Province: Ontario

Assistant Controller

We are a thriving credit union, known for extraordinary customer service that has deep roots in the community. The company serves its individual, organizational and business-based members with high integrity, sound stewardship and competitiveness. The Assistant Controller provides leadership and day-to day direction to the accounting and financial reporting team and works closely with the Controller.

As a key member of the Finance team, assists the Controller in managing the financial accounting cycle for the credit union including preparing monthly and annual financial statements and business analysis and reports for review by Management and for filing with regulatory agencies.

The Assistant Controller will:

  • manage and monitor the day-to-day accounting function including the overall accounts payable and general ledger accounts;
  • oversee the preparation of the monthly financial reporting package, including the variance analysis for review by the Controller;
  • lead, coach and manage the accounting team;
  • be a change champion and lead the team in supporting strategic priorities of the credit union;
  • monitor the accounting systems and procedures, identify shortcomings and introduce new or improved processes; and
  • Lead and/ or assist with automation projects including the implementation of the new financial system platform.

  Our Ideal Candidate:

  • completion of a post-secondary degree with a concentration in Finance and/or Commerce;
  • completion or enrolled in a professional accounting program (i.e. CPA);
  • 5+ years of corporate experience, preferably in the financial services industry, with at least 1 year of leadership/ management experience; and
  • strong interpersonal and communication skills.

What we offer:

  • Our Organization- a growth mandate; stability and profitable; $990M+ in assets; located in Toronto; and Membership owned.
  • The Role- leadership in the financial function of the credit union; management of people and systems; and opportunity to contribute to developing a “Best in class” finance function.
  • The People and Team- reports to an experienced Controller; small dynamic professional team; advancement opportunity; and growth oriented.

 

Ukrainian Credit Union Limited has an accommodation process in place that provides accommodations for employees with disabilities. If you require a specific accommodation because of a disability or a medical need, please let us know as this ensures that the appropriate accommodations are in place.

 

Interested candidates should submit their resumes to Andrew Rozanec, Human Resources Manager, Ukrainian Credit Union Limited at arozanec@ukrainiancu.com

Growth Marketer

Would you like to earn above average pay, maintain a strong work life balance, a flexible schedule and have the security of a career-path supported by your organization? We offer that and so much more.

THE COMPANY – Our purpose is to redefine banking by helping Canadians simplify their lives and reach their financial goals by reinvesting profits into our members, communities and our people. Now That’s Responsible Banking!

Innovation Credit Union has a bold ambition – to be the most digital, member-centric organization in our industry. We are on a journey to modernize our marketing with investments in new platforms like Adobe Experience Manager and a shift to agile ways of working.

How does one do this? Glad you asked!

THE POSITION:  The role of Growth Marketer is an exciting opportunity to help define acquisition, cross sell and engagement strategies that will accelerate growth and support in deepening our relationships with our members. In this role you will be responsible for developing new member acquisition and cross sell plans, identifying optimization opportunities and leading cross sell and engagement programs. All member strategies will be designed to support the broader Innovation Credit Union business strategies, and ensure roadmaps, plans and initiatives are developed and executed in compliance with governing regulations, internal policies, and procedures. This position reports to the Vice-President of Integrated Marketing and Data Analytics.

Visit the CAREERS page or our website to learn more about this position and to apply.  www.innovationcu.ca  Only those applications received through our job board will be considered.

Director of Credit – Northern Credit Union

Established in 1957 with 28 members as a closed-bond institution, Northern Credit Union has evolved into a full-service, locally operated financial institution offering personal and commercial banking and financial planning expertise to more than 70,000 member shareholders. Holding over $1.6B in assets under administration, Northern now serves over 30 communities in northern and north-eastern Ontario, and is committed to educating members in financial literacy, and providing tools to achieve their financial goals.

As the province’s 10th largest credit union, Northern has been making a series of significant, strategic investments over the past few years – by investing heavily in its operations, IT, people, culture, and brand, as well as establishing partnerships that have propelled it to be a key player in the financial services marketplace of Northern Ontario. It is within this exciting context that Northern is currently seeking its next Director of Credit.

Reporting to the Senior Vice President and CFO, the Director is an important member of Northern’s Management Team responsible for the overall operation of Credit Services including adjudication and recovery. The Director provides leadership and innovation in developing strategies to balance the organization’s credit risk with the needs of its members and the growth objectives of the organization. Collaborating with Northern’s Executive Team and various internal and external stakeholders, the Director leads, directs, and guides a skilled credit services and recovery team consisting of six individuals.

