Province: British Columbia

Financial Planner

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 Trail office of Kootenay Savings MoneyWorks to provide sound financial advice to new and existing clients with a focus on investment, retirement, and estate planning.

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 completed your Level II Life Insurance and Mutual Funds 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

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. Affordable, safe and volunteer-oriented communities provide all the modern technology and amenities to keep you connected. Here you will find outstanding opportunities for living life well and to its fullest.

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

SENIOR MANAGER: MARKETING & BRAND EXPERIENCE

Do you… have a solid background in marketing with proven experience and success in digital marketing, brand development and marketing communications & oversight?  Are you an experienced professional with advanced knowledge in market research, analytics, and product & strategy development?  Are you a natural leader who thrives in an ever-evolving work environment and aspires to make a positive difference each and every day?

If so… we should talk.

We currently have an opportunity to hire an experienced marketing professional to join our team as the Senior Manager Marketing & Brand Experience.  The incumbent of this role is based out of our Corporate Office in Trail.

As the Senior Manager Marketing & Brand Experience, you will lead the strategic and day to day direction of the marketing department and brand strategy.  You will coach and lead the marketing team to grow the brand, digitize and integrate new tools, technologies and channels to increase share of wallet and membership.  You will also be responsible for providing oversight on product, digital and channel design, marketing and promotions, analytics and research, communications, brand image, and community investment and engagement.

The ideal incumbent will possess:

  • Bachelor’s Degree in a related field requiring 3 to 4 years full-time study or equivalent
  • Minimum of 8 years’ progressive leadership experience in a sales and service environment with a focus on marketing and brand development
  • Advanced skills in digital marketing
  • Advanced skills in brand development, strategy, marketing communications and oversight
  • Advanced knowledge and proven experience in best practices and innovative industry developments in branding, the marketing discipline, sales and marketing communications
  • Advanced knowledge in a broad range of market research, analytics, segmentation, product development and marketing strategy development
  • Advanced knowledge in all banking channels including digital and mobile
  • Strong technical skills in HTML, CSS, SQL, Microsoft Office applications, Google Analytics, Adobe Creative Suite apps, WordPress
  • Well-developed technical knowledge of consumer tools and promotions from idea creation through to deployment
  • Strong knowledge in marketing & sales technology tools
  • Strong verbal and written communication skills
  • Strong organization & time management skills
  • Strong project management and planning skills
  • The ability to anticipate strategic business demands and effectively align people, processes, and systems so that the appropriate talent, structure, and operating models are in place
  • The ability to take a creative approach to opportunities or issues, think “outside the box” and explore unique ways to create value for members, communities, and the organization
  • The ability to courageously face new challenges and opportunities
  • The ability to execute business strategies within an uncertain, complex, and ambiguous business landscape and ensure accountability for results
  • The ability to form a deep understanding of members’ needs and to develop member-centric solutions across multiple channels that exceed their expectations
  • The ability to persuade, convince, influence, or gain the commitment of others to support an idea, adopt a specific direction, or commit to an initiative in support of the business of the credit union system
  • The ability to inspire a sense of direction and shared purpose for employees, while energizing and motivating them to advance the vision

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

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. Affordable, safe and volunteer-oriented communities provide all the modern technology and amenities to keep you connected. Here you will find outstanding opportunities for living life well and to its fullest.

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:  April 2, 2021

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

Account Manager – Retail Banking

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 an Account Manager to support the Capital Region, so if you’re passionate about improving people’s financial health and have experience with a wide range of financial services including loans, investments, registered products and personal mortgages we’d like to hear from you.

What’s the role?

As an Account Manager, you excel at growing new and existing relationships. Working with our team of professionals, you’ll offer a range of financial services to our members—and spot opportunities to refer them to experts in our other business lines to help us provide comprehensive solutions.

What are we looking for?

