Senior Audit Analyst

Reporting to the Manager, Audit for the CUs inSync partners of Conexus, Cornerstone and Innovation Credit Unions are seeking a highly motivated individual to join our team.  The Senior Audit Analyst will work with audit staff conducting risk-based audits which encompass all areas of credit union operations and follow the Institute of Internal Auditors Standards. This position is also responsible for:

  • Leading and conducting risk-based audits with respect to all areas of credit union operations following the Institute of Internal Auditors Standards
  • Creating and providing/communicating reports on audit results to the appropriate audit management; participating in audit committee meetings if/when required
  • Leading the audit process (e.g. scoping meeting, closing/discharging audit, reporting overall results and recommendations to leaders, and completing follow-up on “Management Action Plans”)
  • Completing and signing-off on detailed review of audit support work; Overseeing/reviewing Audit Analyst audit work and conducting coaching as needed
  • Ensuring adherence to scope and timelines for all assigned audits and projects
  • Leveraging data and working with a data analyst throughout audit process to create efficiencies, improve coverage, and identify high risks
  • As a trusted internal partner, supporting the delivery of world class member service
  • Identifying and managing risks and opportunities within the credit unions’ and the members’ risk appetite
  • Leveraging technology and partners to provide and enhance the world class member experience
  • Living credit union values and competencies

The ideal candidate will be a team-oriented, community minded individual with post-secondary education in a related field plus a minimum of 3 years audit and accounting experience along with 5 years financial services experience or equivalent combination of experience and education.  Along with proven skills and knowledge of Microsoft Suite and Analytics/Research, the candidate will have a continuing thirst for knowledge and be a life-long learner.  Exceptional communication skills as well as a demonstrated commitment to excellence and member service are a necessity.  A CIA (Certified Internal Audit) designation would be considered an asset.

Compensation will commensurate with qualifications and experience. Conexus, Cornerstone and Innovation Credit Union offers a comprehensive employee benefits package including a company matched pension plan. An attractive variable incentive program is also available.

Visit the CAREERS page or our website to learn more about this position and to apply.  www.innovationcu.ca  Only those applications received through our job board will be considered.

Team Leader, Internal Audit

Conexus, Cornerstone, Innovation Credit Unions

Conexus, Cornerstone and Innovation Credit Unions have built an integrated Internal Audit team.   Our credit unions are committed to helping our members reach their financial goals by reinvesting profits into our members, our communities and our people.  We are looking for someone who can act as a trusted advisor through the direct provision of all Internal Audit services, the provision of leadership, guidance, specialized expertise, and knowledge consistent with the strategies and priorities of the Internal Audit department and our credit unions as a whole.

The Position:  Reporting to the VP, Internal Audit the CUs inSync partners of Conexus, Innovation and Cornerstone Credit Unions are seeking a highly motivated individual to join our team. The Team Leader, Internal Audit is responsible to implement and coordinate independent, objective assurance and consulting activities designed to add value and improve an organization’s operations.   Key to this position is recruiting, developing, coaching, empowering, and leading a team of Audit Analysts to conduct internal audit processes, in accordance with the The Institute of Internal Auditors’ Mandatory Guidance, Core Principles, Code of Ethics and the International Standards for the Professional Practice of Internal Auditing (Standards). These audit processes are designed to bring a systematic, disciplined approach to evaluate and improve the effectiveness of risk management, control, governance processes.

Visit the CAREERS page or our website to learn more about this position and to apply.  www.innovationcu.ca  Only those applications received through our job board will be considered.

Wealth Advisor

Wealth Advisor
Location: Churchbridge and Langenburg
Posting Date: April 16, 2021
Closing Date: April 30, 2021
Website: www.churchbridgecu.ca
Career Level: Experienced (non-manager)
Employment type: Full time

Churchbridge Credit Union is currently seeking an experienced Wealth Advisor to join our team. This permanent full time position will be based out of both of our branch locations in Churchbridge and Langenburg.

The Churchbridge Credit Union is a full service, two branch institution that serves the communities of Churchbridge, Langenburg, MacNutt, Bredenbury and surrounding areas. We are based in an agriculture and potash mining area that is situated close to the Manitoba border in central Saskatchewan.

We pride ourselves on giving back to our members through our member profit sharing program and our communities through our volunteerism and our Community Investment Program. We have 3300 members and non-members with an asset base of $232.6 million, which includes a $34.4 million mutual fund portfolio as of February 28, 2021.

Reporting to the Deposit & Support Services Manager, the Wealth Advisor supports the credit union’s business strategy through the provision of a full range of deposit and investment services to a portfolio of higher net worth members ($100,000 plus) with comprehensive investment and financial planning needs. This position identifies member investments and financial planning needs and goals and works with members to develop wealth management plans and related strategies. They will manage an assigned portfolio of accounts in compliance with applicable regulations, policies, and procedures.

In addition to being an integral part of the wealth department, the Wealth Advisor will also support the wealth and deposit team by providing support, advice, and coaching on investment products and services. This role will proactively seek business development opportunities with current and potential members for wealth management and credit union subsidiary products and services.

Churchbridge Credit Union partners with AVISO Wealth, a national financial services firm providing MFDA and IIROC dealer services, online brokerage, and insurance solutions.

Qualifications
This position requires:
• College, Trade, or Tech School Diploma (2 years) in a related discipline;
• Active Mutual Funds license including labour sponsored funds, in good standing;
• Minimum 3 years’ experience in an investment/financial planning (including deposit products)
and advisory position managing a portfolio of higher net worth individuals on an MFDA or IIROC
environment, with demonstrated ability to gather assets;
• Solid administration, sales support, team support/coaching and organization skills;
• Thorough understanding of financial products and services;
• Certified Financial Planner (CFP) or Personal Financial Planning (PFP) designation, or willingness
to obtain within 2 years;
• Sales-orientated background with a strong understanding of the sales process and business
development;
• Demonstrated ability to communicate both verbally and in writing with a wide variety of people.
Churchbridge Credit Union offers employees a competitive compensation package, employee benefits,
and a matched superannuation plan. We foster an environment of personal growth and development
and promote coaching and continuous learning.

To apply, please submit an electronic copy of your cover letter and resume on or before April 30, 2021:
Connie Olm
Deposit & Support Services Manager
Churchbridge Credit Union
connie.olm@churchbridgecu.ca

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

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