Retirement and Pension Advisor

Company Description:

Pioneered in 1939, the Co-operative Superannuation Society (CSS) Pension Plan, located in Saskatoon, is one of the oldest and largest defined contribution pension plans in Canada. With approximately $5 billion in assets, CSS Pension Plan has grown to serve over 300 employers and 51,300 current and past co-operative and credit union employees across Canada, including more than 8,200 retirees. We are committed to diversity and inclusion, and a culture that includes compassion, mentorship, learning and development.

Summary:

We are expanding our Member Experience team and adding a fourth Retirement and Pension Advisor!

Join the CSS Pension Plan and its Member Experience Department as a Retirement and Pension Advisor. In this challenging role, you will support our employer and employee members’ journey by:

  • Connecting with our pension plan members, of all ages, to discover their needs and assist them in making informed pension and retirement decisions,
  • Taking a proactive approach to building and nurturing strong, long-standing relationships with our current and future participating employers, of all sizes, to assist in serving their employees and help with communicating the value of the CSS Pension Plan, and
  • Providing mentorship and guidance to our own employees of the MX Department and CSS.

Our Retirement and Pension Advisors provide services to both our employee and our employer members. Alongside your exceptional work with our employee members, you will be championing and leading our employer services programs.

The successful candidate will be a motivated and conscientious high performer who thrives in a busy environment, has a forward-thinking strategic mindset, can pivot between competing priorities and complex matters, and has a drive to build strong member relationships. You will bring a strong passion for delivering exceptional member experiences and an understanding of the value of the co-operative system and values.

You will work effectively in a team environment guided by the team-developed “Pillars of Collaboration” which represents the values of “Respect, Commitment and Communications”.

Key Responsibilities

Deliver Exceptional Member Experiences through the Provision of Pension and Retirement Expertise

  • Assists members using retirement planning tools and information provided by CSS and in navigating their pension plan decisions and questions (e.g., investments, additional voluntary contributions, and their journey to and through retirement).
  • Develops, delivers, and contributes to employee and employer member education and engagement programs and services (e.g., workshops, seminars, courses, articles, videos, social media content).
  • Meets with members (virtually or in-person) on an individual basis to discuss pension and retirement decisions, review retirement income illustrations, prepare and review retirement plans, and assist with making application for retirement income from the CSS Pension Plan.
  • Supports CSS colleagues by providing leadership, mentorship and expertise and sharing this knowledge and skillsets with others on the team.
  • Establishes a positive mutual relationship between themselves, our other pension and retirement professionals and specialists and our membership.
  • Proactively contacts members (employer and employee) to inform them of their options and CSS services.

Other responsibilities

  • Conducts research and maintains a current understanding of pension and retirement industry and legislative matters, to effectively support the member experience.
  • Assists with and leads projects (e.g., IT testing, information technology, member experience, member education and member engagement).
  • Generates and analyzes reports and information from our information systems and identifies opportunities to support and enhance the member experience.
  • Develops, maintains knowledge, and assists with leading the application of:
    • CSS organizational and administrative policies and procedures, and
    • CSS’ vision, mission, values, and strategic direction.
  • Develops and maintains an expert understanding and application of CSS Pension Plan provisions, policies, and procedures.
  • Travel may be required.

Skills and Abilities

  • Expert knowledge of pension, retirement, and wealth industry and legislation.
  • Excellent member service, communication, relationship-building, and problem-solving skills.
  • Presentation and public speaking skills.
  • Excellent computer skills with proficiency using Microsoft Office (e.g., Word, Excel, PowerPoint), information technology and systems, pension databases and workflow systems, as well as the ability to generate and analyze reports and information (e.g., financial and membership).
  • Must be flexible and able to manage high work volume and conflicting priorities to meet deadlines.
  • Self-directed, but recognizes the importance of relationship building within the team and across the organization.
  • Strong understanding and belief in the values of the co-operative system.

Qualifications

  • Previous experience working with businesses and organizations to develop and deliver employee programs (e.g., pension, benefits, wellness),
  • A post-secondary degree in business administration, commence or human resources,
  • Certified Financial Planner® designation, and
  • Five or more years of experience in a financial planning, wealth or retirement services or relevant role.

A combination of equivalent education, training and experience will be considered. A Pension Plan Administration Certificate (PPAC) and/or the Certified Employee Benefit Specialist (CEBS) designation is an asset.

To Apply:

Please forward your resume and cover letter (including your salary expectations) to:

  • CSS Pension Plan
  • Attn: Director, Member Experience
  • Email: hr@csspen.com

Competition closes: July 23, 2021

(The position may be filled sooner)

We offer a fun, challenging and inclusive work environment, along with a competitive salary and benefits package.

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

Senior Technical Analyst

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:  Reporting to the Technical Infrastructure Manager, the Senior Technical Analyst will play a key role in delivering a wide range of IT technologies, support services, and solutions to meet the strategic and operational needs of the organization.  This role will work with internal and external resources to ensure exceptional service is provided and to identify opportunities to apply technological innovation.