As an ideal candidate, you bring a minimum of 12 years of progressive experience in sales/service managing a diverse portfolio, preferably in a commercial banking environment. You have demonstrated expertise in analyzing financial statements and in all aspects of lending, market analysis and industry trends, and cash management. You have sound program, policy and project development experience combined with demonstrable knowledge of credit adjudication and recovery and a proven ability to balance innovation and risk. A leader with a minimum of five years of management experience, you are open, transparent, creative and solutions-oriented and deeply respected for your outstanding interpersonal skills and ability to steward a cohesive and high performing culture across a remote team. Any of the following professional designations would be considered an asset: CPA, IFIC, CSC, CFP.

To apply for this exciting credit union leadership position, please submit your application and related materials to Cameron Morrison at 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.

Manager Commercial/Agricultural Services

Job Title:      Manager Commercial/Agricultural Services

Reports To:  Chief Executive Officer (CEO)

If you are the right person Southwest Regional Credit Union welcomes applicants to apply for this great job opportunity!

Our History:

Southwest Regional Credit Union is a full service Credit Union meaning we offer a wide variety of products and services to fulfill our membership needs, including several borrowing options and wealth management services. All our member deposits, with the exception of Mutual Funds, Membership Shares and US Accounts are insured through the Financial Services Regulatory Authority of Ontario (FSRA). Southwest remains a strong organization and well positioned to meet both current and future financial needs of our members. The Credit Union aims to return a considerable portion of annual earnings to members via dividends and loan interest rebates.

We have come a long way since 1939 and much has changed – but the Credit Union still believes in its roots of ‘Serving People with People’ and is focused on providing superior service to its membership. Our history shows just how much we have grown, but our future is always focused on providing “Banking Like it Used to Be.”

Job Summary:

The Manager Commercial/Agriculture Services is responsible for building and maintaining a portfolio of commercial and agriculture businesses. The incumbent delivers a broad range of commercial and agriculture services and initiates and/or participates in business development activities to grow the portfolio through consolidation and retention of existing business and by obtaining new business from potential members. The Manager Commercial/Agriculture Services ensures the completion of reviews on portfolio accounts including property site visits as required.

 

The Manager Commercial/Agriculture understands his/her role as brand ambassador and provides a positive brand experiences to all members and industry partners.

 Duties and Responsibilities: 

  • Contribute to and implement strategic action plans and commercial/agriculture business development tactics based on established sales strategies
  • Responsible for the supervision of administration staff within the department
  • Proactively participate in various external activities such as community events
  • Work closely with Branch staff to support existing and new commercial/agriculture member relationships by acting as a key advisor and subject matter expert
  • Respond to all business opportunities in a timely manner and effectively manage any member concerns or issues
  • Collect and compile information and analyze financial statements to assess credit worthiness
  • Provide sound credit approvals within lending limits while balancing the needs of the member and SWCU, making recommendations for approvals/declines to the CEO or designate if outside discretionary limits
  • Process syndicated loan applications as requested
  • Responsible for quality of business generated and achieving expected revenue and growth targets
  • Ensure all assigned commercial/agriculture files are reviewed on a regular schedule and that all required documentation is in order; review loan risk and make short- and long-term recommendations on files posing potential risk problems
  • Review commercial/agriculture overdraft reports and take appropriate action where required
  • Generate and review monthly reports tracking the performance and status of the Commercial and Agricultural portfolio, and any other specific reports as requested for review by the CEO and Board of Directors
  • Develop and maintain a strong business relationship with all members within the portfolio
  • Maintain and contribute to strong business relationships with industry partners including but not limited to Aviso, CUMIS and Central 1, and third-party vendors including but not limited to Collabria and POS Merchant Services
  • Establish and maintain professional relationships and effective communication with realtors, brokers, builders and new members in order to develop commercial/agriculture lending referral opportunities from this business referral network and other referrals including but not limited to merchant services, deposits, insurances and wealth management opportunities
  • Provide excellent client service to internal and external parties
  • Be aware of enterprise risk management issues as they relate to Lending Services and bring forward strategic and risk issues for discussion, review and solutions to the CEO or designate
  • Stay current with general economic indicators and industry sector trends
  • Maintain a thorough knowledge of policies and procedures as they pertain to the operations of Lending Services
  • Work safely in accordance with SWCU’s Health & Safety Policy, procedures and the Occupational Health and Safety Act as amended from time to time
  • Contribute to the development of sales and service goals and objectives for SWCU branches in consultation with the CEO or designate
  • Assist the branches to operate within established and accepted risk management guidelines, Anti-Money Laundering, Privacy and any other applicable legislation in consultation with SWCU policies and procedures
  • Perform any other necessary tasks that may be required, and that have been deemed reasonable for this position. We require full commitment to the sales expectations that may be laid out for the branch and guided by the CEO or their designate

