British Columbia – Page 9 – Credit Union Careers

Accounting Technician

About Us

First Nations Bank of Canada is a federally chartered bank primarily focused on providing financial services to the Indigenous marketplace in Canada. Over 87% Indigenous owned and controlled, FNBC is a leader in advocating for the growth of the Indigenous economy and the economic well-being of Indigenous people. Headquartered in Saskatoon, SK and named one of Saskatchewan’s Top Employers, FNBC takes pride in its workforce of over 64% Indigenous employees working at locations across Canada.

FNB Trust is FNBC’s wholly owned trust company providing Indigenous Trust Services to Indigenous governments and organizations across Canada. FNB Trust strengthens the capacity of its customers, in alignment with FNBC’s mission toward the long-term economic well-being of Indigenous Peoples.

About The Role

Reporting to the Trust Officer, the Accounting Technician provides a high level of support and contributes to a comprehensive, efficient and accurate reporting process meeting both internal and external stakeholder requirements. This is a permanent full-time opportunity. Candidates from all Canadian regions will be considered, with preference given to those able to work out of either Saskatoon, Vancouver or Winnipeg offices. Saskatoon and Vancouver are both located on First Nation lands.

This position prepares accruals, bank reconciliations, maintains and reconciles general ledger accounts, posts journal entries, prepares other statistical, financial and activity reports and supports the accounts payable function.

About You

You are a driven and detail-oriented individual who is client-focused and efficient. You have a keen eye for detail and possess strong organizational skills. You are responsible for supporting trust client service goals by providing accounting, payables and reporting services.

You must have:

Two (2) years’ experience in bookkeeping and accounts payable role
A college diploma in accounting/finance or undergraduate degree is preferred
Strong analytical skills with ability to pay close attention to detail
High level of organizational skills and ability to prioritize daily workload
Ability to adjust to changing work priorities to meet deadlines
Extensive working knowledge of Microsoft Excel
Knowledge of and experience with QuickBooks Online is preferred
Strong communication skills, both written and oral
Ability to work independently and as part of a team
Travel may be required; possess a Class 5 driver’s license
Acceptable criminal record and credit checks

We are passionate about creating an inclusive workplace and value and respect diversity of our staff.

We offer a highly competitive and comprehensive total rewards package, including group benefits, savings plan, professional development, and opportunities for career growth. If you are interested in this opportunity, meet the qualifications, and are eligible to work in Canada, please visit our website at www.fnbc.ca or send your resume and cover letter by email to apply@fnbc.ca. The posting will remain open until the position is filled.

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

Manager, Client Experience – Private Wealth Group

Manager, Client Experience – Private Wealth Group

Coastal Community Credit Union – Private Wealth Group

Nanaimo and surrounding Vancouver Island Communities – Hybrid

Position Type: Permanent Full Time

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 seeking a Manager, Client Experience – Private Wealth Group to oversee the administrative support function of our Private Wealth Group Department and provide regional leadership to the team of Client Relations Assistants. If you are a dynamic individual who has a passion for client experience and coaching, but also has a knack for detailed work, we want to hear from you!

What’s the role?

As Manager, Client Experience – Private Wealth Group you are responsible to provide leadership, direction, and coaching to Client Relations Assistant Team and oversee the administrative support function for the Private Wealth Group department. This position also leads and oversees the monitoring of auditing and compliance of licensing requirements of the greater PWG advisory team while providing guidance, mentorship and support in the processing of complex client files. The Manager, Client Experience – Private Wealth Group is responsible to manage and direct the department functions within established policies and procedures and is accountable for growth by developing a strong team to support services ensuring a high level of operational effectiveness. This role also plays a pivotal role in the oversight, coordination and support of PWG marketing and sponsored community events. As a key member of the Private Wealth Group Management team, you will have a responsibility to the goals of the department through effective expense processing and administration.

This role is based in Central Vancouver Island with travel required to all Coastal Community locations and offers flexibility for a hybrid remote/office work environment.

What are we looking for?

Successful completion of a Bachelor’s Degree or diploma in a related discipline (e.g. Commerce and Business Administration) requiring 3 – 4 years of full-time study or equivalent.
Minimum six (6) years’ experience as an Investment Advisor or equivalent role.
Hold an IIROC license as a Registered Representative in the Province of BC.
Hold a Life, Disability and Health Insurance license in the Province of BC required within 12 months of commencement of the position
Minimum (8) years progressive financial industry experience considered an asset

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

Proven knowledge of wealth management policies, procedures, practices and general branch operations.
A comprehensive understanding of the investment platform.
Solid understanding of the competitive environment in the financial marketplace, and local communities within the region.
Previous experience leading a team considered an asset

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?

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!

Regional Branch Manager

We invite you to lead 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!

The Regional Branch Manager will oversee the operation of multiple branches as well as act as the Branch Manager of our Downtown Branch. The position will provide overall branch network management and is responsible for its efficient operation, including meeting key performance indications in growth, member satisfaction, employee engagement, as well as ensuring compliance with security and risk management.

