Ontario – Credit Union Careers

Operational Risk & Compliance Advisor (Full-time; Contract)

6 –12 Month Contract (with possibility of extension)

Remote/Hybrid options available.

Salary Expectations: $75,569.00 – $94,461.00

Join our team and help strengthen risk management at one of Ontario’s leading credit unions.

We’re currently seeking a detail-oriented, inquisitive, and experienced Operational Risk and Compliance Advisor to support our Enterprise Risk Management team on a 6 – 12-month contract. In this role, you’ll provide operational risk management expertise, fraud oversight, and AML compliance support to a growing team. This is a great opportunity for a skilled risk or audit professional who thrives on digging into processes, asking good questions, and helping teams build stronger controls.

What You’ll Do:

Identify and assess operational risks across business processes, systems, vendors, and external events.
Work with our ERM Director and business teams to identify key areas of operational risk.
Document current state controls for identified risks.
Provide advisory support and technical expertise to our fraud team.
Support AML compliance activities in partnership with our CAMLO.

What You’ll Bring:

Experience in compliance, operational risk management, or audit (financial services preferred).
Strong analytical skills and attention to detail.
Comfortable gathering information, asking probing questions, and conducting interviews with stakeholders.
Curious, collaborative, and proactive problem-solver.
AML program oversight experience and/or project management background would be an asset.

Why Join Our Team?

Mainstreet offers its employees:

Work-life balance and flexible work arrangements
Opportunities for training and advancement
Generous salary, vacation and benefits (Mainstreet is a Living Wage employer)
Opportunity to work at a values-based cooperative

Our Values:

Personalized: High quality personalized advice with flexible solutions.

Supported: Highly responsive through empowered professionals.

Known: Meaningful impact and connected to community.

Easy: Easy and in the way our members prefer.

Join Mainstreet Credit Union and be part of a workplace that values diversity, promotes equity, and fosters inclusion. We actively seek diverse perspectives, ensure equal opportunities for all, and cultivate a culture where every individual feels valued. Our commitment to continuous learning ensures an environment where everyone can thrive.

Mainstreet Credit Union is an equal opportunity employer. We welcome applications from candidates of all backgrounds and experiences. Accommodation is available upon request for candidates taking part in all aspects of the selection process.

*Note:

This posting is for an open vacancy.

Application compatibility assessed with AI.

Financial Reporting Manager (Full-time;Hybrid)

About Us:

We are a dynamic and growing credit union with 11 locations across Southwestern Ontario, committed to providing exceptional financial services to our members.

We believe we have the best team in the business due to our leadership philosophy of excellence, and team development. With our full spectrum of investment, credit, and general banking instruments, our team can build the solution that is best for our customers; and since our customers are also our shareholders, this will always be our business objective!

Mainstreet Credit Union is actively seeking an experienced Financial Reporting Manager to join our growing team!

Why Join Our Team?

At Mainstreet we believe in investing in you – whether it is our employees or our incredible members. At Mainstreet we are committed to providing exceptional service, advice and improving and making a difference in the lives of our members.

Mainstreet offers its employees:

Work-life balance and flexible work arrangements
Opportunities for training and advancement
Generous salary, vacation and benefits (Mainstreet is a Living Wage employer)
Opportunity to work at a values-based cooperative

Our Values:

Personalized: High quality personalized advice with flexible solutions.

Supported: Highly responsive through empowered professionals.

Known: Meaningful impact and connected to community.

Easy: Easy and in the way our members prefer.

The Role:

Job Title: Financial Reporting Manager

Reports To: Director of Finance

Job Function:

The Financial Reporting Manager is a key leadership role within the Finance team, responsible for the accuracy, integrity, and timeliness of all financial reporting and related activities for the credit union. This includes oversight of financial statements, regulatory reporting, compliance with accounting standards, and effective financial operations such as payroll, accounts payable and receivable, and general ledger reconciliation.

Reporting to the Director of Finance, the Financial Reporting Manager leads a team of three and fosters a culture of accountability, collaboration, and continuous improvement. The role plays a critical part in ensuring reporting excellence, building leadership capacity, and supporting strategic financial initiatives that enable long-term sustainability.

Key Responsibilities:

Lead the preparation of monthly, quarterly, and annual financial statements in accordance with IFRS and regulatory standards.
Oversee the timely and accurate submission of internal and external financial reports, including those required by regulatory bodies, external auditors, and the Board of Directors.
Ensure compliance with all regulatory reporting requirements, including filings with FSRA and other applicable regulators.
Manage the implementation and ongoing maintenance of the Central 1 IFRS 9 model, ensuring accuracy and consistency in related reporting.
Supervise and develop a high-performing team responsible for payroll, accounts payable and receivable, and general ledger reconciliation.
Maintain and enhance internal controls, reporting frameworks, and finance-related policies to ensure compliance and mitigate financial risk.
Assist with the annual budget process by supporting data collection, analyzing and reviewing forecast runs used to develop the budget. Utilize the budgeting system to generate projections and provide insight into variances between forecasts and budgets over time.
Collaborate with external auditors and examiners, preparing audit documentation and managing requests and inquiries.
Drive continuous improvement across financial operations and reporting processes, with a focus on automation and efficiency.
Stay current with changes in accounting standards, regulatory guidance, and industry best practices to ensure proactive adaptation.
Support strategic finance projects, including cost optimization, financial modeling, and analysis for new initiatives.

