Province: British Columbia

Investment Specialist

This is a great opportunity to join an established and well-respected wealth management team!

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)! Add in a competitive compensation plan, and perks such as reduced banking fees, comprehensive benefits, and spectacular natural scenery, and you’ll see why SASCU is an award-winning employer.

As an Investment Specialist, you will deliver professional financial advice to SASCU members and non-members, primarily focused on savings, investments, and retirement solutions that build a bridge for members as their needs progress towards full financial planning. The Investment Specialist delivers on the SASCU Member Experience by identifying member needs, building sound modular financial plans, and partnering to actively promote the growth of all SASCU products and services.

 

What you’ll do:

  • Build and maintain a book of business by sourcing new business, building relationships with other SASCU business lines, and developing existing member and community relationships.
  • Build internal and external networks to capitalize on business referral opportunity.
  • Prepare and present financial strategies appropriate for the achievement of the client’s specific goals and objectives.
  • Provide comprehensive investment, insurance, and financial advice in a way that educates the client and enables them to make sound financial choices.
  • Sell SASCU on- and off-book (mutual fund) investment products.
  • Build high-trust member relationships by consistently following through on commitments, being proactive with client contact efforts, and providing value-added financial advice that enables the client to improve their financial position over time.
  • Partner with credit union peers through referral or joint client meetings to consolidate business held elsewhere and provide the right product at the right time.
  • Serve as an internal resource for SASCU peers in the provision of financial products and services.

 What you’ll bring:

  • Completed post-secondary education.
  • At least 3 years of investment-related experience in a fast-paced professional sales role.
  • Valid and current BC Mutual Funds License (IFIC/Canadian Securities). CFP (or PFP) designation or specialization is an asset.
  • Professional level knowledge of Canadian investment, insurance, and financial planning products, strategies, and concepts.

You’re perfect for this role if you have:

  • A proven record of achieving and exceeding sales objectives.
  • Understanding of regulatory and compliance policies and procedures.
  • Strong organizational and time management skills.
  • Excellent communication and interpersonal skills.
  • High levels of ownership, accountability, and initiative.

 

This is a full-time Monday to Friday position (flexibility is required to meet member needs). 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

 

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.

AVP Commercial Services

**Posting Deadline: Please submit your application by 11:59 PM PST, May 6, 2022**

Position Type: Permanent

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 AVP, Commercial Services to oversee the operations and strategic direction for all areas of responsibility. If you are looking for a leadership opportunity with a growing team and have strong commercial experience, we’d like to hear from you!

What’s the role?

As the AVP, Commercial Services, you are responsible to provide input into oversight and focus the strategic direction for the Commercial Services Division, while assisting the VP Commercial Services with providing leadership, sales management and coaching, and support to the Regional Managers in all aspects. This includes regional operations, sales and service initiatives, strategic direction, member service and employee relations. You will provide strategic input to the VP Commercial Services in the delivery of sales and service initiatives. In addition, this position is accountable for the achievement of financial goals and targets for the Commercial Services Division, and guiding the Regional Managers to develop supporting plans that drive growth levels that meet or exceed individual Business Centre targets by focusing on high levels of member satisfaction, employee engagement, succession planning initiatives, increasing community connections, business networks, creating opportunities to gain efficiency using shared resources of the region, and overall regional performance.

Your duties will include:

  • Participate in the development of corporate strategies, initiatives and policies and identify short and long term goals and objectives for the region.
  • Accountable for the overall leadership, supervision, coaching, and development of the Regional Managers and teams for the Division.
  • Provides effective guidance to the Regional management group by creating a trusted environment that fosters collaboration and innovation, ensures a respectful, engaging and productive work environment and positive culture.
  • Responsible and accountable for the development and implementation of the annual AOPB and budget for the regional area with clearly defined annual objectives that drive member, relationship and revenue growth.
  • Responsible for contributing to the development of a workforce strategy inclusive of performance management, employee engagement, succession planning, and retention of talent for the region.
  • Responsible for providing guidance on the development and maintenance of an engaged employee culture that inspires innovation, creativity, collaboration, diversity and supports achievement of the business goals and increased employee productivity.

What are we looking for?

  • Superior knowledge of business lending, deposit policies, practices, procedures and general Business Centre operations.
  • Solid understanding of the competitive environment in the financial marketplace, and local communities within the region.
  • Advanced understanding of credit union operations, principles, and values.

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

  • Minimum ten years of experience managing a financial service environment: managing a diversified loan and deposit portfolio, successfully developing and managing people, business development.
  • Successful completion of a Bachelor’s Degree or diploma in a related discipline (e.g. Commerce and Business Administration) requiring –a minimum of 4 years of full-time study or equivalent.
  • Advanced degree preferred.

