Financial Planning and Analysis Manager

Concentra Bank is a purpose-based organization, striving to create the future of banking. We are embarking on a bold plan to evolve and grow into a diversified, top tier performing company delivering greater value to employees, customers, and owners.

As an innovative and future-focused company, we form partnerships to deliver industry-best financial solutions to our customers. We offer a wide range of financial solutions including specialized banking, consumer finance, treasury, wealth and trust services and more. We strive to be among the most trusted organizations in Canada by solving problems for our customers and offering a positive, seamless experience.

Concentra employees enjoy a competitive total rewards package and flexible work environment. We are looking for an experienced and dynamic financial planning and analysis professional to join our team in one of our corporate locations (Regina, Saskatoon, Surrey, Toronto) or in a home office environment.

Financial Planning & Analysis Manager (Full-time, Permanent Position)

The Financial Planning & Analysis Manager conducts in-depth analysis to facilitate fact based, informed decision making and integration of risk-based management in business units. This position contributes to the business line’s profitability and efficiency by analyzing risk and business need, recommending risk optimization tactics and effective measures of business strategy, and contributing to the development of Board and committee reporting.

This position is responsible for preparing and measuring various aspects of corporate performance and risk management by monitoring, assessing, and measuring financial results and processes against established frameworks. This position directly supports revenue generation by providing business units with the timely information and reporting and analysis necessary to transact, understand, manage and optimize associated market and operational risks. This position also develops dynamic models to conduct financial analysis of new business lines, projects, and products to ensure effective allocation of capital and the achievement of profitability targets.

The Financial Planning & Analysis Manager contributes to efforts for the Bank to achieve objectives by initiating strategic relationships within the department, division and company and monitoring and analyzing outcomes of strategic actions. This position coordinates business plans for business units, including preparation of business plan assumption reporting, and analysis of potential impacts to financial performance and risk measures.

Qualifications:

  • Completion of an undergraduate degree in business or finance and holds a professional financial designation (CPA, CFA)
  • 3-5 years’ experience in a financial institution conducting financial reporting and analysis or equivalent combination of education/experience
  • Comprehensive understanding of financial and managerial analysis
  • Comprehensive understanding of the financial products and services offered at the Bank
  • Comprehensive understanding in the measurement, monitoring and analysis of balance sheet risk management
  • Comprehensive understanding of internal control framework and operational risk elements
  • Advanced experience in financial modeling
  • Working level ability to assess complex financial issues, recommend strategies, plans and tactics to meet business objectives
  • Comprehensive skills in spreadsheet (Excel) and general ledger (Oracle) applications

Applications for this opportunity accepted until end of day Monday, November 1, 2021. To apply, please visit our Career page at www.concentra.ca

At Concentra, our goal is to achieve a workforce as diverse as the people we partner with. We encourage all members of the designated groups; aboriginal people, persons with disabilities, women, visible minorities and others to join our team. Concentra strives to provide a safe and respectful work environment free of discrimination and harassment and is committed to an inclusive, barrier-free recruitment and selection processes. 

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

Marketing Specialist (Social Media)

Temporary Full Time (until approximately 6 months)

Closes November 1

Open to Any Location in Canada
(ability to work remotely from your home office)

Annual Salary: $57,454 to $71,817

 

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 Int Marketing/Data Analytics, this position will be responsible for the creation and management of organic and paid social media content in order to achieve our marketing goals, including increasing online presence, member acquisition, remarketing and retention.

A Social Media Marketing Specialist does the following:

  • Develop and implement social media strategy and improvement tactics. You know how to make a plan, and either stay on course or course correct to meet and surpass our goals.
  • Manage the day-to-day activities on social media accounts. You will manage comments and DMs, flag outstanding information, and engage in social listening and/or monitoring.
  • Create social media content. You will create engaging captions that vary for each platform. You are comfortable with creating graphics (images, video, templates), and hashtag research doesn’t scare you.
  • Utilize social media content for each platform and audience. You will create a schedule and have a good understanding of optimal posting times on different platforms as well as their character counts. You know what alt text is, and how to use it.
  •  Increase and measure desired social media metrics. You are comfortable with engagement metrics and baselines. When it comes to social media analytics, you know how to define and measure KPIs, suggest improvements based on that information, and create a monthly report .