Qualifications:

CPA designation required.
Minimum 5 years of progressive experience in financial reporting, accounting, or audit.
Experience leading or supervising a finance or accounting team.
Strong technical knowledge of IFRS and regulatory reporting in the financial services or credit union sector.
Proven ability to manage multiple priorities and stakeholders in a fast-paced environment.
Excellent analytical, communication, and organizational skills.
Proficiency with financial systems and tools, including Microsoft Excel, general ledger software, and reporting platforms.

Mainstreet Credit Union is an equal opportunity employer. We welcome applications from candidates of all backgrounds and experiences. Accommodation is available upon request for candidates taking part in all aspects of the selection process.

*Note:

This posting is for an open vacancy.

Application compatibility assessed with AI.

Operations Manager

Introduction

Do you bring high energy and a positive attitude to the team? Do you enjoy leading change, improving operational processes, and supporting frontline teams to deliver outstanding member service? If you answered yes to both these questions, then Healthcare & Municipal Employees Credit Union (HMECU) is the place for you.

Company

HMECU has been serving our healthcare, municipal, fire and police community for 90 years! We value dedication and a commitment to excellent service. Our team members are the heart of our Credit Union, and we are looking for individuals that share in our vision and purpose. We take pride in the service we provide to our members and are looking for an enthusiastic and passionate candidate to join our Operations team.

Our Purpose

We care for the financial needs and wellbeing of our members so you can focus on what matters most.

Job Purpose & Summary

The Operations Manager plays a critical role in supporting the delivery of exceptional service at HMECU. This role is responsible for leading the design, implementation, and continuous improvement of operational policies, procedures, and processes that enable our teams to serve members with confidence and consistency.

As a champion of change management, the Operations Manager will drive key operational initiatives from concept through to adoption, with a strong focus on staff training, system readiness, and cross-functional coordination. This position also oversees the credit union’s registered product processes, year-end reporting, overdraft program, operational forms, member complaints program, and data quality oversight—ensuring operational accuracy, compliance, and service excellence.

What you’d be doing:

Operational Leadership

Own and maintain HMECU’s operational policies and procedures to ensure they are current, compliant, and practical for front-line teams.
Lead process reviews and implement improvements that enhance efficiency, reduce risk, and support a consistent member experience.
Serve as the operational escalation point for procedural issues and branch inquiries.

Change Management & Implementation

Lead the end-to-end implementation of operational changes, product updates, and process improvements.
Develop change management strategies that include stakeholder engagement, risk mitigation, communication planning, and training delivery.
Measure success of changes and support sustainable adoption across teams.

Staff Training & Enablement

Work closely with leaders and subject matter experts to identify training needs related to operations and product delivery.
Develop and deliver training materials, job aids, and process documentation for new and existing procedures.
Support onboarding of new employees by contributing to role-specific operational training content.
Partner with branch and virtual teams to ensure training translates into consistent service delivery.

Product & Service Administration

Oversee the operational setup, maintenance, and communication of deposit and investment products, including GICs and registered plans (RRSP, TFSA, RRIF, FHSA).
Lead HMECU’s registered plan administration, including contribution processing, compliance requirements, and year-end activities (e.g., slips and reconciliations).
Coordinate implementation of product or system changes across departments.

Reporting, Forms & Compliance

Manage the Overdraft Report and oversee follow-up processes to ensure timeliness, consistency, and appropriate member outreach.
Oversee the creation, review, and maintenance of operational forms and internal documentation to support accuracy and usability.
Support audit requests and ensure adherence to operational and regulatory requirements.

Complaints Management (Complaints Officer)

Serve as HMECU’s designated Complaints Officer, ensuring complaints are logged, investigated, and resolved in accordance with internal policies and external regulatory requirements.
Maintain the Complaints Log and report regularly to senior leadership.
Analyze trends and recommend operational changes or training where recurring issues are identified.
Support ongoing compliance with Market Code and complaint-handling obligations.

Data Quality Oversight

Own HMECU’s data quality management process from an operational lens.
Monitor outputs from the credit union’s data quality tool, ensuring timely review and correction of flagged issues.
Identify patterns or recurring errors and collaborate with staff and leaders to address root causes.
Use insights from data issues to inform updates to training, procedures, and operational controls.

Collaboration & Communication

Work collaboratively with all departments including Branch Operations, Lending, IT, and Compliance to support cross-functional initiatives and operational readiness.
Act as a liaison between frontline teams and support departments to ensure effective communication and feedback loops.
Participate in or lead special projects and contribute to strategic initiatives as required.

Other duties and responsibilities as may be assigned.