What we offer you:

  • Competitive salary
  • A comprehensive benefits package including MSP, dental, and extended healthcare
  • Generous employer paid RRSP benefit
  • Ongoing support for education and career development

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!

Adobe Experience Manager (AEM) Administrator

THE POSITION:  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 a website administrator to join our marketing team. The focus of this role is to manage and maintain the website, taking into account functionality, appearance, content, and performance. How does one do this? Glad you asked!

The AEM Administrator does the following:

  • Creates and Updates Web Pages
    • Defines and delivers design components and deliverables including wireframes, mockups, user workflows, and interaction rules by working collaboratively with team members within an agile and iterative design and development environment.
    • Works directly with code and often update webpages to add content or tweak the layout.
  • Evaluates Structure and Content
    • Reviews and understands existing content.
    • Reviews and understands new content requirements.
    • Builds content-based pages and member journeys in the AEM environment as per business and project requirements.
  • Monitors Performance
    • Evaluates website performance by checking metrics such as loading time and memory consumption.
    • Assesses user feedback, effectiveness, and traffic
    • Explores marketing techniques such as newsletters and SEO to draw more users into the website.

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.

Branch Manager Castlegar/Salmo

KOOTENAY SAVINGS CREDIT UNION

Kootenay Savings, the region’s leading credit union with over $1 billion in assets, over 39,000 members and over 200 employees, continues 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.

Do you…embrace change and thrive in an ever-evolving work environment?  Are you a natural leader who aspires to make a positive difference each and every day?  Are you a motivated self-starter with a proven track record of success in sales leadership and business development?

If so…we should talk.

We’re looking for someone who thinks strategically, who can plan for today, and can envision future opportunities that align with our long-term strategies to lead our Castlegar and Salmo branches.  The ideal incumbent is a leader who drives for results and success and brings a leadership presence and core values that will influence, motivate and inspire our people.  The Branch Manager works in both the Castlegar headquarter branch and the Salmo satellite branch.

With a bachelor’s degree or designation in business studies, combined with seven or more years’ financial industry experience, you’ll be well-positioned to lead your teams in a sales & service-oriented environment.  Your knowledge of all facets of branch banking operations, along with excellent personal and business lending skills and the ability to create and act upon all business opportunities will ensure the continued growth and profitability of the branches.  Proven leadership, communication and sales skills will allow you to work effectively with members and employees at all levels and in all departments within Kootenay Savings.  Your proficiency in computer technology and your understanding of policy administration will enhance your ability to manage information and processes.  Your strong understanding of change management principles and the ability to adapt to changes in the external environment and organization allows you to support and lead your teams through the rapid evolution of financial service delivery.  As an active community supporter, your values align closely with ours.

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 $82K – $103K based on skills and experience
  • Competitive benefits including extended health, dental and vision coverage
  • Paid vacation, sick time, and floating holidays
  • Health care spending account
  • Continual training, development, and coaching
  • Confidential employee and family assistance program
  • 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

You’ll be rewarded with a satisfying career in an organization that incorporates many leading-edge strategic initiatives with opportunities for supported professional growth and career advancement. If you are a team player ready to take on an exciting challenge in a progressive, employee-focused environment, we’d like to hear from you!

For more information about Castlegar and the surrounding communities, please visit imaginekootenay.com

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

To apply: Please visit the careers section of our website at kscu.com to complete the application questions and submit your cover letter and resume.

Closing date:  Open until filled

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

Senior Treasury Analyst

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 Senior Treasury Analyst in Kelowna British Columbia.

The Senior Treasury Analyst supports Interior Savings’ vision of service leadership by performing and overseeing a variety of treasury duties, procedures and analysis relating to the Credit Union.

Through exceptional attention to detail and accuracy, you will prepare and maintain margin projections and budgets while monitoring and explaining variances in margin on a monthly basis. You will develop and validate the preparation of financial projections, budgets, stress testing and business case evaluations as they relate to treasury, ALM and interest rate functions.

You will possess outstanding analytical and mathematical skills that will serve you well when monitoring and reporting on key risk areas including liquidity, investments, capital and ALM. You will establish and maintain monthly reconciliation processes for treasury/liquidity management and foreign exchange management while providing analysis and support in the development of new deposit or lending products by advising on structuring and rates.

You will assist in the development and annual maintenance of treasury related Board policies as well as assist in the development and implementation of financial and operational policies that impact treasury, ALM and interest rate management. Using your keen attention to quality and detail, you ensure compliance with relevant policies and credit arrangements including ILP, ALM policy, Liquidity plans and Central 1 facility. You will also monitor cash levels and manage liquidity investment and borrowing requirements.