Key Accountabilities:

  • Design, implement, configure, and support Microsoft Windows Server infrastructure, storage, and network infrastructure both on-premises and in the cloud.
  • Design, implement, configure, and support Microsoft 365 and other cloud technologies
  • Manage and lead projects such as the installation and support of infrastructure and platform upgrades through all project phases (Research, Design, Testing, Documentation, Implementation, and Support)
  • Work independently and in a team environment, collaborating with internal and external stakeholders
  • Analyze and resolve escalated system issues, working with vendors where required to effect problem resolution in a timely manner
  • Contribute to the overall effectiveness of the team through ongoing personal development and strong peer relationships and mentoring
  • Ensures infrastructure solutions meet the business strategic and operational objectives

Technical Requirements:

  • Excellent knowledge of Windows based environments, operating systems and applications
  • Strong knowledge of infrastructure, networking, virtualization, identity, security and storage architecture both on-premise and in the cloud
  • Strong knowledge of Microsoft 365 (Teams, SharePoint, Exchange, Office 365, OneDrive, etc.) and remote access technologies
  • Knowledgeable of IT infrastructure, including performing backups, upgrading, and patching, performance tuning, monitoring, alerting, deployments, and disaster recovery
  • Strong strategic thinking skills – ability to find innovative yet practical strategies to achieve goals, and anticipating needs and future opportunities
  • Excellent organizational and planning skills with a strong attention to detail, project management skills, meet tight timeframes and commitments, and is accountable for results
  • Excellent written and verbal communication skills
  • Excellent problem solving and analytical skills
  • Exceptional time management and multi-tasking skills
  • Demonstrate a willingness to learn and train with new technologies
  • Ability to work evenings or weekends as necessary

Location:  This position is based at our head office in Saskatoon for a Monday through Friday work week.

Qualifications:

  • Degree or diploma in a related discipline such as information technology, supplemented by industry recognized professional courses
  • Minimum 7 years of experience in a technology environment
  • Certification in Microsoft 365 Enterprise Administrator, Microsoft 365 Security Administrator Associate and Microsoft Teams Administrator would be an asset

Make First Nations Bank of Canada your First Choice

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

 

Business Systems and Reporting Analyst

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:  Reporting to the VP Operations and Information Technology, the Business Systems and Reporting Analyst plays a key role in the success of the Business Solutions team by driving successful software implementation and adoption as well as providing actionable information from data.  This role uses a variety of tools to create and maintain reports and dashboards for the organization and participates in and or leads the implementation of new products and services.

 Location:  This position is based at our head office in Saskatoon for a Monday through Friday work week.

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)
  • Experience with API integration including SOAP, Rest and OData
  • Advanced knowledge of SQL query
  • Knowledge of programming languages 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

     Make First Nations Bank of Canada your First Choice

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

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 variety of business applications and works closely with all areas of the Bank to understand the day to day operations and business needs while providing support and identifying ways to leverage technology to achieve business goals. The 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. As a people manager you will be responsible for staffing, staff management, performance management and continuous service improvement for your respective area.

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 along side 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.

Qualifications:

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)

  • Minimum of 3 years management experience
  • 7 years experience in supporting and implementing enterprise applications
  • Excellent negotiation skills are required for interacting with both internal business partners and external partners and vendors
  • Strong verbal, written and presentation communication skills, including the ability to communicate effectively with technical and non-technical audiences
  • 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 a strong asset
  • Experience with report writing software, such as Crystal Reports
  • Experience in the banking industry or with banking enterprise applications or vendors would be an asset

Make First Nations Bank of Canada your First Choice

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.

Manager Lending Admimistration

Manager Lending Administration

Are you looking for an ambitious new career?

We are seeking an experienced Lending Manager to become part of the FNBC Family!

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 Role: 

  • Serve as the subject matter expert for the retail and commercial lending administrators and perform the role of the Lending Administrators as required.
  • Mentor, coach and oversee the Lending Administration staff.  Ensure they have the skills, knowledge and resources to perform all aspects of their job successfully.
  • Construct and manage systems, processes, and procedures to ensure accurate and timely processing.  Monitor efficiencies and continually look for ways to improve processes.
  • Lead and assist with various lending projects from start to finish including the development, testing, and implementation phases.

Location:  This position is based at our head office in Saskatoon for a Monday through Friday work week.

Qualifications:

  • Minimum 5 years of experience in lending administration.
  • Minimum 2 years of management experience.
  • Comprehensive knowledge of related regulations of banking operations, products and services, and documents required for all types of loans.
  • Ability to communicate effectively through speaking, writing, and listening.
  • Excellent leadership skills with the ability to motivate staff.
  • Demonstrate a commitment to accuracy and quality while meeting goals and deadlines.

Put your lending experience and knowledge to use in overseeing our Lending Administration department.

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.

Business Credit Analyst

Permanent Full-Time 

Closes June 8

Open to any Innovation Advice Centre location (including Regina and Saskatoon)

Annual Salary: $72,021 – $90,026

 

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 Canadians 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: The Business Credit Analyst will provide timely responses to new credit requests and annual review completion. The focus of this role is on supporting the efforts of our business advisor team by applying exceptional credit management skills to both annual reviews as well as new ag and commercial credit. How does one do this? Glad you asked!

