British Columbia – Page 22 – Credit Union Careers

Customer Service Specialist

For over 75 years, Prospera Credit Union has been a successful financial institution because of an unwavering focus on meeting the needs of our members, providing fulfilling careers for employees, and giving back to the communities we serve. Westminster Savings and Prospera Credit Union officially merged, January 1st, 2020. We continue to be a purpose-driven organization involved in our communities and a true financial partner to our local business members.

Do you love providing great service? We are currently seeking Customer Service Specialists for multiple branch locations. This outstanding opportunity can start or further develop your career in Financial Services. The Customer Service Specialist (CSS) delivers exceptional customer service, is responsible for proactively developing positive relationships, and satisfying our members’ product and service needs.

What you’ll do:

Greet customers, establish rapport, address service inquiries and customer concerns, and seek opportunities to deepen customer relationships
Proactively seek occasions to demonstrate our value proposition, uncover needs, and recommend appropriate services and solutions
Refer customers to account managers and external business partners as needed, collaborating to ensure a seamless and rewarding customer experience
Handle transactions, open personal and business profiles, demand accounts, term deposits, ATM cards, and other banking products and services
Perform administrative tasks, cash desk duties, and assist with branch opening and closing processes
Participate in sales meetings and maintain an accurate history of sales and service activity on the customer relationship management system
Support and participate in community initiatives

What you bring:

Experience in a frontline role within a financial services environment is preferred
Exposure to retail lending would be an asset
You have a ‘can do’ front line/customer service mindset, a strong interest in a career in financial services, a capacity and passion for learning, strong team orientation, excellent communication and relationship-building skills, and a keenness to grow and help others
You are a self-described ambassador for the ultimate customer experience, and you love to connect with customers and build lasting business relationships
A demonstrable interest in community involvement is a must-have!

What’s in it for you?

Inclusive, equitable and accessible workplace: All team members are valued, respected, and heard. We learn from each other’s differences, gaining strength through our people and our perspectives.

Career Advancement! We are committed to our employee’s growth and development and we want to see you soar.

Fun & Camaraderie. We care deeply about our members and our employees and we want the hours you spend with us to be fun, rewarding and sometimes lighthearted. We like to work hard, play hard, have fun and be there for each other.

Show me the money! We offer competitive pay, a personalized benefits program, and a generous defined contribution pension plan.

Community Focused. We care about giving back to the communities we live, work and play in. We participate in many community-minded activities throughout the year.

Please apply for this single opportunity on www.prospera.ca/Careers or www.wscu.com/careers

Manager, Private Wealth Group

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 need a Manager, Private Wealth Group to lead our Financial Consultant and Private Wealth Advisory team; so if you are looking to advance your career, and are passionate about coaching, investments and business development, we want to hear from you!

What’s the role?

As Manager, Private Wealth Group you provide leadership, direction, and coaching to the in-branch Financial Consultant and Private Wealth Advisory team, supporting functions to cultivate opportunities and increase business portfolios. A leader in sales and marketing, you support the overall image for PWG by establishing clear goals and objectives for Wealth Advisory Team members. You ensure maximum integration, and sales and service delivery effectiveness across multiple member offers to drive growth in business results through the deepening of member relationships. Through effective networking, you endorse Coastal Community through active participation in the community to develop strong internal and external networks and referral sources. As Manager, Private Wealth Group, you also provide leadership to enhance the member experience by embedding the sales and service management methodology to all the employees within the team, ensuring the member is introduced to the right offer and/or partner for their needs.

This role is based on Vancouver Island with travel required to all Coastal Community locations. Offers flexibility to work in the office and remotely.

What are we looking for?

Successful completion of a Bachelor’s Degree or diploma in a related discipline (e.g. Commerce and Business Administration) requiring 3 – 4 years of full-time study or equivalent.
Eight (8) or more years’ experience in the financial services industry.
Minimum six (6) years’ experience as an Investment Advisor or equivalent role.
Actively hold the Certified Financial Planner (CFP) designation.
Hold an IIROC license as a Registered Representative in the Province of BC.

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

Solid understanding of the competitive environment in the financial marketplace, and local communities within the region.
Ability to work with a wide variety of business partners to achieve success within the marketplace.
Experience with emerging communications and technology. (web-based meetings, social media, and mobile applications)

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

What we offer you:

Competitive salary
A superior benefits package including vision, 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!