With strong organizational skills, you will maintain daily, weekly, and monthly reporting of current and projected future funding positions, assist in securitized loans funding process through collaboration with key stakeholders and maintain and complete credit facilities applications/renewals.

You will monitor, analyze and report on foreign exchange (FX) rates and currency, transact on member FX trades, provide FX rates for large dollar transactions and monitor daily FX transactions for material variance or error. You will also perform all other duties as assigned.

Education

  • Completion of a business degree or diploma with a specialization in Finance or Economics, CFA, or professional accounting designation

Experience/Knowledge

  • 3 years’ experience in treasury, preferably in the financial services industry
  • Strong knowledge of treasury management principles and practices
  • Strong knowledge of asset and liability management and liquidity concepts

 “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.

 

Executive Assistant – Temporary Full Time – Leave Coverage

Columbia Valley Credit Union (CVCU) is a member owned financial institution in Golden, BC, serving members since 1955. With $190 million in assets, we serve our 4,500 members according to our guiding principles:

  • Serving members is the primary purpose of our existence.
  • We provide exceptional, customized service.
  • We act with integrity and sincerity.
  • We never stop learning.
  • We continuously innovate.

To learn more about our credit union visit https://www.cvcu.bc.ca/.

The Opportunity

CVCU is looking for an experienced Executive Assistant to support our organization, CEO, Board of Directors, and our members.  This is a temporary full-time position for leave coverage, with the opportunity to work remotely or in our office in Golden, BC.

Reporting directly to the CEO, the Executive Assistant is a member of the credit union management team, contributing to our success in achieving organizational goals.  This role is primarily responsible for providing efficient and confidential administrative support to the CEO and Board of Directors, as well as performing other administrative duties related to the human resources and payroll functions of the credit union.

Some of the specific accountabilities of this role include:

  • Maintain the CEO’s calendar and appointments, applying diplomacy and good judgement in managing requests of the CEO’s time.
  • Ensure the confidentiality of privileged or sensitive materials related to the CEO office and the Board of Directors.
  • Prepare reports, correspondence and presentations for the CEO and Board of Directors.
  • Work closely with the CEO and Chair of the Board to prepare Board meeting agendas and maintain the Board’s annual calendar of activities, including the scheduling of Board and committee meetings.
  • Coordinate and plan the annual general meeting, strategic planning session(s), business planning meetings and other Board and branch-related activities as required.
  • Attend Board meetings, take minutes, and distribute minutes and meeting packages.
  • Coordinate travel and accommodations for Directors and track Board expenses.
  • Maintain all personnel records related to attendance, vacation pay, benefits accruals and payments, and provide administrative support for payroll purposes as needed.
  • Support the CEO with employee performance planning activities and other human resources initiatives, as well as ensuring human resources policies are kept up to date.
  • Perform other related duties as required.

Qualification and Skill Requirements:

We’re looking for someone with relevant post-secondary education and at least 5 years of related experience in a financial institution.  An equivalent combination of education and experience will be considered.

To be our ideal candidate, you will also have:

  • Sound knowledge of general office procedures, business machines, and computers, with proficiency in Word, Excel, and Microsoft Office products.
  • Ability to communicate effectively, both verbally and in writing, with experience in drafting correspondence, taking minutes, and writing reports.
  • Excellent interpersonal skills and the ability to interact with staff, members and Board of Directors in an effective and diplomatic manner.
  • Ability to type with reasonable speed and accuracy and to perform basic mathematical computations.
  • Strong organizational skills with the demonstrated ability to manage multiple priorities and meet deadlines.
  • Ability to make independent decisions, with sound judgement, and a willingness to learn.
  • Ability to maintain a positive and professional demeanor at all times, supporting and promoting changes within the organization.
  • Understanding of credit union operations, with a commitment to the credit union philosophy and vision.

The Reward

  • Chance to make a big impact in a small organization and contribute to the success and integrity of the business
  • Competitive compensation package and benefits program
  • Opportunity to be a part of an organization that gives back to the community through credit union services and initiatives

Controller

Located in the coveted Kootenay region, Heritage Credit Union (HCU) is proud to be one of the longest running community-based credit unions in BC’s Kootenay region. HCU is dedicated to providing full financial services to the local community with branches in Castlegar, Slocan Valley, and the West Boundary.  We are committed to being a progressive, financially strong, goal-orientated organization always placing our members and cooperative philosophy first and foremost.

The Opportunity

HCU is currently recruiting for the position of Controller to manage the finance and accounting functions of the credit union including its subsidiaries and partnerships.  This is a permanent, full-time employment opportunity working from the administration offices located in Castlegar, BC.