Qualifications:

  • University business degree or equivalent work related experience
  • Minimum 8 years experience as senior lender managing large credits in terms of size and complexity
  • A background in farming, agri-business or commerce an asset
  • Experience in dealing with high risk or watch accounts an asset
  • Proven ability to successfully manage the relationship with existing lending accounts
  • Proven quality of credit analysis including completion of credits, accuracy and sound judgement in credit decisions
  • Proficiency with financial statement analysis and a general understanding of accounting and the various forms of business structure like sole proprietorship, partnership, incorporation and unincorporated associations
  • Member focused experience in the financial services is an asset
  • Possess a thorough understanding of SWCU products, services and banking system
  • Possess an understanding and commitment to the co-operative philosophy within the credit union system

We are an equal opportunity employer values diversity in our workforce, as well as in our members, suppliers and others. We provide equal employment opportunity for all applicants and Employees and do not discriminate on the basis of race, ancestry, place of origin, colour, ethnic origin, citizenship, creed, sex, sexual orientation, gender identity, gender expression, age, record of offences, marital status, family status, disability or any other characteristic protected by local law.

 

Interested candidates can apply in confidence to the Director of Human Resources to  hr@southwestcu.com

 

Senior Analyst, People Solutions

Company Description

Central 1 is the partner of choice for financial, digital banking and payment products and services – fueling the success of businesses across Canada. With $16.9 billion in assets, we leverage our scale, strength and expertise to power progress for more than 225 credit unions and other financial institutions, enhancing the financial well-being of more than five million customers from coast to coast. For more information, visit Central1.com.

It’s important we succeed, because the banking industry is one where disruption rules and old ways of doing business are quickly becoming a thing of the past. Central 1 is here to keep Canada’s financial marketplace diversified, support Canadians who want a choice when it comes to banking, and do good for the communities we serve.

As Central 1’s HR consulting agency, People Solutions offers a suite of strategic, data-driven, and innovative human resources consulting services.

Because of COVID19, all Central1 offices are currently closed to non-essential employees. This role will see you working remotely until our offices are reopened. The timeline to reopen is still under consideration, as are our future remote working policies.

Job Description

The Senior Analyst provides HR generalist expertise to consulting projects for Canadian credit unions, supporting Consultants on large and complex consulting projects, and managing less complex consulting projects directly. HR analysis and consulting support covers services in compensation, talent and recruitment, organizational design, and board effectiveness. This position may project manage survey processes and reporting and may provide technical guidance and work leadership to junior department staff.

What you’ll be doing:

  • Providing core support on complex consulting projects. This includes proposal and services agreement development, research, discovery documentation, data compilation and analysis, complex report preparation and client follow-ups. Making recommendations based on research and analysis for review by Consultants.
  • Managing consulting projects of a limited scope from end-to-end, involving client need analysis, project plan development (i.e. timelines and cost estimates), compilation and analysis, development and delivery of recommendations.
  • Delivering quality services to meet clients’ needs; building relationships with clients; identifying opportunities and making recommendations to enhance or introduce products and services.
  • May be assigned overall product leadership for one or more products.
  • Upholding organizational and departmental policies, standards and guidelines.
  • Contributing to overall effectiveness and success of the People Solutions team

Qualifications

What you’ll have:

  • Bachelor’s degree in Human Resources and four to six years related experience, or an equivalent combination of education and experience
    An HR designation – or working towards achieving a designation (CPHR, CHRP, SHRM-CP, CCP) would be an asset
  • Strong generalist knowledge and exposure to all aspects of human resources
  • Experience with survey methodology and trend research and reporting
  • Advanced analytical and organizational skills
  • Advanced computer skills using MS suite of products, and aptitude for learning and using technology to build business solutions
  • Solid written and oral communication skills with ability to communicate complex ideas and concepts clearly and concisely
  • Demonstrated project management skills and ability to manage competing priorities and project deadlines
  • Ability to maintain confidentiality of sensitive information.
  • Collaborative team player with strong client service orientation
  • Alignment to the values of the cooperative movement and credit union system

Additional Information

As much as we believe in working hard, we also believe in personal growth and taking time for ourselves. Accordingly, our total rewards philosophy amounts to one of the best compensation and benefits packages in the industry – from performance-based incentives and extended benefits, to training and education reimbursements and ample vacation time.