Manager, Human Resources (Compensation & Benefits)

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 need a Manager, Human Resources to join our HR leadership team. Specializing in compensation management and benefits, you play an integral part in developing strategy, framework and budget for total compensations rewards.

What’s the role?

As the leader of compensation and benefits, you work to develop and implement compensation and total reward programs that evolve with the changing marketplace. You are future-focused, and understand the importance of continuous analysis and improvement of pay strategies, compensation programs and employee benefits plans to ensure Coastal Community remains competitive as an employer of choice. You will collaborate with leaders across the organization to understand their needs, and align them to the strategic workforce plan and business goals.

Other responsibilities include:

Compensation Management

Identifying and benchmarking job rates, conducting pay surveys, analyzing pay plans and related data to establish internal and external equity.
Managing Coastal Community’s job evaluation program; evaluating, banding and ranking of jobs
Providing support and advice to managers regarding position level, salary ranges, current salary, and other related compensation policies and procedures.

Benefits Management

Administration and management of the benefits program, including medical, dental, vision, disability, life insurance, Employee Assistance Program (EAP), and retirement plans.

General Human Resources Support

Supports the Human Resources Department through evaluation of the HR processes to ensure continuous improvement and compliance.
Recommends personnel policies and procedures, designs, evaluates and modifies policies to ensure they are relevant, current, competitive and compliant.
Contributes relevant and timely research, analysis and ideas in the development of the HR strategic response to ensure success of organizational initiatives.

This opportunity offers the ability to work remotely from anywhere in British Columbia.

What are we looking for?

A Bachelor’s degree or Certificate in Compensation management, Human Resources Management with a specialization in Compensation Management or equivalent professional knowledge gained through the significant experience working as a compensation specialist
Chartered Professional in Human Resources (CPHR).
7+ years’ experience in the Human Resources field dealing with compensation and benefits
3+ years’ experience with management of a team

Ideally, you are an adaptive, collaborative team player with:

Ability to demonstrate up to date knowledge of theory and good practice in primary areas of oversite in Human Resources.
Experience in compensation management, job evaluation/salary banding and pay equity methods and practices.
Experience resolving multi-party conflicts using interest-based methods to build collaborative relationships and develop solution-focused win-win agreements.
Demonstrated experience in delivering successful compensation and benefits plans.

If you’re a relationship builder who embraces life-long learning, you’ll be a great fit with us.

What we offer you:

Competitive salary
A superior employee benefits package including vision, dental, and extended healthcare
Generous employer paid RRSP benefit
Ongoing support for education and career development

Who are we?

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.

Member Service Representative 2 – RC – Union

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 a Member Service Representative 2 in our Relationship Centre who is and is eager to help members and clients meet their financial needs through a variety of emerging channels. We are not your average call centre! We are passionate about building relationships with our members. It’s so important to us, it’s in our name! So if you’re an individual who is passionate about providing superior member service, and excited about being a part of the Relationship Centre success, we’d like to hear from you!

Hours

This position will have hours scheduled between 7:30am to 8:30pm Monday to Friday and 7:30am to 4:30pm Saturday. Shifts may vary with a combination of daytime and evening work.

As per Appendix A-2 in the Collective Agreement, “shift work ending after 6:00pm up to and including 8:30pm will be paid a premium of five percent (5%) above the employee’s regular rate for all hours worked beyond 6:00pm”.

What’s the role?

As a Member Service Representative 2, under general supervision you will provide a full range of member driven transactions with respect to all credit union services (deposit and some lending products) through a variety of emerging channels. 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 your responsibility as the Member Service Representative 2 in this emerging member service position to be the primary point of contact for members and carry the vision statement forward in order to build, maintain, attract and expand the member’s relationship with the credit union.

Your duties will include:

Providing sales and service expertise to inform members of new products/services and changes to existing products/services.
Identifying and actively pursue internal referral opportunities to develop business through a variety of alternative channels; as well as work to achieve sales objectives.
Completing member driven requests, ensuring that documentation is started and/or completed and/or appointments scheduled to finalize all documentation, including but not limited to opening new memberships.
Initiating/completing and forward for approval and signing, member applications for a variety of products including but not limited to registered and non-registered products, Mastercards and campaign Quick Loans.
Handling member inquiries ensuring proper resolve on all matters. Confidently resolve member concerns/issues should they arise.
Inquiring as to what the member’s request is; for transactions that cannot be completed within the primary work area, inform the member of the documentation required in branch to complete the request.
As required, authorizing transactions of other employees within own signing limits and provide guidance to same.
Performing other related duties as required.

