Province: British Columbia

Financial Planner

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 a Financial Planner, you will deliver professional financial advice, primarily in the form of investment, retirement, and estate planning, to SASCU members and clients. The Financial Planner enacts the SASCU Member Experience by identifying member needs, building sound 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.
  • Prepare and present financial strategies appropriate for the achievement of clients’ specific goals and objectives.
  • Provide comprehensive investment, insurance, and financial advice to educate the client and enable them to make sound financial choices.
  • Sell investment, insured investment, and life insurance 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.
  • Support branch initiatives to build membership base, attract new business, and have a positive impact on the community.
  • Understand and apply all internal and regulatory policy, procedures, and controls to meet compliance requirements and mitigate risk.

 

What you’ll bring:

  • Completed post-secondary education.
  • At least 5 years of financial industry experience in a fast-paced professional sales role.
  • CFP, IFIC, and LLQP qualifications (or equivalents). Additional industry designations or specializations are 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. 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 $900 million in assets. In addition, SASCU stewards $235 million in client investments. 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.

Branch Manager

Grand Forks Credit Union (GFCU) is a member owned financial institution in Grand Forks, BC, serving over 8,000 members since 1949. Our assets exceed $275 million and we offer our members full service financial needs including chequing accounts, demand and term deposits, personal mortgage and business loans, and many other services offered by banks and brokers. We are owned and controlled by the very people who use our services – our members. At GFCU, we have a values-based banking approach. That means we operate with integrity, we celebrate innovation, and we work to make a meaningful difference for our members and our community – every day.

Grand Forks is the perfect backdrop for families and retirees, with a strong commitment to healthy living, affordability, and great quality of life. Located between the Okanagan Valley and the Kootenays, our community is surrounded by fresh, pristine water from the Granby and Kettle Rivers and is nestled in a breathtaking and unique east/west running Valley. Grand Forks offers it all – to learn more, please visit:

https://www.investgrandforks.com

THE OPPORTUNITY

We are looking to hire a Branch Manager – reporting to the CEO, who will be directly responsible for effective day to day operations, thinking strategically, planning for today, and envisioning future opportunities that align with the Credit Union’s strategic goals and corporate vision.  The ideal incumbent is a leader who drives forward results and success, and brings a leadership presence and core values that will influence, motivate, and inspire our people.

  • 5+ years management experience providing retail and commercial loan, deposit, and wealth management services preferably in a Credit Union or banking environment.
  • University degree in commerce, business administration or related field, or completion of the CUIC Management Studies Program.
  • Proven proficiency in the development and implementation of sales and service strategies and tactical plans with sales leadership and coaching experience.
  • Strong understanding of change management principles and excellent time management skills with a demonstrated ability to work independently, prioritize, meet deadlines, and exercise sound judgement.
  • Previous experience managing in a unionized workforce environment.
  • Candidates with a combination of education and experience may be considered

KEY RESPONSIBILITIES

  • Partner with the leadership team and organization to ensure successful execution of corporate strategy with emphasis on the member experience, financial performance, and operational excellence.
  • Be a leader and role model focusing on the retail branch sales, service, and support teams to deliver outstanding member service and growth while seeking continuous process improvement
  • Foster a positive work environment where employees are inspired, coached, encouraged, motivated, and developed to achieve their individual goals and corporate strategic objectives.
  • Own and manage effective day to day operations, overseeing quality work standards, internal and external audit standards, and regulatory compliance, achieving sales targets within a member centric environment.
  • Provide consistent focus and direction of the organization’s objectives, establishing milestones and benchmarks for success, celebrating accomplishments while effectively communicating and sustaining the vision and values.
  • Act as advisor in your areas of expertise while participating in a variety of related activities including but not limited to strategic and operational planning and budgeting, human resources development and enterprise risk management.

REWARDS

At GFCU you have the ability to bring your ideas and express your opinions in an industry where change and innovation is constant. As an employer, GFCU provides challenging and innovative work, competitive salary and benefits, and the opportunity for professional career growth.

We believe our greatest asset is our people and we work hard to support and empower them. If you are a team player, goal-oriented and looking to build a career in the financial services industry, we would like to hear from you!

Grand Forks Credit Union is an equal opportunity and living wage employer. Only applicants who are legally entitled to work in Canada can be considered for employment. We thank all candidates for their interest; however, only those under consideration will be contacted.

Chief Executive Officer — Northern Savings Credit Union

Northern Savings Credit Union plays a prominent leadership role as the largest financial institution in northwestern British Columbia. Community-based, member-owned and democratically governed, Northern Savings serves more than 14,000 members in Prince Rupert, Terrace, Haida Gwaii and areas. The business is well run, has a strong team, and –with the economy burgeoning due to the Port’s expansion and other massive infrastructure projects underway – is looking to the future with excitement.

