Province: Alberta

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.

 

 

 

Manager, Regulation & Credit Risk Assessment

The Credit Union Deposit Guarantee Corporation provides risk-based regulatory oversight and a deposit guarantee to enable a safe and sound credit union system in Alberta.

This position reports to the Assistant Vice President, Regulation and Credit Risk Assessment and is accountable for the oversight of the credit risk management function and processes at assigned credit unions.  Key responsibilities include; credit adjudication, credit risk identification and mitigation, communicating with various levels of management and Boards of Directors within the credit union system to address risk findings, and promoting the safety and soundness of the Alberta credit union system.

This is an excellent opportunity to pursue a career in credit risk management within financial services regulation and be part of the credit union system. We invite qualified applicants to consider joining our team, as  Manager, Regulation & Credit Risk Assessment.

THE POSITION
  • Adjudicates credit applications within assigned lending limits and completes loan reviews for assigned credit unions to ensure acceptable risks are underwritten.
  • Confirms credit risk management trends and appropriate credit risk practices are in place at credit unions by off-site credit risk monitoring and on-site compliance verifications.
  • Leads or supports credit risk assessment for 2-3 credit unions/year, with approximately 1 week in duration on-site for compliance verification
  • Prepares accurate and meaningful internal documentation and external credit risk assessment reports.
  • Consults proactively on emerging issues with assigned credit unions and develops recommendations for changes to guidelines, procedures and best practices.
  • Works independently and as part of a team.
  • Travel may be required to credit unions within Alberta once all public health orders, during COVID-19, have been lifted.
 THE PERSON
  • 7 years of recent experience in commercial credit underwriting and credit adjudication, with additional experience in mid-sized loans with a broad scope in industries, including commercial real estate, hospitality, agriculture, and consumer from a financial institution in Canada.
  • University degree in a related discipline e.g. business/finance/accounting, risk management certification, etc. is preferred.
  • An equivalent combination of education and experience will be considered.
  • Strong understanding of credit risk management principles, including portfolio risk, lending to high risk industries and inherent credit risks.
  • Comprehensive knowledge of loan underwriting standards, lending guidelines and loan security documentation
  • Experience in the Alberta credit union system is an asset
  • Demonstrated ability to exercise sound judgement and apply an analytical approach to problem solving and decision making.
  • Collaborate with and lead in both small and large team environments.
  • Excellent relationship building skills with the ability to communicate both verbally and in writing with a wide variety of people.
  • Strong computer competency in Microsoft Office Suite.
 COMPENSATION & BENEFITS
  • Commensurate with qualifications and experience
  • Comprehensive benefits program
  • Commitment to work and life balance
  • Excellent downtown Edmonton office (currently remote due to the pandemic)
CLOSING DATE: When position is filled.
HOW TO APPLY

We will provide reasonable accommodation at any time throughout the rescruitment and selection process for applicants with disabilities or for those who require the job posting in an alternate format. We are an equal opportunity employer committed to a confidential, inclusive and accessible recruitment and selection process.

If you believe that this position could be a good fit for you, please send your résumé directly to our HR team at careers@cudgc.ab.ca.

We thank all interested applicants; however, we will only contact selected candidates.

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.

Community Manager

An exciting opportunity exists, for an experienced Community Manager 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 Community Manager is a key member of the member facing front-end leadership team responsible for building, maintaining and deepening relationships with members who are on the default portfolio at all ABCU locations. As a leader and motivator, you actively coach the branch front-end team by creating a positive member and employee experience, as well as reinforce the corporate strategies, achieve set operational goals, and communicate the value of membership to grow the business.  You support the service culture by encouraging branch staff to professionally demonstrate exceptional service to achieve high levels of member satisfaction through member education.  Additional responsibilities include; understanding relevant regulatory and industry information as well as best practices and risk management strategies and developing and executing consistent and purposeful member engagement activities. This role leads the member facing teller team, is responsible for all branches and requires expert knowledge and skills in coaching, and ABCU’s digital banking.

This role works closely with the advisory team and contact center to ensure that members’ needs are met and referrals are taking place.

The successful candidate will have a minimum of five years of leadership, coaching, and employee development experience within the financial services industry. As well, they will have advanced knowledge of banking front end operations and relevant post-secondary education or equivalent.

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

Janavi Corson, ABCU Credit Union

jcorson@abcu.ca

Relationship Manager

Lakeland Credit Union is a provider of financial products and services in the Lakeland area. We have been serving our members in Bonnyville, Cold Lake and surrounding rural communities for over 80 years. We believe in community, integrity, excellence, the co-operative system and our people.

We are looking for someone who is passionate about supporting our business members and providing advice that supports their financial well-being.

As our Relationship Manager, you will be accountable for the growth and development of our commercial and agricultural portfolios. You will thrive on making connections and providing lending and business advisory services to small, medium and large businesses in our marketplace. You have a proven track record of proactive business development, relationship building and portfolio management.

Competencies:

  • Effective relationship management
  • Portfolio management
  • Financial statement analysis and risk assessment
  • Credit solutions and underwriting

Qualifications:

  • 5+ years of experience, preferably in a credit union, including direct experience in business lending and relationship management
  • Post-secondary degree in Business or other relevant combined education and experience
  • Credit union and cooperative business model values

Does this sound like a great fit? Then we encourage you to apply today! You can forward your cover letter and resume to careers@lakelandcreditunion.com.

Thank you for your interest in Lakeland Credit Union however, only those applicants selected for an interview will be contacted.

