MoneyWorks Wealth Advisor

An Exceptional Career & Vibrant Lifestyle. Have it all at NDCU MoneyWorks

For more than a decade, three  like minded Credit Unions have been partners in providing wealth management services to their members. We are MoneyWorks.  Through this partnership, we provide a holistic approach to financial planning, matching members’ financial needs with the best solutions tailored to their situation. We provide a variety of product and service options to members throughout the Kootenay-Boundary region.

CAREER OPPORTUNITY

Wealth Advisor

If you want to join a team who are dedicated to building long term relationships with members, this exciting opportunity is the right career move for you. Reporting directly to the Executive Leader, the successful candidate will play a significant role in providing financial advice and assistance to clients, while strengthening the overall presence of NDCU MoneyWorks in the communities it serves which include the beautiful areas of Nelson, Rossland and Crawford Bay. This unique opportunity also provides the opportunity to work with an existing book of business as well as partner with branch staff in identifying referral opportunities.

The incumbent will be self-motivated, and results driven, Hybrid arrangements will be considered, and travel within the local area is required.

Qualifications Required

You are a results-oriented professional and effective decision maker with a commitment to furthering the reputation of the organization in the community. Your positive, adaptable approach equips you with strong relationship building skills and the interpersonal skills to be an effective team member. You are dedicated to a holistic planning approach working with our members.

A minimum of three years’ experience in providing holistic financial advice to clients in the areas of financial planning, investment, risk assessment and insurance options is preferred. In addition, you will hold or are working towards completion of  the Certified Financial Planner (CFP) designation or equivalent.  Preference will be given to those candidates that hold a post-secondary designation.

Additional details about this position are available through the contact information below. We welcome applications from all interested applicants looking to further their career in a dynamic, team-oriented environment.

Desktop Support Specialist

Desktop Support Specialist
Administration Branch
January 27, 2023

Williams Lake and District Credit Union serves the communities of Williams Lake, 100 Mile House and Bella Coola, having over $400 million in assets and 11,000 members. Reporting to the Senior Systems Lead, you will provide user support, installation and maintenance of the credit union’s desktop computer systems and network, including training staff on use of the systems and other administrative support as required.

Responsibilities include workstation hardware and software support, printer hardware and software support, WAN, LAN and internet support, telephony support, and ticket tracking.

The preferred applicant will have a minimum of two years post-secondary education in information systems and three to five years of related experience. Completion of or working towards Microsoft Certification will be an asset.

Effective organizational, oral and written communication skills; demonstrated ability to work independently and to communicate technical practices and procedures to individuals having varying degrees of technical knowledge is also preferred.

We offer a competitive salary and benefit package. Interested applicants should forward their resume and cover letter, in confidence to:

Manager, Human Resources
Williams Lake and District Credit Union
139 North 3rd Avenue
Williams Lake, BC, V2G 2A5
Fax: (250) 392 4361
E- mail: resume@wldcu.com
(Open until filled)

Williams Lake and District Credit Union thanks all applicants for their interest. Only those applicants being considered will be contacted.
For more information on Williams Lake and District Credit Union, please check our website at www.wldcu.com.

Senior Advisor

Create your future with SASCU Credit Union! We invite you to be part of a team where you can feel good about the work you do and the positive impact on the communities we serve in the Shuswap region. We believe in fostering a work environment that is the perfect blend of friendliness, support and professionalism, not to mention, fun!

As a Senior Advisor at SASCU, you will build deep relationships with members, first by seeking to understand what is important to them, and then by providing customized, advice-driven solutions that will guide them on their financial journey as it relates to their overall financial picture.

 

What you’ll do:

  • Advise members on a full range of deposit and investment products (including new accounts, mutual funds, registered products, and term deposits).
  • Advise members on personal and small business lending products and services (including mortgages, loans, lines of credit, credit cards, and associated insurance products).
  • Service and manage an assigned portfolio of estate accounts.
  • Identify and pursue opportunities within an assigned portfolio and through referrals, connecting members to colleagues when appropriate to ensure the members’ financial needs are fully met.
  • Take a lead role in promotions and other activities to build the membership base and have a positive impact on the community.