Central 1 is committed to building a diverse and inclusive workforce by creating an environment where everyone feels like they belong and has the opportunity to be successful. We are welcoming of all applicants and we will provide an accessible candidate experience.

Reporting to: Director, Human Resources
Location: Vancouver, British Columbia, Mississauga or Toronto

Flexibility for travel and work outside of traditional hours (evenings and weekends) will sometimes be required.

Leader, Commercial Services & Business Development

The Leader, Commercial Services supports company growth by seeking out new commercial business opportunities which will promote profitability. This position is responsible for the development and execution of commercial and small business strategies and leadership of the team. Through effective and strategic sales management and leadership, they coach, mentor and develop the team. Supports member satisfaction and increases market share while growing a sales culture through sales and relationship management. This will include but not be limited to development of business for current and potential members, recommending modifications to policies in response to new or changing circumstances; proactively develop a network of relationships and performing other related duties to further growth of Pathwise Credit Union. This role also participates in the strategic planning process for the credit union while providing strong leadership, organizational, impact, influencing and presentation skills.

 

ROLE ACCOUNTABILITY

Leadership:
• Responsible for communicating credit union initiatives and supporting the Commercial Department team to meet their business objectives.
• Directs and is ultimately accountable for the recruitment and development of a team of qualified, professional and capable employees.
• Responsible for creating a respectful environment that stimulates, guides and encourages employees to realize their maximum potential and encourages professional development.
• Provide leadership, management, coaching and clearly defined, measurable goals and expectations to the Commercial Department staff.
• Understands, respects, and supports Pathwise’s commitment to corporate social responsibility.
• Accountable for the oversight leadership for all Pathwise business centres.
• Responsible and accountable for the development and implementation of service standards for Commercial department.
• Accountable for the operations and performance of the Commercial department.

Business Development & Community
• Responsible and accountable for the development and implementation of sales strategies for the Commercial department by contributing sales information, analysis and recommendations to the corporate sales plan.
• Grows and manages a profitable commercial portfolio.
• Works independently to generate credit and deposit opportunities.
• Responsible to represent Pathwise, build relationships and proactively build business in the community.
• Strong and proven track record of business development and origination, relationship building, and portfolio management.

Risk, Audit and Administration
• Responsible for writing large and complex commercial credit and approving credit written by others.
• Responsible and accountable for the establishment, implementation and continuation of sales management routines in the department that support the sales plan and overall credit union business plan.
• Is the resident expert for all Commercial policies, products and programs. Provides leadership and strategic guidance to the Commercial department.
• Ensures compliance of risk management, cost and pricing in the achievement of sales objectives.
• Minimizes loan risks through diligent, timely and proactive annual financial reviews and ongoing monitoring of changing economic/marketplace influences and applicable industry trends/data.
• Responsible and accountable for the development, implementation and management of the budget including all capital, operating and personnel expenses.
• Accountable for maintaining current and relevant knowledge of industry trends, competitor products and strategies.
• Responsible and accountable to work within the assigned credit limits for lending and approvals.

QUALIFICATIONS

Knowledge, Skills & Capabilities
• Exceptional leadership and management skills.
• Experience in change management.
• Proven sales experience, sales and pipeline management.
• Experience in commercial business sales management.
• An understanding of marketing and business development.
• Experience in financial management, credit risk management and developing budgets.
• Understanding of corporate tax and financial statements.
• Knowledge of credit union philosophies, principles, legislation, regulations, policies and procedures is an asset.
• Understanding of credit union operations is an asset.
• Experience leading and coaching sales teams.

Education and Experience
• Bachelor’s degree in a related field.
• Ten or more years’ job-related experience, with a minimum five years in a commercial lending role, or an equivalent combination of education and experience.
• Management experience strongly preferred.
• Ability to travel (local) and work flexible hours, as required.
• Must be bondable.

APPLICATIONS

Candidates should submit their application, cover letter and resume to:

Attn: People and Culture

E-mail: careers@pathwise.ca

ACCOMMODATION

In accordance with the Ontario Human Rights Code, Accessibility for Ontarians with Disabilities Act, 2005, accommodation will be provided in all parts of the hiring process. Applicants need to make their needs known in advance by contacting us at careers@pathwise.ca, subject line “accommodation”.