Skill Requirements

Required Experience:

7+ years of experience in operations within a credit union or financial institution
Bachelor’s Degree (Advanced Degree preferred) in a business or quantitative field, or the equivalent combination of training, education, and experience
Strong understanding of day-to-day operational functions including registered product administration and year-end reporting
Demonstrated experience in leading change, with a focus on implementation and staff enablement
Strong organizational and project management skills, with the ability to manage multiple priorities
Excellent written and verbal communication skills
Comfort with cross-functional collaboration and delivering training in both written and live formats
Must be bondable

Preferred Assets:

Familiarity with CRA registered product rules, FSRA regulatory requirements, and the Market Code of Conduct
Experience managing operational training programs or building job aids and reference materials
Change management certification (e.g., Prosci) or equivalent practical experience
Process improvement training (e.g., Lean Six Sigma)
Experience with data quality tools or data reconciliation processes

Please note:

Healthcare and Municipal Employees Credit Union has an accommodation process in place and provides accommodations for employees with disabilities. If you require a specific accommodation because of a disability or a medical need, please contact HR so that arrangements can be made.

Job Type: Full-time

Primary Location: Head Office – 209 Limeridge Rd East, Hamilton, ON. Hybrid Work Environment Available.

Hours of Work: 35 hours per week

Benefits: YES. At HMECU we offer a very comprehensive Benefits Package. 100% Employer Paid Benefits for STD, LTD, Life Insurance, Extended Health, Dental Coverage and Employee Family Assistance Program.

Pension: 7% Employer Contribution to our Defined Contribution Pension Plan

Compensation: Band 5 – $82,800 – $124,200

Assistant Vice President, Payments

Location: Flexible, ON.

WFCU Credit Union has been recognized as a leading, progressive financial institution headquartered in Windsor and Essex County since 1940. Proudly serving Ontario residents, community organizations, small businesses, commercial entities, and public institutions for over 85 years, WFCU is the sixth largest credit union in Ontario, and among the top twenty credit unions in Canada.

WFCU’s card payments portfolio provides a unique opportunity to provide its members with products and services suited to meet their needs. WFCU is seeking its first Assistant Vice President (AVP), Payments.

Reporting to the SVP, Operations, the AVP leads a small but mighty team with overall responsibility for WFCU’s card payments portfolio including credit, prepaid & debit cards. The AVP develops and executes the strategy to launch prepaid and credit MasterCard products and ensures the proper integration of all card products into WFCU’s retail delivery model. The AVP also leads the credit union’s payments modernization initiatives.

The ideal candidate brings a university degree in a relevant field in addition to a minimum of 8 years of experience leading teams and implementing projects and developing use case scenarios in another financial institution. WFCU will benefit from your demonstrable knowledge of the card space as well as your proven skill in developing and establishing effective business relationships and partnerships. You are a naturally collaborative and inclusive individual who highly values working with internal stakeholders in areas such as risk, compliance and marketing. Innovative, entrepreneurial and outcomes oriented, you take great satisfaction in taking a card product from concept to reality and from business case to boardroom. You are an outstanding communicator, influencer and negotiator, skilled at supporting, liaising and/or presenting to executive management and/or Board level committees.

Find out why WFCU, for the 6^th consecutive year, has been certified as a Great Place to Work and has repeatedly been named one of the Best Workplaces in Canada. To apply for this position, please visit: boyden.thriveapp.ly/job/2916. For more information, please contact cmorrison@boyden.com and state the title of the position in the subject line of your e-mail.

We thank all applicants for their interest, however only those under consideration for the role will be contacted.

WFCU Credit Union will accommodate the needs of candidates with disabilities through our recruitment process as we are made aware of these requests. The accommodation will be based on the individual needs of the job candidate.

Director, Enterprise Risk Management

Location: Toronto, Kitchener, or Windsor, ON.

WFCU is seeking a skilled Director, Enterprise Risk Management to join its dedicated team rooted in their mission to drive progressive change through innovative financial solutions.

Reporting to the Senior Risk Officer (SRO), the Director supports the execution, ongoing development and evolution of the risk management function at WFCU. By applying a systematic and disciplined approach to identifying and assessing risks across both our traditional business model and innovative new initiatives, the Director enhances the overall effectiveness of our risk management strategies. The Director serves as an advisor to the SRO and other stakeholders providing guidance on risk related matters operating in the second line of defense. Also, the Director will support the ongoing development and continuous improvement of our risk management program.

As an ideal candidate, you bring a university degree and a professional designation (CPA/CA, CRMA or CRM), or advanced degree (MBA) combined with a minimum of five years of team leadership experience. You demonstrate sound knowledge of risk management principles applicable to financial institutions, along with strength in financial management concepts and familiarity with auditing principles, ideally acquired within a credit union or other financial institution that operates advanced risk management systems and processes. WFCU will benefit from your experience developing risk management strategies, implementing and maintaining enterprise risk management frameworks and comprehensive risk reporting and applying analytical skills in evaluating risks. An outstanding communicator who can establish effective business relationships at all levels, you are particularly adept at supporting, liaising and/or presenting to executive management and/or Board level committees. You consistently demonstrate strong judgment, tact, and diplomacy, and can accurately communicate WFCU’s current and changing risk profile.

Find out why WFCU, for the 6^th consecutive year, has been certified as a Great Place to Work and has repeatedly been named one of the Best Workplaces in Canada. To apply for this position, please visit: boyden.thriveapp.ly/job/2914. For more information, please contact cmorrison@boyden.com and state the title of the position in the subject line of your e-mail.

We thank all applicants for their interest, however only those under consideration for the role will be contacted.

Senior Business Analyst

Senior Business Analyst will play a pivotal role in understanding and translating business needs into actionable requirements, ensuring the successful delivery of digital transformation initiatives. This role involves working closely with stakeholders, including business users, developers, and project managers, to drive business analysis activities on medium to large size projects.