What you’ll do:

Manage the operation of the Downtown Branch and oversee the overall operation of other SASCU branches through Branch Managers; ensure that activities are consistent with established corporate strategic objectives, values, policies, procedures, and service standards;
Work with the Director, Banking to convert strategic initiatives into actions, and ensure communication and operational alignment.
Act as coach to direct reports to address unique situations outside of established policies and procedures; resolve or recommend course of action for escalated operational and service issues.
Implement and sustain initiatives at the branch level that build member relationships to enhance service and contribute to the growth of SASCU’s business.
Actively pursue partnerships within the communities SASCU serves for business development purposes and champion community involvement among the branch network.
Effectively lead employees through change with particular emphasis on change tools, processes, and collaboration with Human Resources as necessary.

What you’ll bring:

A degree or diploma in Business Administration.
Eight to ten years of financial services or credit union experience, including at least five years at the management level, or an equivalent combination of education and experience.
Three years of mutual funds sales experience.
Extensive sales and sales management experience.

You’re perfect for this role if you:

Demonstrate capacity to lead, coach, and motivate various teams to successfully achieve results.
Are an innovative thinker with proven ability to engage staff to find new solutions to move business forward.
Possess advanced understanding of financial services products, services, policies, and procedures.
Have excellent communication and interpersonal skills.
Knowledge or application of Lean or Agile processes is preferred.
Access to transportation and willingness to travel within the SASCU community is required.

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. In addition, SASCU stewards $235 million in client investments and serves more than 5,000 insurance customers. 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.

Chief Compliance & Risk Officer

Pacific Blue Cross is the only health benefits provider that’s based in BC, serving the people of BC—and we’ve been doing it for over 80 years. As an independent not-for-profit health benefits society, we have stakeholders—not shareholders. It’s an important distinction for us, because we reinvest in areas that do “more good” for our members where they live and work, through new products and services and support for organizations in communities all over BC.

The Chief Compliance and Risk Officer maintains an independent, objective assurance and consulting activity that is designed to add value to the operations of PBC and its subsidiaries. Reporting to the President and Chief Executive Officer, as well as to the Board through the Board Risk Committee, this role leads the independent oversight of compliance and risk through best practice frameworks for Regulatory Compliance Management and Enterprise Risk Management. These frameworks include the development of policy, standards, operational plans and monitoring and reporting. In addition, the Chief Compliance and Risk Officer and their team facilitates and coordinates risk management assessments, a risk register, and corporate risk profile; establishes standards and procedures for compliance programs; coordinates compliance and risk evaluations and mitigations; and facilitates the Risk Management Committee.

As the ideal candidate, you have a passion for supporting the health and wellbeing of others, and see the opportunity to further that passion through this organization that is committed to creating a healthier British Columbia through teamwork, exceptional service and accountability that will help improve sustainable healthcare. You bring a track record of success in a strategic, senior organizational role that has parallels to the scale, scope, and complexity of the responsibilities at PBC. You have experience working with an executive team and Board of Directors to ensure an organization has the tools and controls in place that will enable the organization to thrive. Ideally you have worked in an insurance or benefits environment, and have experience working with regulators such as the BC Financial Services Authority. You are an effective leader and influencer, and you possess a very collaborative, inclusive style which enables you to develop relationships with a range of partners and clients based on achieving mutual goals. Your work experience is augmented by a relevant undergraduate degree and certification in Risk Management and/or Compliance Management.

Pacific Blue Cross strives to create a workplace where everyone feels valued and employees feel empowered to freely participate and contribute regardless of race, ethnicity, gender, sexual orientation, religion, ability, education level, parental status, or socioeconomic status.

Senior Project Manager

What We Do

Stabilization Central Credit Union’s mandate is to help protect B.C.’s credit union system. Through early monitoring, Stabilization Central helps identify and assist credit unions facing governance, operational, or financial challenges. Stabilization Central is a central credit union whose members are all the credit unions in B.C. Our aim is to strengthen and support their viability, stability, and prosperity through advisory support on risk management, governance and other operational challenges.

What You’ll Do

Reporting to the CEO, the Senior Project Manager oversees and manages projects that provide customized solutions for member credit unions. They are accountable for managing projects with member credit unions that span multiple subject matter areas such as:

Governance
Risk Management
Regulatory Compliance
Financial performance
Retail and commercial lending

The Senior Project Manager works with regulatory bodies, consultants, and industry experts to facilitate the timely and cost-effective delivery of the appropriate scope of projects in the best interests of the credit union.

Projects include those that strengthen business practices for member credit unions that are facing a heightened level of regulatory scrutiny or managing specialized consulting engagements for credit unions seeking to improve their risk management practices.

How You’ll Do It

Building relationships by supporting and providing solutions to our credit union members
Working in a cross-functional environment with your colleagues, members, consultants and regulators.
Building tools and services that you can deploy to help enhance our members’ operations.
Learning about new credit union challenges, regulatory issues and developments as well as personal development in areas of your interest.