A Business Credit Analyst does the following:

  • Helps enable not only the management of a sound lending portfolio, but also enables our business advisor team in the areas of proactive relationship management and advice driven interactions.
  • Provides knowledgeable advice and timely responses to new credit requests within our Business Banking team; and provides assistance to our Business Advisor team in delivering unique credit solutions to our members.
  • Provides flexibility and outside the box thinking to help areas farm and commercial business ventures. In touch with day to day realities for the members Innovation Credit Union serves.
  • Is extremely organized and has a very strong attention to detail and driven to create results for the members they serve.

Why Should You Apply?

  • You want to be an ambassador of a forward-thinking, member focused organization
  • You have 3+ years of agricultural and commercial lending experience including quality credit underwriting knowledge in the area of commercial and agricultural credit.
  • You are a Team player and are eager to be part of a highly engaged, high performing team.
  • You want to help simplify our members lives by offering proactive advice to their day-to-day agriculture and commercial banking needs in person and digitally

Interested?

Go to www.innovationcu.ca/careers for the full job posting and to submit an application.

Accounting/Clearing/System Support Clerk

Accounting /Clearing / System Support Clerk

Saskatoon City Employees Credit Union

 

The Position:

Reporting to management, the incumbent’s primary duties will include: performing and maintaining accurate and secure record keeping of member accounts, Credit Union accounts and general ledgers, with particular attention to the accounting and electronic data access and storage of the credit union business. The position is responsible for fostering relationship building by actively and accurately promoting and delivering all Credit Union services and products to the membership in a professional manner.

Qualifications:

The ideal incumbent will have as a minimum:

    • Post-secondary education in accounting or an accounting diploma,
    • Proficient knowledge of Excel , working knowledge of accounting and an intermediate knowledge of financial accounting principles;
    • thorough knowledge of Credit Union products and services
    • 3 years of experience in a Credit Union accounting environment;
    • Superior computer, information technology and financial skills;
    • Working knowledge of various software applications including data collection software;
    • Experience operating computers, digital devices with multiple software and DNA banking

Personal Attributes:

    • A demonstrated ability to use effective listening skills, communicate clearly, concisely and apply strong written communication skills;
    • Self-motivated, ability to work independently with minimal supervision;
    • Above average interpersonal and time management skills;
    • Ability to relate actions to strategic plans, demonstrated ability to make sound decisions;
    • Willingness and ability to learn, develop and maintain a personal continuous learning plan;

The Credit Union:

Located in the City of Saskatoon, Saskatoon City Employees is Saskatchewan’s only closed bond Credit Union with 2188 members, assets of $74.5 million, and a loan portfolio of $52 million. We have a total staff compliment of 10. Our staff are members of UFCW Local 1400.

Compensation:

Salary will be a Group 2 classification as per the collective bargaining agreement. Applicant may qualify for our comprehensive benefits package including a matched superannuation benefit.

Closing:

Qualified applicants are invited to submit their résumé in confidence, by Thursday, May 20, 2021

To:    Scott Roesch, Retail Services / Office Manager
Saskatoon City Employees Credit Union
222 3rd Avenue North, Saskatoon, SK   S7K 0J5
Email: scott.roesch@saskatooncity.cu.sk.ca

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

Business Intelligence Analyst (Power BI)

We are expanding our TCU 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 an 18 month term Business Intelligence Analyst (Power BI) position.

Position Overview

As part of the Systems Department, this position will provide support to internal clients and the systems team analyzing, developing and supporting information-based solutions with the Microsoft Power BI tool. It is also responsible for designing, developing and publishing reports and dashboards for information / operational needs based on best practices in business intelligence and data visualization as well as documenting Power BI solutions.
This includes:
• Support Data Warehouse, ETL creation and modification
• Working with SQL database
• Creating, maintaining and troubleshooting of report automation, as well as producing daily, weekly, monthly and quarterly reports
• Training and support for users of the Power BI tool.
• Analysis of business data to convert larger data sets into digestible reports
• Resolution of escalated help desk tickets.
• Assist with user acceptance testing and training for newly developed data sets, reports, dashboards and processes

Qualifications

• Degree or Diploma in Computer Science, Data Science, Data Analytics or related discipline combined with 1-3 years of experience working with Business Intelligence tools.
• Knowledge of MS Power BI as well as SSRS, MS SQL Server, Excel and Visio.
• Relevant years of experience as well as industry knowledge will be considered in lieu of formal education.
• An analytical person with excellent interpersonal relations, prepared to go extra mile to contribute to positive member interactions.
• A highly motivated individual able to work under pressure and time constraints with the ability to multi-task.
• A detail oriented specialist able to assess incidents and problem situations to identify causes, gather and process relevant information and recommend possible solutions.
• A professional with well-developed organization skills, business acumen, financial and technology industry understanding.

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.

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

The deadline for this career opportunity is Monday, March 22, 2021.

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

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