This is an exciting role for a strategic CEO with the ability to motivate high performing leaders and teams, drive progressive change, and promote a sense of belonging across the organization. You clearly model the highest ethical standards and an unwavering commitment to diversity, equity, inclusion and incorporate ESG principles into decision-making processes. You lead by example, and can win the hearts and minds of all employees as you build excitement, support innovation, and bring the strategic plan to life. You set the tone for a culture that thrives on collaboration and deep-rooted organizational values. And above all, doing the right thing for every member and delivering exceptional member experience.
Province: Alberta
Senior Advisor, Business Development and Sales Support – Financial Cooperative Outside Quebec
About the job
Desjardins Group is the largest cooperative financial group in Canada, and one of the largest employers in the country. It offers a full range of financial products and services and is home to a wealth of expertise in property and casualty insurance, life and health insurance, wealth management, services for businesses of all sizes, securities brokerage, asset management, venture capital, and secure, leading-edge virtual access methods.
Job Level NV11 – A
As a Senior Advisor, Sales and Business Development, you work with the Vice President of business development for financial cooperative outside Quebec, critical to the expansion of our business across Canada. As a member of the Acquisition, Growth and Development division supporting Ontario, Atlantic and Western Canada, you support the mandate to grow our footprint and increase Desjardins’ presence and visibility across the country. You identify organic growth opportunities and, respecting the multiple distribution channel environment, present Desjardins’ products and services to B2B clients, business partners and organizations based on member/client needs and current strategies and practices. Demonstrating exceptional relationship management, you serve as a liaison, developing close ties with specific Desjardins sectors or business units. Taking a proactive, professional approach, your responsiveness and experience instills momentum and results in the development of cross-organizational business and market presence.
You take the lead on business development initiatives, events and activities that involve and impact multiple business sectors. You apply a strategic mindset in the selection, planning, and execution of events and market development activities aimed to grow our brand and revenue while contributing to tasks at all levels to a successful outcome and working collaboratively with a diverse team of business development stakeholders.
You draw on your networking skills and interpersonal savvy to develop and maintain business partnerships with important clients who have complex, diverse needs. You analyze highly complex problems and develop and implement personalized solutions tailored to client needs.
You serve as specialist and resource person for your unit, members and clients and represent your unit before decision-making bodies. You help represent Desjardins and enter the organization into important agreements with clients.
In this fast-paced environment, you affect the trajectory of growth across all lines of business, and you are integral to the planning and execution of proposals and programs that will increase our market share and brand awareness.
You have strategic thinking skills, build partnerships easily and work with others to achieve shared objectives. Highly developed interpersonal skills are therefore essential.
Role Overview
As a Senior Advisor, reporting to the Vice-President, Business Development, Financial Cooperatives Outside Quebec, you will develop and manage initiatives to:
- Support an exciting mandate to strategically grow Desjardins’ market share and brand visibility across Ontario, Atlantic and Western Canada
- Develop a pipeline of cross-sector growth opportunities working in conjunction with the Pan Canadian business development committee
- Present cross-selling prospects and recommend an approach for joint offers
- Identify existing synergies to maximize the potential of Desjardins’ major accounts and actively pursue new mutually beneficial agreements
- Participate in the submission of RFPs for the B2B business development portfolio – developing material, researching and writing proposal content
- Support business development activities including event planning and execution, conference and tradeshow participation, and creation of new tools, databases, shared resources, and best practices
- Represent and engage Desjardins within the framework of agreements with partners or external organizations always ensuring professional and responsive engagement with clients
- Organize material for meetings with major clients capitalizing on our ONE Desjardins objective and approach
- Act as an intermediary in initial discussions between managers and specialists in business sectors and clients
- Represent your unit on various committees made up of senior management and on decision-making bodies including the Pan Canadian Leadership Team and its sub-committees as required
- Establish growth measures, document objectives, and provide regular reporting on results of the action plan
- Build and maintain connections with lines of business that represent growth levers in OAW
- Monitor the industry to understand and anticipate trends in your specialty area and make recommendations
- Drive continual improvements in workspace / process / technology to enable highest efficiency.
You are an excellent communicator, a generous listener, analytical and organized. You will work with all areas of the organization. Coordination is critical, so you frequently interact with stakeholders working in a wide range of other fields. Interpersonal savvy is essential.