Due to a retirement, the Board is seeking a new Chief Executive Officer to bring energy and drive to pursue the Credit Union’s vision. Reporting to the Board of Directors you will provide inspirational leadership and direction to Northern Savings and its subsidiaries. You have responsibility for all credit union operations and will enable innovation, growth and change as the organization explores advances in technology, member services, product offerings and other growth areas. As the face of the organization, you have the opportunity to be a visible leader and play an active and impactful role in the community.

You are a seasoned business leader with a reputation for building and leading an evolving business in a senior management or executive capacity in an organization of similar complexity. Experience that includes credit unions, banking, financial services or related is an asset, but not required. Armed with superior interpersonal skills and business acumen, you will bring a history of innovation and financial stewardship that will enable profitable growth and change.

This role is located in Prince Rupert, on British Columbia’s North Coast. This is an exceptional opportunity to combine an impactful leadership role with a fulfilling coastal lifestyle.

To explore this opportunity further, please click Apply.

We thank all applicants for their interest in this position. Please note that we will only be in contact with those individuals moving forward with our client.

Internal Auditor

About Kootenay Risk Services

In June 2014, four Kootenay region credit unions formed the Kootenay Risk Services (“KRS”) support organization. The founding organizations include Columbia Valley, East Kootenay, Grand Forks and Nelson and District credit unions. The core purpose of KRS is to provide the owner credit unions with risk management and compliance resources.

Position Overview:

The Internal Auditor, under broad managerial direction, administers the credit unions’ internal audit program and conducts a variety of internal audits in all business units including deposit, lending, financial planning and insurance departments; acts as advisor to the senior management teams of the partnering credit unions in matters relating to internal audit, payroll, benefits, overall work organization, efficiency and cost containment; provides contract internal audit services to other entities; on a relief basis.

The Internal Auditor will work primarily from their home office with regular travel required to the partner credit unions within the Kootenay region of B.C.

EDUCATION AND EXPERIENCE

  • Completion of a two-year college or post secondary technical school diploma in business administration or operations management.
  • A recognized accounting (CPA, CMA, CGA) or auditing (CIA) designation
  • Minimum 5 years’ professional experience in an accounting or financial institution, with 3 years’ minimum experience being in an auditing role.
  • Demonstrated proficiency in computer applications including MS Office.
  • Demonstrated ability to work independently with highly confidential material.
  • Successful client-focused service delivery experience.

OTHER POSITION REQUIREMENTS

  • Valid driver’s license and vehicle transportation
  • Ability and willingness to travel within the Kootenay region of B.C.
  • Ability and willingness to maintain a home office

How to Apply

If you consider this position a match to your skills, please submit your resume in confidence.

We thank all applicants in advance for their interest. Only those under consideration will be contacted. The successful applicant will be required to undergo a bonding process that includes a criminal record check and credit check.

Please email your resume and cover letter to: employment@ekccu.com

Our employees make us who we are. Our ability to deliver outstanding member experiences, financial services, and a culture of accountability and integrity relies on the talent and drive of our team. We’re proud of our employees. In return for committing to not just the what, but the how, our full-time and part-time employees receive a competitive compensation package, full benefits, vacation time off, meaningful opportunities for learning and advancement, tuition assistance.

 

 

 

 

 

Digital Wealth Specialist

Permanent Full – Time 

Closes December 3

Annual Salary: $57,453.60 to $71,817.00

Anywhere in Saskatchewan

Flexible hours, career development opportunities,
exceptional benefits and pension plan!


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: Reporting to the VP of Wealth Services, this position will form part of a digital/virtual team that provides investment solutions and delivers advice to members from anywhere, using various platforms. At the same time, establishes and maintains the existing small book relationships. The focus of this role is to grow and develop investments as well as refer retail business for those members in the building phase of their life. This role will work closely with the Consumer advisors as well as integrate our digital robo advisor platforms.
Innovation Credit Union supports a mobile workforce, some travel may be required within Regina and regional area.

Why Should You Apply?

  • You want to be an ambassador of a forward-thinking, member focused organization
  • you are passionate about providing world class financial services, growing member relationships, and are comfortable with building a portfolio
  • You want to help simplify our members lives by offering proactive advice to their day-to-day banking needs in person and digitally
  • Have completed some Post-Secondary plus 3 to 5 years job related experience; or an equivalent combination of education and experience
  • Organized and detail oriented
  • Proven results in strong sales and service skills along with refined relationship building skills
  • Completion of the following courses would be considered an asset: Credit Union Products and Services, Credit Union System, Introduction to Financial Planning, Consumer and Residential Mortgage Lending Course

Interested?

