Manager Advisory Services

We are expanding our team to help us evolve through the next stage of our growth journey, and we hope that you can help shape our future. We now have a career opportunity for a Manager Advisory Services. This position may work remotely but will be required to be onsite at our Saskatoon and Regina locations regularly.

As the Manager Advisory Services you will….

Lead a team of advisory specialists within the Business Solutions and Wealth Management business lines. You will be responsible for:

  • Applying your industry knowledge along with your technical skills, connections and expertise to identify opportunities to realize market growth and expansion.
  • Implementing advisory sales and business development strategies in line with organizational strategy and budget objectives.
  • Mentoring and guiding the advisors as they provide exceptional service to our business and wealth members making TCU the advice center of choice.
  • Working collaboratively with other retail areas to support a member-centric culture of making quality referrals and seeking opportunities to enhance overall profitability of TCU.

As the Manager Advisory Services you are ….

  • A dynamic mentor and leader of people able to promote a highly accountable and value aligned team, capable of critical thinking in applying a member-centric focus to sales, service, advice-giving and operational excellence.
  • An engaging communicator with the ability to build strong relationships which will support a collaborative culture while operating across business boundaries and realizing organizational success.
  • Capable of understanding and interpreting the changing financial landscape to enable the realization of the TCU strategic business priorities, including improved member experience, market expansion and sales growth.
  • A professional who understands and models the importance of building strong centers of influence to foster a network of business development.
  • Passionate about member education, fostering financial literacy and engaging members in a partnership to maximize their financial opportunities.
  • A change agent capable of identifying obstacles and working collaboratively to assist the team in overcoming these challenges.

If you are motivated by the thought of this challenge ….

And can demonstrate success through 8-10 years of Business Solutions and/or Wealth Management experience and 5 years of management experience combined with a Bachelor’s degree or Diploma in Business Administration or a related field, then this opportunity may be the one for you!

Get to know us

TCU Financial Group is a Saskatchewan credit union who, for over six decades, has been dedicated to helping our members and our own TCU Team reach their goals. Our roots and our commitment to fostering financial health in our communities run deep.

Rewarding times ahead

We’re growing and evolving our organization – and we need talented people who are passionate about creating and delivering meaningful financial solutions for our members. In addition to providing competitive compensation, benefits and pension programs, we support our TCU Financial Group Team and their families by providing an enhanced vacation program to enjoy time doing what they love outside of work.

Thank you for your interest in exploring your future with us!

The deadline for this career opportunity is Monday, June 27, 2022.

Please submit your resume and cover letter to:

Human Resources Department
TCU Financial Group
Email: hr@tcu.sk.ca
Web site: www.tcufinancialgroup.com

Senior Credit Adjudicator

We are expanding our team to help us evolve through the next stage of our growth journey, and we hope that you can help shape our future. We now have a career opportunity for a Full Time Senior Credit Adjudicator. This position may work remotely within Saskatchewan or onsite at our Saskatoon or Regina location.

As the Senior Credit Adjudicator you will be….

Responsible for providing credit analysis and adjudication services, primarily for commercial (small and medium-size business) credit requests, in adherence to the credit management framework. You will participate in the management of the syndicated loan portfolio and contribute to the success of TCU through the management of credit risk.

As the Senior Credit Adjudicator you are ….

  • An accomplished, motivated professional with a thorough understanding of credit analysis and adjudication, particularly as it pertains to commercial lending.
  • A credible, knowledgeable specialist with strong inter-personal skills necessary to develop and maintain foundational relationships with TCU’s internal and external partners.
  • An adept negotiator, capable of protecting TCU’s interests and margins while maintaining positive relationships with our partners.
  • An analytical thinker, proficient in objectively analyzing data, research and financial statements to substantiate decisions.
  • A highly ethical decision maker, with the ability to remain objective and independent when making decisions.
  • A positive and driven self -starter, with clear determination to ensure both personal and departmental success.

If you are motivated by the thought of this challenge ….

And can demonstrate success through a minimum of 3-5 years of experience in the commercial lending field along with a post-secondary degree in Commerce or Business Administration and formal training related to general lending/commercial lending, this position may be for you!

Get to know us

TCU Financial Group is a Saskatchewan credit union who, for over six decades, has been dedicated to helping our members and our own TCU Team reach their goals. Our roots and our commitment to fostering financial health in our communities run deep.

Rewarding times ahead

We’re growing and evolving our organization – and we need talented people who are passionate about creating and delivering meaningful financial solutions for our members. In addition to providing competitive compensation, benefits and pension programs, we support our TCU Financial Group Team and their families by providing an enhanced vacation program to enjoy time doing what they love outside of work.