  • A secondary school diploma with an academic emphasis plus 1 year post-secondary education with up to 1 year of work experience in a sales and service environment;
  • A minimum of 3 years of financial experience and 2 years of lending experience or an equivalent combination of education and experience;
  • Preferably, a thorough understanding of credit union operations, principles and values.

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

  • Proven sales experience and demonstrated leadership skills;
  • Proven knowledge of deposit and loan products and services
  • Demonstrated personal lending knowledge;
  • Solid understanding of the competitive environment in the financial marketplace, and local communities within the region;
  • Proven social networking skills and an ability to connect with individuals inside and outside the organization.

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.

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!

Senior Account Manager – Retail Banking

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 Senior Account Manager to support the Capital Region, so if you’re passionate about business development and, improving people’s financial health and have experience with a wide range of financial services including loans, investments, registered products and personal mortgages we’d like to hear from you.

What’s the role?

As a Senior Account Manager, you excel at growing new and existing relationships. Working with our team of professionals, you’ll offer a range of financial services to our members—and spot opportunities to refer them to experts in our other business lines to help us provide comprehensive solutions.

What are we looking for?

  • A secondary school diploma with an academic emphasis plus 1 year post-secondary education with up to 1 year of work experience in a sales and service environment;
  • A minimum of 5 years of financial experience and 2 years of lending experience or an equivalent combination of education and experience;
  • Preferably, a thorough understanding of credit union operations, principles and values.

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

  • Proven sales experience and demonstrated leadership experience;
  • Proven knowledge of deposit and loan products and services
  • Demonstrated personal lending knowledge;
  • Solid understanding of the competitive environment in the financial marketplace, and local communities within the region;
  • Proven social networking skills and an ability to connect with individuals inside and outside the organization.

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.

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!

Loan Administration and Accounting Clerk

Loan Administration and Accounting Clerk

Williams Lake Administration Branch

Williams Lake and District Credit Union has an exciting opportunity for an energetic, service-focused Administrator to work out of the Williams Lake Branch. This is an 18-month contract position that may lead to full-time employment following completion of the contract.

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 of Accounting and Centralized Services, you will have at least five years’ experience in administration, ideally in a Credit Union or Banking environment.

This is a multi-faceted role that spans several departments within our Credit Union.

Commercial and Retail Loan Administration involves member-facing activities, all of which are dealt with in a confidential, courteous and professional manner. Commercial and Retail Loan Administration involves back office support activities such as recording and processing loan applications, completing departmental reports, conducting credit checks and lien searches as well as registering and releasing security. Further duties include maintaining loan files, preparing and typing routine correspondence, monitoring for required loan account reviews while adhering to all internal policies and procedures.

Accounting and Clearing related activities include conducting daily member account clearing activities and assisting with various accounting related duties which require assistance with setting up new accounting software under the guidance of management/external consultants.

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, March 19, 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.

Financial Services Officer/Representative (Member Services and/or Lending Departments) Open to Full Time or Part-Time

The role supports the corporate vision of sales & service excellence by providing a high level of member service, administrative data entry, balancing of accounting support tasks. Fosters business development through service excellence and product knowledge; act as point of first contact for members.

Member Service Representative

Sells and processes member banking needs (deposits and withdrawals, front line transactions); open/close personal accounts. Recognizes member needs and promote lending & deposit services and refer more complex requests to respective staff professionals.

Sells and prepares documentation for Registered products, Term Deposits and other investment products not requiring a mutual funds license.

Daily balancing of transactions- outgoing cheques, transactions, and cash.

Lending Administration (Optional) 

Complete and process required documentation for credit related products- consumer loans, lines of credit, and residential mortgages.

Provide support to lending function by: disbursing loan proceeds, posting loan-related transactions, auditing loan input & documents, making member appointments, administering the overdraft reports, extracting and providing loan-related information to members, processing and recording loan payments and changes to member files, calculating and preparing mortgage and personal loan pay-outs,

Assist with the Loans Department with lending and wealth functions by preparing letters, other documentation and making follow up calls on behalf of lenders and the Manager, Lending & Wealth.