Manager of Lending

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 Manager of Lending.  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 is responsible to  provide strategic leadership and advice on all credit (commercial and retail) related matters throughout the organization. Overseeing the organization’s credit activities, this position is responsible for leading, coaching, and directing the team of professionals within the lending department to ensure we are providing our members with quality service and advice to achieve organizational goals and targets.

Specific responsibilities include but are not limited to:

  • Participating in the development of corporate strategies by identifying short and long-term objectives and contributing to the design and development of policies and programs;
  • Initiating action to improve growth and development of the credit union’s loan portfolio by pursuing new business and establishing and maintaining liaison with business and community contacts;
  • Effectively mentor, coach and develop staff to ensure sales and business development objectives are achieved and members receive consistent level of quality, personalized service;
  • Managing the lending staff of the credit union to ensure compliance with established business practices, legislation, regulations, by-laws, policies, and procedures;
  • Developing and recommending changes to policies and procedures for effective and efficient lending services;
  • Identifying risk issues and ensuring processes are in place to effectively identify and manage risk and delinquent accounts;
  • Resolving complex lending issues and member complaints referred by staff to ensure needs of members and the credit union are met;
  • Aiding in the development and administration of processes for product and service referrals to varying credit union departments and subsidiaries;
  • Completion of regulatory reporting requirements on an on-going basis;
  • Active contributor to the applicable committees as required;
  • Act as a liaison with auditors on lending files and loans administration activities.

 

Qualification and Skill Requirements

The preferred candidate will possess a minimum of five to seven years related financial institution experience and post-secondary education in Commerce, Business or Finance.  An equivalent combination of education and experience will be considered.

Our preferred candidate will also demonstrate:

  • An understanding of credit adjudication principles, policies and procedures and a proven track record of responsible adjudication;
  • Demonstrated experience including at least five years of personal and commercial lending experience, some at the supervisory level;
  • An understanding of credit union regulatory requirements;
  • Excellent interpersonal skills and the ability to manage, coach, motivate and develop employees to ensure high productivity;
  • Good organizational skills; demonstrated ability to manage multiple priorities and meet deadlines providing service-oriented solutions to both internal and external customers;
  • An awareness of the external economic environment.

 

At Heritage Credit Union we are pleased to offer an excellent compensation package including a competitive salary, company paid benefits, health care spending account, pension, paid time off, bonus incentives, as well as the benefits of living in the highly desired Kootenay region.  https://destinationcastlegar.com

If you are looking to further your career within a successful, community-minded organization, HCU could be the place for you.  Check us out at: https://www.heritagecu.ca

 

To Apply

Interested candidates can apply by quoting posting #21-02 and submitting a cover letter and resume via email by December 15, 2021: hr@heritagecu.ca

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

 

 

 

Chief Executive Officer

The Organization: North Peace Savings & Credit Union

North Peace Savings & Credit Union (NPSCU) is a full-service financial organization offering retail and business banking, investment, and insurance products. NPSCU is uniquely situated to provide the financial products, services, and advice that help members achieve their goals, ambitions and overall financial peace of mind. All banking decisions are made locally, with a deep understanding of North Eastern B.C. As a local financial institution, NPSCU is perfectly positioned to meet the optimism, energy, and big ideas of its members with enthusiasm, engagement, and financial leadership.

To learn more, please visit NPSCU’s website.

 

The Opportunity: Chief Executive Officer

The primary purpose of this position is to assist NPSCU in living out our corporate Mission, “Helping our members succeed in life.” and our Service Mission, “To build rewarding relationships through a superior service experience”. One of the primary means to achieve this end is to develop a highly effective team of employees and develop each employee to their highest potential through coaching and leadership.

The ideal candidate will possess the following qualifications and experience:

  • A Degree in Business Administration or a related field of study (Master’s degree preferred), or an equivalent combination of education and experience,
  • Several years of progressive leadership experience in the financial services industry, preferably within the credit union environment, including 10 or more years of senior management and leadership experience in a multi-faceted environment,
  • Experience leading a broad range of business lines to manage competing interests and priorities to optimize the needs of the business, with specific experience in credit and marketing preferred,
  • Ability to manage in a multiple stakeholder environment, including effective working relationships with an elected Board of Directors, and
  • Ability to scan and interpret FI and related industries, reading the industries and selecting the strategies/directions to ensure NPSCU maintains the position of being a market leader.