Wealth Associate

An exciting opportunity exists, for an experienced Wealth Associate to join our team. ABCU is a full-service open bond Credit Union. Assets $265 million, loans $197 million, deposits $243 million, 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 Wealth Associate is an IIROC licensed member of the dynamic wealth team led by the Director Wealth and plays an integral role in the delivery of superior personalized service to our high net worth member owners. The primary accountability of the role is to assist the Director of Wealth with their day to day administration, sales, and service in an efficient and effective manner thereby allowing vital contact time with members. This position ensures that proper documentation has been completed correctly, processing its delivery in a timely manner with the appropriate follow up. You will assist in the completion of financial plans, annual reviews and identify additional opportunities to refer business back to retail, business banking, and other areas of ABCU. The Wealth Associate 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. As an assistant, you strive for excellence in communication and organization, as you play a vital role in enhancing the member experience and the growth and profitability of our Credit Union by:

  • Assisting the Director of Wealth by supporting the delivery of the full financial planning experience to high net worth ($100,000+) members using the CFP’s six steps of financial planning through an understanding of processes, systems, and documentation required. Accurate and timely completion of required documentation including: account opening, transfers, trades, and tracking.
  • Set up appointments for Director of Wealth client meetings and confirm appointments.
  • Represent ABCU, build relationships and proactively build business in the communities we serve.
  • Respond to all members, team and partner enquiries promptly and proactively providing professional, friendly, competent and courteous service at all times. The licensed Wealth Associate is able to execute trades in line with risk objectives for members.
  • Respond to all portfolio member complaints with follow up on issues/opportunities as required, ensuring member complaints are handled in accordance with our service standards, escalating issues when necessary.
  • Maintain up to date Financial Planning and investment industry knowledge by participating in training programs/industry courses to upgrade skills, obtain, and maintain accreditation and licensing requirements as applicable
  • Assist the Director of Wealth to achieve or exceed assigned sales and referral goals in growth of the book of business, revenue, asset gathering, tracking & reporting of referrals, and support in referrals to internal partners – retail, business banking and other channels as appropriate

Experience Required

  • High School Diploma
  • Finance related post-secondary is an asset.
  • IIROC License
  • Canadian Securities Course (CSC) & Conduct and Practices Handbook (CPH)
  • Completion of Wealth Management Essentials (WME) within 3 years
  • Minimum 2 years’ experience in the wealth industry; including securities and compliance
  • Knowledge of financial planning, products, policies, procedures, and operations
  • Solid administration, sales support, and organizational skills
  • Thorough understanding of financial products and services

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

Member Service Associate

An exciting opportunity exists, for a Member Service Associate to join our team. ABCU is a full-service open bond Credit Union. Assets $265 million, loans $197 million, deposits $243 million, 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 Member Service Associate is the primary Brand Ambassador for ABCU. This role provides enthusiastic and responsive member service on all transactional deposit and account services including being digital experts in electronic banking products, online banking enrollment, online bill paying services and mobile banking services. This role works with the Supervisor, Branch Experience to create the in-branch member experience through campaigns, and by ensuring the branch is representative of the credit union vision and strategy.

Ownership & Accountability:
Use your strong technical and interpersonal skills to support the member experience by:
• Representing ABCU in a courteous and professional manner.
• Complete and process member requests for transactional services, such as deposits, withdrawals, payments and resolving discrepancies, and answering questions.
• Educate and set up members on online banking, mobile banking, and bill payments.
• Verbally navigate and educate members through the internet banking site.
• Analyze and resolve problems quickly while communicating effectively and documenting responses.
• Troubleshoot and resolve banking issues with emphasis on member service and problem resolution.
• Perform data entry and other tasks required for the administration and processing of banking transactions and the maintenance of account records. Second-day review of banking reports.
• Develop and maintain an in-depth knowledge of products, services, department procedures and policies, and regulations to ensure accurate handling of member inquiries.
• Strengthen relationships through education of ABCU products and services to maximize retention and income generation.
• Control losses by following policies and procedures.
• Comply with all regulatory rules and regulations, as well as all company policies and procedures.
• Complete and pass all required regulatory compliance training as assigned.
• Maintain and balance cash drawer and reconcile discrepancies.
• Keep a clean, organized work area and professional appearance.
• Perform any additional duties and tasks assigned by management.

Experience Required
• High School diploma or equivalent.
• Minimum 6 months customer service & banking experience.
• Good written and oral communication skills.
• Strong knowledge of technical functions of self-service banking, mobile banking and internet banking.
• Comfort and ability to work with a high level of detail/accuracy.
• Must be comfortable in a changing environment and master new products and services quickly.
• Decision making skills to support the member experience.
• Proficient use of Microsoft Office Suite (Word, Excel, Outlook).
• Excellent service, interpersonal, organizational and team work skills.

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

Growth Marketer

Would you like to earn above average pay, 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’s Responsible Banking!

Innovation Credit Union has a bold ambition – to be the most digital, member-centric organization in our industry. We are on a journey to modernize our marketing with investments in new platforms like Adobe Experience Manager and a shift to agile ways of working.

How does one do this? Glad you asked!

THE POSITION:  The role of Growth Marketer is an exciting opportunity to help define acquisition, cross sell and engagement strategies that will accelerate growth and support in deepening our relationships with our members. In this role you will be responsible for developing new member acquisition and cross sell plans, identifying optimization opportunities and leading cross sell and engagement programs. All member strategies will be designed to support the broader Innovation Credit Union business strategies, and ensure roadmaps, plans and initiatives are developed and executed in compliance with governing regulations, internal policies, and procedures. This position reports to the Vice-President of Integrated Marketing and Data Analytics.

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.

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