What you’ll bring:

  • Two years of post-secondary education or equivalent.
  • At least 4-6 years of progressive financial services with demonstrated sales skills.
  • Registration as a Mutual Funds Representative, or enrollment in the Investment Funds in Canada (IFC) course within 3 months of attaining position, with the intention to register as a Mutual Funds Representative.

You’re perfect for this role if you:

  • Have demonstrated sales skills – promoting and selling financial products and services
  • Have strong organizational and time management skills
  • Are an excellent communicator with strong interpersonal skills and demonstrated leadership ability
  • Possess a high level of ownership, accountability, and initiative
  • Are committed to continuous learning and self-development

We invest in our employees by offering:

  • A competitive base salary plus performance-based incentive pay, and a pension plan with SASCU matching all funds.
  • Comprehensive group benefits coverage including extended health and dental care, travel insurance, and life insurance, and an Employee and Family Assistance Program.
  • Flexible spending account for additional health and personal wellness activities and expenses.
  • Flexible work arrangements and paid time off including vacation, medical/care time, a flexible “Floater Day”, and paid community volunteering.
  • Opportunities for career growth, financial assistance for training and development, and rewards and recognition.
  • Additional benefits including waived or reduced banking fees and reduced rates on personal loans and mortgages.

This is a full-time, Monday to Friday position. It is an excellent opportunity for a community-minded individual to further their career within a successful and growing organization. If this sounds like you, let us know! To apply, please email a cover letter and résumé to us at hr@sascu.com.

 

Our Commitment to Diversity and Inclusion:

SASCU is an equal opportunity employer committed to supporting Diversity and Inclusion. We recruit and select applicants for employment solely based on their qualifications, with emphasis on selecting the best-qualified person for the job. We support an inclusive environment where employees feel empowered to share their experiences, ideas, and perspectives.

 

A bit about SASCU:

SASCU Financial Group offers a broad range of personal and business financial services through SASCU Credit Union and its three lines of business: SASCU Insurance, SASCU Wealth, and Commercial banking. SASCU Credit Union branches are in Sicamous and Sorrento, plus two in Salmon Arm. Established in 1946, SASCU has more than 19,000 members, 150 staff, and $1 billion in assets. Learn more at www.sascu.com

 

We thank all candidates for their interest, however, only those selected for an interview will be contacted. The successful candidate will be required to meet fidelity bonding requirements, including completion of references, a criminal record check, and credit check.

Risk Analyst

Risk Analyst

Open to anywhere in Canada

Simplifying banking for Canadians – it’s simple but bold. Here at Innovation Credit Union we reward forward thinking, results driven, digital risk takers who are looking to break barriers in traditional banking.  As a Risk Analyst has a good knowledge of operational risk management practices and possesses an inquisitive and investigative mindset to initiate risk discussions and improve risk mitigation strategies. The ability to plan, prioritize and execute assigned tasks comes naturally to this person.  

A Risk Analyst supports the Manager, Operational Risk with the implementation of the Operational Risk Management Framework; reviews risk registers/event logs; supports the VP, Risk & Compliance with the implementation of the Model Risk Governance Framework for Innovation.  They understand the importance of RCSAs, Operational Risk Taxonomy, Risk Events, Risk Awareness and KRIs.  They are committed to continuous learning and professional development while maintaining knowledge of legislation, regulations, standards and best practices for the effective management of operational risk.  

(WIIFY) What’s in it for you:

  • Competitive Salary
  • Diverse and Inclusive Culture that continues to evolve
  • Flexible work options
  • Strong benefit package
  • Superannuation matched contribution program
  • Wellness Days to create appropriate work/life balance
  • Paid Education opportunities to ensure our members have the most equipped staff helping them
  • A purpose driven organization that focuses on the values of Accountability, Integrity and Respect
  • And lots more reasons to love where you work and what you do

Visit the CAREERS page of our website www.innovationcu.ca to learn more and apply!

Advice Coach

This is a great opportunity to contribute to a dynamic and community-minded organization!

