Province: Ontario

Systems Architect (ECM)

As one of Canada’s Best Managed Companies for 18 consecutive years, Concentra prides itself on fostering employee engagement and a workplace of openness and respect.

Concentra is Canada’s leading provider of wholesale banking and trust solutions to credit unions from coast to coast. With deep co-operative roots, Concentra is focused on creating value for the credit union system. We partner with credit unions to ensure over five million Canadian members can choose competitive financial services from their local credit union.

Concentra Trust – a wholly-owned subsidiary – has been delivering estate and trust services nationwide for over 65 years.

Concentra employees enjoy a competitive total rewards package and flexible work environment. We are looking for a results oriented individual to join our team in one of our Saskatoon, Regina, Surrey or Toronto office locations, or from your home office environment.

Key Outcomes

The Systems Architect (ECM) manages and oversees the strategic and operational demands by leading the support, research, design, development, implementation and long-term governance of the Enterprise Content Management (ECM) solutions at the Bank. This position is responsible for the management of research, design and execution of projects involving Collaboration Portals, Enterprise Search, Enterprise Content Management, Business Process and Forms.

This position is the primary resource to coordinate and manage the organizational Enterprise Content Management strategy and contribute to the organization’s success by maintaining, supporting and enhancing technologies and systems within the ECM practice. It is also responsible to work with business units and manage the delivery of content management strategies, including document management and workflow.

Qualifications

  • Post-secondary degree or diploma in Computer Science, or related field
  • 5 years in technology roles, including experience working with Cloud Infrastructure services
  • 3-5 years experience working in SharePoint (online or 2016) or other Enterprise Content Management tools
  • Business Analysis experience would be considered an asset
  • Experience working in Agile work environments and projects is preferred

Applications for this opportunity accepted until end of day October 21, 2021. To apply, please visit our Career page at www.concentra.ca

At Concentra, our goal is to achieve a workforce as diverse as the people we partner with. We encourage all members of the designated groups; aboriginal people, persons with disabilities, women, visible minorities and others to join our team. Concentra strives to provide a safe and respectful work environment free of discrimination and harassment and is committed to an inclusive, barrier-free recruitment and selection processes.

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

Solutions Architect

As one of Canada’s Best Managed Companies for 18 consecutive years, Concentra prides itself on fostering employee engagement and a workplace of openness and respect.

Concentra is Canada’s leading provider of wholesale banking and trust solutions to credit unions from coast to coast. With deep co-operative roots, Concentra is focused on creating value for the credit union system. We partner with credit unions to ensure over five million Canadian members can choose competitive financial services from their local credit union.

Concentra employees enjoy a competitive total rewards package and flexible work environment. We are looking for a results-oriented individual to join our team in one of our Saskatoon, Regina, Surrey or Toronto office locations, or from your home office environment.

Position Mandate

  • Technical Solutions
    1. Evaluate organization business needs and determine how Technology Infrastructure can support those needs. Determine, develop and improve technical solutions in support of business objectives.
    2. Recommend the optimum infrastructure environment for new applications within normal corporate options, such as Azure, private cloud, traditional data centres or vendor hosted environments. Work with all stakeholders to confirm suitability of the recommendation. When a review of current applications and solutions for potential migration is applicable, follow a similar approach.
  • Public Cloud (Azure):
    1. Leveraging historical information, Microsoft, and MSP resources, develop and maintain reference architectures, documentation and procedures that are aligned with generally accepted Azure best practices.
    2. Take an ownership stake in driving the cloud roadmap, including laying out supporting setup and configuration necessary to support migration of applications for hybrid cloud environment.
    3. Design Azure solutions to optimize an appropriate balance of functionality, performance, cost effectiveness and security. Review solutions with security, data, and enterprise architects and consider their input for revisions.  Maximize benefits of Azure within design to the extent practical.
  • Private Cloud Hosting (Data Centre):
    1. Working with the vendor and internal security architects, develop and maintain reference architectures, documentation and procedures that are aligned with generally accepted best practices and hosting contracts. Determine SLAs and SLOs required to meet solution objectives and recommend business continuity and disaster recovery options.
    2. When Azure does not provide a clear advantage for a solution, design solutions for the private cloud environment.
  • Architectural Review:
    1. Implementations – monitor and review solution implementations to ensure alignment with established reference frameworks and standards.
    2. Migrations – assess current solutions and identify potential benefits and risks that would result from migration to alternative environments. Provide architectural guidance for any large-scale migrations.
    3. RFPs and Vendor Hosting – participate as requested with RFP processes and reviews of vendor hosting proposals.
  • Collaboration:
    1. Contribute expertise to forums such as the Solutions Architecture Group and Change Advisory Board. Collaborate with architectural counterparts on other teams, the Enterprise Architect, and senior management to work towards a common architectural vision.
    2. Mentor System Architects and recommend development approaches to improve their knowledge and technical capabilities.