Why Should You Apply?

  • You want to be an ambassador of a forward-thinking, member focused organization
  • You have minimum one year of formal education or equivalent; plus 1 to 3 years of job related experience or equivalent combination of education and experience
  • Knowledge of search engines, search engine optimization (SEO) and basic factors that can influence rankings
  • Knowledge of the impact of other online marketing activities (eg. Online Advertising – PPC/Display, Usability – UX)

Interested?

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.

Apply via our website ASAP.  Only those applications received through our careers page job board will be considered.

Procedures & AML Analyst

This is a great opportunity to take the next step in your career and create a future at SASCU!

We invite you to be part of a team where you can feel good about the work you do and the positive impact on the communities we serve in the Shuswap region. We believe in fostering a work environment that is the perfect blend of friendliness, support and professionalism, not to mention, fun! Add in competitive salary and benefit packages, along with perks such as an employee incentive plan, reduced banking fees and spectacular natural scenery, and you’ll see why SASCU is an award-winning employer.

As the Procedures & AML Analyst, you will make balanced procedural recommendations that reflect SASCU’s corporate focus on member centricity and continuous improvement while meeting our regulatory compliance obligations, including Anti-Money Laundering (AML) requirements and fraud management. The Procedures & AML Analyst also recommends, documents, and implements new and revised policies and procedures across SASCU to ensure that staff have the tools and information they need to complete their work efficiently and within established guidelines.

 

What you’ll do:

  • Monitor and identify internal and external situations that may result in updates to SASCU’s procedures.
  • Recommend changes to the Manager, Risk & Procedures, consult with key stakeholders, and document and implement policies and procedures.
  • Customize, design, and create forms for SASCU’s operations manual to support efficiency of operations.
  • Respond to operations-specific queries from staff, supervisors, and managers, and provide guidance to assist them in locating required information and resources.
  • Liaise with external operations and compliance departments regarding new and anticipated changes.
  • Liaise with the Training department and assist with training staff on new/changed procedures.
  • Monitor, report on, and support with the auditing of Anti-Money Laundering procedures and other compliance requirements.
  • Adjust to a dynamic environment where focus, timelines, and project milestones may be adjusted due to project needs and priorities.

What you’ll bring:

  • A post-secondary diploma in business or communications.
  • 4-6 years’ experience in the financial services industry.
  • Experience with the Microsoft Office suite and other programs.

You’re perfect for this role if you have:

  • Strong attention to detail, organization, time management, and research skills.
  • Adaptability to working with various stakeholders and changing priorities.
  • Excellent communication and interpersonal skills.
  • A commitment to continuous learning and development.

 

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

 

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

 

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.

Technical Analyst

The Technical Analyst is responsible to deliver client support for the suite of Technology programs, products and services to clients including issue escalation and resolution management, and delivering training to clients and other users, including process and procedure creation. This position is responsible for managing relationships with key service providers, credit union partners and internal groups by maintaining the collaborative relationships needed with key suppliers and partners to develop products and services required to meet client needs, while ensuring a strong working relationship with business units and maintaining high service levels to clients for programs, products and services.

The Technical Analyst is responsible to provide effective leadership to multi-discipline/cross functional project teams and stakeholders by managing development for simultaneous, multiple projects from initiation to closure, working with the stakeholders to complete the project charter outlining the scope, goals, deliverables, required resources, budget and timing. This position also acts as a mediator between vendors, stakeholders and team members and resolves issues and solves problems throughout the project life cycle. The Technical Analyst also communicates expectations, project milestones and status reports to team members and stakeholders.

Qualifications:

  • 3-5 years of experience in an Information Systems environment.
  • 1-3 years of demonstrated experience in vendor / service provider relationship management.
  • 1-3 years of demonstrated experience in project management.
  • Completion of or in final stages of completion of the Project Management Professional (PMP)® designation is preferred; completion of the Certified Associate in Project Management (CAPM)® combined with relevant experience will be considered.
  • Related ITIL® qualifications are an asset for management of IT projects.