We invite you to be part of a team where you can feel good about the work you do and the positive impact you will have in the communities we serve in the Shuswap. We believe in fostering a work environment that is the perfect blend of friendliness, support, and professionalism (not to mention fun)!

The Advice Coach is a subject matter expert and source of support for all aspects of SASCU’s advice/sales programs, skills, and expectations. The Advice Coach reports to the Director, Banking and continually enhances and advances SASCU’s Coaching Program, including being a resource to the Training Department (e.g., classroom training, webinars, supportive communications, job aides). This position leads the ongoing sales management disciplines of coaching (including observational) and on-demand training to sales positions in SASCU’s branches and Contact Centre.

*This is a new position at SASCU, and its accountabilities and the reporting relationship may evolve over the course of an initial one-year pilot. The successful candidate will be integral to the outcome and success of the pilot.

 

What you’ll do:

  • Observe, coach, and develop live interactions to ensure sales staff are following the service program to deliver a consistent experience throughout SASCU branches and the Contact Centre.
  • In collaboration with branch leaders, work to support individual development plans as they relate to sales and service.
  • Support branch leadership through development and provision of ongoing coaching material and ensure alignment with existing sales models.
  • Contribute to the performance review process by providing input into staff performance reviews through regular updates, feedback, and post-coaching debriefs.
  • Collaborate with internal partners (e.g., the Marketing Department) to develop and deliver internal sales campaigns that support business development and growth.
  • Actively and continually seek and identify opportunities for continuous improvement and increased efficiencies; recommend and share ideas for improvements.

 What you’ll bring:

  • A post-secondary degree or diploma is preferred.
  • 4 to 6 years’ experience within financial services and/or sales leadership.
  • Registered as a mutual funds representative or willing to be licensed within a three-month period.

You’re perfect for this role if you have:

  • Knowledge of the features and benefits of lending and investments, including mutual funds.
  • Demonstrated leadership ability, including experience mentoring, coaching, and change management.
  • Strong organizational and time management skills.
  • Excellent communication and interpersonal skills.
  • High level of ownership, accountability, and initiative.

We invest in our employees by offering:

  • A competitive base salary plus performance-based incentive pay, and a pension plan with SASCU matching all funds.
  • Comprehensive group benefits coverage including extended health and dental care, travel insurance, and life insurance, and an Employee and Family Assistance Program.
  • Flexible spending account for additional health and personal wellness activities and expenses.
  • Flexible work arrangements and paid time off including vacation, medical/care time, a flexible “Floater Day”, and paid community volunteering.
  • Opportunities for career growth, financial assistance for training and development, and rewards and recognition.
  • Additional benefits including waived or reduced banking fees and reduced rates on personal loans and mortgages.

This is a full-time, Monday to Friday position. It an excellent opportunity for a community-minded individual to further their career within a successful and growing organization. If this sounds like you, let us know! To apply, please email a cover letter and résumé to us at hr@sascu.com.

 

A bit about SASCU:

SASCU Financial Group offers a broad range of personal and business financial services through SASCU Credit Union and its three lines of business: SASCU Insurance, SASCU Wealth, and Commercial banking. SASCU Credit Union branches are in Sicamous and Sorrento, plus two in Salmon Arm. Established in 1946, SASCU has more than 19,000 members, 150 staff, and over $1 billion in assets. Learn more at www.sascu.com

Our Commitment to Diversity and Inclusion:

SASCU is an equal opportunity employer committed to supporting Diversity and Inclusion. We recruit and select applicants for employment solely based on their qualifications, with emphasis on selecting the best-qualified person for the job. We support an inclusive environment where employees feel empowered to share their experiences, ideas, and perspectives.

We thank all candidates for their interest; however, only those selected for an interview will be contacted. The successful candidate will be required to meet fidelity bonding requirements, including completion of references, a criminal record check, and credit check.

Treasury Analyst

Treasury Analyst
1 year Term Position
Location: Canadian home office or Regina corporate office

SaskCentral provides a balance of energy and support to employees and is on a multi-year enterprise-wide transformational journey with continued focus on ensuring the success and financial viability of Saskatchewan credit unions. The role of the Treasury Analyst in this journey is to provide subject-matter expertise on several strategic projects to deliver exceptional liquidity management services to credit unions.

