Province: British Columbia

Mortgage Specialist

Mortgage Specialist

Location – Fort St. John

Looking for a career change? If you are working in the automotive or real-estate market and are looking for a change, North Peace Savings is looking for a sales driven individual to join our team of retail advisory professionals.

The Mortgage Specialist is a residential lending expert with proven sales and service experience within the financial industry generating their own leads for the sale of mortgages and related mortgage life and disability insurance.  You will be responsible to build and maintain a solid referral network within the community, Realtors, Brokers, Builders, Lawyers and Financial Planners.  You will be a highly motivated, dynamic individual that is results orientated with expert follow up skills and the ability to work through various unique applications.

If you are a proven business developer with excellent sales, service and marketing skills, have an expert knowledge of mortgage underwriting including proven expertise in construction mortgage financing, excel in relationship building and negotiations and have the ability to work independently with confidence, we are interested in hearing from you.  Please provide a cover letter and résumé in confidence to:

Olivia Young, Senior 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.

Manager Application Development

KOOTENAY SAVINGS CREDIT UNION

Kootenay Savings, the region’s leading credit union with over $1 billion in assets, over 39,000 members and over 200 employees, continues to strive to fulfill our vision:

To be the best provider of financial services

and the best place to work in the communities we serve.

MANAGER: APPLICATION DEVELOPMENT – Remote and Trail, BC

Reporting directly to the Vice President: Technology Solutions, the Manager: Application Development is accountable for the development and implementation of software solutions, which will enhance the functionality of the banking system and other enterprise-wide systems.  The solution set includes integrations to 3rd party software and services. The incumbent will achieve this through:

  • The management of the application development team
  • The management of contracted development resources
  • The management of the application development process
  • The management of requirements backlogs in collaboration with the product managers and Enterprise Application Steering Committee
  • Collaboration with the Information Technology Operations Team

A permanent remote work arrangement can be considered for this role; however, the incumbent will be willing and able to travel to work onsite in Trail, BC as required from time to time.

The ideal incumbent will possess:

  • A Bachelor’s degree in Computer Science or equivalent or working towards completion. IIBA Certification and PMI certification are considered assets
  • A minimum of five years’ experience in the financial services industry with an understanding of standard banking processes and fiduciary controls, or an equivalent combination of education and experience
  • A minimum of eight years’ experience in application development with increasing responsibilities in management roles
  • Strong working knowledge of the application development life cycle, agile methodologies, quality assurance, and coding best practises
  • Project management experience to manage project teams from initiation to the completion of each project
  • A professional level of competence in the principles and practices of business analysis as well as demonstrate knowledge of the skills, tools and methodology of business analysis
  • Successful completion of an accredited coaching training program. Completion of ICF Accreditation would be considered an asset

Why work for us?

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

  • Competitive salary and benefits
  • Remote/home work options and flexible work hours
  • Paid vacation, sick time and floating holidays
  • Continual training, development and coaching
  • Confidential employee and family assistance program
  • Unique staff benefits on products such as bank accounts, loans & mortgages
  • The opportunity to build a satisfying career in an organization that incorporates many leading-strategic initiatives
  • Being part of an organization that puts their community and employees first
  • Being part of a talented and dedicated team who improve our members’ financial lives

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

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

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

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

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

Closing date: Open until filled

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

VP Commercial and Retail Credit

Help Improve our Member Centricity and Grow our business!

 

We have an exciting opportunity for someone to oversee the strategic management of our commercial and retail lending portfolio.

 

We offer a highly competitive wage, career progression, ongoing learning and development, and an impact on our local community.  We are open to a remote work arrangement, with travel to the Sunshine Cost as business needs require, or join us on the beautiful Sunshine Coast and get the best of both worlds – a relaxing lifestyle filled with recreational activities including boating, hiking, and much more, while only a short 40-minute ferry trip from Vancouver.