How You Work
You engage with purpose to find the right solutions and go the extra mile, because it is the right thing to do. You enjoy making sense of, gathering, and restructuring information to build initiatives from a variety of sources. You are confident in your ability to communicate detailed information in an impactful way and know that collaboration can transform a good idea into a great one. You understand the power of an inclusive team that enjoys working together towards a shared vision. Your influence makes an impact because you know that relationships and networks are essential to success.
What you’ll bring to this role
- Excellent interpersonal relations, verbal and written communication skills, ability to work on the ground floor through senior levels, and with conflicting views and opinions.
- Ability to use analysis, experience, and judgment to develop meaningful insights and recommendations
- Ability to work in a fast-paced environment with sometimes ambiguous, unpredictable circumstances or changes, and comfortable making informed decisions without all the information.
- High degree of detail orientation with the ability to research and analyze, transforming information into actionable insights and processes
- Autonomy, initiative, judgment, and known for teamwork
- The ability to synthesize and make sense of large volumes of information
Additional Responsibilities
- Work closely with our partners to understand business requirements and facilitate solution discussions to ensure you meet project needs.
- You build strong relationships, lead discussions, listen and ask the right questions to ensure our work meets requirements.
- Maintain a collaborative work environment and support Desjardins team members to optimize and reach our partners goals.
- Maintain lasting, personal business relationships with important partners to promote services
- Manage accounts by serving as the link between partners and the organization and ensuring that partners have the products and services they need, are using them correctly, and are satisfied with them.
- Recommend strategies and solutions to meet targets, such as sound risk management, portfolio profitability and improved business relationships
- identify and analyze members/partner’s needs; develop custom solutions; prepare integrated service offers that balancemember/partner satisfaction, profitability and risk; and negotiate terms
- Watch for business opportunities that would add a competitive edge to existing products and services.
- Take an active role in public relations activities and maintain a presence in the Canadian cooperative community.
Other Working Conditions
- Number of jobs available: 1
- This position may work remotely from a location in Canada.
Qualifications
- Bachelor’s degree in Business Management or in a related field or experience as noted
- A minimum of eight years’ experience in preferably a combination of operational, partner facing, process management, marketing, customer success and/or stakeholder engagement fields, preferably in the credit card or payments industry
- Credit union or banking experience preferred
- Bilingual (French and English) is essential
Please note that other combinations of qualifications and relevant experience may be considered
Specific knowledge
- Demonstrated ability to learn and succeed in a fast-paced high change environment
- Strong verbal and written communication and presentation skills
- Superior skills using MS Office tools, particularly PowerPoint and Teams
- The ability to clearly convey concepts and services internally and to partners
- Strong interpersonal and relationship management within a cross functional environment
- Proven ability to set priorities, meet goals, work independently, and to contribute to a team effort
- Proven problem solving and analytical skills
- Proven organizational and time management skills and the ability to handle multiple tasks and prioritize duties
Desjardins Cross-sector Skills
Action oriented, Collaborates, Customer Focus, Innovation
Key competencies for the job
Business insight, communicates effectively, Organized, Strategic mindset
Work Location
Currently work from home, aligned with the nearest Desjardins office (Vancouver, Calgary, Winnipeg, Toronto, Montreal)
Senior Marketing Advisor
As a Senior Marketing Advisor, you analyze market needs to develop and lead marketing strategies to meet partner/client requirements, supporting business development.
You work along side our Marketing and Client Experience teams to serve as a resource person to partners to provide strategic advice and assist them with tailored marketing strategies to build their credit card portfolio. You recommend solutions to improve or optimize standards, policies, and programs. Your projects and initiatives require extensive knowledge of your line of work.
You prepare marketing recommendations, solutions and action plans based on the organization’s objectives and priorities. You help solve complex problems using your analytical skills and extensive knowledge of your line of business. Coordination is critical, so you frequently interact with stakeholders working in other fields. Interpersonal savvy is therefore essential.
General Information on the Position
This position is within a division of the Desjardins Group called Collabria Financial.
Collabria Financial is a Canadian credit card issuer offering customized card programs for Canadian credit unions, serving their consumer and business members in a B2B2C framework. Collabria is a client-centric, payment solutions provider created expressly to help financial institutions and Credit Unions gain the benefits of increased operational control and improved member relationships.
At its core, what sets Collabria apart is its foundation in partnership, collaboration, and responsiveness. The successful candidate will have a strong desire to learn and collaborate with internal and external stakeholders, be very organized and detail oriented and willing to dig deep to analyze and solve problems.