What are we looking for?

1–3 years financial experience or an equivalent combination of education and experience
The incumbent will have completed CUIC 185 or CUIC 200 and be actively pursuing further education
Enrolled in and/or completed a recognized public speaking course
Successfully completed the Level II exam
Completed or actively working on all required annual courses.
A proven sales record, above average MSR1 skills, and demonstrated positive leadership skills are required
Previous call centre experience an asset.

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

Working knowledge of credit union products and services, the DNA Banking System, administration procedures and accounting. You must effectively listen to and engage members in conversation to understand and identify their immediate financial needs, and provide resolution through sourcing information, matching an appropriate product/service and/or referring members to the appropriate individual to complete their request.
Excellent communication skills and the ability to articulate in a clear, concise manner is required to transfer information and understanding to members.
Interviewing skills and the ability to ask probing questions are required, as well as having the flexibility to adapt to each request and move between a variety of member concerns/questions/requests without knowing the nature of the request prior to the conversation.
The ability to multitask with above average keyboarding and internet/computer navigation skills for searching on-line client data and product information while simultaneously conversing with the member is essential to ensure that members receive excellent member service.

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

Who are we?

Coastal Community has been in business over 70 years, and we’re proud of the things that make us who we are:

We’re 100% member-owned and locally-based—all of Coastal Community’s operations, Board of Directors and employees are based on Vancouver Island and the Gulf Islands, with all decisions made locally.
We’re a growing organization with over 2.5 billion in Credit Union assets, serving over 100,000 members and clients through our 24 branches, 16 insurance offices and 4 business centres.
We believe in making meaningful contributions to the communities we call home, and in the last five years alone, we’ve contributed $2.5 million to community partners across our islands.

Finance Manager / 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 Finance Manager / 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 #21-01 and submitting a cover letter and resume via email by August 8, 2021: hr@heritagecu.ca

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

Wealth Advisor, Summerland Financial Services

Position Overview

Summerland Financial Services (SFS) Wealth Advisor plays an essential role in providing holistic financial advice and assistance to members and clients while strengthening SFS presence in the region. Building trust and loyalty with each member interaction, the Wealth Advisor utilizes their expertise in the delivery of a financial solutions to enhance member’s overall financial well-being. The Wealth Advisor has a positive and adaptable approach with strong relationship building and leadership skills that leads to successful and effective relationships both within the organization and externally with members and clients.

A key function of the role is to leverage relationships with credit union employees to contribute to and ensure an exceptional level of service for members as well as networking and enhancing the brand of SFS throughout the region as a respected leader of financial solutions.

Salary: Commensurate with experience, includes commissions, pension program and robust benefits packages.

Key Responsibilities

Sales & Service Leadership

Creating value; growing member relationships; learning and development

Working with the leadership team of Wealth Strategies Inc, adopt, implement and maintain the best practices from the “playbook”. Work with Wealth Strategies (CUSO Wealth) to ensure ongoing personal/professional development.
Develop and maintain positive relationships with existing and potential Clients, SCU management and staff and colleagues that are part of the CUSO Wealth network of wealth management professionals
Engage with internal / external partners and networks to identify business opportunities and best practices
Understand, uncover and meet the needs of members/clients by delivering customized financial solutions which includes a full suite of investment and life insurance products
Proactively contact members to retain existing business and to identify new opportunities
Contact Clients and potential Clients to arrange appointments, carry out financial needs analyses and updates of same, review existing portfolio and make recommendations
Serve, inform and educate Clients with respect to their financial goals and opportunities through the provision of ongoing financial services, KYC annual reviews and other applicable compliance-mandated processes, and/or other Client contact processes
Monitor and deliver exceptional performance with agreed upon goals including effective cross referrals to ensure member’s/clients’ needs are fully met.