Applications for this opportunity accepted until end of day October 26, 2021. To apply, please visit our Career page at www.concentra.ca

At Concentra, our goal is to achieve a workforce as diverse as the people we partner with. We encourage all members of the designated groups; aboriginal people, persons with disabilities, women, visible minorities and others to join our team. Concentra strives to provide a safe and respectful work environment free of discrimination and harassment and is committed to an inclusive, barrier-free recruitment and selection processes.

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

Systems Architect (ECM)

As one of Canada’s Best Managed Companies for 18 consecutive years, Concentra prides itself on fostering employee engagement and a workplace of openness and respect.

Concentra is Canada’s leading provider of wholesale banking and trust solutions to credit unions from coast to coast. With deep co-operative roots, Concentra is focused on creating value for the credit union system. We partner with credit unions to ensure over five million Canadian members can choose competitive financial services from their local credit union.

Concentra Trust – a wholly-owned subsidiary – has been delivering estate and trust services nationwide for over 65 years.

Concentra employees enjoy a competitive total rewards package and flexible work environment. We are looking for a results oriented individual to join our team in one of our Saskatoon, Regina, Surrey or Toronto office locations, or from your home office environment.

Key Outcomes

The Systems Architect (ECM) manages and oversees the strategic and operational demands by leading the support, research, design, development, implementation and long-term governance of the Enterprise Content Management (ECM) solutions at the Bank. This position is responsible for the management of research, design and execution of projects involving Collaboration Portals, Enterprise Search, Enterprise Content Management, Business Process and Forms.

This position is the primary resource to coordinate and manage the organizational Enterprise Content Management strategy and contribute to the organization’s success by maintaining, supporting and enhancing technologies and systems within the ECM practice. It is also responsible to work with business units and manage the delivery of content management strategies, including document management and workflow.

Qualifications

  • Post-secondary degree or diploma in Computer Science, or related field
  • 5 years in technology roles, including experience working with Cloud Infrastructure services
  • 3-5 years experience working in SharePoint (online or 2016) or other Enterprise Content Management tools
  • Business Analysis experience would be considered an asset
  • Experience working in Agile work environments and projects is preferred

Applications for this opportunity accepted until end of day October 21, 2021. To apply, please visit our Career page at www.concentra.ca

At Concentra, our goal is to achieve a workforce as diverse as the people we partner with. We encourage all members of the designated groups; aboriginal people, persons with disabilities, women, visible minorities and others to join our team. Concentra strives to provide a safe and respectful work environment free of discrimination and harassment and is committed to an inclusive, barrier-free recruitment and selection processes.

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

Solutions Architect

As one of Canada’s Best Managed Companies for 18 consecutive years, Concentra prides itself on fostering employee engagement and a workplace of openness and respect.

Concentra is Canada’s leading provider of wholesale banking and trust solutions to credit unions from coast to coast. With deep co-operative roots, Concentra is focused on creating value for the credit union system. We partner with credit unions to ensure over five million Canadian members can choose competitive financial services from their local credit union.

Concentra employees enjoy a competitive total rewards package and flexible work environment. We are looking for a results-oriented individual to join our team in one of our Saskatoon, Regina, Surrey or Toronto office locations, or from your home office environment.