 

What You’ll Do

Under executive direction, this role provides the vision and strategic leadership to facilitate the growth and sustainability of SCCU’s credit services with a focus on commercial and small business operations through all business channels. This position is responsible for leading and managing the credit operations to improve commercial and the retail member’s financial wellbeing while providing a rewarding member experience. This role supports the development and implementation of transformational service and drives the achievement of sales and performance targets in the Commercial and Retail team’s credit and investment operations to support the growth and sustainability of the credit union. As a member of the executive team the position has shared accountability for the overall health and effectiveness of the organization.

 

What Does the Ideal Candidate Bring?

The preferred candidate has completed a bachelor’s degree in business or a related field along with a minimum of 10 years of progressive experience in the financial industry including a minimum of 4 years in a senior leadership role, with a minimum of 6 years commercial/sales management.    We are looking for an individual who would like to grow their financial services career with us. The successful candidate will be someone with proven strong leadership and strategic vision.

 

About Sunshine Coast Credit Union (SCCU)

For 80 years, Sunshine Coast Credit Union and their members have been helping build a healthy, strong, vibrant Coast community. We are a full-service financial institution with assets exceeding $850 million, serving 17,600 plus members in three growing coastal communities in British Columbia. Sunshine Coast Credit Union is committed to enriching the financial well-being of our members and our community.

 

How to Apply
If you are interested in this exciting opportunity, please submit a current resume and cover letter in confidence to:  yourfuture@sunshineccu.net.  The posting is open until filled.  We thank all candidates for their interest, however, only those selected for an interview will be contacted.

Financial Planner

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 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 demonstrates 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.
  • Set and meet sales, growth, and professional development targets.
  • 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.
  • Provision of ongoing client service, financial plan 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.
  • 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.
  • Ensure accurate and timely processing of all financial and non-financial transaction forms, records, and reports.
  • Understand and apply all internal and regulatory policy, procedures, and controls to meet compliance requirements and mitigate risk.

 What you’ll bring:

  • A post-secondary education.
  • At least 5 years of financial industry experience in a fast-paced professional sales role.
  • CFP, IFIC, and LLQP qualifications (or equivalent). 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

 

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.

Vice President, Risk

With the recent merger between Westminster Savings Credit Union and Prospera Credit Union, Prospera is now the sixth largest credit union in Canada. It has $9 billion in assets and 27 branches from Vancouver through the Fraser Valley to the Okanagan. Prospera is in the process of executing on a new corporate strategy and wants to be known for driving and supporting business enterprises. As part of this growth, the company is looking for a new VP, Risk to impact at a company-wide level.

Reporting to the Chief Risk Officer, The Vice President, Risk is accountable for ensuring that Prospera has effective risk management practices, controls and management oversight that strikes an appropriate balance between value creation and preservation of member capital. The Vice President, Risk develops and maintains Prospera’s Enterprise Risk Management Framework to ensure the credit union maintains a risk profile consistent with its vision, values and risk appetite. This role expands and upholds a strategic vision and enterprise-wide risk management strategy for Prospera’s compliance, security, legal and regulatory risk dimensions that supports the short- and long-term business goals in tandem with enhancing member value. The Vice President, Risk also creates and maintains an effective, independent risk perspective that contributes insights and recommendations that enhances enterprise value through strategic, business, and process level risk-based decision making.

The ideal candidate brings progressive experience in a senior risk management role ideally gained in financial services, gaming, consulting or related. Highly strategic with a strong will to grow a business and build community, the preferred candidate is a true collaborator who brings outstanding relationship skills such that they are viewed as a trusted advisor by business partners throughout the organization. The ideal candidate also is committed to the highest standards of operational excellence and personal accountability, with the drive, integrity and systems thinking ability to contribute to a growing business.

This is a fulfilling executive position that would allow an influential risk leader to directly impact and build a healthy community. The Head Office is located in Surrey, BC. The location of the role has a high degree of flexibility to work from home.

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.

If you are interested in this role, please click https://boyden.thriveapp.ly/job/920.