We’re looking for a Senior Business Analyst to join our team! This position is integral to the function of our organization, playing a critical role in our Project Management team. The key responsibilities for this role include:

Elicit, analyze, and document detailed business and system requirements for digital transformation projects.

Facilitate collaborative sessions with diverse business stakeholder groups to drive requirements discovery, analysis, and review.

Develop plans and accurate estimates for completion of requirements, continuously improving the level of detail and accuracy of estimates.

Lead requirements prioritization and leverage techniques to drive out business priorities.

Verify requirements for quality and validate requirements with impacted stakeholders.

Build and maintain a repository of reusable requirements documentation to support future initiatives.

Provide guidance and support to junior business analysts and participate in knowledge-sharing activities.

Collaborate with stakeholders to develop and implement digital strategies that align with business goals.

Identify opportunities for process optimization and automation to enhance efficiency and effectiveness.

Coach leaders in the organization on effective business analysis processes, champion and evolve IFCU business analysis disciple and methodologies by providing processes, structures and tools.

Some things we would like to see in our successful applicant:

Bachelors Degree in Business Administration, Finance, Information Technology, Computer Science, or a related filed
Certification in business analysis (e.g., CBAP, PMI-PBA), CBAP® (Certified Business Analysis Professional) or CCBA® – IIBA , PMP® or CAPM® – PMI (for project work), Agile certifications (e.g., CSM, SAFe Agilist)
5 – 7 years of experience in business analysis, preferably within the financial sector
Attention to detail and strong organizational skills with ability to meet deadlines in a fast-paced environment
Strong understanding of business analysis principles and methodologies.
Proficiency in Agile practices and tools (e.g.,Azure DevOps).
Excellent analytical, problem-solving, and communication skills.
Ability to work collaboratively with cross-functional teams.
Experience with data analysis and reporting tools.
Ability to work independently and as part of a team
Use and comfortability with a variety of Microsoft 365 applications (Excel, Teams, Viva, Power Automate, PowerBI)
Knowledge of Lean Six Sigma is a strong asset

About Us

Hi! We’re Innovation Federal Credit Union. Our purpose is to simplify banking for all Canadians. We like to keep it simple. We have three values – Accountability, Integrity, and Respect – and we are constantly striving to improve our organization to make it better for you (our member and prospective employee)!

How are we different from other financial institutions? We’ve put in the work to become a federal credit union – just one of three in Canada – to secure the future of our organization and continue to grow across Canada. Made in Sask, Built for Canada!

We care about our communities and our impact – $1.1 million was given to local organizations last year who are making a difference! Nearly 22% of InnovationNation proudly identifies as part of a designated group, reflecting our strong commitment to fostering diversity and inclusion. We offer our full-time staff participation in our 7% employer-matched pension plan and extended health benefit plan from Day 1 (no waiting period!).

In the spirit of Truth and Reconciliation, we acknowledge that we are on the traditional territories of the many First Nations, Métis, and Inuit who have graced these lands for millennial. We are privileged to live on, work on and enjoy the benefits of these lands, now known as Canada.

Senior Project Manager

The Senior Project Manager will be responsible for leading, directing, planning, and implementing selected strategic, complex projects and change management practices by working with Business Owners and project teams to successfully execute. This role masters project management practices that align with the organizational needs and supports the ongoing development, implementation, and maturation of these practices while educating the organization and enhancing their adoption of these practices around Project Management and Change Management. .

We’re looking for a Senior Project Manager to join our team! This position is integral to the function of our organization, playing a critical role in our Project Management team. The key responsibilities for this role include:

Proven ability to lead enterprise- level projects involving system implementations, digital transformation, regulatory change, and process optimization.
Skilled in managing all phases of the project lifecycle, including initiation, planning, execution, monitoring, and closing.
Strong command of both Agile and Waterfall methodologies, with the ability to work in hybrid environments.
Expert in project scheduling, budget management, resource planning, and risk mitigation.
Experience with vendor management, including handling RFPs, SOWs, SLA oversight, and contract negotiations.
Working knowledge of regulatory frameworks relevant to federal credit unions, such as OSFI, FINTRAC, and privacy laws (PIPEDA, CASL, data residency regulations).
Experience delivering projects in retail and commercial banking, digital banking, mobile platforms, lending and deposit systems, CRM, ERP, core banking, or payment modernization.
Familiarity with co-operative banking models, governance, and values.
Demonstrates strong stakeholder management abilities, engaging effectively with all levels from C-suite to frontline staff.

Qualifications:

Bachelors Degree in Business Administration, Finance, Economics, Information Technology, Computer Science, or a related filed
Project Management Professional (PMP) or Project Management Professional (PGMP)
Agile certifications in Certified ScrumMaster (CSM), SAFe Agilist (Scaled Agile Framework), PMI-ACP (Agile Certified Practitioner) and/or Change Management Certification are strong assets
7–10 years of project management experience, preferably in financial services or regulated industries
3–5 years leading enterprise-scale, cross-functional, and technology-focused projects
Attention to detail and strong organizational skills with ability to meet deadlines in a fast-paced environment
A strategic thinker with hands-on delivery capability, excellent communication, facilitation, and conflict resolution skills.
Exhibits high accountability, initiative, and resilience, skilled in change leadership and influencing organizational adoption.
Ability to work independently and as part of a team
Use and comfortability with a variety of Microsoft 365 applications (Excel, Teams, Viva, Power Automate, PowerBI)
Proficiency in project management tools, collaboration tools, reporting tools, and ability to work closely with solution architects, developers, business analysts, and QA teams.

