collaborator: Fostering a diverse, inclusive, and empowering environment, adapting leadership style to unlock individual potential, promoting personal growth, and building trust while facilitating cross-functional relationships.

Stakeholder Engagement: Exemplifies expert relationship-building with key stakeholders, skillfully navigating conflicts, influencing decisions, and remaining adaptable to changing circumstances. Conveys information with unparalleled expertise, cultivating positive relationships, and actively involving stakeholders in decision-making processes.

Financial Acuity: Understands the credit union business and environment and drives profitable growth while in compliance with FSRA. Proficiently identifies and assesses risk when recommending new products, services, processes, and strategies.

Caring: At HMECU we value diversity – in lived experiences, backgrounds, and in expertise. The culture is one of caring and support and we are looking for someone who is not only strong in their own aptitudes but also cares deeply about supporting the growth of others.


Healthcare and Municipal Employees’ Credit Union is one of the oldest and most respected Credit Unions in Ontario. For over 85 years, HMECU has prided itself on exceptional member service, commitment to the communities that it serves and to its dedicated team of 32 employees. Currently they have branch locations in Hamilton (unionized), Burlington and Brantford.


Compensation will be commensurate with background and experience and will include a base salary, both short term and long-term incentives, and a comprehensive benefits package.


Qualified individuals are invited to apply with their résumé and a cover letter, by February 16, 2024. Please click on the following link:


 Questions about this opportunity may be directed to Manie Walker at or 905.599.8433 (talk/text)


If you require accommodation during the application or interview process, please advise us as soon as possible, so appropriate arrangements can be made.

Satori Consulting Inc. thanks all those who apply; however, only candidates considered for an interview will be contacted.

Chief Financial and Risk Officer

Job Title: Chief Financial and Risk Officer

Job Status: Regular Full-Time

Primary Location: This position is a hybrid role with remote work available. The in-person office time is to create meaningful and lasting connections with our members, staff and our HMECU community. Interprovincial applicants welcome – with requirement for travel to head office up to 5 days month.



Healthcare and Municipal Employees Credit Union (HMECU) is a financial institution with a long history of providing superior financial services to local members. We are looking for an experienced and dedicated Chief Financial and Risk Officer (CFRO) to join our organization in our Hamilton Head office.

Position Overview

The CFRO will be responsible for leading and managing all financial, regulatory compliance, and risk management functions of the organization. This role is critical to the success of HMECU and requires a high degree of accuracy and attention to detail. The CFRO will report to the President and CEO and will work closely with the Senior Management team and other stakeholders.

The CFRO will manage the corporate financial performance of the Credit Union by developing and implementing short- and long-term strategies. As part of the Executive Management Team, the CFRO will work actively with the board in the development and implementation of Credit Union strategic goals; work with management to develop tactical plans designed to achieve strategic goals; and will prepare the necessary business plan and budgets to achieve the tactical plans.

What you’d be doing:

  • Develop and maintain a sound internal control environment.
  • Oversee the preparation of financial statements and provide interpretation and analysis to the Executive Management Team.
  • Oversee the preparation of regulatory reporting.
  • Develops, recommends, and implements changes to policies and procedures in the areas of administration to ensure compliance with application regulations and laws.
  • Develop and maintain a strong relationship with external auditors and stake holders.
  • Monitor and manage the Credit Unions financial risk, including but not limited to: Interest Rate Risk, Capital Risk, Liquidity Risk, and Foreign Exchange Risk
  • Develop and implement strategies for increasing profitability and reducing costs.
  • Develop and maintain the budget and forecasting processes and monitor the overall credit union performance.
  • Manage and evaluate the financial and operational systems of the Credit Union.
  • Analyze investment opportunities and manage the overall investment portfolio.
  • Participates actively at the senior management level and Board of Director level in the development and implementation of strategic plans.
  • Sets and administers the rate structure in conjunction with the CEO.
  • Supervises, mentors, and coaches the Finance and Accounts Payable Team.
  • Responsible for providing overall direction, control and planning for the audit, risk and internal controls for the credit union.
  • Key executive management representative to Board Audit Committee and other Board Committees as assigned.
  • Lead the Asset Liability Committee (ALCO).
  • Oversee compliance function.
  • Manages corporate enterprise risk relating to areas such as anti-money laundering/terrorist financing compliance, and other related legislation; keeps current with and ensures credit union compliance to legislation.
  • Develops and implements risk policies and programs relating to areas such as loss prevention and business continuity.
  • Oversees the monitoring, investigation, and tracking of internal control processes and losses due to fraud, forgery, and theft.
  • Manages relationships with external regulators.
  • Other duties as assigned.