The Job:
Working in a project team setting, the Treasury Analyst will support the scoping, planning, testing, and implementation of workflow requirements related to products and services provided to credit unions. You will collaborate with Front, Middle and Back Office workgroups to complete required testing associated with international wire payments and to identify, stage, and report on a variety of capital markets transactions. As someone with a thorough understanding of capital markets transactions, asset types, and settlement procedures you will apply this knowledge to ensure all operational workflows follow industry best practices and contribute to the success of the projects.

The Candidate:

You will have a degree in business/commerce and/or solid experience with these functions and have or are working towards the completion of a professional financial designation (i.e. CFA, CA/CPA, CIM). You have a minimum of 5 years’ experience within banking and/or financial reporting and analysis, policies and practices and advanced knowledge of balance sheet, capital, liquidity and risk management concepts and practices. To be successful in the role, you will have experience in the structure and settlement of secured lending and/or loan products and strong knowledge of banking systems and related deposit products. Previous Credit Union experience is an asset.

Interested applicants are invited to submit their cover letter and resume in confidence by Friday February 3, 2023 on our career page Recruitment (adp.com)

We thank all applicants for their interest; however, only those selected for an interview will be contacted. Please be advised that SaskCentral will be using virtual and in-person methods to connect with candidates and conduct interviews during the recruitment process.

Our employees tell us SaskCentral is a great place to work. It’s more than the competitive salaries and excellent benefits we offer. We believe you can have a challenging, rewarding career and work life balance, too. We value and support workplace diversity.

 

Account Representative 5 – Union (Retail Lending)

Together, Let’s Do Great Things!

Improving financial health, enriching lives, and building healthier communities. These are at the core of who we are and what we do at Coastal Community Credit Union. We are looking for an Account Representative (Retail Lender), with at least five years of financial services experience and a vision of improving people’s financial health. The Account Representative will have advanced knowledge of retail lending to support the Nanaimo region. If your strength is building relationships and providing expert personalized service to help people reach their financial goals, we want to hear from you.

What’s the role?

As an Account Representative, you will thrive in a relationship-based sales environment that rewards your successes. You will use your great communication skills to understand our members and clients’ needs and share your knowledge of products and services to help them achieve their financial goals. You will also have a proven track record of recognizing sales opportunities and achieving defined targets.

Drawing on our full line of products and services, as well as our experts from our other business lines, you’ll offer individualized comprehensive solutions to suit unique situations. As a primary business developer, you’ll take an active role in maintaining, attracting, and expanding members’ relationships with Coastal Community. We want high quality interactions with our members and clients, and we’ll give you the education and support to enhance your retail lending skills.

What will you do?

Your goal will be to improve the financial health of Coastal Community’s members by building relationships.  On a typical day, you may help people with mortgages, lines of credit, personal lending solutions, credit cards, banking transactions, and investments (including registered products). You will also identify opportunities for referrals to our other business lines to meet the member’s full financial needs.

What are we looking for?

  • An efficient collaborative team player ready for a challenge
  • A minimum of 5 years of financial services experience with a minimum of 2 years lending exposure or an equivalent combination of post-secondary education and experience;
  • Solid experience with personal lending and deposits;
  • Solid understanding of the competitive environment in the financial marketplace, and local communities within the region;
  • An interest in pursuing internal and external business development opportunities
  • Proven track record of achieving defined sales and service goals and targets.

If you’re an approachable problem solver who embraces self-development and life-long learning, you’ll be a great fit with us!

Who are we?

Since first forming in 1946, Coastal Community has grown to become the largest financial services provider based on Vancouver Island. We’re proud of the legacy we’ve built and the things that make us who we are:

  • We’re 100% member-owned, with all decisions made locally—right here on Vancouver Island.
  • We’re a growing organization with over $4 billion in assets under management. Coastal Community helps improve the financial health of over 100,000 members and clients through our 24 branches, 16 insurance offices, 4 business centres, plus our wide range of online and digital services.
  • We believe in making meaningful contributions to the communities we call home. Each year, we give over half a million to community organizations and programs.