ABOUT US

AML/ATF Compliance Associate

National Consulting Limited (NCL) is actively seeking an experienced professional to assist in the delivery of Anti-Money Laundering (AML) and Anti-Terrorist Financing (ATF) compliance programs requirements to meet the needs of our credit union clients. This position works in conjunction with a team of specialists who report to the department Team Lead, and works closely with credit unions, legal counsel, and regulators.

The Job

The successful candidate must be able to work independently and as a team in a remote (work-from-home) position. The key responsibilities of this position include:

Support the senior role in the delivery of the AML/ATF compliance program to credit union clients.
With guidance, create and deliver training courses on various AML/ATF related topics.
Participate in AML/ATF related projects.
Application of AML/AFT legislative requirements, including record keeping, reporting, monitoring and risk assessments.
Work in Verafin, Adobe Acrobat, MS Office 365 applications, SharePoint.

This is a permanent, full-time position (37.5 hours per week). Occasional travel and in-person attendance are sometimes required. Computer equipment is supplied.

The Candidate

The ideal candidate will possess:

1-4 years’ experience in the credit union or co-operative system providing operational support or in AML and ATF.
Experience with Verafin.
An understanding of regulatory and legislative AML and ATF requirements.
A Canadian AML, ATF or other regulatory compliance or risk management designation would be beneficial.
Strong communication and interpersonal skills; you will build trusting relationships with credit union management and deliver excellent client experience.
As this is a work-from-home position, exceptional organizational and time-management skills are required to succeed in this position.

The Compensation

NCL offers a competitive compensation package. Salary will depend on qualifications and experience. Benefits include a matched superannuation pension plan; group benefits (health, dental, life and disability insurance, healthcare spending allowance and wellness program), and paid personal days off.

If being part of our team interests you, please submit a resume and cover letter, in confidence, to hr@nationalconsultinglimited.com by Tuesday, July 8.

We appreciate the interest of all applicants; however, only those under consideration will be contacted.

National Consulting Limited is owned by a consortium of 25 Saskatchewan credit unions and partners with credit unions across Canada to provide expertise in Risk Services such as Compliance, AML, Fraud Protection, Privacy, Procurement, Banking and Card Services.

Chief Digital and Marketing Officer

Massey Henry is pleased to once again support Kindred Credit Union (“Kindred”) – this time in the recruitment for a Chief Digital and Marketing Officer (“CDMO”). As a member-owned financial cooperative, Kindred is driven by its purpose: Cooperative banking that connects values and faith with finances, inspiring peaceful, just, and prosperous communities.

About Kindred

Kindred Credit Union (“Kindred”) is a member-owned financial cooperative based in Southwestern Ontario. Kindred’s values-centred approach is woven into everything the organization does, making it the one-of-a-kind choice for those who want to “Make Peace with Your Money” – peace of mind and the impact of using money as a force for good.

Kindred offers a complete range of banking, borrowing, and investing products and services through eight branches and online. Members benefit from access to over 43,000 surcharge-free ATMs through THE EXCHANGE® Network in Canada and the Allpoint Network in the US.

Kindred was founded in 1964 and is rooted in the founders’ radical vision to see mutual aid put into faithful practice. Its core values of integrity, compassion, and stewardship continue to shape the organization today.

Kindred Today

From modest beginnings, Kindred has grown to $2.6B in assets under administration and provides everyday banking services to over 29,000 members. As of December 31, 2024, Kindred is the 10th largest credit union in Ontario and the 32nd largest in Canada. As the marketplace has changed, Kindred has adapted and continues to adapt, with their foundation and values remaining strong.

Kindred approaches banking with a forward-thinking mentality, proactively investing in the future to ensure the organization is prepared to serve its growing membership and impact its growing communities.

Kindred’s Purpose

Kindred’s Purpose is cooperative banking that connects values and faith with finances, inspiring peaceful, just, and prosperous communities.

Shared Values

Kindred operates in accordance with a strong set of shared values that are key to what makes it a values-centered financial institution, namely:

Integrity means we strive to align our words and actions with our values at all times. We hold ourselves accountable to keep promises and follow through on commitments. When a mistake happens, we make it right. We strive to do the right thing in the right way for the right reasons.
Compassion guides how we relate to each other and our communities, when it’s easy and when it’s not. We start with empathy, grace, and a deep appreciation for the equal value of each person, while also encouraging each other’s growth. Our mutual wellbeing depends on caring for one another in community where everyone is welcome.
Stewardship acknowledges that all we have has been entrusted to us and we are called to be wise with the money, time, and other resources in our care. We will be a trustworthy expert our members can rely on to do what’s in their best interest and that of our credit union.