Qualifications:

  • Post-secondary degree in Computer Science; a comparable combination of education and relevant work experience may be considered
  • 7-10 years of experience with Azure cloud support or development
  • 7-10 years of experience with Data Centre support or development
  • Experience working in Agile work environments and projects is preferred
  • 3 years of experience in the financial services industry with an in-depth understanding of infrastructure architecture

Applications for this opportunity accepted until end of day October 24, 2021. To apply, please visit our Career page at www.concentra.ca

At Concentra, our goal is to achieve a workforce as diverse as the people we partner with. We encourage all members of the designated groups; aboriginal people, persons with disabilities, women, visible minorities and others to join our team. Concentra strives to provide a safe and respectful work environment free of discrimination and harassment and is committed to an inclusive, barrier-free recruitment and selection processes.

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

Director, Retail & Small Business Credit

Want to experience banking with purpose?

At Kindred Credit Union, you will be part of cooperative banking that connects values
and faith with finances, inspiring peaceful, just, and prosperous communities.

You’re invited to make a difference…

as a Director, Retail & Small Business Credit in our Head Office

As the Director, Retail & Small Business Credit you will lead and oversee Kindred’s established Retail Credit Business and shape the development of Small Business Credit.  Holding accountability for all aspects of Retail and Small Business Lending including team leadership, strategic direction, policy enhancements, product development, and credit reporting, to ensure Kindred delivers the best credit proposition for our members.  In addition, in this position you will provide advice, coaching/mentoring, and resources to enhance the expertise of all staff involved in the delivery of credit services to members.

What to bring

You bring your values-based approach and professional experience to our strong team of lending experts.  As an integral member of head office Lending Services, your practical insights and judgment will help Kindred to grow safely by ensuring we meet the changing needs of our members and the Retail and Small Business industries we serve. Your strong relationship building skills along with your ability to focus on solutions will allow you to thrive in this position.

Plus, you bring your qualifications and experience:

  • University/College graduate in business or related field
  • Advanced knowledge of retail credit products and services
  • 10 years of lending experience
  • Retail credit experience
  • Understanding of small business an asset
  • Proven leadership skills including ability to mentor and coach others

Why Kindred

You will be part of a collaborative workplace where you’ll be asked to participate in the business and share your voice. You’ll be expected to continually grow your skills and abilities and to share your expertise and experience with colleagues. You’ll also be supported in volunteering your talents for community and other programs that are important to you.

We believe that your life is bigger than any job, so we’ll work together to achieve work-life quality and to care for the overall wellness of the whole you. And of course, your rewards package includes competitive total compensation plus an array of financial products and services at preferred rates for staff. When you choose Kindred to further your career, you’re joining an engaged workforce at a certified B Corp™ that is committed to using business as a force for good™ and acting as an advocate for a Living Wage.

RSVP

Ready to choose Kindred?  Visit www.kindredcu.com to see how we make a difference together!  Apply here with your resume and cover letter explaining why you want to work for Kindred.  We look forward to connecting with you!

Kindred is a respectful, compassionate and inclusive workplace.
We are committed to a barrier-free recruitment process: if you are selected for an interview
for which you require accommodation due to disability, please notify us when scheduling your interview.

Director, Agricultural Credit

Want to experience banking with purpose?

At Kindred Credit Union, you will be part of cooperative banking that connects values
and faith with finances, inspiring peaceful, just, and prosperous communities.

as a Director, Agricultural Credit in our Head Office You’re invited to make a difference…

As the Director, Agricultural Credit you will lead and oversee Kindred’s strong Agricultural Credit Business.  Holding accountability for all aspects of Agricultural Lending including team leadership, strategic direction, policy enhancements, product development, and credit reporting, to ensure Kindred delivers the best credit proposition for our members.  In addition, in this position you will provide advice, coaching/mentoring, and resources to enhance the expertise of all staff involved in the delivery of credit services to members.

What to bring

You bring your values-based approach and professional experience to our strong team of lending experts.  As an integral member of head office Lending Services, your practical insights and judgment will help Kindred to grow safely by ensuring we meet the changing needs of our members and the Agricultural industries we serve. Your strong relationship building skills along with your ability to focus on solutions will allow you to thrive in this position.

Plus, you bring your qualifications and experience:

  • University/College graduate in business, agriculture, or related field
  • Advanced knowledge of agricultural products and services
  • 10 years of lending experience
  • Experience financing Agricultural businesses
  • Proven leadership skills including ability to mentor and coach others

Why Kindred

You will be part of a collaborative workplace where you’ll be asked to participate in the business and share your voice. You’ll be expected to continually grow your skills and abilities and to share your expertise and experience with colleagues. You’ll also be supported in volunteering your talents for community and other programs that are important to you.