Position Mandate

  • Technical Solutions
    1. Evaluate organization business needs and determine how Technology Infrastructure can support those needs. Determine, develop and improve technical solutions in support of business objectives.
    2. Recommend the optimum infrastructure environment for new applications within normal corporate options, such as Azure, private cloud, traditional data centres or vendor hosted environments. Work with all stakeholders to confirm suitability of the recommendation. When a review of current applications and solutions for potential migration is applicable, follow a similar approach.
  • Public Cloud (Azure):
    1. Leveraging historical information, Microsoft, and MSP resources, develop and maintain reference architectures, documentation and procedures that are aligned with generally accepted Azure best practices.
    2. Take an ownership stake in driving the cloud roadmap, including laying out supporting setup and configuration necessary to support migration of applications for hybrid cloud environment.
    3. Design Azure solutions to optimize an appropriate balance of functionality, performance, cost effectiveness and security. Review solutions with security, data, and enterprise architects and consider their input for revisions.  Maximize benefits of Azure within design to the extent practical.
  • Private Cloud Hosting (Data Centre):
    1. Working with the vendor and internal security architects, develop and maintain reference architectures, documentation and procedures that are aligned with generally accepted best practices and hosting contracts. Determine SLAs and SLOs required to meet solution objectives and recommend business continuity and disaster recovery options.
    2. When Azure does not provide a clear advantage for a solution, design solutions for the private cloud environment.
  • Architectural Review:
    1. Implementations – monitor and review solution implementations to ensure alignment with established reference frameworks and standards.
    2. Migrations – assess current solutions and identify potential benefits and risks that would result from migration to alternative environments. Provide architectural guidance for any large-scale migrations.
    3. RFPs and Vendor Hosting – participate as requested with RFP processes and reviews of vendor hosting proposals.
  • Collaboration:
    1. Contribute expertise to forums such as the Solutions Architecture Group and Change Advisory Board. Collaborate with architectural counterparts on other teams, the Enterprise Architect, and senior management to work towards a common architectural vision.
    2. Mentor System Architects and recommend development approaches to improve their knowledge and technical capabilities.

Qualifications:

  • Post-secondary degree in Computer Science; a comparable combination of education and relevant work experience may be considered
  • 7-10 years of experience with Azure cloud support or development
  • 7-10 years of experience with Data Centre support or development
  • Experience working in Agile work environments and projects is preferred
  • 3 years of experience in the financial services industry with an in-depth understanding of infrastructure architecture

Applications for this opportunity accepted until end of day October 24, 2021. To apply, please visit our Career page at www.concentra.ca

At Concentra, our goal is to achieve a workforce as diverse as the people we partner with. We encourage all members of the designated groups; aboriginal people, persons with disabilities, women, visible minorities and others to join our team. Concentra strives to provide a safe and respectful work environment free of discrimination and harassment and is committed to an inclusive, barrier-free recruitment and selection processes.

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

Commercial Loan Officer

Bulkley Valley Credit Union, serving over 14,500 members from the Hazeltons to Burns Lake, prides itself in employing empowered staff committed to delivering high quality personalized service.

This is an exciting opportunity for the right candidate to meet their career goals while balancing their lifestyle with the many amenities our community and the Bulkley Valley has to offer.

If you want to join a dynamic group dedicated to cooperative values and member service, this is the right career move for you. You will report directly to the Chief Lending Officer, and as a member of the Commercial Lending Team, you will be responsible for managing commercial relationships under the commercial portfolio. You will conduct annual reviews of risk and profitability; monitor problem accounts and develop plans to minimize risk; receive and analyze financial and personal net worth statements; calculate debt servicing capacity; negotiate terms and conditions of loans; grant commercial loans, mortgages and operating lines of credit for business purposes within lending limits. You will build relationships with existing members, network with external business organizations and individuals to generate referrals; recognize opportunities and take appropriate actions to the promotion and sales of credit union products and services and refer to other staff where appropriate.

The successful candidate will have a minimum of one year post-secondary education plus 6-9 years’ experience in lending, including small business lending in the financial services industry, is desired. An individual with experience plus education and/or training equivalent to 6-9 years will also be considered.

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

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

Senior Financial Advisor

Senior Financial Advisor

Location – Fort St John

North Peace Savings and Credit Union, serving Northern British Columbia, is recruiting for a permanent full time Senior Financial Advisor for our Fort St John Branch.

Reporting to the Manager Retail Advisory, the Senior Financial Advisor must quickly and efficiently probe to uncover and assess overall needs of all members (at every contact) and identify opportunities to further deepen the engagement with the member.  The Senior Financial Advisor is able to provide appropriate education, advice, products and services to meet the varied need of Senior Financial Advisor will be responsible for maintaining up to date knowledge on all NPSCU deposit and lending products for appropriate referral opportunities.  In all activities, ensures prudent risk management is followed to protect the Credit Union.

