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

  1. 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:
    1. Providing guidance, training, and support to increase comfort and proficiency with CRM
    2. Acting as an intermediary with dealer back-office administrative issues
    3. Coordinating and conducting regular team meetings with the administrators, encourage collaboration, support and sharing of information
    4. Providing support and training to new wealth management administrators
  2. 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.
  3. 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.

Senior Manager: Commercial Adjudication

Are you seeking an opportunity that provides a great work-life balance, along with the opportunity to build a satisfying career and be part of an organization that puts their community and employees first?  If you have advanced knowledge and experience in commercial credit and know what it takes to succeed in the competitive financial services market, we encourage you to read on!

THE AREA: ‘Come for a visit, stay for a career!’

Nestled in the natural beauty of the Selkirk and Monashee mountain ranges, next to the mighty Columbia River, the Greater Trail area offers year-round activities for the outdoor enthusiast from golfing to skiing, mountain biking, kayaking, fishing, hiking and much more.  Amenities include the region’s largest hospital, Selkirk College and an aquatic and leisure centre, all surrounded by inviting neighbouring communities that are within easy commuting distance. Affordable, safe and volunteer-oriented communities provide all the modern technology and amenities to keep you connected. Here you will find outstanding opportunities for living life well and to its fullest.

For more information about the Greater Trail region, please visit imaginekootenay.com

KOOTENAY SAVINGS CREDIT UNION

We’re the region’s leading credit union with over $1 billion in assets, over 39,000 members and over 200 employees.  Our Corporate Office is in Trail, BC along with our Member Service Centre and we have eleven branches throughout the Kootenays offering retail and commercial banking services.  We’re community-minded and continue to strive to fulfill our vision to be the best provider of financial services and the best place to work in the communities we serve.

For more information about Kootenay Savings, please visit kscu.com

THE OPPORTUNITY:

We have an exciting opportunity for a Senior Manager Commercial Adjudication to join our team. The position is based out of Trail, BC however we are open to consider remote work options for the right candidate.

As Senior Manager Commercial Adjudication you are responsible for the operational control of the credit union’s commercial lending portfolio, commercial adjudication and retail & commercial administration in a manner that supports operational efficiency and ensures compliance with regulatory and organizational practices, policies & procedures, and risk framework.

Your main responsibilities include:

  • Being accountable for the planning, development, and implementation of policies, programs and strategies in support of commercial lending functions and credit support lending administration
  • Providing operational oversight of compliance with enterprise risk management (ERM) policies and practices and maintenance of lending operations, risk, and administrative practices, policies, and procedures
  • Providing managerial and administrative control of the commercial lending portfolio, adjudication and retail and commercial credit support administration
  • Being accountable for providing managerial direction and leadership to the centralized management team to achieve established organizational performance goals
  • Being accountable for operational oversight of commercial annual reviews and renewals of credit facilities in the commercial credit portfolio
  • Providing managerial oversight of the commercial credit collection function and having accountability for identifying areas of potential risk and initiating actions to mitigate potential losses within established controls
  • Commonly acting as a project lead, as well as supporting the execution of a variety of cross-functional strategic projects

The ideal incumbent will possess:

  • A Bachelor’s Degree or designation requiring 3 to 4 years’ full-time study or equivalent
  • A minimum of 10 years’ progressive leadership experience in the financial services industry with a focus on commercial credit execution, oversight, adjudication, underwriting and credit design
  • Advanced knowledge of commercial credit underwriting policies and procedures
  • Advanced knowledge and experience in managing commercial credit including underwriting, portfolio quality oversight and compliance with regulatory requirements
  • Strong knowledge in credit risk management policies and procedures and regulatory requirements relative to credit union credit risk management
  • Strong knowledge of credit management information reporting infrastructure to further enable overall credit portfolio management
  • Strong experience in policy and procedure administration, internal controls and auditing systems
  • Strong understanding of consumer and commercial deposit and lending practices, collection techniques and legislative regulations and statutes as they pertain to consumer and business deposit and lending activities
  • Strong knowledge of information technology best practices and the ability to keep abreast of new technologies
  • Knowledge of and commitment to maintaining current knowledge of legislative requirements, best practices, local community and financial industry trends and forecasts as they related to the functional areas of the position
  • Strong project management and planning skills