We believe that your life is bigger than any job, so we’ll work together to achieve work-life quality and to care for the overall wellness of the whole you. And of course, your rewards package includes competitive total compensation plus an array of financial products and services at preferred rates for staff. When you choose Kindred to further your career, you’re joining an engaged workforce at a certified B Corp™ that is committed to using business as a force for good™ and acting as an advocate for a Living Wage.

RSVP

Ready to choose Kindred?  Visit www.kindredcu.com to see how we make a difference together!  Apply here with your resume and cover letter explaining why you want to work for Kindred.  We look forward to connecting with you!

Branch Manager

We invest in people.

Be part of a banking experience as unique as you are. Tandia Financial Credit Union (Tandia) is seeking a talented and experienced leader to join our retail banking team in Burlington, Ontario on a full-time, permanent basis.

Do you have a talent for inspiring people and leading a team committed to helping families meet their financial goals? Do you care deeply about increasing financial literacy to help our members secure a better future? Do you want to be a part of an organization that is proud to treat its members like a neighbour rather than a number? Then you are right for Tandia, and we’d like to meet you.

This exiting in-branch opportunity is based in our Burlington location at 3455 Fairview Street – ideal for someone passionate about developing business relationships and coaching and leading a high performing team.

Your Work at a Glance

In this role, you will independently manage and oversee the overall operation of the branch, including growth and maintenance of the investment, loans portfolio, and cash operation. This includes facilities management of the branch within the approved policies, procedures, certification standards & operating budget set for the year.
As a strong people leader and coach, you will directly or indirectly manage all branch staff, implement marketing plans for product and service promotion to Tandia’s members and analyze branch business progress producing relevant reports as required. You will also be involved in recruiting and interviewing for your team as well as supporting, coaching, mentoring and guiding staff at all levels.
Using your proven sales abilities, you will be responsible for pursuing new business opportunities for the branch and ensuring that business development and new member acquisition are top priority – while continually focusing on member retention and providing unparalleled service to our existing members. You will develop an annual Business Plan outlining activities to be followed by branch staff to ensure the business goals and objectives of the branch are met by year end including categories such as acquisition of deposits, lending, and referrals to Tandia’s Wealth Management team. .

In our community, you will be leading by example by supporting our community outreach programs such as providing warm breakfasts to students in need and participating in seasonal volunteer initiatives with Food4Kids, Heart and Stroke and our adopted schools.

We are looking for someone who:

  • Has completed a degree / diploma in the field of Business/Commerce, Finance, Economics or has equivalent work experience
  • Has a minimum of 4 years experience in credit writing and structuring of deals in a credit union or other financial institution; ideally in positions which include lending limits
  • Has a strong lending background and understands the legalities and practices involved with lending, and specifically, mortgages
  • Is an expert at financial analysis, lending and credit writing practices as well as assessing risk
  • Has a minimum of 4 years of people management experience; is a strong leader and able to motivate and build an effective team, and is experienced at managing teams and developing people
  • Has a proven track record of delivering exceptional client service and is able to identify new opportunities and solutions for clients during the credit review process
  • Has excellent communication and interpersonal skills and is able to interact with internal and external clients/customers at all levels through multiple means of communication – by phone, email and in person
  • Has the ability to work accurately with a high degree of attention to detail while performing under pressure and working toward meeting established objectives within set timeframes
  • Is proficient using Windows and very comfortable with Microsoft Office applications such as Excel, Word and Outlook
  • Is comfortable working on a full-time basis – 35.5 hours each week – and with deadline and time constraints and an understanding that this position will include some evenings and Saturdays to support the operation of the branch and that work hours could extend beyond the normal work week
  • Is aligned with Tandia’s vision and values and demonstrates a desire to be a contributing member of our team, support a positive work environment that promotes service and commitment to the credit union, quality, innovation, integrity, and respect

–This position does not require a license to sell mutual funds.

As Unique as You

We believe that financial institutions should be more accountable to the people they serve; we believe that there’s more than one way to measure success; and we believe that our profits should have a positive financial, social and environmental impact on the communities in which we live and work. Actions speak louder than words and we work hard to demonstrate our commitment each and every day.

At Tandia, we recognize that our staff and members are unique – and that matters to us.

As a credit union, living the co-operative principles is a part of our long and rich history.

We invest in our members and our communities with an extensive community investment program devoted to supporting the organizations, events, and volunteers that make our communities stronger.