Member & Community Experience

Building member loyalty; staying informed; building community connections

Build member loyalty and trust by exercising sound judgement and thoughtful consideration in delivering exceptional member experience
Understand and demonstrate commitment to our enterprise wide Vision, Mission and Values
Cultivate new opportunities and enhance long term relationships that contribute to a positive member experience
Enhance own profile and professional image in the community by participating in community events, associations and/or partnerships

Employee Experience

Engagement; teamwork; leadership; learning; commitment; accountability

Maintain and expand technical knowledge of financial products, systems, and
Promote teamwork and cooperation as a peer leader; act as a mentor and role model to share knowledge and skills to assist and support talent development
Support staff and encourage collaboration to accomplish common goals
Attend industry related product shows industry related courses (as directed by the Employer and as required by applicable governing bodies under continuing education credits)
Recognize and celebrate team successes; encourage teamwork and collaboration

Risk Management

Member confidence; risk/loss mitigation

Ensure all documentation pertaining to investments and accounts is prepared and/or executed in accordance with established policies, procedures and relevant legislation
Demonstrate a high level of risk management knowledge and ensure adherence to all legislative and regulatory requirements
Maintain up to date and complete Client files with documentation in hardcopy and/or electronic form as
Electronic files are maintained utilizing approved contact management software, approved Client relationship management software and any other required and approved software
Display confidence and exercise sound judgement in decision making
Take necessary action on issues or concerns arising from internal / external reviews and audits

Skills & Attributes

Passion for delivering exceptional member/client service and dedicated to building strong relationships and connections in the community
Committed to professional growth and development. Responsible for ensuring skills and knowledge are up to date to meet industry and position requirements
Instills confidence and trust of others through thoughtful, clear and open communication
Delivers strong business development and advisory services skills
Demonstrates strong interpersonal skills and the ability to communicate effectively both verbally and in writing
Ability to quickly adapt to changing priorities and a willingness to tackle new challenges
Displays strong awareness of the financial service industry, keeps abreast of the changing environment and understands the components for organizational success
Acts as a trusted advisor to members/clients, ensuring their financial well-being is top priority
Demonstrates strong attention to detail and accuracy in completing work and providing information
Takes a proactive and respectful approach in addressing problems, issues or conflict with a positive view to reaching new and better solutions
Commitment to life-long learning
Organizes work and assignment of tasks to maximize efficiency, clearly communicates expectations, roles and responsibilities

Experience & Education

minimum of five years’ experience in providing financial advice to clients in the areas of financial planning, investment, risk assessment and insurance options
CFP designation, life insurance and mutual fund licenses required
Combined experience and post-secondary education in the areas that are directly related to industry will be considered.

HOW TO APPLY

Interested applicants can submit cover letter and resume to careers@sdcu.com. Please visit our website at www.sdcu.com/careers for the complete role description.

Investment Specialist

This is a great opportunity to join and 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, investment and retirement solutions that builds 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.
Set and meet sales, growth and professional development targets.
Build both 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.
Provision of ongoing client service, financial goal review, needs analysis, and portfolio rebalancing as appropriate to proactively identify existing and emerging needs.
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.
Work closely with credit union peers to provide members with next level financial products and advice and to help clients establish sound financial habits, eventually referring them to a SASCU Financial Planner based on account size, life stage or complexity of needs.
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:

A 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. Willingness to attain designation within a 3-year period.
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 $900 million in assets. In addition, SASCU stewards $235 million in client investments. Learn more at www.sascu.com

A note on COVID-19:

Additional safety precautions have been put in place to protect SASCU staff and the public. More details can be found here: sascu.com/covid-19-response. Further information will be provided later in the recruitment process.

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

Senior Accountant

Williams Lake and District Credit Union

Williams Lake, BC

Senior Accountant

Williams Lake Administration Branch

Williams Lake and District Credit Union has an exciting opportunity for an energetic, service-focused Senior Accountant to work out of our Williams Lake Branch.

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 you will possess proven interpersonal and communication skills and the ability to work as part of the Administration department while serving our internal and external members.

A track record of taking a project from inception to completion is clearly an asset. You will ideally have a strong background in financial services and will be responsible for:

the bi-weekly payroll, preparation of financial statements and daily reports, provincial and regulatory reporting (GST / PST remittances);
assist in the preparation of year-end financial statements and auditing functions;
maintain and develop reporting; and
administer compliance and privacy processes.

Experience working with the Fiserv DNA banking system and Microsoft Dynamics Business Central will be a definite recommendation for the position.