Leadership Competencies:

  • The ability to anticipate strategic business demands and effectively align people, processes, and systems so that the appropriate talent, structure, and operating models are in place
  • The ability to take a creative approach to opportunities or issues, think “outside the box” and explore unique ways to create value for members, communities, and the organization
  • The ability to develop breakthrough strategies that clearly differentiate the business within the communities it serves, while operating in an environment of flux, rapid change, and technological disruption
  • The ability to understand and leverage knowledge of the credit union and financial system including key external relationships, political and economic forces, emerging alliances, competitors, and the regulatory context
  • The ability to work within and across groups and/or organizations to solve complex issues and create the best solutions that benefit members and our communities
  • The ability to recognize and moderate one’s effect on others and the organization, building trust by choosing to act with integrity and authenticity
  • The ability to inspire a sense of direction and shared purpose for employees, while energizing and motivating them to advance the vision

Why work for us?

We know that our dedicated employees give us a lot and are key to our success; in return we offer a total rewards package that includes:

  • Competitive salary of $96K – $121K based on skills and experience
  • Competitive benefits including extended health, dental and vision coverage
  • Health care spending account
  • Paid vacation, sick time and floating holidays
  • Confidential employee and family assistance program
  • Continual training, development and coaching
  • Unique staff benefits on products such as bank accounts, loans & mortgages
  • The opportunity to build a satisfying career in an organization that incorporates many leading-strategic initiatives
  • Being part of an organization that puts their community and employees first
  • Being part of a talented and dedicated team who improve our members’ financial lives

Please apply online through the careers section of our website at kscu.com to upload your cover letter, resume and complete the application questions.

Closing date:  Open until filled

We thank all applicants for their interest; however only short-listed applicants will be contacted.

General Manager

General Manager

We have an excellent opportunity to lead a team of financial professionals and deliver world class client service in one of our unique Financial Spas™.

As the Branch Manager, you hold overall accountability of branch operations to ensure growth, profitability, employee development, service and operational excellence. Your business acumen and leadership skills drive the success of the branch and the financial well-being of our clients.

Our General Manager role has opportunities to work on corporate projects and initiatives that will grow your career beyond the branch. Our head office is local, so if there’s something at that next level you want to pursue in the future, the options are available.

Employee Type:            Full Time

Schedule:                      Monday – Friday

Job Category:               Management, Client Service and Sales

Location:                       Burnaby Branch

Key responsibilities of this role are:

  • Provides exceptional sales and service leadership to branch staff to ensure effective branch operations and successful sales and service to clients. Effectively manages to the BlueShore Financial Spa™ experience
  • Develops, implements, and manages annual business plan goals and objectives to achieve branch growth and profitability.  Manages to the annual branch operating budget
  • Manages direct reports (including Financial Advisors and Manager Financial Services); participates in the recruitment and selection of new staff; develops individual objectives to meet branch/department goals; evaluates staff performance using performance management system; initiates salary reviews as required; recognizes and rewards employees; takes corrective action as required
  • Proactively coaches (through group and one-on-one sessions) and develops employees to assist them in achieving career success and growth. Provides development opportunities for staff through various sources including learning sessions, internal and external training, and education courses. Ensures each employee has a learning plan in place and results are achieved
  • Authorizes penalty waivers, fee waivers and the like, within established limits, in order to balance retention, growth and profitability of the branch. Makes recommendations for approvals above prescribed limits
  • Approves loans and mortgages within assigned lending limits. Coaches, reviews and recommends all credit deals flowing through branch. Works with senior credit managers for approval of loans above assigned limits
  • Establishes individual and team sales, service and financial objectives with branch staff ensuring these are understood and results achieved. Regularly reviews objectives and initiates coaching where appropriate
  • Dotted line supervision of Business Advisors, Wealth Protection Specialists and Investment Advisors.  Oversees the “quarterback model”, ensuring partners are brought in appropriately and client relationships are developed and served according the established business model
  • Reviews all financial plans written by the financial advisors and assists in ensuring financial plans offered are holistic and comprehensive
  • Works on corporate projects and initiatives assigned, including committees and Enterprise Wide Project Plans