Skill Requirements

  • Accounting designation (CPA) required.
  • Minimum of 8-10 years in accounting and financial experience.
  • Proven experience managing financial and risk functions.
  • Proficiency in financial modelling, forecasting, and budgeting.
  • Knowledge of banking regulations and compliance requirements.
  • Knowledge of DNA Banking System would be considered an asset.
  • Excellent organizational, interpersonal and communication skills
  • Ability to work independently and take initiative.
  • Excellent planning, budgeting, and organizational skills.
  • Strong people skills in working and developing relationships with stakeholders, staff and members.
  • Sound analytical thinking, planning, prioritization and execution skills and strategic leadership ability.
  • A team player with the ability to work collaboratively.
  • Experience creating policies and procedures.
  • Must be bondable.

If you have the required skills and experience and are looking to join a dynamic and growing financial institution and team, we would love to hear from you.

Please note: Healthcare and Municipal Employees Credit Union has an accommodation process in place and provides accommodations for employees with disabilities. If you require a specific accommodation because of a disability or a medical need, please contact HR at 905-575-8888 ext 145 or so that arrangements can be made.

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

Job Type: One (1) Full – time vacancy

Primary Location: Head Office – 209 Limeridge Rd East Hamilton ON / Remote Hybrid Work Environment Available

Hours of Work: Flexible Work Week

Benefits: YES. We offer a very comprehensive Benefits Package.

100% Employer Paid Benefits for STD, LTD, Life Insurance, Extended Health, Dental Coverage and Employee Family Assistance Program.

Pension: Defined Contribution Pension Plan; with 9% Employer Contribution’s.

Compensation: $121,000.00 – $182,400.00 + variable bonus commensurate with experience

(Target Hire Total Compensation – $145,000.00-165,000.00)



Talka Credit Union

Location: Hamilton, Ontario

Posting Date: February 9, 2022

Closing Date: February 22, 2022


Career Level: Experienced (Non-Manager)

Employment Type: Permanent Full-Time


Talka Credit Union Limited (Talka) is an Ontario credit union that has proudly served the Lithuanian and Hamilton communities for over 65 years. Originally established as a closed bond credit union, Talka changed its bond of association to become an open bond credit union in 2012.  Talka is a growing, financially sound credit union with total assets over $210 million and a strong strategic vision and business model that appeals to our member/owners.

Talka’s mission is to provide a trusted financial environment to its members wherever they are and whenever they need us while promoting social and economic support to our community. Our vision is to stay true to our co-operative heritage and we value being our member’s trusted financial partner; accountable to our members; providing leadership in our communities; having knowledgeable courteous staff; and accessible products and services.



Assumes responsibility for the accounting functions, staff payroll, and financial reporting for the credit union. Specifically, prepares monthly annual financial statements; compiles accounting and statistical financial data, analyses and interprets results and documentation; assists with the preparation of annual operating and capital budgets; monitors budget on an ongoing basis, analyses variances; administers the credit union’s investment portfolio; monitors and manages credit union accounts payable and general ledger accounts; oversees staff payroll; provides assistance and answer questions to auditors; monitors accounting policies and standards and recommends changes to enhance data integrity and interpretation. Assists with the implementation of projects to improve business processes and efficiency.