The successful candidate will be an enthusiastic, outgoing individual who works well on their own, takes initiative, is self-motivated, is effective at developing business through relationship building, and has strong communication skills to present ideas and information in a clear and easy to understand manner.

If you are you a goal orientated individual with an aptitude for business development and relationship building, excellent sales and service skills, are detail oriented, and have the ability to work independently with a strong passion for sales and a commitment to superior member service we want to hear from you!

If interested please submit cover letter and resume to Olivia Young at careers@npscu.ca

 

Olivia Young, Senior Manager, People and Culture

North Peace Savings and Credit Union

10344-100th St

Fort St. John, BC, V1J 3Z1

 

For a complete role description, visit: www.npscu.ca

Business Advisor

Employment Opportunity – Fort St. John, BC

(working remotely may be considered for the right candidate)

Business Advisor

North Peace Savings is recruiting for an experienced Business Advisor. The Business Advisor will have expert knowledge in the areas of equipment financing and the agricultural industry accountable for the overall management of a large portfolio of business accounts that exhibit a high degree of complexity and value to North Peace Savings and Credit Union.

Reporting to the Chief Operating Officer, the Business Advisor is accountable for the overall management of an assigned portfolio of business credit accounts that exhibit a high degree of complexity and value to NPSCU. The focus of the position will be on maintaining and strengthening exiting member relationships and building new member relationships while ensuring all financial needs of the member are satisfied within the risk appetite of the credit union. The ability to meet financial objectives related to the profitable and sound growth and retention of assigned portfolio is critical to success. Proactively develop long-term relationships with members, service partners and local markets to optimize business opportunities and referrals enhances value. In all activities, ensures prudent risk management is followed to protect NPSCU. Provide sound financial advice and the ability to effect ‘win-win’ situations to assist members in attaining their financial aspirations.

This role requires a strong direction of equipment financing as well as a clear and thorough understanding of the agricultural industry. The successful applicant will be responsible for building rewarding relationships through a superior service experience, providing consistent delivery of high quality service to both internal and external members.

If you are a financial services professional with excellent sales and service skills, the ability to work independently with confidence and strong commitment to member service, please provide a cover letter and résumé in confidence to:

Olivia Young, Manager People and Culture
North Peace Savings and Credit Union
10344-100th St
Fort St. John, BC, V1J 3Z1
E-mail: careers@npscu.ca

For a complete role description, visit: www.npscu.ca

North Peace Savings thanks all applicants for their interest; however,  only those selected for an interview will be contacted.

Mortgage Development Manager

Bulkley Valley Credit Union, serving over 14,500 members from the Hazeltons to Burns Lake, prides itself in employing empowered staff committed to delivering high quality personalized service.

This is an exciting opportunity for the right candidate to meet their career goals while balancing their lifestyle with the many amenities our community and the Bulkley Valley has to offer.

If you want to join a dynamic group dedicated to cooperative values and member service, this is the right career move for you. You will report directly to the Chief Operating Officer, and as a member of the Operations Team, you will be responsible for helping existing and new members anytime and anywhere they need a mortgage. You will build strong member relationships, explore opportunities for community partnerships, and source new mortgage business for Bulkley Valley Credit Union. This unique role allows you to network extensively within each of our communities, establish and maintain lasting business relationships with realtors, developers and builders, and provide excellent service to our members. You use your knowledge of all credit union products and services to recognize opportunities to provide meaningful advice to meet members’ financial needs and/or refer to other staff as appropriate. You are responsible for creating and executing business plans that grow your book of business. You are results oriented and are responsible for meeting and/or exceeding the specific individual mortgage lending targets while contributing to the success of Bulkley Valley Credit Union as a whole.

This role gives you the flexibility you want along with a commission pay structure and an excellent benefit and pension package.

The successful candidate will have a business degree or diploma and a minimum of 4-6 years of experience in mortgage lending or an equivalent combination of education and experience. The successful candidate must be able to work a flexible work schedule, including evenings and weekends, based on a combination of member availability and personal work/life balance.

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

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

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