 Qualifications and Experience

  • Bachelor’s Degree in Business, Finance or other related field or diploma in a related field plus additional experience
  • 7-10 years’ progressive experience in financial services industry
  • 5 years leadership/management experience
  • Personal Financial Planner designation (PFP®)
  • Mutual Funds or Canadian Securities Course
  • Solid understanding of investments and mutual funds
  • Branch Compliance Manager
  • Expert understanding of credit
  • Solid experience in leading and participating in corporate projects and initiatives
  • Solid understanding of products, service offering, policies and procedures
  • Solid understanding of people management and coaching

What can BlueShore Financial can do for you? 

  • Opportunities to work on projects that impact the entire organization
  • A Performance Reward Program which pays a variable cash reward program recognizing the achievement of corporate, team and individual goals
  • Opportunity to work in a world class, award winning organization
  • Continuing education assistance
  • Comprehensive Total Rewards Program including bonuses, pension, flexible benefits.

What BlueShore Financial needs from you:

  • Accountability, in all directions
  • A proactive, self starter with a “Can Do” attitude
  • The desire to lead a team to excellence
  • Goal-oriented and driven to meet objectives

Be Richly Valued. At BlueShore Financial, our employees are as important as our clients. We strive to create a workplace culture of openness, empowerment, trust and passion.  Our values unite our organization and are our guiding compass.  But it is our exceptional staff that bring our corporate values to life. They are passionate about delivering exceptional client service and a banking experience that promises to impress.  And this level of engagement shows. We’ve been formally recognized making Kincentric’s “Best Employer in Canada” list 10 years in a row and as one of “Canada’s Most Admired Corporate Cultures” by Waterstone Human Capital.

From the moment you walk into one of our Financial Spas™, you’ll know you’ve arrived at a special place, where all the elements work together to stimulate the senses and create a distinctive atmosphere unlike any financial institution you’ve experienced. We embrace the west coast lifestyle, while providing a premium and sophisticated experience for our clients and employees. You may not recognize us, but we’ve been serving the lower mainland for over 80 years!  But this isn’t the Credit Union of your childhood.  We’re different and better.

Operations Service Representative 2, Estate Assistant

Together, Let’s Do Great Things!

We’re the largest financial institution based on Vancouver Island and the Gulf Islands, and we’ve got an opportunity for you. We are looking for an Operations Service Representative 2, Estate Assistant, so if you’re passionate about building and maintaining relationships with our members to improve their financial health while supporting the Estate Coordinators and branches, we’d like to hear from you!

What’s the role?

As a Operation Service Representative 2, Estate Assistant you are responsible for providing support to the Estate Coordinators and branches to process estate related transactions. Coastal Community Credit Union strives “to be the leaders in building relationships that improve financial health, enrich people’s lives and build healthier communities” and it is the responsibility of the Operation Service Representative 2, Estate Assistant to carry the vision statement forward in order to build, maintain, attract and expand the member’s relationship with the Credit Union. As an Operation Service Representative 2, Estate Assistant you will provide friendly, professional service in an efficient, financially responsible manner.

Your duties will include:

  • Set up new estate files and reviews for completeness and accuracy; notifies the Estate Coordinator or Assistant Manager regarding irregularities.
  • Receives, sorts, and files Estate department mail and documents.
  • Acts as resource for all branches and handles routine inquiries relating to estate and trust products and related services such as Power of Attorney and committee accounts.
  • Answer and responds to telephone and email inquiries.
  • Responds to clearing inquiries relating to preauthorized transactions in Estate accounts.
  • Assist Estate Coordinators in ensuring branch staff adheres to internal policies and checklists relating to estate/trust administration and funds disbursal.
  • Identifies time sensitive issues and reviews with Estate Coordinator.
  • Completes the Dormant Estate Account Report and other Estate related reports.
  • Fosters relationship building through excellent service and product knowledge.
  • Performs other duties and back up services as required.