Main responsibilities
- Analyze partner profiles, operations, and portfolios to understand their marketing needs
- Lead the development and the implementation of partner tailored marketing campaigns, from brief stage to in-market execution
- Lead projects, initiatives and activities and diagnose issues, challenges, and needs to determine target outcomes
- Develop and help implement objectives, solutions, and action plans
- Analyze data, conduct studies, make recommendations, and write summaries.
- Keep abreast of emerging trends and share best practices knowledge and insights.
Other working conditions
- Workplace: Position located in Toronto, Montreal, Calgary, Burnaby or Winnipeg, depending on the applicant selected. The work arrangement for the position is hybrid work #LI-Hybrid Work from Home may be available for the right candidate.
- Number of jobs available : 1
Qualifications
- Bachelor’s degree in a related field
- A minimum of 4 years of relevant experience
- Previous experience in the credit union system and/or payment industry is preferable
Please note that other combinations of qualifications and relevant experience may be considered
- For vacant positions available in Quebec, please note that knowledge of French is required
Specific knowledge
Strong communication skills in French and English, both oral and written (an asset)
Desjardins Cross-sector skills
Action oriented, Customer Focus, Differences, Nimble learning
Key competencies for the job
Business insight, Interpersonal Savvy
Unposting Date
2022-10-2
To apply to this job, please visit: Careers (myworkdayjobs.com)
Wealth Management Administrative Associate
Title: Wealth Management Administrative Associate
Reports to: Vice President of Business Development
About CUSO Wealth Strategies Inc.
With a Head Office located in Kelowna BC. CUSO Wealth Strategies Inc. provides wealth management strategic and best practices support to credit unions. CUSO was established in 2012 with the purpose of assisting small to mid-sized credit unions create, maintain, and assist with the day-to-day management of a sustainable, profitable, and compliant wealth management subsidiary. CUSO currently works with 6 BC and 3 Alberta credit unions partners with combined wealth management assets of more than $1.2 billion.
Basic Purpose of the Role
Currently, within the 9 credit unions that the CUSO serves, there are 12 wealth management administrators. The Wealth Management Administrative Associate will serve as the first point of contact for the wealth management administrators in both a support and mentoring capacity. This will include being a power user of the CRM (Customer Relationship Management) program, currently Maximizer Wealth for our credit union client group.
This position will also provide administrative and governance support to the CEO.
About the Role
This is a permanent part-time position of three days per week (22.5 hours) with an opportunity for additional hours as mutually agreed. The hours are flexible within the standard work week and the location is the Kelowna office or a remote work arrangement within BC or Alberta.
Major Responsibilities
- Be the main point of contact for the wealth management administrators located in various credit unions in BC and Alberta. In this capacity the Wealth Management Administrative Associate will support all levels of skill sets and work experience with the focus to help each office become efficient and effective in the administration support for the Wealth Advisors. Duties include:
- Providing guidance, training, and support to increase comfort and proficiency with CRM
- Acting as an intermediary with dealer back-office administrative issues
- Coordinating and conducting regular team meetings with the administrators, encourage collaboration, support and sharing of information
- Providing support and training to new wealth management administrators
- Undertake all governance related activities to support the CEO and Board of Directors in the regular day to day, monthly quarterly and annual business requirements.
- Complete other related tasks and special initiatives consistent with the scope and purpose of the position.
Qualifications
- A minimum of five years’ recent, related experience in an administration capacity working with financial advisors is required
- Proficiency with Excel and the MS Office suite of products
- Background in using and supporting a CRM program (preferably Maximizer)
- Excellent administrative skills including experience with, or an interest in learning, board governance administration
- Strong written, verbal communication, and interpersonal skills
- Proficiency with technology and enthusiasm for learning and adopting technology innovations and tools to enhance proficiency
- Strong organizational, time management and problem-solving skills
- Excellent service and relationship building skills including the ability to interact one-on-one and facilitate small groups to share knowledge, mentor, and train
- Proven ability to be a self-starter and work independently with minimum supervision
- Familiarity with Adobe and website admin functionality would be welcomed
- Current or previous licensing with MFDA, IIROC, and/or Insurance Council is an asset but not required
Other Requirements
- Ability and willingness to travel to Kelowna to be onsite at CUSO office 3-4 times per year
- If working remotely, a workspace which provides for personal health and safety and ensures the safety and confidentiality of information
Why CUSO Wealth Strategies?