What You Bring

You have a strong understanding of regulatory compliance as it relates to financial services, regulation and prudential supervision, corporate governance, and risk management.
You are able to communicate complex issues in a simple way and you act with diplomacy and integrity!
Your background includes an undergraduate degree, or Professional Certification in Finance, Commerce, or related discipline, and a Project Management Designation and/or related experience.
You’ve been doing similar work for ten (10) years or have an equivalent combination of relevant education and experience may be considered.

We are an organization that knows the value of talented people. A career at Stabilization Central is an opportunity to be part of a collaborative, nimble and inclusive team that is focused on partnering with and serving its customers, the credit union system. You can expect a competitive salary, comprehensive benefits and a challenging work environment. Stabilization Central looks for diversity on our team, and invites applications from all qualified candidates.

Mobile Product Manager

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, check out this great opportunity.

We are seeking a Full Time Mobile Product Manager in our Kelowna Corporate Office. At Interior Savings, our goal is to provide innovative tools and products our members need on any device at any time. We’re creating digital experiences that are accessible, informative, intuitive, and work seamlessly with every channel of interaction, with the modern day features you’ve come to expect.

To make this happen, ISCU is looking for highly innovative visionaries who will stop at nothing to develop experiences which delight our members of today and engage our members of tomorrow. This is your opportunity to make your mark in building incredible mobile solutions and be at the forefront of the transformation of the Credit Union industry in Canada.

REQUIRED QUALIFICATIONS

Education

Bachelor’s Degree, or Diploma requiring 3-4 years of full-time study, in the computer science, information systems, business administration or related field, or equivalent work experience

Experience/Knowledge

3-5 years of experience as a Product Manager
Experience in large, cross-functional teams influencing senior-level management and key stakeholders effectively across the organization and within complex contexts
Prior product experience, business analyst, management consulting, systems, or engineering background specifically in mobile products/services
Preferably proven experience or demonstrated capability in leading IT transformational initiatives in complex and dynamic environments

“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.

AVP, Commercial Credit Risk

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 need an AVP, Commercial Credit Risk to lead our Credit Risk team. If you are passionate about leadership, credit risk, and strategic operations, we want to hear from you.

This opportunity offers the ability to work remotely from anywhere in British Columbia.

What’s the role?

As the AVP, Commercial Credit Risk you will be responsible for managing all aspects of the commercial credit risk management function including providing objective review and adjudication of commercial credit applications within credit limits or making recommendations and escalating as required. You will support an enterprise-wide risk management philosophy toward commercial credit. You will be responsible to ensure appropriate policies, procedures, and systems are developed, implemented, and maintained to identify, measure, monitor, and control commercial credit risks in accordance with the credit union’s risk appetite, board approved policies, regulatory guidelines, and internal lending guidelines and procedures. You will support the credit union’s overall objectives aimed at long-term sustainable growth and profitability. As the AVP, Commercial Credit Risk you collaborate with the SVP, Commercial Sales and Service and VP, Retail Sales and Service, to provide oversight for the Credit Risk department with a focus on 2^nd level of defense on current and new initiatives and existing lines of business including credit policy, risk, and processes.

Your duties will include:

Participating in the development and delivery of the credit risk strategic plan, annual operating plan, and budget for overall area of responsibility.
Contributing to the oversight and assists in the development of corporate strategies and risk management and governance policies using the three lines of defense methodology while identifying short and long-term goals and objectives for the Commercial Credit Risk department.
In conjunction with the Credit Risk management team, ensuring a well-balanced risk management culture where management and employees understand their role in the three lines of defense risk methodology.
Establishing the overall process for approving credits, renewals and amendments and establishes approval authorities of individuals and credit approval committees. Prepares appropriate policies for approval by the Investment and Lending Committee
Accountable to ensure that levels of risk control for the 1^st and 2^nd lines of defense are in place, being monitored, and regularly tested for effectiveness and compliance to mitigate risk and minimize Credit Union loan losses. Also provides rigorous review of 3^rd line of defense audits to ensure risk areas are clearly and appropriately identified for the necessary mitigating response and resolution by management and lending staff.
Accountable for Executive and Board Reports completed by Commercial Credit Risk. Through layered analysis, also provides reporting on the risk footprint and heat map of critical highly rated residual and emerging risks.
Through identification of key risks and risk mitigation strategies, recommends adjustments to risk management and compliance policies and practices as required to ensure alignment with existing and any recalibration of corporate risk tolerances.

What are we looking for?

Successful completion of a Bachelor’s Degree in a related discipline (e.g. Commerce and Business Administration) requiring –a minimum of 4 years of full-time study – or equivalent.
Advanced degree preferred.
Advanced understanding of credit union operations, principles, and values.

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

Minimum fifteen (15) years of progressive experience managing a financial service environment: managing a diversified and increasingly complex loan portfolio, successfully developing, and managing people, and business development.
Minimum ten (10) years in a senior Commercial Banking and/or Credit Risk role.
Requires the ability to qualify for Senior Commercial Credit Group and Management Credit Committee approval authority as recommended by Executive management.
Superior knowledge of business lending, other stakeholder and regulatory requirements, and approach to managing credit risk.
Solid understanding of the competitive environment in the financial marketplace and the local communities within Coastal Community’s primary market area.

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?

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 centers, 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.

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.