What are we looking for?

  • Minimum of one (1) year financial service experience or an equivalent combination of education and experience.
  • Successful completion of CUIC 185 and/or CUIC 200.
  • Successful completion of the MSR II course and exam.
  • Solid working knowledge of all Coastal Community products and services.
  • Solid working knowledge of the banking system.
  • Solid working knowledge of credit union and Central 1 policies relating to estates, trust and related services.
  • Actively pursuing the CUIC Fellowship Designation and/or other related education.
  • Familiarity with Coastal Community’s policies and procedures around estate administration.
  • Above average MSR/OSR skills.
  • Demonstrated leadership skills.
  • Excellent written and verbal communication skills.
  • Estate and Trust Administration Level 1 course is an asset

Ideally, you are a flexible, collaborative team player with:

  • Proficient with the Windows suite of programs.
  • Ability to utilize sound judgement in developing recommendations.
  • Ability to multitask while providing quality service.
  • Ability to complete projects and work within time constraints in a high paced environment.

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!

Commercial Account Manager II

Interior Savings is a locally-based financial institution serving the Interior Region of British Columbia; we are one of the largest credit unions in the province. Our customers are our members, our members are our owners, and our success begins and ends with you.  Our Way Forward is to make a positive difference in people’s lives and enrich each member’s life journey while keeping the human touch in a digital world. Interior Savings takes pride in the fact that we operate in a socially responsible manner and are highly visible supporters of the communities we serve. That’s local money for local good.

If you would like to be part of a team that makes a positive difference in people’s lives, check out this great opportunity.

We are seeking a Full Time Commercial Account Manager II in our Kelowna area. The Commercial Account Manager II supports Interior Savings’ vision of sales & service excellence by developing valuable long-term relationships with members, pro-actively determining & fulfilling their commercial credit needs and ensuring verification of secure documentation.

Through strong communication and sales leadership you will develop, pursue and pro-actively manage assigned accounts, referral opportunities and external business opportunities. You will collect and compile information and analyze various reports and trends. You will grant loans to finance commercial activity. Recognize member needs and promote lending products & deposit services and refer more complex requests to respective Credit union professionals.

Your experience will assist you in maintaining the credit quality of the portfolio through collections activity, including asset realization and/or legal situations as well as assisting in the training and mentoring of other team members. You will also perform other duties as assigned.

Education

  • Bachelor’s Degree or a diploma requiring 3-4 years of full time study or equivalent.

 Experience/Knowledge

  • 4-6 years of job related experience in the commercial lending field.
  • Working knowledge of the writing and adjudication of small business and commercial credit.
  • Incumbent must have his/her own vehicle and be willing to travel.

“For more information or to apply for this position please visit our website: www.interiorsavings.com”

We thank all applicants for their interest and will contact short-listed candidates only.

Senior Service Representative

Create your future with SASCU. 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)! Add in a comprehensive total rewards program which includes a competitive base salary and variable pay program, plus health and retirement benefits and much more!

As a Senior Service Representative, you will support the Branch Manager to provide day-to-day direction and support to the front-line team to achieve objectives, ensure operational efficiency to ensure SASCU’s Member Experience is consistently delivered. You will support the efficient delivery of sales and service by undertaking administrative duties to ensure branch services are provided in a safe and secure manner and provide front-line sales and service to members.

 

What you’ll do:

  • Support front-line staff by being a resource and providing in-the-moment and observational coaching, guidance, and technical direction on all front-line products, services, policies, and procedures.
  • Support with front-line staffing, training, and team development.
  • Take ownership of member concerns and resolve or support staff in correcting complex and/or difficult member service situations.
  • Perform Service Representative and Service Specialist duties as required to ensure prompt, professional service to members.
  • Undertake scheduling activities including administering the timecards and vacation schedule for the branch and front-line staff.
  • Oversee and monitor front line activities to ensure for the provision of maximum service levels and the smooth flow of work.
  • Oversee branch cash flows and other negotiable items.
  • Oversee and provide support to troubleshoot ATM, TCR, coin counter, and various other computer issues that can be resolved within the branch.
  • Conduct and oversee a variety of audit activities to ensure compliance with procedures, policies, and regulations.
  • Work closely with the Branch Manager to create and support the annual business plan.

