British Columbia – Page 27 – Credit Union Careers

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:

A note on COVID-19:

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

Mortgage Relationship Manager

Aldergrove Credit Union is expanding their Retail Banking team! We are looking for a Mortgage Relationship Manager to help us keep members at the center of everything we do.

The Mortgage Relationship Manager proactively seeks to grow and deepen Aldergrove Credit Union’s relationships with current and future members through outstanding advice and service in mortgages and lending. They will also work collaboratively with their credit union counterparts in retail banking, wealth management, insurance and business/commercial banking to promote the overall financial health of members through referred relationship connections.

The successful candidate will be driven by a values-based, community and member focus and have strong communication, networking, collaboration, and relationship building skills as well as a desire to serve the needs of the unique membership within the Fraser Valley.

Key responsibilities

Business development	Actively identify initiatives and activities that will grow mortgage business and pursue opportunities for growth through a variety of sources
Lending	Structure mortgages, consumer loans and other lending products
Promotion and collaboration	Seek opportunities to collaborate with other sales channels and partners within the credit union including retail banking, wealth management, insurance and small business/commercial to offer and promote additional products and services to members as needs are identified
Community involvement	Actively promote Aldergrove Credit Union through involvement in community groups and events

Skills and attributes

Networking	Actively identify and engage in activities within the community and strategic groups that will grow relationships, heighten our visibility and promote further trust in our brand
Relationship building	Build, maintain and seek relationships that support the success of members and Aldergrove Credit Union
Risk assessment	Ability to identify and mitigate risk on behalf of the credit union through a strong understanding of the credit process and a demonstrated ability to exercise a high level of due diligence and sound judgement
Communication	Strong interpersonal communication skills, both written and verbal

Branch Manager

HR2021.028 Branch Manager

Permanent*, Full Time

Sorrento

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 Sorrento 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 permanent* 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 Branch Manager coaches branch staff to work together to achieve results and implement SASCU’s sales and advice strategy.

What you’ll do:

Coach the branch team on objectives and ensure teamwork to achieve the desired results.
Lead and develop the sales team to meet or exceed individual and team sales and activity targets.
Identify gaps to targets and implement action plans to close gaps.
Manage an assigned member portfolio.
Identify opportunities to create branch presence in the community.
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.
Participate in talent management planning to ensure business continuity and to develop future leaders across the organization.
Build employee engagement, develop plans, and take action to identify any gaps.
Monitor and maintain controls in accordance with policy to ensure operational integrity.

What you’ll bring:

A business administration degree or diploma is preferred.
At least 7 years of financial industry experience including at least 3 years at the leadership level.
Demonstrates 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 position is covering for a leave of absence. The permanent location of the position will be within the SASCU service area (Salmon Arm, Sicamous, Sorrento).

This is a full-time Tuesday to Saturday 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:

A note on COVID-19:

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

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

Marketing Coordinator

We’re hiring a Marketing Coordinator!

We’re looking for a Marketing Coordinator to join the team for an up to nine-month temporary assignment with the potential of joining the team permanently. The successful candidate will be someone who has a strong desire to learn, is detail orientated, incredibly organized, a strong communicator, solutions focused, and service orientated. This is an excellent opportunity for a recent university graduate with interest in developing their skills and gaining experience in marketing.

Reporting to the Marketing & Communications Manager, the Marketing Coordinator is responsible for coordinating our involvement in community events, producing marketing materials, maintaining our website, managing content within social media presence, and general administrative and marketing duties as assigned.

Skills and attributes

Strong communication skills	Strength in overall verbal and written communication.
Organization	Excellent organization skills and attention to detail.
Interpersonal	Exceptional interpersonal skills with the team and accross the organization.
Adaptability	Learning and working within various systems and technologies.
Marketing programs	Proficiency in Adobe Creative Suit (InDesign, Illustrator, Photoshop), MS Office Suite (Word, Excel, PowerPoint), online content management systems, and social media management systems would be an asset.

Financial Service Advisor

We’re hiring a Financial Service Advisor!

The Financial Service Advisor (FSA) is dedicated to assisting members with their financial needs. Building trust and loyalty with each member interaction, the FSA gains a deeper understanding of member needs and delivers financial solutions, including investments and lending products to enhance the members’ financial well-being. They understand the importance of empowering members with the right advice, tools, services, and products they need to reach their financial goals.

Senior Financial Advisor

Senior Financial Advisor

Location – Fort St John

2 Positions Available

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 Senior 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 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

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.

Branch Manager

At Integris, the Branch Manager role is a critical leadership role that is very rewarding. The Branch Manager role is an opportunity to join a positive team with a winning attitude – one that goes above and beyond for every member. As a leader and motivator, you will lead the branch team by creating a positive employee experience where staff members are recognized and their competence is developed for their success. As well, you will reinforce the corporate strategies, achieve set operational goals and communicate the value of membership to grow the business. You will support our strong service culture by encouraging branch staff to professionally demonstrate exceptional service to our membership and lead community initiatives. Finally, your understanding of relevant regulatory and industry information will play a critical part in your leadership mandate, as will your knowledge of lending best practices and risk management strategies.

The Branch Manager selection process will assess candidates to identify those who have the ideal competencies and personal characteristics required for success in a branch leadership position.

The successful candidate will have a minimum of five years of progressive leadership, business development, and employee development experience, ideally gained within the financial services industry. As well, they will have advanced knowledge of consumer and mortgage lending and relevant post-secondary education (or equivalent). Leadership Development training is considered an asset.

In return for your hard work and leadership, we provide you the full package: a great culture, excellent benefits, and competitive compensation.

We know local because we are local. Here is how we do it.

Communications	Liasing with external suppliers, vendors, and printers.
Support	Supporting divisions and branches with marketing and communication needs.
Creative	Graphic design and copy writing support to the marketing and communications team.
Community	Managing community investment program activities.
Inventory	Managing the promotional item inventory.

Member experience	Build member relationships and deliver an excellent member experience.
Sales and service	Share knowledge about various products and serve as a subject matter expert for products and services.
Employee and community experience	Develop and grow strong peer relationships and community connections.

Passion and dedication	Deliver exceptional member service and build strong member relationships
Communication	Demonstrate strong interpersonal skills and effective verbal and written communication skills
Growth mindset	Committed to professional growth and willingness to tackle new challenges

Province: British Columbia

Financial Planner

Advisor

Senior Branch Manager

Mortgage Relationship Manager

We’re hiring a Mortgage Relationship Manager

Role and responsibilities

Key responsibilities

Skills and attributes

Experience and education

How to apply

Branch Manager

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

Marketing Coordinator

Key responsibilities

Skills and attributes

Experience and education

Financial Service Advisor

Key responsibilities

Skills and attributes

Experience and education

How to apply

Senior Financial Advisor

Branch Manager

We’re hiring a Mortgage Relationship Manager

​

Role and responsibilities

Key responsibilities

Skills and attributes

Experience and education

How to apply

Key responsibilities

Skills and attributes

Experience and education

Key responsibilities

Skills and attributes

Experience and education

How to apply