Seven Cooperative Principles

As a credit union, Kindred shares the seven cooperative principles that have been in place for more than 100 years, including:

Voluntary and Open Membership
Democratic Member Control
Member Economic Participation
Autonomy and Independence
Education, Training, and Information
Cooperation Among Cooperatives
Concern for Community

Please visit the International Cooperative Alliance website for more information about the Seven Cooperative Principles.

Products and Services

Kindred offers a range of financial services to interested members seeking an alternative to traditional banking institutions. Leveraging unparalleled member experience, Kindred offers the opportunity to engage in values-centered banking, and the ability to become both a member and an owner, offering its members a full suite of banking products and services, including:

Everyday banking – personal and business
Loans and mortgages
Wealth, investments and insurance
Planning and advice

Values Products

Building on a foundation of mutual aid, Kindred offers a suite of unique values products designed to enable members to support each other and to extend access to financial services across the community, including:

Affordable Housing GIC and Loan – Canada’s first for members to support loans for affordable housing
Community Inspiration GIC – for members to earn bonus interest for a church or charity of their choice
No/low fee accounts – for charitable and community organizations, refugees, recipients of Ontario Disability Support Program (ODSP), Registered Disability Savings Plan (RDSP), or Ontario Works
HomeShare Mortgage – for two or more members to pool resources together to buy a home
Escalator Loan – for members who struggle with access to mainstream credit options
Creation Care Loan – for members to purchase environmentally sustainable home upgrades
Crisis Care GIC and Loan – for members to support other members in financial hardship or distress
Partnership GIC and Loan – for member to designate funds as a loan for another member or charitable organization

Additionally, in 2016, Kindred became the first financial institution in Canada to have all their GICs validated as Socially Responsible Investments (SRI), and the credit union continues to implement a rigorous review process to ensure their members’ money is invested in ways that fit their values to build a more economically, socially, and environmentally sustainable world.

Governance Structure

Kindred’s leadership consists of three groups: the Board of Directors, the Senior Leadership Team, and the Council of Members. These teams work closely together to ensure the continuing success and sound governance of the credit union.

The Board of Directors establishes Kindred’s strategic direction, monitors the overall strength and financial performance of the organization, assesses the satisfaction of members, and ensures the credit union continues to be an engaging employer.
The Senior Leadership Team provides strategic oversight and direction, developing and managing strategies necessary to attain the credit union’s goals and objectives.
The Council of Members works closely with the Governance Committee of the Board, ensuring integrity in the recruitment of Directors to serve on the Board on behalf of the Membership.

Community Engagement

Kindred’s purpose is lived out through its members and in community with the congregations and charitable organizations that they support financially and volunteer with. Kindred strives to make a positive impact in the communities they serve by pledging to tangible impacts, including monetary contributions, programs, and events, in three key focus areas:

Housing: Building partnerships to advance the availability of safe and affordable housing.
Hunger: Engaging with different partners to improve access to healthy food and contribute to the development of a sustainable food system.
Mental Health: Partnering to help support mental well-being for employees, families, and communities.

Kindred gave more than $650,000 in charitable giving on behalf of its members in 2024.

The Kindred Charitable Fund Committee approved more than $160,000 in grants for 2025, and more than $1.6 million since 1999. More than 200 groups have benefited from these grants, which have impacted people and communities across Ontario.

The Opportunity

The Chief Digital and Marketing Officer (“CDMO”) is responsible for shaping and driving the enterprise vision for brand positioning, ensuring a member-centric and purpose-driven brand experience across all communication and distribution channels, with particular focus on digital channels. This role leverages strategic data insights, digital and AI capabilities, branding, communications, and performance marketing to develop and implement transformative strategies.

The CDMO will steward the organization’s social purpose, crafting and implementing innovative strategic and operational plans that will guide Kindred’s transition to the next level of authentically fulfilling its social purpose.

As a catalyst for empathy-driven ideation, creativity, and strategic experimentation, the CDMO brings a fresh perspective and champions the voice of the member and data-driven insights to enhance decision-making and lead digital experience transformation.

The CDMO fosters innovation, inspiring teams to push boundaries to redefine financial services, including integrated omnichannel banking experiences and responsibly leveraging emerging AI and other technology to shape the future of member experience and engagement, while championing Kindred’s purpose.

Strategic Leadership and Vision

Develops the vision, multi-year strategy, and annual operating plans and budgets for social purpose, brand, member and market insights, marketing and PR, and digital.
Serves as a catalyst for bold ideas on social purpose, design thinking, member experience, brand, product development, and digital experience transformation.
Drives innovation in new and exciting areas of unique distinction and growth, educating the organization on emerging concepts and inspiring the team to push toward new ways of realizing the purpose and delivering financial services.

Digital Experience

Integrates in-person and digital banking to create seamless omnichannel experiences.
Develops internal capabilities and determines external partnerships necessary to meet the organization’s digital and performance marketing aspirations.
Delivers and continuously improves data, digital, and AI-enabled marketing automation tools, capabilities, and services for the organization.

Brand, Marketing and Member Engagement

Champions and stewards Kindred’s purpose and brand.
Develops marketing programs for Kindred and business lines to support member acquisition, retention, and growth.
Measures and continuously improves marketing program effectiveness, the member experience, and Kindred’s social impact.
Brings a fresh perspective with broad external insights to advocate for the “voice of the member.”
Guides Kindred’s community engagement to further Kindred’s purpose.

