British Columbia – Page 33 – Credit Union Careers

Associate Vice President, Finance – Remote

Together, Let’s Do Great Things!

Are you a leader in the Financial Industry looking for an exciting opportunity? Are you looking to work for a British Columbia based award-winning organization? We’re the largest financial institution based on Vancouver Island and the Gulf Islands, and we’ve got an opportunity for you.

We are seeking an Associate Vice President (AVP), Finance to lead our Finance team. If you are passionate about leadership, accounting, strategic finance operations and audit management, we want to hear from you! This opportunity has remote options and candidates from across British Columbia are welcomed!

What’s the role?

As the AVP, Finance, you have comprehensive accounting experience and are responsible to direct all aspects of accounting operations, including overseeing all transactions related to general ledger, receivables, payables, payroll and subsidiary accounting. You are responsible to make decisions based on sound financial principles, ethical standards and acceptable accounting and auditing principles. Furthermore, as the AVP, Finance you ensure timely and accurate monthly and year-to-date financial statements and year ended audit reports.

What are we looking for?

CPA professional accounting designation
Experience in accounting, auditing, budgeting, financial planning, payroll, treasury management, financial analysis or other financial activities as required

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

Minimum of six (6) years of directly related experience.
Minimum two (2) years’ experience working in public practice.
Minimum three (3) years’ supervisory experience.
Working knowledge of FMS (Financial Management System) programs.
Working knowledge of Acumatica (Financial Accounting System) program.
Working knowledge of Excel, Caseware, Word, Access and Outlook.
Expert knowledge expert regarding the development, review, and implementation of accounting policies and processes in areas of financial management to ensure compliance with GAAP, IFRS and any accounting changes.
Expert knowledge for all statutory reports with the BC Financial Services Authority (BCFSA), including the Capital Adequacy reporting.
Expert knowledge of accounting and reporting techniques, including costing and charge back mechanisms.
Working knowledge of the Credit Union’s financial reporting systems and processes.
Proven experience with Regulatory Filings would be considered an asset.
Knowledge of treasury, including swap, derivatives and hedge accounting.
Knowledge of enterprise risk management and its process.
Knowledge of payroll accounting, functions and regulatory requirements

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

What we offer you:

Competitive salary
A comprehensive benefits package including MSP, dental, and extended healthcare
Employer paid RRSP benefit
Ongoing support for education and career development

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!

Business Relationship Advisor

Full Time Business Relationship Advisor Opportunity
BRANCH OR DEPARTMENT: Member Relations
Do you love providing Member’s with the financial confidence they need to succeed in any direction they choose? Do you know your individual contributions make a difference and do you love removing complexity and frustration from people’s lives? We are seeking a motivated individual who has an energetic and exciting approach to life, that works independently, as well as part of a team, and demonstrates these qualities:
• Strong focus on members
• Love to goal set, and feel a sense of ownership for projects from beginning to end
• Curiosity and the ability to question the status quo
• Creative and open minded when looking for solutions
• Loves to collaborate with diverse teams to solve complex problems
• Passionate about efficient execution
• Communication – Build constructive relationships, communicate effectively with internal and external members, and have a great time doing it

Crossroads Credit Union was founded on understanding the real needs of our member-owners, this has been at our core, so our purpose and our value proposition have been developed based on our member-owners voice. Our members are the center and their needs drive everything we do. We want to help our members make decisions at each of their personal and financial “CROSSROADS” and help them chapter by chapter.

The Business Relationship Advisor is accountable for the overall management of a sizable portfolio of business (agricultural and commercial) accounts that exhibit a high/acute degree of complexity and value to Crossroads Credit Union. The focus of the position will be on member relationship activities, cross-sell, up-sell, and retention of existing business members and on qualifying and converting new members and prospects and deposit gathering.
Some of the key responsibility areas are to actively monitor and manage the profitability of business relationship with members with the intent of building a long-term mutually beneficial relationship by fully understanding the goals, objectives, and status of the member’s business(es). We would also expect you to use an excellent degree of financial, industry knowledge and expertise to proactively assess and anticipate member’s needs to suggest and recommend and/or propose products/solutions to meet those needs and the member’s broader business objectives. You should be able to ensure that the member continues to be aware of the benefits of using these products, as well as new products available to them. You will need to continuously update your knowledge on new products that may be of value to members. You would be required to minimize loan risks through diligent, timely and proactive financial reviews and awareness of changing economic/marketplace influences and applicable industry trends/data.
We pledge to know our members better than anyone else to provide the best possible service and advice. We achieve this through developing meaningful relationships. We want to ensure our member-owners’ financial lives are better because they entrusted us.

Building relationships with members in our West Region, this position will allow the successful candidate to work remotely not only in the Wadena area but in all our regions as the business needs of our members may require.

To be considered for this role, we are looking for someone with:
Experience
• Minimum 7 – 10 years progressive experience in sales/service and managing a diverse portfolio in a business banking environment
Education
▪ Post-secondary education in agriculture, accounting, finance, commerce, business administration, or equivalent work experience
Skills
▪ Works collaboratively with peers and colleagues throughout the delivery system by sharing best practices and learning’s, where appropriate
▪ Participate and be involved in community activities or events, promoting Crossroads Credit Union and demonstrating the company values

Does it sound like I’m describing you? If you are not already with us in Crossroads Country, then you need to join us! To us Crossroads Country is not just a place, it’s a feeling. A close-knit community of people, regardless of physical location, who through all seasons are united by prairie values. It’s about grassroots, hometowns, and cooperation. This feeling of belonging to a family that is always willing to lend a helping hand is part of what makes Crossroads a direction worth choosing.

At Crossroads Credit Union, we ask a lot of our employees, which is why we give so much in return. In addition to your competitive salary, medical/dental/vision plan, and one of the best matching pension plans, we will provide you with perks, including:
• Vacation that increases beyond legislated requirements
• Wellness program
• Work / Life Balance
• Flex Time
• Sick Leave – Duty of Care
• Volunteer Time
• Training & development
• Education Day / Paid Education
• Credit unions perks / free accounts
• Service awards and recognition
• Crossroads Clothing
• Annual bonus based on your results

We want to hear from you!
Please don’t delay in submitting your resume to Human Resources. We will begin reviewing submissions immediately and continue until we find the right hire. Our employees are very important to us; our staff work hard, and we are committed to making first-rate hires (just like them)

Please include any relevant certification with your application.

Please forward your Letter of Interest as soon as possible to:
Human Resources
Crossroads Credit Union
P.O. Box 2006
Canora, SK S0A 0L0
E: hr@crossroadscu.ca
F: 306.563.6715

Business Intelligence Analyst

Interior Savings is a locally-based financial institution serving the Interior Region of British Columbia; we are one of the largest credit unions in the province. Our customers are our members, our members are our owners, and our success begins and ends with you. Our Way Forward is to make a positive difference in people’s lives and enrich each member’s life journey while keeping the human touch in a digital world. Interior Savings takes pride in the fact that we operate in a socially responsible manner and are highly visible supporters of the communities we serve. That’s local money for local good.

If you would like to be part of a team that makes a positive difference in people’s lives, we have a great Full Time opportunity in Kelowna, British Columbia.

The Business Intelligence Analyst supports Interior Savings’ vision of sales & service excellence by enabling continuous improvement through data-driven reporting and business intelligence solutions that align with corporate Balanced Scorecard. Under Finance, this position maintains a holistic view of the business with focus on high-level strategic priorities and business opportunities. This position works with all areas of the organization for the betterment of our members and the Credit Union. Primary responsibility include, but are not limited to:

Development
- Work with end-users from all areas of the business to gather, analyze, and interpret reporting requirements into detailed design specifications.
- Collaborate with the data warehouse development team to design, develop, and enhance our enterprise data warehouse.
- Conduct thorough User Acceptance Testing (UAT) in the development and quality assurance environments prior to deployment into the production environment.
Reporting
- Work with all areas of business to develop, enhance, and automate ongoing reports and dashboards including regulatory and compliance reporting.
- Transition reporting knowledge to support other members of the Reporting & Analytics team.
- Provide level two support to end users by resolving complex issues.
- Prepare ad hoc reports and data extracts as requested.
Business Intelligence
- Develop, test, and enhance statistical, machine learning, AI and other BI solutions to discover new insights. Work with service partners as necessary.
- Curiously investigate value-added opportunities and hypothesis.
- Produce BI reports and dashboards that effectively communicate business insights to aid in data-driven and actionable outcomes.
- Utilize internal and external data sources fully to better serve our members and improve our business operations.
Deployment
- Work with stakeholders to deploy reports and business intelligence solutions to promote a high adoption rate.
- Provide initial post-deployment support for end-users.
Maintenance and Support
- Assist in the ongoing maintenance of our data warehouse, BI models, and business intelligence solutions.
- Provide technical support to other Analysts and Assistants and provide level-2 support to end users.
- Maintain a centralized repository of reports and business insights to continually improve by eliminating wastes and fostering incremental improvements and innovation.
- Seek opportunities to continuously improve our reporting and business intelligence capabilities

Education

Bachelor’s degree in a related field of study, or a recognized accounting or finance designation. (CPA, CFA).

Experience/Knowledge

4-6 years finance or data analytics experience with 3-5 years of specific job-related experience in the financial analysis/cost accounting fields.

“For more information or to apply for this position please visit our website: www.interiorsavings.com”

We thank all applicants for their interest and will contact short-listed candidates only.

Investment Specialist

Investment Specialist

Williams Lake Branch

Williams Lake and District Credit Union has an exciting opportunity for an energetic, member-focused Investment Specialist to work out of the Williams Lake Branch.

The Community

Williams Lake is just a one-hour flight or a scenic day trip (546 km) north on Highway 97 from Vancouver, making it very easy to access. Within a three hour drive residents can also access the major cities of Prince George to the north and Kamloops to the southeast. Whatever can’t 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 Financial Planning internally and the Provincial Branch Manager of the Wealth Management Business partner externally, the ideal candidate will have at least three years’ experience as an advisory representative at a Canadian Financial Institution providing clients or members with investment and retirement planning products and solutions.

As the ideal candidate you will possess excellent communication skills, have a commitment to delivering outstanding service, hold a mutual fund license or be IIROC licensed and hold the RIS (Responsible Investment Specialist) designation.

If you are not currently licensed, you must be willing and able to acquire the necessary licensing within 3 months of hire date and it is expected that you will acquire a professional financial planning designation within 36 months of license date.

Investment Specialists are expected to work towards acquiring the Personal Financial Planning Designation (PFP) or the Certified Financial Planning Designation (CFP).

Please ensure that the Job description is reviewed in its entirety prior to any expression of interest.

Investment Specialist Job Description

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 31, 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.

Vice President, Operations

Grand Forks Credit Union (GFCU) is a member owned financial institution in Grand Forks, BC, serving over 8,000 members since 1949. Our assets exceed $275 million and we offer our members full service financial needs including chequing accounts, demand and term deposits, personal mortgage and business loans, and many other services offered by banks and brokers. We are owned and controlled by the very people who use our services – our members. At GFCU, we have a values-based banking approach. That means we operate with integrity, we celebrate innovation, and we work to make a meaningful difference for our members and our community – every day.

Grand Forks is the perfect backdrop for families and retirees, with a strong commitment to healthy living, affordability, and great quality of life. Located between the Okanagan Valley and the Kootenays, our community is surrounded by fresh, pristine water from the Granby and Kettle Rivers and is nestled in a breathtaking and unique east/west running Valley. Grand Forks offers it all – to learn more, please visit: https://www.grandforks.ca/about-grand-forks/

THE OPPORTUNITY

We are looking to hire a Vice President Operations – as a member of the executive team, you’ll play a key role in achieving strategic goals, promoting our corporate vision, and being an advocate within our community. To be our ideal candidate, you are strongly aligned to the values and integrity of the credit union system and have:

· A post-secondary degree in Commerce, Business Administration or related field, or completion of CUIC‘s Management Studies Program, plus 8+ years recent, related experience in a senior management role in financial services. An equivalent combination of education and experience will be considered.

· A wealth of operational experience that includes a background in sales and credit, as well as have excellent problem solving, project management, time management skills.

· Previous branch manager experience in a unionized workplace with a solid background in employee and labour relations is required.

· A demonstrated ability to lead people and create a motivating and engaging work environment

· Skilled communication and interpersonal skills with the ability to build relationships with staff, members, colleagues, and external partners

· Passion, flexibility and care deeply about people and making a difference in the community you live

· A strong understanding of Canadian credit union industry trends and knowledge of all Provincial and Federal regulatory requirements, such as PCMLFTA, PIPA, LTA, etc.

KEY RESPONSIBILITIES

· Ensure the effective delivery of day to day operations including the achievement of quality of work standards, internal and external audit standards, regulatory compliance, and commercial and retail credit functions.

· Ensure a coordinated and balanced approach to the creation and execution of operational planning and budgeting, human resources development, and enterprise risk management.

· Create an alignment of innovative operational strategies that support the credit union’s strategic goals and objectives for growth and profitability.

· Provide leadership, clarity of purpose, management, and coaching support essential to the achievement of the Credit Union’s day to day operational objectives.

· Lead in a professional, courteous, and respectful manner, acting as role model in a culture driven by operational efficiency and member advocacy.

· Emphasize professional development and team building while staying current on new developments in the financial services industry.

· Provide support to the Board of Directors and committees of the Board on an as needed basis.

· Act on behalf of the CEO in their absence and assume selected duties of other managers as needed.

REWARDS

At GFCU you have the ability to bring your ideas and express your opinions in an industry where change and innovation is constant. As an employer, GFCU provides challenging and innovative work, competitive salary and benefits, and the opportunity for professional career growth.

We believe our greatest asset is our people and we work hard to support and empower them. If you are a team player, goal-oriented and looking to build a career in the financial services industry, we would like to hear from you!

Grand Forks Credit Union is an equal opportunity employer. Only applicants who are legally entitled to work in Canada can be considered for employment. We thank all candidates for their interest; however, only those under consideration will be contacted.

Grand Forks Credit Union uses a centralized application service – please apply electronically by visiting the following link:

https://www.indeedjobs.com/grand-forks-credit-union/_hl/en_CA?cpref=JXWAtnzf3XWjLOi4YeVNLqF8RN6a-VzuH9iUDiVRIR8

Chief Operations Officer

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

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

If you want to join a dynamic management group dedicated to credit union values and member service, this is the right career move for you. You will report directly to the CEO and, as a member of the senior management team, you will be responsible for providing overall management, direction and coordination to all retail banking activities, including sales and service, within our multi-branch credit union. You will provide direction to risk management operations; provide leadership and coaching to reporting staff; and approve loan applications within a delegated lending authority. This role also liaises with the General Manager Insurance and Senior Financial Planners to tie subsidiary operations to the credit union. You will be responsible for participating in the development of corporate strategies and policies, identifying short and long-term objectives, and contributing to the design and development of policies and programs for branch operations and risk management. You will be responsible for creating an environment where operations & risk management staff are encouraged to provide high quality service to our staff in a professional manner. You will lead operations and risk management staff to ensure effective performance and results through coaching and development. This role acts as the Compliance Officer and is ultimately responsible to ensure compliance with Anti-Money Laundering / Counter Terrorist Financing Prevention & Detection Legislation.

Bulkley Valley Credit Union has a competitive compensation package including an attractive base salary and an excellent benefit and pension package.

Qualifications

The successful candidate will have a business degree or diploma and a minimum of 5-7 years of management and leadership experience in the financial industry or an equivalent combination of education and experience.

Qualified persons can submit a current resume and cover letter in confidence by Monday, March 1, 2021 to:

Jana Lukasek, CEO

jlukasek@bvcu.com

Bulkley Valley Credit Union

PO Box 3637 Smithers BC V0J 2N0

Fax: (250) 847-3012

www.bvcu.com

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

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