British Columbia – Page 8 – Credit Union Careers

Investment Advisor – South Okanagan

Join our Team!

We measure success by the success of our members and the strength of our local communities. By choosing Interior Savings, you give us the power to give back to your community. You help us create local money that stays local – supporting local causes, events, initiatives, and positive local change. Here at Interior Savings we support and value our employees, and work together to strengthen our communities!

Interior Savings is looking to bring a new Investment Advisor to join the Wealth Management Team in the South Okanagan of British Columbia.

The South Okanagan is known for having the warmest weather conditions in all of Canada and with lots of sunshine and a comfortable climate all year round it’s a great four-season destination offering so much to do in the beautiful outdoors. Not to mention that the region is at the heart of BC’s wine industry.

About this opportunity…

The Investment Advisor supports Interior Savings’ vision of sales & service excellence by developing valuable long-term relationships with members, pro-actively determining & fulfilling their investment needs and providing them sound advice with high-quality, tailored financial solutions to match their financial goals.

Through personal strengths in communication, sales leadership, and initiative you will achieve client’s financial sales goals through a focus on medium to high net-worth investors seeking diverse investment solutions. You will pro-actively manage client relationships, pursue internal opportunities/referrals, and external business growth opportunities.

With proven sales and service ability and the ability to meet and exceed goals and objectives you will identify cross-selling and referral opportunities to other Interior Savings partners, achieve referral objectives, develop external leads, and build referral relationships within the community. You will work as a team member with licensed branch staff to ensure that all member needs are met in a timely, cost effective manner and assist in the education of branch staff regarding Credit Union services and products to pro-actively grow the business. You will also perform other duties as assigned.

What we are looking for….

Education

High School diploma/Grade 12 plus two (2) years of formal post-secondary education or equivalent
Possess or be willing to work towards the CFP (Certified Financial Planner designation) or PFP designation
Canadian Securities course and Conduct & Practices Handbook
Must be IIROC licensed

Experience/Knowledge

4-6 years of job related experience in a financial sales & services environment
Good knowledge of current domestic and international investment marketplace
Good comprehension of all insurance products
Knowledge of RRSPs, RRIFs, RESPs, mutual funds, and self-directed plan administration

“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.

MoneyWorks Wealth Advisor

An Exceptional Career & Vibrant Lifestyle. Have it all at NDCU MoneyWorks

For more than a decade, three like minded Credit Unions have been partners in providing wealth management services to their members. We are MoneyWorks. Through this partnership, we provide a holistic approach to financial planning, matching members’ financial needs with the best solutions tailored to their situation. We provide a variety of product and service options to members throughout the Kootenay-Boundary region.

CAREER OPPORTUNITY

Wealth Advisor

If you want to join a team who are dedicated to building long term relationships with members, this exciting opportunity is the right career move for you. Reporting directly to the Executive Leader, the successful candidate will play a significant role in providing financial advice and assistance to clients, while strengthening the overall presence of NDCU MoneyWorks in the communities it serves which include the beautiful areas of Nelson, Rossland and Crawford Bay. This unique opportunity also provides the opportunity to work with an existing book of business as well as partner with branch staff in identifying referral opportunities.

The incumbent will be self-motivated, and results driven, Hybrid arrangements will be considered, and travel within the local area is required.

Qualifications Required

You are a results-oriented professional and effective decision maker with a commitment to furthering the reputation of the organization in the community. Your positive, adaptable approach equips you with strong relationship building skills and the interpersonal skills to be an effective team member. You are dedicated to a holistic planning approach working with our members.

A minimum of three years’ experience in providing holistic financial advice to clients in the areas of financial planning, investment, risk assessment and insurance options is preferred. In addition, you will hold or are working towards completion of the Certified Financial Planner (CFP) designation or equivalent. Preference will be given to those candidates that hold a post-secondary designation.

Additional details about this position are available through the contact information below. We welcome applications from all interested applicants looking to further their career in a dynamic, team-oriented environment.

Desktop Support Specialist

Desktop Support Specialist
Administration Branch
January 27, 2023

Williams Lake and District Credit Union serves the communities of Williams Lake, 100 Mile House and Bella Coola, having over $400 million in assets and 11,000 members. Reporting to the Senior Systems Lead, you will provide user support, installation and maintenance of the credit union’s desktop computer systems and network, including training staff on use of the systems and other administrative support as required.

Responsibilities include workstation hardware and software support, printer hardware and software support, WAN, LAN and internet support, telephony support, and ticket tracking.

The preferred applicant will have a minimum of two years post-secondary education in information systems and three to five years of related experience. Completion of or working towards Microsoft Certification will be an asset.