Reporting to the CEO, and as a member of the senior management team, this position will provide leadership and direction for the accounting and financial requirements of HCU and its subsidiaries.  Key areas of focus will include financial planning, regulatory reporting, accounting, investing, budgeting, and management of financial systems and controls.

Specific responsibilities include but are not limited to:

  • Participates in the development of annual business plans and goals aligned to the strategic plan, and ensures successful achievement of all objectives.
  • Monitors industry trends and maintains current knowledge of credit union financial systems, and legislative and regulatory requirements.
  • Manages the full financial year accounting cycle for the credit union.
  • Acts as the primary contact for the external audit process.
  • Monitors and analyses operating results versus the budget; provides interpretation and investigates, corrects and/or recommends corrective action to management concerning budget variances.
  • Provides all required financial reporting – documenting and presenting current and projected financial performance for management, board members, regulators, and other stakeholders.
  • Responsible for all financial tools, processes, procedures and ensuring appropriate financial controls are in place; makes recommendations to the CEO where changes in policy are required to address gaps or strengthen existing practices.
  • Manages the credit union investment portfolio.
  • Manages the accounting administration team.

Qualification and Skill Requirements

The successful candidate will possess post-secondary education in Accounting, Finance, Business Administration or related field, and CPA designation completed or in progress.  An equivalent combination of education and experience will be considered.

Our successful candidate will also demonstrate:

  • Knowledge of finance, accounting, budgeting and cost control principles, and an understanding of credit union regulatory requirements,
  • Excellent interpersonal skills and the ability to interact with staff, members, and suppliers in an effective and diplomatic manner,
  • Strong understanding of computer technology, including advanced spreadsheet skills and experience with automated financial and accounting reporting systems,
  • Ability to analyze and interpret simple and complex financial data; detail orientated, and demonstration of a high level of accuracy,
  • Good organizational skills; demonstrated ability to manage multiple priorities and meet deadlines,
  • Exceptional verbal and written communication skills.

At Heritage Credit Union we are pleased to offer an excellent compensation package as well as the benefits of living in the highly desired Kootenay region.  https://www.destinationcastlegar.com/

To learn more about our credit union please visit https://www.heritagecu.ca/

 

To Apply

Interested candidates can by apply by quoting posting #03-22 and submitting a cover letter and resume via email by April 25, 2022: hr@heritagecu.ca

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

 

 

Supervisor Centralized Services

Williams Lake and District Credit Union

Williams Lake, BC

 

Supervisor Centralized Services

Williams Lake Administration Branch

 

Williams Lake and District Credit Union has an exciting opportunity for an energetic, people and service-focused leader to work in concert with the manager supervising the team and taking responsibility for projects.

 

The Community

 

Williams Lake is just a one-hour flight or a scenic day trip (546 km) north on Highway 97 from Vancouver, making it very easy to access. Within a three-hour drive, residents can also access the major cities of Prince George to the north and Kamloops to the southeast. Whatever cannot be found locally is accessible within easy driving distance on major highways. Williams Lake has many amenities, including a modern recreation centre and pool, an extensive trail network for mountain biking and hiking, arts and culture activities delivered through many clubs and societies, the largest shopping area in the Cariboo Chilcotin Coast, and the opportunity for post-secondary education offered through Thompson Rivers University’s Williams Lake Campus. http://www.tru.ca/williamslake.html

 

Affordable real estate offers an opportunity to own land only minutes from town and the ability to purchase a home within city limits at very affordable prices compared to many Canadian cities. With all four seasons represented and significant sunshine hours (308 days on average), Williams Lake is ranked number 5 across Canada by weatherstats.ca for the highest number of sunny days during warm months. There is plenty to keep outdoor enthusiasts busy. Surrounded by over 800 lakes, the area is a fishing hotspot. The dry climate makes it more likely to experience the outdoors in the sunshine when hunting, hiking, mountain biking, kayaking or enjoying winter sporting activities.

 

Overall, Williams Lake offers an affordable lifestyle for the family or the young adventurer.

 

The Opportunity

 

Reporting to the Manager Accounting and Centralized Services as a hands-on member of the team with regular tasks and responsibilities you will supervise the team and take on a leadership role in all projects sponsored by the Manager.

 

The Centralized Services Department provides a variety of administrative support to our retail branches and our membership, including (but not limited to) loan administration and online banking support.

 

As the ideal candidate a High School Diploma is required with post-secondary education in Finance and/or Administration desired. Achievement of related designations through cuSource, CUIC, or other industry related education sources is preferred. possess excellent communication skills and have a commitment to delivering outstanding service.

 

We offer a competitive compensation package, including benefits, commensurate with experience and qualifications.

 

Interested applicants may submit a resume and cover letter, in confidence by, April 8, 2022, 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

 

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 visit our website at

www.wldcu.coop.

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