Thank you for your interest in exploring your future with us!

The deadline for this career opportunity is Friday, June 3, 2022.

Please submit your resume and cover letter to:

Human Resources Department
TCU Financial Group
Email: hr@tcu.sk.ca
Web site: www.tcufinancialgroup.com

Investment Advisor, Qtrade Advisor; Financial Planner, TCU Wealth Management

We are expanding our team to help us evolve through the next stage of our growth journey, and we hope that you can help shape our future.  We now have a career opportunity for a Full Time Investment Advisor/Financial Planner.  This position may work within a flexible work environment (home and in office hybrid) and will be required to be onsite at our Saskatoon locations regularly.

As the Investment Advisor/Financial Planner you will….

Deliver full service brokerage and comprehensive financial and estate planning. This includes:

  • Building a book of business through the sale of all eligible investment products available.
  • Managing investment portfolios.
  • Providing analysis, advice, counseling and recommendations in all financial planning aspects.

As the Investment Advisor/Financial Planner you are ….

  • A highly motivated self-starter with an extensive knowledge of wealth management and financial products and services, financial planning concepts and current legislation.
  • A results oriented professional motivated by helping your clients achieve financial success.
  • A team player accustomed to working collaboratively with Business and Retail partners to provide solutions for your clients’ unique and complex financial situations.
  • A sales and service focused expert who thrives in a fast-paced, challenging environment and is inspired by achieving and exceeding both personal and team goals.

If you are motivated by the thought of this challenge ….

And can demonstrate success through a minimum of 4-6 years of related experience with a full service brokerage firm along with a Certified Financial Planner Designation or Personal Financial Planner Designation, then this opportunity may be the one for you!

Get to know us

TCU Financial Group is a Saskatchewan credit union who, for over six decades, has been dedicated to helping our members and our own TCU Team reach their goals. Our roots and our commitment to fostering financial health in our communities run deep.

Rewarding times ahead

We’re growing and evolving our organization – and we need talented people who are passionate about creating and delivering meaningful financial solutions for our members. In addition to providing competitive compensation (base salary plus variable pay), benefits and pension programs, we support our TCU Financial Group Team and their families by providing an enhanced vacation program to enjoy time doing what they love outside of work.

Thank you for your interest in exploring your future with us!

The deadline for this career opportunity is Monday, May 30, 2022.

Please submit your resume and cover letter to:

Human Resources Department
TCU Financial Group
Email: hr@tcu.sk.ca
Web site: www.tcufinancialgroup.com

 

Mutual funds, other securities and securities related financial planning services are offered through Qtrade Advisor, a division of Credential Qtrade Securities Inc.

Brand and Communications Manager

We are expanding our team to help us evolve through the next stage of our growth journey, and we hope that you can help shape our future. We now have a career opportunity for a Full Time Brand and Communications Manager. This position may work remotely but will be required to be onsite at our Saskatoon and Regina locations regularly.

As the Brand and Communications Manager you will….

Direct and work in collaboration with a small team responsible for:

  • Enabling internal and external brand positioning and communications focused on generating business for TCU in support of the direction supplied by Member Experience.
  • Providing initiatives to strengthen the TCU brand and visibly connect TCU to the communities we serve, including researching, recommending and managing appropriate social media platforms and developing internal staff as brand advocates.
  • Recommending and delivering on advertising and promotional programs while supporting business lines in creating customer engagement through the appropriate communication channels.
  • Community positioning marketing aligned to our strategic focus and to TCU living our credit union values.

As the Brand and Communications Manager you are ….

  • An emotionally intelligent manager with a clear understanding of the TCU operating arena and the context of its strategic positioning.
  • Creative in your approach to brand positioning and communications to support the business direction.
  • Committed to building strong working relationships with partners, internal and external stakeholders and instilling a collaborative and team oriented culture.
  • Passionate about mentoring staff and encouraging them to achieve results beyond the ordinary.
  • Flexible in your approach to overcome obstacles.
  • Able to anticipate and understand the impact of decisions on the organization and within the membership.
  • Capable of developing a cohesive team enjoying the challenges of their positions with a high level of trust and commitment to each other and the organization.

If you are motivated by the thought of this challenge ….

And can demonstrate success through 5 years of brand and communications experience and 3 years of management experience combined with a Bachelor’s degree specializing in Marketing, Business or a related field, then this opportunity may be the one for you!

Get to know us

TCU Financial Group is a Saskatchewan credit union who, for over six decades, has been dedicated to helping our members and our own TCU Team reach their goals. Our roots and our commitment to fostering financial health in our communities run deep.