Finance Manager / Controller – Full Time Temporary (12 month)

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

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

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

The Opportunity

CVCU is looking for an experienced Finance Manager / Controller to manage the finance and accounting functions of the credit union.  This is a 12-month employment opportunity working either remotely or in our office in Golden, BC.

Reporting directly to the CEO, the Finance Manager is a member of the credit union management team, contributing to our success in achieving organizational goals.  This role is responsible for the financial planning, accounting, financial analysis and financial reporting for the credit union, and manages financial systems, process and controls.  Ultimately this position provides value by mitigating risk and ensuring the integrity of the credit union’s financials.

Some of the specific accountabilities of this role include:

  • 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.
  • Leads the annual budget process.
  • Manages the full financial year accounting cycle for the credit union.
  • Manages accounts payables, receivables and pre-paids.
  • Monitors and analyses operating results versus the budget; provides interpretation and investigates, corrects and/or recommends corrective action to management concerning budget variances.
  • Provides oversight of payroll.
  • 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.

Qualification and Skill Requirements:

We’re looking for someone with a post-secondary education in Accounting, Finance, Business Administration or related field, and CPA designation completed or in progress.  Previous experience in progressively senior accounting positions within the financial services industry is required, ideally within a credit union.  An equivalent combination of education and experience will be considered.

To be our ideal candidate, you will also have:

  • 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,
  • Sound understanding of credit union operations.

The Reward

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

Financial Planner

KOOTENAY SAVINGS MONEYWORKS
A wealth management subsidiary of Kootenay Savings – The region’s leading credit union with over $1 billion in assets, over 39,000 members and over 200 employees, continues to strive to fulfill our vision: To be the best provider of financial services and the best place to work in the communities we serve.

Do you… have experience in financial planning and thrive in an ever-evolving work environment? Are you a sales-oriented individual with a genuine interest in helping people meet their financial goals? Are you results driven and have what it takes to improve clients/members financial lives?

If so… we should talk.

We are currently seeking an experienced Financial Planner for our East Kootenay Region. As the Financial Planner, you will provide sound financial advice to new and existing clients with a focus on investment, retirement, and estate planning. The successful candidate will be required to travel as required to our East Kootenay branches however they will have the option of being based out of our Kimberley or Invermere location of Kootenay Savings MoneyWorks.

With two years of post-secondary education in a related field and a minimum of three years experience in financial planning you will be well positioned to offer sound holistic financial planning advice to new and existing clients. As a Certified Financial Planner, or one who is actively working towards completion of a financial planning designation and having a Mutual Funds License and/or are willing to complete your Level II Life Insurance License, you are able to provide comprehensive financial and estate planning and insurance services and recommend products that are best suited to assist clients/members meet their financial goals. Your track record of success in business development is enhanced by your strong communication skills and your ability to respond to clients’ needs. You demonstrate a sales-focused work ethic, combined with exceptional relationship building skills and your commitment to ongoing professional development ensures quality service delivery.

Why work for us?

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

• Competitive salary and benefits
• Paid vacation, sick time and floating holidays
• Continual training, development and coaching
• Confidential employee and family assistance program
• Flexible work options to support work-life balance
• Unique staff benefits on products such as bank accounts, loans & mortgages
• The opportunity to build a satisfying career in an organization that incorporates many leading-strategic initiatives
• Being part of an organization that puts their community and employees first
• Being part of a talented and dedicated team who improve our members’ financial lives

For more information about the breathtaking Columbia Valley, visit www.cvchamber.ca

For more information about the Kimberley area, visit kimberleychamber.com

For more information about Kootenay Savings MoneyWorks, please visit www.kscu.com and click on the Wealth tab.

Applicants are asked to apply online through the careers section of our website at www.kscu.com.

Closing date: Open until filled

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

Advisor

Create your future with SASCU. We invite you to be part of a team where you can feel good about the work you do and the positive impact you will have in the communities we serve in the Shuswap. We believe in fostering a work environment that is the perfect blend of friendliness, support, and professionalism (not to mention fun)! Add in a competitive salary and benefits package, along with 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 an Advisor beginning at our Sicamous Branch, you will build deep relationships with members, first by seeking to understand what is important to them, and then by providing customized, advice-driven solutions that will guide them on their financial journey as it relates to their overall financial picture.

 

What you’ll do:

  • Advise members on a full range of deposit and investment products and services (including new accounts, cards, term deposits, and registered products) for an assigned portfolio.
  • Advise members on personal and small business lending products and services (including mortgages, personal loans, lines of credit, MasterCard application and associated insurance products).
  • Interview loan applicants, analyze their finances, and make recommendations.
  • Service and manage estate accounts within an assigned portfolio.
  • Undertake assigned administrative duties including regular and ad hoc reporting, audits, and preparing routing correspondence.
  • Perform front line duties as required.
  • Take personal responsibility for delivery of the SASCU Member Experience and contribute to the team creation of a warm and welcoming environment.

 

What you’ll bring:

  • One year of post-secondary education.
  • 2-4 years financial services experience with demonstrated sales skills.
  • A solid understanding of financial services policies and procedures, and branch and specialist roles is an asset.

You’re perfect for this role if you:

  • Have demonstrated sales skills – promoting and selling financial products and services
  • Have strong organizational and time management skills
  • Are an excellent communicator with strong interpersonal skills
  • Possess a high level of ownership, accountability, and initiative
  • Are committed to continuous learning and self-development

This position will be based in the Sicamous Branch for one year. At the end of the year, the Advisor will move to another location within SASCU’s branch network in Salmon Arm, Sicamous, or Sorrento.

This position is full-time, Tuesday to Saturday and working within the operating hours of the branch. 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

 

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 Branch Manager

This is a great opportunity to lead an enthusiastic and community-minded 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 Salmon Arm 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 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 Senior Branch Manager, you will provide overall branch management by leading the team to achieve objectives, ensure operational efficiency, and deliver on the SASCU Member Experience. The Senior Branch Manager coaches sales leaders and senior branch staff to work together to achieve results and implement SASCU’s sales and advice strategy.

 

What you’ll do:

  • Lead and develop sales team to meet or exceed individual and team sales and activity targets, identify gaps to targets in a timely manner, and implement action plans to close gaps.
  • Ensure effective use of marketing campaigns to support achieving annual financial targets.
  • Champion the partnership between internal divisions, including SASCU Wealth, SASCU Insurance, and Commercial.
  • Determine the business development strategy for the branch and effectively implement it within the team.
  • Ensure SASCU service standards are lived by the Downtown team and model their delivery; champion service standards and coach for consistency of those behaviours and experiences.
  • Be visible and accessible, welcoming interaction with employees and members to build rapport, discuss their needs, and resolve concerns.
  • Lead direct reports through the annual performance management process using goal setting, interim reviews, feedback, and year-end reviews to improve results.
  • Participate in talent management planning to ensure business continuity and to develop future leaders across the organization.
  • Lead employees through change with particular emphasis on change tools, processes, and collaboration with Human Resources as necessary.
  • Supported by the Director, Banking, make staffing decisions (hiring, promotion, and corrective action) and support decisions made by the Manager, Member Experience and Manager, Financial Services to leverage the talents of the branch team.
  • Build employee engagement within the branch team, develop plans, and take action to identify any gaps.
  • Develop and recommend operational plans, budgets, and staffing levels to ensure that the needs of the credit union are met.

 

What you’ll bring:

  • A business administration degree or diploma.
  • At least 7 years of financial industry experience including at least 5 years at the leadership level.
  • Results orientation in both sales and service.
  • Solid experience in consumer lending and investments.
  • Registered as a mutual funds representative or willing to be licensed within a three-month period.
  • An aptitude for business development and relationship building.
  • Excellent communication and interpersonal skills.
  • Access to transportation and willingness to travel within the SASCU community.

 

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. 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.

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