- We are a small, dedicated team of professionals committed to doing our best work in an inclusive, respectful, and supportive environment
- We encourage work & life integration and offer flexibility with hours and work location tailored to individual needs
- We offer comprehensive benefits to support and sustain the mental and physical health of our employees and their families
- Our leadership team encourages growth, independence, service excellence and team camaraderie
- We believe in the cooperative model and work to support the sustainability and profitability of the credit unions we serve which in turn make a direct economic, social, and cultural impact in our communities
How to Apply:
If you consider this position a match to your skills, please submit your resume and cover letter in confidence to Ann Wong, Vice President, Business Development at awong@cuwealth.ca by October 14, 2022.
We thank all applicants in advance for their interest in this unique and specialized opportunity. All applications under consideration will be contacted.
Credit Advisor
An exciting opportunity exists, for an experienced Credit Advisor to join our team. ABCU Credit Union Ltd. (ABCU) is a full-service open bond Credit Union. Exciting opportunities exist to join our team, ABCU is a full-service open bond Credit Union with funds Under Administration of $456 million and a staff of 35.
The Credit Advisor is a key member of the branch team. The primary responsibility of this role is to actively manage and provide credit advice to the credit members who deal with ABCU for their borrowing needs. Additional responsibilities include engagement activities to retain and consolidate existing members’ business to the Credit Union and attract new credit member growth. This position works closely with the Credit Associate, Contact Centre, Branch staff, Community Manager, Director, Commercial and Retail Services and Risk Management. The role requires expert knowledge of credit products and the ability to negotiate rates and fees in the best interest of the credit union.
Experience Required
- Post-secondary degree or diploma required.
- Comfort and ability to work with an elevated level of detail/accuracy.
- This is a self-managed role.
- Proficient use of Microsoft Office Suite (Word, Excel, Outlook).
- The ability to work efficiently without sacrificing accuracy is essential.
- Six to ten years of job-related/industry experience.
- Completion of the Personal Lending and Mortgages Course (PLM) offered through Canadian Securities Institute.
- Completion of the Personal Financial Services Advice (PFSA) offered through Canadian Securities Institute.
- Completion of CUIC General Studies Program preferred or working towards (may be waived depending upon position).
- A combination of post-secondary education and work experience will be considered.
Interested candidates please provide a cover letter, salary expectations and resume to:
Mr. Robert Scoular, ABCU Credit Union
ABCU 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.
Assistant Controller
An exciting opportunity exists, for an experienced Assistant Controller to join our team. ABCU is a full-service open bond Credit Union with funds under administration of $465 million and a 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 Assistant Controller is a key member of the Finance team. The responsibilities include:
- Preparation of Balance Sheet, Income Statement, Statement of Change in Equity, and credit union specific statements as required by the Credit Union Deposit Guarantee Corporation (CUDGC).
- Perform timely and accurate routine and non-routine accounting transactions in accordance with GAAP.
- Effectively maintain all financial records.
- Oversee the accounts’ payable function, ensuring vendor information is accurate, payments are made on time and are accurately recorded.
- Maintain and create reconciliations as required.
- Administer the dormant account workflow.
- Perform ad-hoc analysis for the Finance department as required.
- Make routine investments with Credit Union Central of Alberta (CUCA).
- Ensure ABCU maintains statutory deposits and meets statutory deposit requirements as established by ABCU’s regulators.
- Support the year-end audit function in conjunction with the Manager of Finance.
- Support the annual budget function in conjunction with the Manager of Finance.
- Oversee the banking system year end function and all associated reports.
- Manage ABCU’s CRA obligations and ensure tax is remitted accurately and on time.
- Amend and produce CRA tax slips as required.
- Prepare common share dividend forecasts annually.
- Oversee the reconciliation of ABCU’s current accounts.
- Assess and provide recommendations to improve the finance department control environment and improve efficiencies.
- Act as a backup for the Manager of Finance.
Further, the incumbent is responsible to develop and administer accounting policies and procedures and assist in managing external relationships with third parties.
Experience Required
- CPA Accounting designation (CMA/CGA/CA) or working towards
- Four to six years’ relevant financial/accounting experience
- Extensive knowledge of generally accepted accounting principles and IFRS
- Ability to work with a high level of detail/accuracy
- Mastery of common Software Programs (MS Office Suite, ProfitStar)
Interested candidates please provide a cover letter, salary expectations and resume to:
Cindy Bennett, ABCU Credit Union
general@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, Compliance
Permanent Full-time
Open to any location in Canada
(ability to work remotely from home)
Annual Salary $84,395 – $105,494
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!