 

What you’ll bring:

  • One year of post-secondary education or equivalent.
  • 2-4 years’ financial services experience.
  • Excellent communication and interpersonal skills.
  • A high level of ownership, accountability, and initiative
  • Demonstrated sales skills and a solid understanding of credit union products and services, and branch and specialist roles.
  • A high level of comfort with technology and proficiency using banking software, desktop programs, and cash dispensing equipment;
  • Are committed to continuous learning and self-development.

 

This is a full-time, Tuesday to Saturday 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.

 

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

 

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. Employment offers will be conditional on the candidate providing satisfactory proof of COVID-19 vaccination, subject only to valid legal or medical exceptions, and complying with all pandemic/epidemic control measures affecting the workplace.

Insurance – Branch Manager

Interior Savings Insurance is a locally owned and operated insurance agency with 16 branches.

As a valued member of our Sales & Service team, you will experience a workplace that is diverse, stimulating and rewarding.  Our interactions with one another and our clients are based on respect and integrity, making Interior Savings Insurance a great place to work and build your career.

We currently have an opening for a Full Time Branch Manager in our Merritt Branch location.

As a Branch Manager with Interior Savings Insurance you are a key contributor to leading a team. You will ensure overall branch sales and service strategy, marketing plans, and operations are consistent with the direction and long-term goals & objectives of Interior Savings Insurance.

Through your coaching and leadership you will lead your team to achieve profitability of the branch. You are responsible for leading and executing on sales and service strategies in support of your region’s corporate business goals. As a coach and a leader you are actively engaged with your team on strategies to meet the immediate needs of the clients while looking for additional opportunities to grow the business. You foster a positive team environment through proactive participation in providing assistance to your staff and take an active role in their career development activities.

You will be responsible for maximizing the results of your team by developing, communicating and executing monthly business plans that are aligned with the corporate strategies and contribute to the overall success by demonstrating behaviors that are consistent with Interior Savings Insurance Vision, Mission and Values.

You will coach to and follow the organizational business model when referring clients, preparing for meetings and uncovering needs. Through your strong interpersonal skills you will manage key HR functions including interviewing and hiring, coaching and training, conducting performance reviews and initiating performance improvement plans and progressive discipline as needed. You will work closely with the Regional Manager and act as a positive liaison between branch employees and the Management Team, Department Managers, and other branches. You will also perform other duties as assigned.

Education

  • Level III Insurance License
    • CAIB 1 – 4
  • Post-secondary diploma in a related field

 Experience/Knowledge

  • 5 years experience in the insurance industry
  • 3 years experience with a Level II License and in a supervisory position
  • Able to manage one of the larger branches
  • Able to manage more than one branch
  • Strong working knowledge of insurance products, including both personal and commercial lines; knowledge of appropriate legislation and regulations; ability to meet and deal effectively with clients, resource people, employees and insurance company representatives; ability to make decisions based on consideration of all relevant information; proven ability to coach, mentor, supervise and lead managers and others; working knowledge of computerized administrative systems; strong background in day to day operational issues.

“For more information or to apply for this position please visit our website: www.interiorsavings.com.”

We thank all applicants for their interest and will contact short-listed candidates only.

 

Controller

Bulkley Valley Credit Union, serving over 14,000 members from Hazelton to Burns Lake, prides itself on employing empowered staff committed to delivering high quality personalized service.