VeriBranch Lead

VeriBranch Lead

Permanent Full-time

Open to any location in Canada

Closes February 24

At Innovation Credit Union, we redefine banking by helping Canadians simplify their lives and reach their financial goals by reinvesting profits into our members, our communities and our people. Now that’s responsible banking!

THE POSITION: Under the direction of the Manager, Digital & Core Banking, the VeriBranch Lead is responsible for evaluating business processes, anticipating requirements, and uncovering areas for improvement during the implementation of VeriBranch, an omni-channel banking platform. Areas of responsibility include:

  • Work with the vendor to match business processes to vendor workflows
  • Lead ongoing reviews of business processes and developing optimization strategies
  • Collaborate with vendors to establish and document shared testing strategies and processes
  • Lead team members in test planning, test case creation and test execution activities
  • Attend meetings and delivering presentations to share ideas and findings
  • Work closely with vendor, technicians, and business units
  • Ensure vendor solutions meet business needs and requirements
  • Perform functional and user acceptance testing
  • Support the Project Manager on project management activities

Some of the skills and abilities we would prefer to see in your application:

  • Bachelor’s Degree / Master’s Degree preferably in Business, Computer Science, Engineering, or a related field
  • A minimum of 4 years’ experience in business analysis or a related field
  • Advanced project management skills including Agile
  • Exceptional analytical and conceptual thinking skills
  • The ability to influence stakeholders and work closely with them to determine acceptable solutions
  • Advanced technical skills
  • Excellent documentation skills
  • Competency in Microsoft applications
  • History of strong professional development

Compensation will commensurate with qualifications and experience. Innovation Credit Union offers a comprehensive employee benefits package including a 7% company matched pension plan. An attractive variable incentive program is also available.

Salary Range: $75,200 to $94,000

DATA MODELER

Open to any location in Canada – ability to work REMOTELY

At Innovation Credit Union, we are on the journey to leverage our data as a strategic asset and to deliver better member experiences. We are in the process of modernizing our data warehouse so it can adapt to new data technologies and remain relevant for new data-driven business requirements, such as advanced analytics, multichannel marketing, and other digital enterprise programs.

To help carry us forward, we are searching for an experienced data modeler, a doer, a motivated self-learner, to join our team. The ideal candidate should be able to identify new technologies to solve problems and highly skilled in the development of the data model by providing thought leadership, business analysis and organization skills.  Reporting to the Data Governance & Architecture Lead, the Data Modeler will organize working sessions to gather requirements from various subject matter experts and analyze overall business needs. Serve as a reference and authority on the process of data modeling and ensure consistency with existing data models and data architectures and establish standards and guidelines. This role requires strong technical skills like connecting disparate data sources, as well as business knowledge, interviewing and analytical skills and excellent oral and written communications skills.

If this sounds like what you want out of a career, visit the CAREERS page of our website to learn more about this position and to apply.

www.innovationcu.ca

Only those applications submitted through our on-line job board will be considered.

Apply by February 23, 2021 via the careers page of our website.  Only those applications submitted through our on-line job board will be considered.

DATA SCIENTIST

Open to any location in Canada – ability to work REMOTELY

At Innovation Credit Union, we are on the journey to leverage our data as a strategic asset and to deliver better member experiences and product and services growth milestones. We are in the process of modernizing our data warehouse so it can adapt to new data technologies and remain relevant for new data-driven business requirements, such as advanced analytics and multichannel marketing.

The person in this position has data science experience in statistical programming: Python, R.  Database analytics tools and machine learning frameworks, technologies, and platform: SQL, Databricks, Azure ML, AWS SageMaker, Azure, AWS. Experience in data integration with upstream and downstream systems, data development, database structures and data transfer methods: ETL, API.  Strong experience in data-driven marketing with focus on segmentation and measurement.  Exposure to marketing tech is strongly preferred – digital analytics platforms: Adobe Analytics, Google Analytics. Experience with Reporting and Visualization tools is strongly preferred: POWER BI.

If this sounds like what you want out of a career, visit the CAREERS page of our website to learn more about this position and to apply.

www.innovationcu.ca

Only those applications submitted through our on-line job board will be considered.

Apply by February 23, 2021 via the careers page of our website.  Only those applications submitted through our on-line job board will be considered.

Back to Top