Data-Driven Decision-Making and Insights

Leverages data insights to improve the quality and speed of decision-making and improve the member experience.
Creates an organizational understanding of the spectrum of member segments and journeys, ensuring the organization’s purpose, programs, and products serve members effectively.

Areas of Accountability

Social purpose leadership and community engagement
Brand and marketing
Member and market insights
Digital experience
Artificial intelligence (Champion)
Human Centered Design (HCD) practices

The Individual

Bringing 15+ years of relevant experience the Chief Digital and Marketing Officer (“CDMO”) is a bold, innovative, and strategic leader with deep expertise in performance marketing, branding, AI, and digital experience. They bring a forward-thinking mindset, leveraging data-driven insights to enhance decision-making and drive innovation while keeping the member experience at the core.

A natural change agent, this individual thrives in member-centric, social purpose organizations, inspiring teams to challenge convention and embrace an omnichannel approach. With a proven track record of leading cross-functional teams, they foster collaboration and introduce emerging technologies to redefine financial services.

The CDMO brings exceptional leadership and communication skills and is both visionary and implementation-focused, capable of influencing senior stakeholders while delivering measurable impact. Adaptable and innovative, they balance creativity with analytical rigor, ensuring strategies further both business objectives and the organization’s broader social purpose.

Key Qualifications

Key Skills and Technical Experience

Digital Experience: Deep expertise in leveraging digital tools, platforms, and technologies to enhance member experiences and drive organizational growth.
Data Analytics and AI: Proficient in utilizing data insights and AI capabilities to inform strategy, improve decision-making, and enable digital experience transformation.
Brand Management: Skilled in crafting and implementing brand strategies that resonate with members and further the organization’s purpose.
Social Purpose and Impact: Knowledgeable in driving social purpose within organizations, ensuring alignment with the organization’s values and creating a positive societal impact.
Performance Marketing: Expertise in driving performance marketing initiatives, optimizing customer acquisition, retention, and engagement strategies.
PR/Communications: Strong experience in developing and implementing public relations and communication strategies that amplify the brand’s message and purpose.
Digital Growth Strategy: Proven track record of owning and implementing digital growth strategies that align with business objectives and member needs.

Education

Degree in business, marketing, or a related field.
MBA or other graduate degree is preferred.
Certification in Human-Centred Design or Agile/Lean methodology is considered an asset.

Chief Operating Officer

Massey Henry is pleased to once again support Kindred Credit Union (“Kindred”) – this time in the recruitment for a Chief Operating Officer (“COO”). As a member-owned financial cooperative, Kindred is driven by its purpose: Cooperative banking that connects values and faith with finances, inspiring peaceful, just, and prosperous communities.

About Kindred

Kindred Today

Kindred’s Purpose

Kindred’s Purpose is cooperative banking that connects values and faith with finances, inspiring peaceful, just, and prosperous communities.

Shared Values

Kindred operates in accordance with a strong set of shared values that are key to what makes it a values-centered financial institution, namely:

Integrity means we strive to align our words and actions with our values at all times. We hold ourselves accountable to keep promises and follow through on commitments. When a mistake happens, we make it right. We strive to do the right thing in the right way for the right reasons.
Compassion guides how we relate to each other and our communities, when it’s easy and when it’s not. We start with empathy, grace, and a deep appreciation for the equal value of each person, while also encouraging each other’s growth. Our mutual wellbeing depends on caring for one another in community where everyone is welcome.
Stewardship acknowledges that all we have has been entrusted to us and we are called to be wise with the money, time, and other resources in our care. We will be a trustworthy expert our members can rely on to do what’s in their best interest and that of our credit union.

Seven Cooperative Principles

As a credit union, Kindred shares the seven cooperative principles that have been in place for more than 100 years, including:

Voluntary and Open Membership
Democratic Member Control
Member Economic Participation
Autonomy and Independence
Education, Training, and Information
Cooperation Among Cooperatives
Concern for Community

Please visit the International Cooperative Alliance website for more information about the Seven Cooperative Principles.

Products and Services

Everyday banking – personal and business
Loans and mortgages
Wealth, investments and insurance
Planning and advice

Values Products

Affordable Housing GIC and Loan – Canada’s first for members to support loans for affordable housing
Community Inspiration GIC – for members to earn bonus interest for a church or charity of their choice
No/low fee accounts – for charitable and community organizations, refugees, recipients of Ontario Disability Support Program (ODSP), Registered Disability Savings Plan (RDSP), or Ontario Works
HomeShare Mortgage – for two or more members to pool resources together to buy a home
Escalator Loan – for members who struggle with access to mainstream credit options
Creation Care Loan – for members to purchase environmentally sustainable home upgrades
Crisis Care GIC and Loan – for members to support other members in financial hardship or distress
Partnership GIC and Loan – for member to designate funds as a loan for another member or charitable organization

Governance Structure

The Board of Directors establishes Kindred’s strategic direction, monitors the overall strength and financial performance of the organization, assesses the satisfaction of members, and ensures the credit union continues to be an engaging employer.
The Senior Leadership Team provides strategic oversight and direction, developing and managing strategies necessary to attain the credit union’s goals and objectives.
The Council of Members works closely with the Governance Committee of the Board, ensuring integrity in the recruitment of Directors to serve on the Board on behalf of the Membership.