We are currently recruiting a Full Time Controller. If you want to join a dynamic group dedicated to cooperative values and member service, this is the right career move for you. You will report to the Chief Financial Officer and, as a member of the Finance Department, you will be responsible for the financial accounting and budgeting systems for Bulkley Valley Credit Union, Bulkley Valley Financial Services and Bulkley Valley Insurance Services. The Controller prepares annual operating and capital budgets for review; compiles and analyzes budget requests and justifications for expenditures; incorporates branch budgets into the overall budget; monitors budget, analyzes and reconciles variances, and takes corrective action. The Controller monitors and manages overall credit union accounts payable and general ledger accounts; monitors credit union accounting systems and procedures; identifies short-comings and introduces new or improved accounting methods; develops and recommends to the Chief Financial Officer the implementation of new and revised accounting policies and standards. The Controller creates an environment where the finance staff are encouraged to provide high quality service to our staff in a professional manner. They oversee the finance staff to ensure effective performance and results through coaching and development of staff to their full potential. The Controller performs the duties and requirements of Alternate Privacy Officer.

The successful candidate should hold a minimum of three years accounting experience and a Bachelor Degree specializing in Business Administration/Commerce is required. The successful candidate should have completed or be currently enrolled in a designated professional accounting program (CPA).

Qualified applicants can apply through our webpage at https://can62e2.dayforcehcm.com/CandidatePortal/en-US/bulkleyvalley or directly to:

Borden Armstrong, Chief Financial Officer

barmstrong@bvcu.com

Bulkley Valley Credit Union

PO Box 3637 Smithers BC V0J 2N0

Fax:  (250) 847-3012

Please submit your resume and cover letter via PDF or MS Word attachment. Links to online resumes will be deleted without review.

Bulkley Valley Credit Union encourages all qualified persons to apply. However, only those who are being considered for an interview will be contacted.

Network Administrator

Bulkley Valley Credit Union, serving over 14,000 members from Hazelton to Burns Lake, prides itself on employing empowered staff committed to delivering high quality personalized service.

We are currently recruiting a Full Time Network Administrator. If you want to join a dynamic group dedicated to cooperative values and member service, this is the right career move for you. You will report to the Chief Information Officer and, as a member of the IT department, you will be responsible for providing day to day administration of the network infrastructure for the credit union and its subsidiaries. The Network Administrator troubleshoots basic problems related to networking hardware, software, and ancillary equipment, including but not limited to all server-class hardware appliances, switches, routers, and other rack-mounted networking equipment. The Network Administrator coordinates the testing and installation of server-side software upgrades and monitors and tunes performance of server systems and ancillary equipment. The Network Administrator liaises with contractors and suppliers to resolve problems and/or to install software upgrades or enhancements. The Network Administrator works with the System Support Technician to ensure that support documentation is created, and updated as necessary, for all software applications. The Network Administrator, as part of the technology team, efficiently provides administrative support to all locations of the credit union and its subsidiaries.

The successful candidate should hold a minimum of Microsoft certifications and/or 5-7 years’ related work experience in the field of information technology, preferably in a financial institution or credit union, is desired. The individual should have, or be working towards, either an A+ and/or Network+ certifications. The individual should also have, or be working towards, a Diploma/Bachelor Degree specializing in Information Technology or currently enrolled in the program. The individuals exhibits a demonstrable knowledge of network administrative tasks, including strong trouble shooting skills over a multi-branch, virtualized WAN/LAN environment. A combination of education and work experience deemed appropriate to handle the assigned duties may also be considered.

As this position involves travel to all branches of the Bulkley Valley Credit Union, a valid BC Driver’s License with an available vehicle for use is required.  The applicant must either currently reside in OR be willing to relocate to the Bulkley Valley.

Qualified applicants can apply through our webpage at https://can62e2.dayforcehcm.com/CandidatePortal/en-US/bulkleyvalley or directly to:

Joseph Meyers, Chief Information Officer

jmeyers@bvcu.com

Bulkley Valley Credit Union

PO Box 3637 Smithers BC V0J 2N0

Fax:  (250) 847-3012

Please submit your resume and cover letter via PDF or MS Word attachment. Links to online resumes will be deleted without review.

Bulkley Valley Credit Union encourages all qualified persons to apply. However, only those who are being considered for an interview will be contacted.

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