Effective organizational, oral and written communication skills; demonstrated ability to work independently and to communicate technical practices and procedures to individuals having varying degrees of technical knowledge is also preferred.

We offer a competitive salary and benefit package. Interested applicants should forward their resume and cover letter, in confidence 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
(Open until filled)

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 check our website at www.wldcu.com.

Senior Advisor

Create your future with SASCU Credit Union! We invite you to be part of a team where you can feel good about the work you do and the positive impact on the communities we serve in the Shuswap region. We believe in fostering a work environment that is the perfect blend of friendliness, support and professionalism, not to mention, fun!

As a Senior Advisor at SASCU, 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 (including new accounts, mutual funds, registered products, and term deposits).
Advise members on personal and small business lending products and services (including mortgages, loans, lines of credit, credit cards, and associated insurance products).
Service and manage an assigned portfolio of estate accounts.
Identify and pursue opportunities within an assigned portfolio and through referrals, connecting members to colleagues when appropriate to ensure the members’ financial needs are fully met.
Take a lead role in promotions and other activities to build the membership base and have a positive impact on the community.

What you’ll bring:

Two years of post-secondary education or equivalent.
At least 4-6 years of progressive financial services with demonstrated sales skills.
Registration as a Mutual Funds Representative, or enrollment in the Investment Funds in Canada (IFC) course within 3 months of attaining position, with the intention to register as a Mutual Funds Representative.

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 and demonstrated leadership ability
Possess a high level of ownership, accountability, and initiative
Are committed to continuous learning and self-development

We invest in our employees by offering:

A competitive base salary plus performance-based incentive pay, and a pension plan with SASCU matching all funds.
Comprehensive group benefits coverage including extended health and dental care, travel insurance, and life insurance, and an Employee and Family Assistance Program.
Flexible spending account for additional health and personal wellness activities and expenses.
Flexible work arrangements and paid time off including vacation, medical/care time, a flexible “Floater Day”, and paid community volunteering.
Opportunities for career growth, financial assistance for training and development, and rewards and recognition.
Additional benefits including waived or reduced banking fees and reduced rates on personal loans and mortgages.

This is a full-time, Monday to Friday position. 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.

Our Commitment to Diversity and Inclusion:

SASCU is an equal opportunity employer committed to supporting Diversity and Inclusion. We recruit and select applicants for employment solely based on their qualifications, with emphasis on selecting the best-qualified person for the job. We support an inclusive environment where employees feel empowered to share their experiences, ideas, and perspectives.

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 $1 billion in assets. Learn more at www.sascu.com

We thank all candidates for their interest, however, only those selected for an interview will be contacted. The successful candidate will be required to meet fidelity bonding requirements, including completion of references, a criminal record check, and credit check.

Risk Analyst

Open to anywhere in Canada

Simplifying banking for Canadians – it’s simple but bold. Here at Innovation Credit Union we reward forward thinking, results driven, digital risk takers who are looking to break barriers in traditional banking. As a Risk Analyst has a good knowledge of operational risk management practices and possesses an inquisitive and investigative mindset to initiate risk discussions and improve risk mitigation strategies. The ability to plan, prioritize and execute assigned tasks comes naturally to this person.

A Risk Analyst supports the Manager, Operational Risk with the implementation of the Operational Risk Management Framework; reviews risk registers/event logs; supports the VP, Risk & Compliance with the implementation of the Model Risk Governance Framework for Innovation. They understand the importance of RCSAs, Operational Risk Taxonomy, Risk Events, Risk Awareness and KRIs. They are committed to continuous learning and professional development while maintaining knowledge of legislation, regulations, standards and best practices for the effective management of operational risk.

(WIIFY) What’s in it for you:

Competitive Salary
Diverse and Inclusive Culture that continues to evolve
Flexible work options
Strong benefit package
Superannuation matched contribution program
Wellness Days to create appropriate work/life balance
Paid Education opportunities to ensure our members have the most equipped staff helping them
A purpose driven organization that focuses on the values of Accountability, Integrity and Respect
And lots more reasons to love where you work and what you do

Visit the CAREERS page of our website www.innovationcu.ca to learn more and apply!

Advice Coach

This is a great opportunity to contribute to a dynamic and community-minded organization!

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)!

The Advice Coach is a subject matter expert and source of support for all aspects of SASCU’s advice/sales programs, skills, and expectations. The Advice Coach reports to the Director, Banking and continually enhances and advances SASCU’s Coaching Program, including being a resource to the Training Department (e.g., classroom training, webinars, supportive communications, job aides). This position leads the ongoing sales management disciplines of coaching (including observational) and on-demand training to sales positions in SASCU’s branches and Contact Centre.