If you join us you’ll work hard, but have a lot of fun along the way. We offer a generous compensation package and a great work/life balance because we want you to spend your career here. Many people do!

Marketing Insights Analyst

This is a great opportunity to join a creative and well-established team of marketing professionals! We invite you to be part of a team where you can feel good about the work you do and the positive impact you will have in the Shuswap community. We believe in fostering a work environment that is the perfect blend of friendliness, support, and professionalism (not to mention fun)!

As SASCU’s Marketing Insights Analyst, you’ll turn data into valued insights that strengthen the actions of each member of the Marketing team and support SASCU’s growth. You’ll be a data subject matter expert on our members and customers, performing analysis of digital usage, surveys, campaign performance, new markets, and product opportunities. This role is critical to the development and operation of SASCU’s marketing automation and personalization strategy.

 

What you’ll do:

  • Analyze client information and competitive benchmarking to identify opportunities to optimize performance of marketing and sales efforts.
  • Collaborate with internal teams and third parties to identify new data sources and database/platform integration opportunities.
  • Leverage existing tools and, where needed, develop new tools, to measure and report on campaign and digital delivery results.
  • Develop insights into digital and omnichannel customer experience issues and opportunities.
  • Develop and implement marketing automation, including use of artificial intelligence.
  • Through A/B testing and analysis of data points, recommend changes to generate stronger leads and heighten lead conversion rates.
  • Recommend data-driven changes to personalize touchpoints along the customer journey.
  • Develop dashboards, reports, and visuals to present data and report on key performance indicators.
  • Provide analysis and advice on product development to lines of business across the organization.

 What you’ll bring:

  • Degree or diploma in Marketing, Statistics, Business, or a related field.
  • 5 years’ experience in a related field, preferably in a financial service environment, or an equivalent combination of education and experience.
  • Experience using and/or implementing a marketing automation platform.

You’re perfect for this role if you have:

  • Understanding of market/customer analysis principles, methodologies, tools, and techniques.
  • Proven data extraction, analysis, and interpretation skills.
  • Outstanding problem-solving and analytical skills including a talent for conducting research, and turning data into relevant and communicable insights.
  • Advanced computer skills including Microsoft Office programs (Excel, Access, PowerPoint), analytical and reporting software.
  • Attention to detail and a high level of accuracy.
  • Ability to communicate both orally, visually, and in writing with internal customers, technical teams, and other coworkers, work to schedules and adapt easily to changing priorities and business needs.
  • Commitment to ongoing professional development, learning, and growth.

We invest in our employees by offering:

  • A competitive base salary plus performance-based incentive pay, and a pension plan with SASCU matching all funds.
  • Comprehensive group benefits coverage including extended health and dental care, travel insurance, and life insurance, and an Employee and Family Assistance Program.
  • Flexible spending account for additional health and personal wellness activities and expenses.
  • Flexible work arrangements and paid time off including vacation, medical/care time, a flexible “Floater Day”, and paid community volunteering.
  • Opportunities for career growth, financial assistance for training and development, and rewards and recognition.
  • Additional benefits including waived or reduced banking fees and reduced rates on personal loans and mortgages.

 

This is a full-time, Monday to Friday position. It is an excellent opportunity for a community-minded individual to further their career within a successful and growing organization. If this sounds like you, let us know! To apply, please email a cover letter and résumé to us at hr@sascu.com.

 

Flexible Work Arrangement:

Consideration will be given to a remote work arrangement for the successful candidate. The successful candidate must reside in British Columbia.

 

Our Commitment to Diversity and Inclusion:

SASCU is an equal opportunity employer committed to supporting Diversity and Inclusion. We recruit and select applicants for employment solely based on their qualifications, with emphasis on selecting the best-qualified person for the job. We support an inclusive environment where employees feel empowered to share their experiences, ideas, and perspectives.