Click the link below to see what Innovation Credit Union is all about! Trust me, you are going to want to learn more about us!
Innovation Credit Union – About Us (innovationcu.ca)
THE POSITION: Reporting to the VP Compliance & Legal, this position takes a lead role in managing an effective regulatory compliance management framework for Innovation at its subsidiaries to ensure regulatory requirements are met.
How does one do this? Glad you asked!
The Manager Compliance does the following:
- Promotes an enterprise-wide risk culture
- Identifies, assesses and monitors regulatory compliance risk
- Provides guidance to First Line of Defence on compliance aspects of strategic initiatives and new and existing products
- Monitors the regulatory landscape for changes and communicates those changes to the First Line of Defence as applicable
- Assists in organizational wide compliance training
- Supports VP Compliance & Legal with implementation of regulatory compliance management program.
- Working closely with the VP Compliance & Legal, completes Board and Senior Management reporting
- Responsible for overseeing Innovation’s complaint handling processes.
- Assess risk when making decisions, ensuring compliance with all regulatory requirements
Why should you apply?
- You want to be an ambassador of a forward-thinking, member focused organization
You have:
- University degree (Bachelor of Commerce or equivalent)
- 4-6 years of job-related experience or an equivalent combination of education and experience, preferably within a federally regulated financial institution or the Credit Union system
- One or more regulatory compliance related designations would be an asset, such as: Canadian Anti-Money Laundering Institute (CAMLI), Certified Information Privacy Professional/Canada (CIPP/C), Osgoode’s Certificate in Regulatory Compliance & Legal Risk Management for Financial Institutions.
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
- 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)
- 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
- Proficient use of Microsoft Office Suite (Word, Excel, Outlook).
- Ability to work efficiently without sacrificing accuracy is
- Six to ten years of job-related/industry
- 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:Robert Scoular, ABCU Credit Union
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.
Information Governance Lead
The Information Governance Lead is accountable the operation of the Information Governance function, overseeing information governance and management functions.
An Information Governance Lead does the following:
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Data Definitions and Rules Management
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Maintains a deep understanding of the business and its data needs to assist with change impact analysis and to ensure data definitions and rules accurately reflects the business needs.
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Data Controls and Metrics Management
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Ensures the appropriate system and process data controls are in place or gaps identified to ensure the level of data quality expected by the business.
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Ensures appropriate metrics are identified to assess data health and identify the risks when these controls are not being effective or are missing.
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DTGC Support and Reporting
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Responsible for escalating data risks and issues to the DTGC and ensure decisions are documented and communicated.
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Acts as a liaison between DTGC and Information Governance Agile team as required.
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.
UI/UX Designer
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. To ensure our success, we are looking for UI/UX designer to join our team. This individual will deliver innovative concepts and design standards to ensure cross-site consistency and will drive digital transformation to simplify the experience for our credit union members.
Reporting to the VP, Int Marketing/Data Analytics, the UI/UX Designer is a user experience evangelist and creative problem solver. This individual has a functional understanding of coding and transferring the brand’s strengths and personality seamlessly throughout the interface of a product. The UI/UX Designer brings a wealth of knowledge to our collaborative multi-disciplinary marketing team and provides expertise in mobile and responsive design, visual design programs (such as Adobe Photoshop), and animation and video content for a variety of mediums.
A UI/UX Designer does the following:
- Define and deliver design components and deliverables including wireframes, mock-ups, user workflows, and interaction rules by working collaboratively with key team members within an agile and iterative design and development environment where timely delivery of design deliverables is critical
- Develop and manage the member experience design process to deliver creative digital concepts and solutions for our web and mobile properties and incorporate animation as a functional element that enhances the user experience
- Participate and solution in design workshops, persona development and client journey mapping sessions as well as develop user-centered storyboards, sketches/wireframes, and prototypes
- Support the creation and maintenance of UI design and graphic standards documentation to help enforce Innovation’s brand coherence, accessibility standards and cross-site consistency
- Source and treat brand-compliant images and ensure that we meet all brand standards
- Plan and execute usability testing and stakeholder interviews to solicit feedback from external users and internal teams with the intention of incorporating the feedback into concept and/or application development
- Drive digital transformations to simplify the experience for our members.
- Develop and manage business plans and budgets ensuring principles of cost control and appropriate resource allocation is maintained
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.