Rewarding times ahead

We’re growing and evolving our organization – and we need talented people who are passionate about creating and delivering meaningful financial solutions for our members. In addition to providing competitive compensation, benefits and pension programs, we support our TCU Financial Group Team and their families by providing an enhanced vacation program to enjoy time doing what they love outside of work.

Thank you for your interest in exploring your future with us!

The deadline for this career opportunity is Friday, April 1, 2022.

Please submit your resume and cover letter to:

Human Resources Department
TCU Financial Group
PO Box 5050
Saskatoon SK S7K 4E3
Email: hr@tcu.sk.ca
Web site: www.tcufinancialgroup.com

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)

Business Solutions Manager

The Company:

First Nations Bank of Canada (www.fnbc.ca) is a federally chartered bank servicing Indigenous and non-Indigenous customers throughout Canada. We are focused on delivering superior customer service and offering a full range of personal and business banking products. As an equal opportunity employer, we are rapidly expanding in the Canadian marketplace and provide our employees the opportunity to advance in their career.

The Challenge:

The Business Solutions Manager is responsible for supporting and implementing a number of business applications.  The Business Solution Manager works closely with all areas of the organization to understand the day to day operations and business needs and supports the organization in identifying ways to leverage technology to achieve business goals.  This position combines managerial responsibilities with in-depth hands on functional expertise and acts as the subject matter expert for common issues and concerns for a number of business applications. The manager is responsible for appropriate staffing, staff management, performance management and continuous service improvement for their area.  This individual reports to the VP Operations and Information Technology.

This position requires significant interaction and collaboration with various business and technical teams.  You must have strong application support and implementation skills combined with project management experience and have the drive and enthusiasm that makes people want to work with and alongside you to make things happen.

Location:

This position will be based at our Head Office in Saskatoon, Saskatchewan on a Monday through Friday work week. However, will have the option to work remotely from home, in office or a hybrid of the two.

Qualifications:

  • Minimum of 3 years management experience
  • 7 years’ experience in supporting and implementing enterprise applications
  • Degree or certificate from an approved technical college in a computer related field such as Information Technology/ Computer Science (an equivalent combination of education, training and experience may also be considered).
  • Must possess excellent negotiation skills required for interacting with both internal business partners and external partners and vendors
  • Excellent verbal, written and presentation communication skills, including the ability to communicate effectively with technical and non-technical audiences required
  • Excellent analytical and problem-solving skills
  • Demonstrated skills in building diverse teams to work towards common objectives
  • Proven ability to lead multiple medium to large projects simultaneously, on time and within budget.  PMP designation would be an asset.
  • Experience with report writing software (such as Crystal Reports)
  • Strong SQL query
  • Experience in the banking industry or with banking enterprise applications or vendors would be an asset
  • Strong analytical, organizational and time-management skills
  • Strong interpersonal and communication skills
  • Friendly enthusiastic self-starter and strong team player
  • Flexible and willing to take on tasks as assigned

 

Please submit your cover letter and resume to: hr@fnbc.ca 

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

Senior Business Analyst and Reporting Specialist

The Company:

First Nations Bank of Canada (www.fnbc.ca) is a federally chartered bank servicing Indigenous and non-Indigenous customers throughout Canada.  We are focused on delivering superior customer service and offering a full range of personal and business banking products. As an equal opportunity employer, we are rapidly expanding in the Canadian marketplace and provide our employees the opportunity to advance in their career.

The Challenge:  The Senior Business Analyst and Reporting Specialist plays a key role in the success of the Business Solutions unit. As you participate in or lead the implementation of new products and services, your strong business analysis and project management skills will be used to ensure the right technology/software is being deployed to meet the organizations needs and you are driving successful implementation and adoption. You will act as a resource person for support issues relative to a number of software products. This role will also use a variety of tools to create and update a variety of reports and dashboards for all business units.

Location:  This position is based at our head office in Saskatoon for a Monday through Friday work week. However, will have the option to work remotely from home, in office or a hybrid of the two.

Qualifications:

  • Degree or certificate from an approved technical college in a computer related field such as Information Technology or Computer Science
  • 5 years’ experience in supporting and implementing applications
  • Experience in the banking industry or financial services industry would be an asset
  • Strong experience with report writing software (such as Crystal Reports, SSRS)
  • Advanced knowledge of SQL query
  • Business Analyst and Project Management experience
  • Experience with API integration including SOAP, Rest and OData
  • Strong analytical, organizational and time-management skills
  • Strong interpersonal and communication skills
  • Friendly enthusiastic self-starter and strong team player
  • Flexible and willing to take on tasks as assigned

Please submit your cover page and resume to:  hr@fnbc.ca

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

 

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