 

A bit about SASCU:

SASCU Financial Group offers a broad range of personal and business financial services through SASCU Credit Union and its three lines of business: SASCU Insurance, SASCU Wealth, and Commercial banking. SASCU Credit Union branches are in Sicamous and Sorrento, plus two in Salmon Arm. Established in 1946, SASCU has more than 19,000 members, 150 staff, and $1 billion in assets. Learn more at www.sascu.com

 

We thank all candidates for their interest, however, only those selected for an interview will be contacted. The successful candidate will be required to meet fidelity bonding requirements, including completion of references, a criminal record check, and credit check.

Enterprise Business Analyst

Enterprise Business Analyst

Permanent Full-time

Closes December 30

Open to any location in Canada
(ability to work remotely from home)

Annual Salary: $77,456 to $96,820

 Innovation Credit Union has a bold ambition. In addition to being Canada’s next Federal Credit Union, we will be the most digital, member-centric organization in our industry. We are on a journey to embrace the core tenants of the digital business model like ideation, the network effect, personalized segmentation, coopetition, and agile ways of working.

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 Enterprise Business Analyst (EBA) will be the liaison between the business and developers and ensure business goals and objectives are met by completing analytical, testing and deployment activities. The EBA assesses and analyzes system capabilities to bring creative technology solutions while employing robust testing and problem-solving skills. The incumbent partners with internal stakeholders and third parties to ensure business needs are well represented and understood, appreciating the implications of underlying business issues and technology capabilities.

How does one do this? Glad you asked!

An Enterprise Business Analyst does the following:

Duties and Responsibilities

  • Participate in business analysis for all strategic projects. Work closely with and gather information from the business and other internal and external stakeholders to collaborate, conduct research, and document business needs and requirements for new and existing projects.
  • Proactively communicate and collaborate with external and internal stakeholders to identify, analyze and document/translate business requirements to system/functional specifications and requirements, Use Cases or User Stories.
  • Participate in all phases of project development (VeriPark Financial Services Platform, Microsoft D365 CRM, etc.) as required, including but not limited to scope setting, requirements gathering, testing, implementation, documentation, and communication, training, transition, and post-implementation support.
  • Provide excellent service to internal and external stakeholders and maintain a strong working partnership to strengthen the resolution of cross-departmental issues and goals.
  • Problem-solving, analyzing issues and identifying creative and practical solutions that consider business requirements and technology, identifying potential system enhancements and technology improvements for enhancing operational effectiveness, and helping design, document and maintain system processes.
  • Test new releases, fixes, and upgrades to the system, including regression testing, liaise with third parties to troubleshoot technology production issues or implement new technology services as required.
  • Develop and execute a test plan strategy, prepare test cases, conduct user acceptance testing, log issues for quality assurance, and utilize tools such as SQL or Excel to create reports for business units.
  • Educate requestors and developers on appropriate and desirable parameters to ensure they get the necessary information. Provide support to end users on standardized and ah-hoc reports.
  • Resolve user support issues for technology systems and business processes. Identify technology support issues that are outside the mandate of the internal support team and transition the support issue to the appropriate party on an as-needed basis.
  • Participate in business initiatives and identify potential technology solutions to simplify business processes and procedures and provide input into analyzing new products/services/ opportunities to help determine alternatives or applications.
  • Maintain a high level of awareness of the strategic direction, project initiatives and business goals of the organization to ensure technology systems align between all functional units and overall objectives are coordinated
  • Maintain a thorough knowledge of policies and procedures regarding departmental operations; all work is to be completed by policies, procedures, standards, guidelines, and practice. Accurately and thoroughly document user support issues in a ticket tracking system for inquiries and issues to ensure prompt and efficient resolution

 Why Should You Apply?

  • You have knowledge of or working experience with business glossary and data profiling technologies
  • Along with your strong analytic skills, you have the ability to define opportunities and problems, collect and analyze data, establish facts and make valid conclusions
  • Your interpersonal and communication skills are above average
  • You have intermediate-level knowledge of data governance and data management practices
  • You have a strong working experience of Microsoft Dynamics CRM and SharePoint
  • You have an understanding of conceptual data modeling concepts
  • You have training to know how to work in an Agile environment
  • As an asset, you have experience with DevOps and Agile certification
  • You have a strong understanding of the Microsoft Environment, workflows, and file management

Interested?

CLICK the Apply Today button 🙂

 

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