*This is a new position at SASCU, and its accountabilities and the reporting relationship may evolve over the course of an initial one-year pilot. The successful candidate will be integral to the outcome and success of the pilot.

What you’ll do:

Observe, coach, and develop live interactions to ensure sales staff are following the service program to deliver a consistent experience throughout SASCU branches and the Contact Centre.
In collaboration with branch leaders, work to support individual development plans as they relate to sales and service.
Support branch leadership through development and provision of ongoing coaching material and ensure alignment with existing sales models.
Contribute to the performance review process by providing input into staff performance reviews through regular updates, feedback, and post-coaching debriefs.
Collaborate with internal partners (e.g., the Marketing Department) to develop and deliver internal sales campaigns that support business development and growth.
Actively and continually seek and identify opportunities for continuous improvement and increased efficiencies; recommend and share ideas for improvements.

What you’ll bring:

A post-secondary degree or diploma is preferred.
4 to 6 years’ experience within financial services and/or sales leadership.
Registered as a mutual funds representative or willing to be licensed within a three-month period.

You’re perfect for this role if you have:

Knowledge of the features and benefits of lending and investments, including mutual funds.
Demonstrated leadership ability, including experience mentoring, coaching, and change management.
Strong organizational and time management skills.
Excellent communication and interpersonal skills.
High level of ownership, accountability, and initiative.

We invest in our employees by offering:

A competitive base salary plus performance-based incentive pay, and a pension plan with SASCU matching all funds.
Comprehensive group benefits coverage including extended health and dental care, travel insurance, and life insurance, and an Employee and Family Assistance Program.
Flexible spending account for additional health and personal wellness activities and expenses.
Flexible work arrangements and paid time off including vacation, medical/care time, a flexible “Floater Day”, and paid community volunteering.
Opportunities for career growth, financial assistance for training and development, and rewards and recognition.
Additional benefits including waived or reduced banking fees and reduced rates on personal loans and mortgages.

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:

Our Commitment to Diversity and Inclusion:

We thank all candidates for their interest; however, only those selected for an interview will be contacted. The successful candidate will be required to meet fidelity bonding requirements, including completion of references, a criminal record check, and credit check.

Treasury Analyst

Treasury Analyst
1 year Term Position
Location: Canadian home office or Regina corporate office

SaskCentral provides a balance of energy and support to employees and is on a multi-year enterprise-wide transformational journey with continued focus on ensuring the success and financial viability of Saskatchewan credit unions. The role of the Treasury Analyst in this journey is to provide subject-matter expertise on several strategic projects to deliver exceptional liquidity management services to credit unions.

The Job:
Working in a project team setting, the Treasury Analyst will support the scoping, planning, testing, and implementation of workflow requirements related to products and services provided to credit unions. You will collaborate with Front, Middle and Back Office workgroups to complete required testing associated with international wire payments and to identify, stage, and report on a variety of capital markets transactions. As someone with a thorough understanding of capital markets transactions, asset types, and settlement procedures you will apply this knowledge to ensure all operational workflows follow industry best practices and contribute to the success of the projects.

The Candidate:

You will have a degree in business/commerce and/or solid experience with these functions and have or are working towards the completion of a professional financial designation (i.e. CFA, CA/CPA, CIM). You have a minimum of 5 years’ experience within banking and/or financial reporting and analysis, policies and practices and advanced knowledge of balance sheet, capital, liquidity and risk management concepts and practices. To be successful in the role, you will have experience in the structure and settlement of secured lending and/or loan products and strong knowledge of banking systems and related deposit products. Previous Credit Union experience is an asset.

Interested applicants are invited to submit their cover letter and resume in confidence by Friday February 3, 2023 on our career page Recruitment (adp.com)

We thank all applicants for their interest; however, only those selected for an interview will be contacted. Please be advised that SaskCentral will be using virtual and in-person methods to connect with candidates and conduct interviews during the recruitment process.

Our employees tell us SaskCentral is a great place to work. It’s more than the competitive salaries and excellent benefits we offer. We believe you can have a challenging, rewarding career and work life balance, too. We value and support workplace diversity.

Account Representative 5 – Union (Retail Lending)

Together, Let’s Do Great Things!

Improving financial health, enriching lives, and building healthier communities. These are at the core of who we are and what we do at Coastal Community Credit Union. We are looking for an Account Representative (Retail Lender), with at least five years of financial services experience and a vision of improving people’s financial health. The Account Representative will have advanced knowledge of retail lending to support the Nanaimo region. If your strength is building relationships and providing expert personalized service to help people reach their financial goals, we want to hear from you.