Liaise with title insurance company; complete monthly reconciliation and remittance of creditor insurance; liaise with notaries and solicitors regarding mortgage funding and discharges.

Provide credit information about members to authorized organizations; obtain credit information on applicants through credit bureau searches.

Search liens; lodge, renew and discharge registrations of collateral; complete property tax searches.

Accountant

We’re hiring a full-time temporary Accountant!

 The Accountant role is a critical role within our finance department, providing financial accounting to the credit union and its subsidiary.

Position Overview

The Accountant position performs a variety of duties relating to corporate accounting and treasury support. Key responsibilities of this role include assisting in preparing financial reports, accounts payable, processing, GL reconciliations, accruals, allocations, balancing organization general ledger accounts, and daily cash flow forecast. This position will also provide support to Accounting Administrators.

Key Responsibilities:

  • AP, AR and month end duties
  • Preparing AP runs, including communication with management and vendors
  • Allocating expenses and reconciling suspense accounts
  • Daily cash flow analysis and communication of treasury details to management
  • Timely delivery of financial statements and other reports

Skills & Attributes:

  • Knowledge of full cycle accounting
  • Strength in overall verbal and written communication
  • Attention to detail and accuracy
  • Learning and working within various systems and technologies
  • Strong proficiency in Excel

Experience & Education:

  • Preferred minimum 3-year experience in accounting
  • Some treasury experience an asset
  • CPA student 1st or 2nd year desired

Qualified applicants should identify how their skills and experience match our requirements. We thank all applicants for their interest and only those applicants considered for an interview will be contacted.

 Aldergrove Credit Union is a financial service cooperative located in the heart of the Fraser Valley. We proudly offer personal and commercial banking, insurance and financial planning solutions to our members and clients in the communities of Langley, Aldergrove, Abbotsford and Mission. Our Credit Union has approximately 120 staff serving 17,500 members and operates six branches, three insurance offices, and three financial planning offices. The strength of our Credit Union is a direct reflection of our commitment to our people, service to members, and growing our communities. For more information, visit www.aldergrovecu.ca.

Digital Marketing & Content Specialist

Do you…have digital marketing experience and thrive in an ever-evolving work environment? Are you a motivated self-starter with knowledge and experience in digital and web content design, web metrics and digital analytics? Do you have a proven track record in building engagement and online sales? Are you known for your ability to deliver effective and innovative digital campaigns?

If so… we should talk.

We’re currently seeking an experienced Digital Marketing & Content Specialist to join our Marketing department team.

Reporting directly to the Senior Manager Marketing & Brand Experience, you are responsible for developing, implementing, maintaining, and tracking communications and promotions across a variety of digital channels to uphold a strong digital presence and growth of the brand.

You will work with stakeholders to design, create, and deliver marketing programs to support the growth of Kootenay Savings services and products and will also provide strategic analysis and insight on overall content management.

This position is based out of our Corporate Office in Trail, BC, however remote work options may be considered.

The ideal incumbent will possess:

  • Marketing or Media Certificate, diploma or degree in digital media, communications, marketing or other related discipline
  • Minimum 3 years of job-related experience in the digital media and/or marketing field that includes:
    • Creating digital content for a variety of digital solutions
    • Successfully applying digital sales techniques
    • Using content management systems and applications
    • Monitoring and analyzing traffic to digital applications
    • Advertising and marketing via the following channels:
      • Websites
      • Search Engine Marketing (includes SEO and PPC advertising)
      • Social Media Platforms
      • Targeted Email
      • Affiliate Marketing
      • Video
  • Deep understanding of digital marketing
  • Strong verbal and written communication skills and ability to adapt communications to fit the audience and ensure understanding
  • Solid understanding of web metrics, and digital analytics, with the ability to generate, analyze and interpret data
  • Strong technical skills in HTML, CSS, SQL, Microsoft Office applications, Google Analytics, Adobe Creative Suite apps, WordPress
  • Demonstrated experience managing CRM, segmenting customers
  • Good understanding of search engine guidelines and optimizations
  • Strong knowledge of social media sites, including Facebook, Twitter, and YouTube
  • Ability to deliver effective and innovative digital campaigns
  • Well developed technical knowledge of consumer promotions from idea creation through to deployment
  • Demonstrates professionalism, respect, honesty, empathy, integrity, confidentiality and able to gain the confidence and trust of others
  • Demonstrates strong interpersonal skills and the ability to communicate effectively, work well in a team environment, and interact comfortably at all levels of the organization
  • Effective influencing, problem-solving, decision-making and organizational skills
  • Ability to be creative and apply “out-of-the-box” thinking
  • Strong project management and coordination skills and able to manage multiple / changing priorities and deadlines
  • Ability to be flexible and adaptable when facing tough circumstances