 

The complete opportunity profile can be viewed: Here

 

Contact: Nick Lay or Greg Longster

Leaders International Executive Search

#880 – 609 Granville Street

Vancouver, BC V7Y 1G5

Phone: (604) 688-8422

Email: vancouver@leadersinternational.com

 

Manager, Central Credit

Bring your professional experience to our team of lenders. Your strong judgement and leadership skills will be key in helping shape solutions for our retail and commercial members.

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 competitive salary, and perks such as our employee incentive plan, reduced banking fees, and spectacular natural scenery, and you’ll see why SASCU is an award-winning employer.

As the Manager, Central Credit and under the direction of the Director, Credit you will manage SASCU’s personal credit approval, administration, and review activities. This position ensures that proposed loans adhere to existing policy guidelines, that documentation is adequate to ensure security of collateral and that ongoing administration and review is adequate to maintain the loan portfolio’s quality and profitability while enabling portfolio growth.  Additionally, this position manages and directs departmental employees and ensures that they receive adequate training, coaching, and support; acts as resources to ensure lending policies and procedures are followed and administrative lending risk is minimized.

 

What you’ll do:

  • Perform reviews, analysis and approvals of credit applications, managing risk within credit granting approval limits; identify areas of potential loss or liability and initiate action to minimize exposure to risk;
  • Support Director, Credit in developing realistic operational plans and budgets to ensure that the needs of the credit union are met in the personal lending area;
  • Manage the credit union’s personal lending portfolios to ensure they are managed according to established practices and procedures;
  • Manage pricing (discounting) within the guidelines established by Finance to ensure profitability within credit union operations;
  • Act as a liaison with auditors on lending files and loans administration activities;
  • Provide input into SASCU’s credit processes to meet service standards for turnaround times to members;
  • Support Director, Credit to establish, administer and review systems and procedures to protect the quality and profitability of SASCU’s loan portfolio;
  • Provide day-to-day direction, problem solving and oversight to the Personal Lending staff;
  • Role model SASCU’s organizational values and leadership competencies and implement programs and initiatives that build member relationships to enhance service and contribute to the growth of the credit union’s personal loan portfolio.

 

What you’ll bring:

  • A business administration degree or diploma is preferred;
  • Ten years of previous banking or credit union experience, including at least five years personal and commercial lending experience, some at the supervisory level;
  • An in-depth understanding of credit adjudication principles, policies and procedures and a proven track record of responsible adjudication;
  • Ability to manage, coach, motivate and develop employees to ensure high staff productivity;
  • Ability to communicate well, both verbal and written, and to provide service-oriented solutions to internal customers;
  • Detail-oriented with the ability to identify trends, omissions and errors within the portfolio and adjudication processes;
  • An awareness of the external economic environment.

 

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 $900 million in assets. Learn more at www.sascu.com

 

To apply:

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.

 

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 (vaccination records or receipts issues by the Province), subject only to valid legal or medical exceptions, and complying with all pandemic/epidemic control measures affecting the workplace.

VERILOAN BUSINESS ANALYST

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: This position is responsible for providing dedicated resource, support and strategic insight to specific projects while working with Subject Matter Experts on project teams or independently completing tasks within a project scope.  The person in this role is deep in knowledge regarding a specific areas of expertise and has built a diverse background and skillset. Driven to add value to processes to make them make sense for the Credit Union and our members, this person has a history of success and impact. Interested in both the retail lending and development areas of the Credit Union helps this person maintain a balanced, measured approach to projects and can relate extremely well to the individuals/teams they work with.

 

A VeriLoan Business Analyst does the following:

    • Support Innovation’s project management, change management, and agile disciplines/methodology and provides the processes, structures, and tools for project management.
    • Effectively communicate with team members and other stakeholders.
    • Support the development and execution of projects by working closely with project manager, business owner(s), and team members.
    • Provide organizational insight to the project and effectively contribute to the team to execute strategic initiatives/activities
    • Act as key resource and support for Project Managers in working alongside sponsors and business owners in executing strategic work
    • Understand the linkage in the execution of strategic projects and activities to the achievement of corporate strategy.

     

Why Should You Apply?

  • You want to be an ambassador of a forward-thinking, member focused organization
  • You have a minimum of one year of related post-secondary education or equivalent (business certificate plus additional courses, e.g. lending training)
  • You posses a minimum 3 – 5 years’ experience or equivalent education and experience
  • You are experienced with lending applications and processes
  • You have proven collaboration skills with the ability to build relationships with various stakeholders
  • You are competent in Microsoft Office 365, specifically MS Project, DevOps, SharePoint, Teams
  • You have excellent planning, organizational, and time management skills
  • You have a demonstrated commitment to ongoing learning and development

Visit the CAREERS page or our website to learn more about this position and to apply.  www.innovationcu.ca  Only those applications received through our job board will be considered.

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