What’s the role?

As an Account Representative, you will thrive in a relationship-based sales environment that rewards your successes. You will use your great communication skills to understand our members and clients’ needs and share your knowledge of products and services to help them achieve their financial goals. You will also have a proven track record of recognizing sales opportunities and achieving defined targets.

Drawing on our full line of products and services, as well as our experts from our other business lines, you’ll offer individualized comprehensive solutions to suit unique situations. As a primary business developer, you’ll take an active role in maintaining, attracting, and expanding members’ relationships with Coastal Community. We want high quality interactions with our members and clients, and we’ll give you the education and support to enhance your retail lending skills.

What will you do?

Your goal will be to improve the financial health of Coastal Community’s members by building relationships. On a typical day, you may help people with mortgages, lines of credit, personal lending solutions, credit cards, banking transactions, and investments (including registered products). You will also identify opportunities for referrals to our other business lines to meet the member’s full financial needs.

What are we looking for?

An efficient collaborative team player ready for a challenge
A minimum of 5 years of financial services experience with a minimum of 2 years lending exposure or an equivalent combination of post-secondary education and experience;
Solid experience with personal lending and deposits;
Solid understanding of the competitive environment in the financial marketplace, and local communities within the region;
An interest in pursuing internal and external business development opportunities
Proven track record of achieving defined sales and service goals and targets.

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?

Since first forming in 1946, Coastal Community has grown to become the largest financial services provider based on Vancouver Island. We’re proud of the legacy we’ve built and the things that make us who we are:

We’re 100% member-owned, with all decisions made locally—right here on Vancouver Island.
We’re a growing organization with over $4 billion in assets under management. Coastal Community helps improve the financial health of over 100,000 members and clients through our 24 branches, 16 insurance offices, 4 business centres, plus our wide range of online and digital services.
We believe in making meaningful contributions to the communities we call home. Each year, we give over half a million to community organizations and programs.

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!

Chief Financial Officer

Primary Purpose:

The Chief Financial Officer (CFO) is a member of the Senior Leadership Team who provides leadership, oversight and coordination of Finance and Accounting for Northern Savings Credit Union. This leader translates business strategies into goals, objectives, and processes to affect sound and prudent financial health of the Credit Union all in an effort to ensure exemplary member service.

This business unit leader is responsible for financial management of the credit union, maintaining market and industry knowledge, providing for engagement of employees, managing the operations to be efficient and effective, taking action to mitigate current and emerging risks, and providing for financial health of the unit and financial health of the Credit Union as a whole.

The CFO is to conduct their duties while demonstrating positive leadership within the Credit Union and externally in the community. The CFO is to inspire the employees of the business unit to achieve their maximum potential and produce results in the best interest of the credit union while respecting the members.

Key Accountabilities:

Financial Management

Overall responsibility for effective functioning of the business unit at attaining stated objectives while contributing to setting of the strategic direction
Leads development of finance, treasury and accounting programs, which are cost effective and provide good return to the Credit Union
Provide technical direction in all areas of financial and accounting and resolve complex problems referred by staff.
Manage and monitor investments and borrowings, including daily cash balances.
Manage and monitor the matching of assets and liabilities.
Ensure compliance with sound business practice, all regulations, by-laws, policies and procedures.
Develops relevant management level policy for the business unit and for particular aspects for the credit union as a whole and assists in the development of governing level policy.
Ensures business units operate within defined budgets
Identifies process improvements and implements such and shares internally.
Ensure professional image of units to members and internal customers.
Continually markets the benefits of membership to non-members to grow the membership
In conjunction with the Senior Leadership Team, provide recommendations and opportunities that may enhance financial management.

Financial Reporting

Oversee preparation of financial statements and reports, accounting and statistical data.
Identify any areas of financial concern for the credit union.
Document current and projected financial performance.
Lead in the development of annual operating and capital budgets and the financial forecasts for credit union; monitor performance in relation to budget.
Ensure the safekeeping of records to meet the requirements of outside regulatory bodies and ensure that a systematic process is in place for their retention and disposal.
Develop, recommend, and audit internal financial controls and procedures to minimize risk exposure.
Liaises with the member appointed external auditors and cooperates with the auditors in providing for an efficient and effective audit process

Risk Management and Financial Health

Implement and maintain effective risk management processes and reporting as they related to finance and treasury that are consistent with BC Financial Services Authority (BCFSA)
Identifies the inherent risks which the business unit has responsibility for and develops appropriate responses and mitigation of those risks.
Works with managers of branches (retail, insurance, business services) on pricing, analysis, and provision of information to enable them to manage profitability and results of their business units.
Provides information to the CEO and the Board to enable them to be aware of liquidity, interest rate, foreign exchange, investment, capital and financial risks and the management of those risks.
Maintains confidentiality over information as appropriate to the sensitivity of the information and within privacy requirements.