Community Engagement

Housing: Building partnerships to advance the availability of safe and affordable housing.
Hunger: Engaging with different partners to improve access to healthy food and contribute to the development of a sustainable food system.
Mental Health: Partnering to help support mental well-being for employees, families, and communities.

Kindred gave more than $650,000 in charitable giving on behalf of its members in 2024.

The Opportunity

The Chief Operating Officer (“COO”) leads the development of Kindred Credit Union’s (“Kindred”) strategy and implementation of the purpose, short-term objectives and long-term strategy.

The COO provides leadership and oversight of business lines (Business Banking, Retail Banking – including Wealth and Insurance), products and pricing, sales and distribution, business development, partnership strategies, business agility and delivery. In addition, they will lead all related administrative and support functions, branch and business line operations, and drive innovation through effective management of process improvement, digitization, and automation to improve operational efficiency.

The COO is responsible for the ownership of advice and planning, leading large-scale transformation across the organization to deliver differentiated, values-centered, purpose-driven member experiences. They oversee business agility, ensuring best practices in product development, and the delivery of new products and services.

Collaborating with senior leadership, the COO develops and implements strategies that drive sustainable growth. They lead efforts to expand Kindred’s membership base, revenue opportunities, and regional presence, while reinforcing the organization’s commitment to social purpose.

Key Responsibilities

Strategic Leadership and Implementation

Lead the implementation of Kindred’s purpose and strategic objectives, ensuring alignment with long-term goals and short-term targets.
Develop and implement strategies that drive business growth, expand the membership base, and explore alternative revenue channels.

Business and Financial Oversight

Own the P&L for business lines: Business Banking, and Retail Banking – including Wealth and Insurance.
Oversee product development, pricing strategies, and sales and distribution to drive revenue growth and market competitiveness.
Drive accountability for results by setting clear sales targets and monitoring performance.

Operations and Process Optimization

Lead branch operations, contact center, administration, and support teams to ensure seamless service delivery.
Oversee the digitization and automation of operational process to maximize efficiency.
Establish performance metrics to drive accountability for operational outcomes, ensuring teams meet Objectives and Key Results (OKRs) and deliver exceptional member experiences.

Member Experience and Service Excellence

Oversee creation and implementation of plans to enhance member service, engagement, and loyalty.
Lead advice and planning initiatives, leveraging research, data, technology and innovation to improve the member experience.

Innovation and Business Agility

Encourage and enable innovation by implementing agile practices in product development and the delivery of new products and services.
Drive operational excellence by leveraging digital transformation, process improvements, and innovative technologies to enhance overall effectiveness and efficiency.

Growth and Partnerships

Develop internal capabilities and external partnerships to support business expansion.
Identify and implement strategies that drive sustainable growth and increase revenue opportunities.

Areas of Accountability

Advice and planning
Business banking (Agriculture, Faith and Community Organizations, Commercial)
Retail banking (includes Personal Wealth and Insurance)
Contact centre
Branch operations
Support and related administrative teams
Product development, sales and distribution
Strategy development and delivery
Business agility and innovation

The Individual

Bringing 15+ years of relevant experience, the Chief Operating Officer (“COO”) is a seasoned operations executive with a proven track record in managing multiple business lines, overseeing P&L, and driving sustainable growth. The COO brings experience in leading large-scale organizational transformations and driving continuous innovation and exceptional member experiences, with extensive expertise in product and pricing strategy, business development, and partnership strategies.

The COO brings a background in optimizing operations through digitization, automation, and process improvements, with a deep understanding of sales and distribution leadership, and technical proficiency spanning financial analytics, Customer Relationship Management (CRM) platforms, cloud infrastructure, and agile methodologies.

Key Qualifications

Key Skills and Experience

P&L / Business Line Management – Proven leadership in managing multiple business lines, ensuring profitability and sustainable growth.
Advice and Planning – Leadership in reshaping advisory services, integrating innovation, and improving member engagement through values-centred advice.
Operational Efficiency and Digitization – Expertise in process optimization, automation, and leveraging technology to enhance productivity and streamline operations.
Product and Pricing Strategy – Expertise in developing competitive products and pricing models to enhance market positioning and drive revenue.
Business Development – Experience in identifying growth opportunities and establishing strategic partnerships.
Sales and Distribution Leadership – Strong background in sales strategy, channel distribution, and expanding market reach.

Technical Skills

Digital and Automation – Experience in the responsible implementation of AI, process automation, and data-driven decision-making to improve operational efficiency.
Agile and Lean Methodologies – Experience in agile operating models, product development cycles, and continuous improvement frameworks.
Financial Analytics and P&L Management – Proficiency in financial modeling, forecasting, business case development and performance tracking to ensure business profitability.
CRM and Customer Engagement Technologies – Knowledge of CRM platforms to enhance sales, service delivery, and member engagement.
Cloud and IT Infrastructure – Familiarity with cloud-based solutions and IT systems to support digital initiatives.
Change Management and Transformation Leadership – Expertise in leading large-scale organizational transformations, fostering innovation, and driving cultural change.

Education

Degree in business, finance, or a related field.
MBA or other graduate degree is preferred.
Certification in Lean or Agile methodology is considered an asset.