As the ideal candidate you will have relevant tertiary education, 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, July 21, 2021, 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.

Manager, Regulatory Compliance

Are you known for your leadership and guidance in the world of risk? We are currently seeking a Manager, Regulatory Compliance for our Operational Risk team. As a member of the Operational Risk team, the Manager Regulatory Compliance plays a key role in providing subject matter expertise, decision making, support and acts as a resource on compliance matters to internal stakeholders, across functional departments.

If this sounds like the right fit for you, apply today!

What you’ll do:

Provide leadership, coaching and sets the example in delivering the credit union’s vision, values and commitments. Provides employees with the working atmosphere, environment and tools that allow them to focus, achieve and be successful.
Coach employees for improved performance regularly and for career development; provide support and training as required. Ensures appropriate succession planning to support the continued success of Prospera.
Assist the Privacy Officer in compliance with all applicable Privacy Laws. This includes but is not limited to, PIPA (BC), PIPA (AB), PIPEDA and the GDPR.
Be a resource to employees and managers, to facilitate privacy policies and procedures.
Support the Privacy Compliance officer with the completion of Privacy Impact Assessments and partner with Procurement on contract reviews.
Assist in or conducts confidential privacy investigations, as required.
Oversee the annual review and updates to the Privacy Code, Privacy Policy and procedures.
Submit a quarterly report to the Chief Privacy Officer regarding privacy breaches and trending risks uncovered through internal reporting systems and the PIA process.
Develop and update, efficient internal processes to facilitate Prospera is compliant with Canada – US Intergovernmental Agreement for the Enhanced Exchange of Tax Information in response to FATCA and CRS.
Develop and update internal processes to facilitate that Prospera, WSL and Mercado are compliant with CASL regulations.

What you bring:

CIPM or CIPP/C designation through IAPP
3 years’ experience with the management and/or implementation of the Privacy by Design privacy model.
3 years’ experience within a financial services environment.
Sound understanding of policies, procedures, products and services and legal and economic environments within which the Credit Union operates.
Proven leadership and coaching skills along with the ability to motivate and inspire teamwork.
Effective verbal and written communication skills.
Good public speaking skills with the ability to train a wide variety of positions at various levels of the organization.
Ability to plan, schedule, organize, prioritize and delegate work assignments with some coordination.
Ability and willingness to develop a visible profile as a member of the business and professional community and to utilize this presence to demonstrate leadership in Member Financial Security by the Credit Union.
Ability to make highly complex decisions using conceptual judgement under executive direction.

What’s in it for you?

Career Advancement! We are committed to our employee’s growth and development and we want to see you soar.

Flexibility! This opportunity includes flexible work arrangements. Whether you work from head office, a branch, your home office or a coffee shop, we want your best work no matter where that is!

Show me the money! We offer competitive pay, a personalized benefits program, and a generous defined contribution pension plan.

Community Focused. We care about giving back to the communities we live, work and play in. We participate in many community-minded activities throughout the year.

Please apply for this opportunity here: www.prospera.ca/Careers

Systems Support Analyst

VantageOne Credit Union is seeking an experienced Systems Support Analyst. This position is based out of our Vernon BC office (3108 33 Avenue, Vernon BC).

If you have a business/finance or computer science degree or diploma and 4-6 years’ experience in a business/systems analyst role in a Credit Union or Financial Institution environment, we would love to meet you!.

Who we Are: We are a credit union dedicated to the financial well-being of our members, clients, employees, and communities. Part of what sets VantageOne apart from others is that while we offer traditional banking and borrowing solutions, we have also strategically diversified our services to meet our members’ expanding financial needs by offering
Financial Ability with a Human Touch.

Our history as a credit union reaches all the way back to 1944 when we opened our first branch in Vernon. Since that time, we are proud to have become a vital part of the local business economy. From the very start, we have seen ourselves as a local business, owned by our members and operated by people who live here and are deeply invested in our communities.
VantageOne has a network of branches located in the beautiful Okanagan Valley. Our Vernon location offers waters sports, skiing and world class golf within 20 minutes of our branch location and Vernon is a great community to raise a family. It does not get any better than this!

Compensation includes a solid training program committed to your career development, full health, dental and disability benefits and a corporate RRSP contribution.

Full position details can be found on the careers page of our website.