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

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. Affordable, safe and volunteer-oriented communities provide all the modern technology and amenities to keep you connected. Here you will find outstanding opportunities for living life well and to its fullest.

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.

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

Manager: Credit Administration and Commercial Adjudication

Do you… know what it takes to succeed in the competitive financial services market? Are you a natural leader who aspires to make a positive difference each and every day? Do you embrace change and thrive in an ever-evolving work environment? Are you a motivated self-starter with a proven track record of success in commercial lending and credit adjudication? Do you have what it takes to improve our members’ financial lives?

If so… we should talk.

We’re currently seeking an experienced professional to join our team as the Manager: Credit Administration & Commercial Adjudication. Based out of our Corporate office, the Manager: Credit Administration and Commercial Adjudication is responsible for the development and growth of long term, profitable relationships with commercial members through appropriate adjudication and mitigation of credit risk and appropriate pricing of credit relationships.

The incumbent provides leadership and guidance to the Credit Administration team and ensures appropriate processes and controls are in place to monitor and mitigate risk while ensuring Kootenay Savings policies, procedures and regulatory guidelines are met. The Manager: Credit Administration & Commercial Adjudication provides input and is responsible for the development of lending policies and procedures as required. In addition, this role supports our commercial lending group by providing guidance on loan applications, structure, pricing and application of lending policies.

Remote work options for this opportunity may be considered.

Minimum requirements:

  • Post-secondary diploma, degree and/or certification in Business or a related program
  • Minimum 5 years’ progressive experience in sales and service with a comprehensive knowledge of commercial lending and risk management in the financial services industry
  • Strong understanding of underwriting guidelines and excellent adjudication skills including commercial portfolio risk management
  • Sound knowledge and understanding of business financial statements, business case and cash flow analysis and real estate lending
  • General knowledge of consumer and retail mortgage lending including financial products & services
  • Thorough knowledge of the commercial banking marketplace and the market area’s key industries and competitive positioning
  • Advanced knowledge of lending policies, procedures, and regulatory guidelines
  • Advanced knowledge of personal computer-based literacy including advanced knowledge of Excel
  • Excellent interpersonal, communication and relationship building skills
  • Self-motivated and resourceful with strong planning, organizational and time management skills
  • Demonstrated exceptional analytical skills
  • Ability to effectively problem solve and manage conflict
  • The ability to take a creative approach to opportunities or issues, think “outside the box” and explore unique ways to create value for members, communities and the organization
  • The ability to courageously face new challenges and opportunities
  • The ability to form a deep understanding of members’ needs and to develop member-centric solutions across multiple channels that exceed their expectations
  • The ability to work within and across groups and/or organizations to solve complex issues and create the best solutions that will benefit members and their communities
  • The ability to recognize and moderate one’s effect on others and the organization, building trust by choosing to act with integrity and authenticity
  • The ability to inspire a sense of direction and shared purpose for employees, while energizing and motivating them to advance the vision

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
  • 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. Affordable, safe and volunteer-oriented communities provide all the modern technology and amenities to keep you connected. Here you will find outstanding opportunities for living life well and to its fullest.

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.

Open until filled

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

Back to Top