Major Duties & Responsibilities:

  • Responsible for preparation of financial statements and reports identifying any areas of financial concern regarding the credit union.
  • Co-ordinate preparation of budgets and the financial forecasts for the credit union.
  • Responsible for external investments and borrowings.
  • Leads the Asset Liability & Enterprise Risk Management functions at Talka.
  • Develops and recommends changes to policies and procedures in the areas of accounting and administration.
  • Develops, recommends, and audits internal financial controls and procedures to minimize risk exposure.
  • Acts as the key point of contact for both the internal and external auditors. Ensure they have all the information they need to complete the audit in a timely manner.
  • Assist with the execution of business improvement projects.



  • University degree in Business, Accounting, or Economics.
  • CPA designation or working towards.
  • Minimum 5 years of progressive accounting experience.
  • Sound judgment and problem-solving skills.
  • Strong project and time management skills.
  • Strong oral and written communication and facilitation skills.
  • Strong proficiency with computers (MS Office – Excel, Word, Outlook).
  • Knowledge of financial services systems/environment.
  • Good oral and written communication skills.


Qualified applicants are invited to submit their resume and cover letter in confidence by February 22, 2022, to:
Ron Smith, Chief Executive Officer | 830 Main St. East, Hamilton, ON, L8M 1L6

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


Commercial Account Manager

We are an engaged, high performing commercial team with exponential growth and lots of untapped potential. We are looking to recruit a dynamic contributor. If you thrive in a fast passed work environment and want to be on the ground floor of something special, with lots of opportunity for career growth you are the right person to join our team. We support work/life balance with competitive salaries, incentive pay, great benefits and a workweek that includes a half workday on Wednesday.

Talka Credit Union is a full-service financial institution with assets of over $180 million. We are financially strong and are on a high growth curve.  It is our Mission to provide a trusted financial environment to our membership wherever they are and whenever they need us, while promoting social and economic support to our community. Our Vision is to stay true to our co-operative heritage and Talka strives to be the preferred choice for our members’ lifetime financial needs.

In the role of Commercial Account Manager, you will use your knowledge and experience to provide value added expertise to our growing commercial portfolio by:

  • Building relationships with both new and existing members and networking with external business organizations and individuals to generate new business supporting the responsible growth of our commercial portfolio.
  • Coordinate/lead our annual review process to proactively manage the risk and profitability of each member’s account including monitoring of problem accounts and working with team to set plans to minimize risk.
  • Coordinating the collection and analysis of financial and personal net worth statements; calculating debt servicing capacity; and, negotiating terms and conditions of loans.
  • Granting commercial loans, mortgages, and operating lines of credit for business purposes within lending limits; submit recommendations for credit above limits to the VP Credit and Compliance.
  • Providing direction to commercial lending admin staff.
  • Assisting with the preparation of the budget and business plan as it relates to commercial lending.

Duties and Responsibilities:

  • Responsible for the growth and business development of the commercial portfolio. Build relationships with existing members; network with external business organizations and individuals to generate new business. Identify and pursue opportunities to promote other business services and non-credit products; review current portfolio to ensure clients have proper banking products. Ensure a proactive approach is taken to retain current business.
  • Monitor the competitive environment for product and delivery trends; stay current with competitive product trends and emerging technologies.
  • Develop and maintain an expert knowledge of commercial lending policies and procedures, lending reports, and related/developing technology.
  • Analyze loan requests using established lending criteria to safeguard member deposits and the viability of the Credit Union while supporting growth objectives. Collect and compile information and analyze financial statements to assess credit worthiness. Ensure necessary regulatory and compliance guidelines and measures are followed. Grant credit within lending limits.
  • Assist with the processing of syndicated loan applications as requested.
  • Review commercial overdraft report daily, and take appropriate action where required and deal effectively with commercial overdrafts and delinquency.
  • Monitor and update the commercial member watch list and make suggestions for action as appropriate.
  • Conduct reviews of commercial accounts, including margining as required.
  • Review lending reports and take corrective action as required.
  • Ensure documentation is in-compliance with commercial loan policies and procedures.
  • Perform other duties as assigned.