Knowledge of Market and Industry

Maintain up to date knowledge of markets with regards to services, products, rates, and fees.
Maintain knowledge of current market activity locally and nationally in order to identify opportunities for Northern Savings.
Maintain knowledge of economic factors and implications for the behaviour of current markets locally, nationally, and globally.
Develops and fosters key relationships within the credit union system and with key Northern Savings partners.

Education & Experience

University degree is required
Professional accounting designation (CPA) required
Four to six years of related management experience
Or an equivalent combination of education and experience.
Extensive financial services experience is required.
Expert knowledge of Finance & Accounting and their regulatory requirements is required.
Experience evaluating and drafting policy and procedures is preferred.
Extensive experience in evaluating all aspects of Financial Management at a corporate level is required.

The right candidate would enjoy all the experiences that Northern BC has to offer. Located in Prince Rupert, which offers BC’s spectacular outdoor playgrounds. Whether you love fishing, kayaking, hiking or skiing, or just want to escape the city life and enjoy affordable living while soaking in fantastic views. Occasional travel to the island of Haida Gwaii, Canada’s own archipelago habitat would be required as two of our branches are located on this historical and culturally rich part of the province.

Travel is a requirement of this position.

For full copy of the job description please email info@northsave.com

Please send your cover letter and resume to info@northsave.com

We thank all applicants for their interest. Please note we will only contact individuals for an interview.

Marketing Insights Analyst

This is a great opportunity to join a creative and well-established team of marketing professionals! We invite you to be part of a team where you can feel good about the work you do and the positive impact you will have in the Shuswap community. We believe in fostering a work environment that is the perfect blend of friendliness, support, and professionalism (not to mention fun)!

As SASCU’s Marketing Insights Analyst, you’ll turn data into valued insights that strengthen the actions of each member of the Marketing team and support SASCU’s growth. You’ll be a data subject matter expert on our members and customers, performing analysis of digital usage, surveys, campaign performance, new markets, and product opportunities. This role is critical to the development and operation of SASCU’s marketing automation and personalization strategy.

What you’ll do:

Analyze client information and competitive benchmarking to identify opportunities to optimize performance of marketing and sales efforts.
Collaborate with internal teams and third parties to identify new data sources and database/platform integration opportunities.
Leverage existing tools and, where needed, develop new tools, to measure and report on campaign and digital delivery results.
Develop insights into digital and omnichannel customer experience issues and opportunities.
Develop and implement marketing automation, including use of artificial intelligence.
Through A/B testing and analysis of data points, recommend changes to generate stronger leads and heighten lead conversion rates.
Recommend data-driven changes to personalize touchpoints along the customer journey.
Develop dashboards, reports, and visuals to present data and report on key performance indicators.
Provide analysis and advice on product development to lines of business across the organization.

What you’ll bring:

Degree or diploma in Marketing, Statistics, Business, or a related field.
5 years’ experience in a related field, preferably in a financial service environment, or an equivalent combination of education and experience.
Experience using and/or implementing a marketing automation platform.

You’re perfect for this role if you have:

Understanding of market/customer analysis principles, methodologies, tools, and techniques.
Proven data extraction, analysis, and interpretation skills.
Outstanding problem-solving and analytical skills including a talent for conducting research, and turning data into relevant and communicable insights.
Advanced computer skills including Microsoft Office programs (Excel, Access, PowerPoint), analytical and reporting software.
Attention to detail and a high level of accuracy.
Ability to communicate both orally, visually, and in writing with internal customers, technical teams, and other coworkers, work to schedules and adapt easily to changing priorities and business needs.
Commitment to ongoing professional development, learning, and growth.

We invest in our employees by offering:

A competitive base salary plus performance-based incentive pay, and a pension plan with SASCU matching all funds.
Comprehensive group benefits coverage including extended health and dental care, travel insurance, and life insurance, and an Employee and Family Assistance Program.
Flexible spending account for additional health and personal wellness activities and expenses.
Flexible work arrangements and paid time off including vacation, medical/care time, a flexible “Floater Day”, and paid community volunteering.
Opportunities for career growth, financial assistance for training and development, and rewards and recognition.
Additional benefits including waived or reduced banking fees and reduced rates on personal loans and mortgages.

Flexible Work Arrangement:

Consideration will be given to a remote work arrangement for the successful candidate. The successful candidate must reside in British Columbia.

Our Commitment to Diversity and Inclusion:

A bit about SASCU: