British Columbia – Page 34 – Credit Union Careers

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.