  • Achievement of credit union (or equivalent) lending courses in commercial lending
  • University Degree or work equivalency
  • 3 plus years of experience in CAM role
  • Thorough understanding of commercial credit and proven ability to weigh risk
  • Exceptional interpersonal skills including demonstrating approachability, trustworthiness, flexibility and a strong work and service ethic
  • Proven relationship management and sales effectiveness skills – able to identify member needs and match appropriate solutions
  • Understands markets and trends in the industry
  • Demonstrates results orientation in both sales and service
  • Thorough understanding of the Credit Union’s business strategies
  • Thorough understanding of the Credit Union’s products and services
  • Committed to continuous personal improvement

 We offer a caring environment, complete training and opportunity for career satisfaction. 

If you are looking for a rewarding career, please apply in confidence, to:


We thank all candidates; however, only those to be interviewed will be contacted.

Talka Credit Union is committed to providing accommodations.

If you require an accommodation, we will work with you to meet your needs.

Mobile Mortgage Specialist

Mobile Mortgage Specialist – Hamilton area

We invest in people.

Be part of a banking experience as unique as you are. Tandia Financial Credit Union (Tandia) is seeking a talented and experienced sales professional to join our retail team.

Are you a self-starter, focused on exceeding sales targets and providing incredible client service?  Do you have proven sales success in the financial services industry? Are you an expert in the specialty areas of lending and mortgages?

This might be the role for you.

This position will be based in our beautiful new corporate office in Burlington, Ontario with a focus on growing the Hamilton area.

Your Work at a Glance

As the Mobile Mortgage Specialist, you will utilize your knowledge as an entrepreneurial mortgage professional to drive new mortgage business to Tandia.  You will prospect new memberships, build relationships and provide customized borrowing advice.

This base plus commission position is key to growing Tandia’s lending portfolio, and achieving Tandia’s annual sales goals.

Your knowledge of the markets and communities we serve, as well as industry knowledge and experience will assist you as you identify and assist in developing opportunities for personal banking solutions and services with branch and wealth partners.

You are able to successfully build and manage internal and external relationships.

You are a self-starter, a sales professional who works independently, with a high-achievement orientation.

Your enthusiasm for the credit union sector and our mission will be evident when you create value for the credit union teams by conducting regular information sessions and holding meetings promoting the mobile mortgage option.

We are looking for someone who:

  • Has completed a degree / diploma in the field of Business/Commerce, Finance, Economics or has equivalent work experience. 
  • Has a minimum of 2 years experience in credit writing and residential mortgage sales in a credit union or other financial institution. 
  • Has a minimum of 2 years of relevant sales experience and a successful track record of working in sales independently.
  • Possesses superior sales abilities, including active listening, identifying business opportunities, influencing and negotiating, asking for the business and more.
  • Is able to work well independently, while enjoying the opportunities to work in a team-based environment.
  • Is detail oriented, with strong planning, organizational and time management skills.
  • Has well developed presentation skills.
  • Is proficient using Windows and very comfortable with Microsoft Office applications such as Excel, Word and Outlook.
  • Is willing to work variable hours, including evenings and weekends to meet with members at their convenience; and is comfortable with the regular travel and a base + commission salary structure.
  • Is aligned with Tandia’s vision and values and demonstrates a desire to be a contributing member of our team, support a positive work environment that promotes service and commitment to the credit union, quality, innovation, integrity, and respect.

As Unique as You

We believe that financial institutions should be more accountable to the people they serve; we believe that there’s more than one way to measure success; and we believe that our profits should have a positive financial, social and environmental impact on the communities in which we live and work. Actions speak louder than words and we work hard to demonstrate our commitment each and every day.

At Tandia, we recognize that our staff and members are unique – and that matters to us.

As a credit union, living the co-operative principles is a part of our long and rich history.

We invest in our members and our communities with an extensive community investment program devoted to supporting the organizations, events, and volunteers that make our communities stronger.


Tandia is committed to meeting the accessibility needs of persons with disabilities in a timely manner, consistent with the principles of dignity, independence, equal opportunity and integration.  Tandia is strongly committed to employment equity within its community and to recruiting a diverse workforce.  Accommodation for applicants with disabilities will be provided upon request by contacting Human Resources.


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