Tandia is committed to meeting the accessibility needs of persons with disabilities in a timely manner, consistent with the principles of dignity, independence, equal opportunity and integration.  Tandia is strongly committed to employment equity within its community and to recruiting a diverse workforce.  Accommodation for applicants with disabilities will be provided upon request by contacting Human Resources.

 

 

Customer Success Representative

Concentra Bank is a purpose-based organization, striving to create the future of banking. We are embarking on a bold plan to evolve and grow a diversified, top tier performing company delivering greater value to employees, customers, and owners.

As an innovative and future-focused company, we form partnerships to deliver industry-leading financial solutions to our customers. We offer a wide range of financial solutions including specialized banking, consumer finance, treasury, wealth and trust services and more. We strive to be among the most trusted organizations in Canada by solving problems for our customers and offering a positive, seamless clients experience.

Concentra employees enjoy a competitive total rewards package and flexible work environment. We are looking for a results-oriented individual to join our team in one of our corporate locations (Regina, Saskatoon, Surrey, Toronto) or in a home office environment.

Customer Success Representative (Full-time Permanent)

This position’s primary purpose is to assist credit unions, commercial clients, internal and direct clients with their service needs within a call centre environment.

Key Outcomes:

The Customer Success Representative is responsible to deliver a positive client experience by answering a diverse range of incoming client inquiries pertaining to financial and trust products including providing information, clarification and interpretation of program agreements, pricing, program requirements, administration instructions, product legislation and regulatory/compliance requirements, and analyzing client needs and providing solutions to meet those needs.

This role proactively support credit unions by managing time frames to most effectively support incoming and outbound service requests and escalating client issues or problems for resolution.

The Customer Success Representative supports the department in the achievement of its business plan by maintaining consistent personal upgrading of required knowledge, providing high quality client service, and providing recommendations for efficiencies.

Qualifications:

  • One year of post-secondary education with 2-4 years comprehensive knowledge and experience working with registered plans and mortgages
  • Resourceful team player with excellent communication and interpersonal skills, complemented by proven time management and problem solving skills
  • Good working knowledge of the Portfolio data system would be an asset

Applications for this opportunity accepted until end of day October 4, 2021. To apply, please visit our Career page at www.concentra.ca

At Concentra, our goal is to achieve a workforce as diverse as the people we partner with. We encourage all members of the designated groups; aboriginal people, persons with disabilities, women, visible minorities and others to join our team. Concentra strives to provide a safe and respectful work environment free of discrimination and harassment and is committed to an inclusive, barrier-free recruitment and selection processes. 

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

Privacy Analyst

Concentra Bank is a purpose-based organization, striving to create the future of banking. We are embarking on a bold plan to evolve and grow into a diversified, top tier performing company delivering greater value to employees, customers, and owners.

As an innovative and future-focused company, we form partnerships to deliver industry-best financial solutions to our customers. We offer a wide range of financial solutions including specialized banking, consumer finance, treasury, wealth, and trust services and more. We strive to be among the most trusted organizations in Canada by solving problems for our customers and offering a positive, seamless experience.

Concentra employees enjoy a competitive total rewards package and flexible work environment. We are looking for an innovative, solutions focused privacy professional to join our Legal team in one of our corporate locations (Regina, Saskatoon, Surrey, Toronto) or in a home office environment.

Privacy Analyst (Full-time, Permanent Position)

Key Outcomes:

As a key member of the Legal team, the Privacy Analyst assists the Legal Director and Chief Privacy Officer in the ongoing design and implementation of the Bank’s Privacy Program, training, incident investigation, risk assessment and reporting and champions a privacy culture that promotes best practices in alignment with the Bank’s core values and strategic objectives.

The Privacy Analyst supports and contributes to the overall success of the Privacy Program by ensuring accountabilities are conducted in compliance with applicable regulatory requirements, internal policies and procedures and privacy by design principles. The Privacy Analyst is an advisory to Business teams and assists in responding to inquiries and access requests and supports the Privacy Office in incident and complaints investigation, breach reporting, third party risk assessments, privacy impact assessments and the development of training and awareness campaigns. The Privacy Analyst is an internal resource on privacy law, legislative developments, and industry trends.

Qualifications:

  • Completion of a post-secondary degree in business, finance or risk management, or related field and 2-3 years’ experience in Privacy Program management; a combination of education and experience will be considered
  • Industry certification will be a plus (e.g., PACC-CCAP, IAPP)
  • Advanced knowledge of federal and provincial private sector privacy legislation, regulations, guidance and breach reporting requirements
  • Ability to gather, analyze, organize, document and present information in a succinct and organized manner
  • Ability to use logic and reasoning to identify strengths and weaknesses of alternative resolutions or approaches to problems
  • Advanced written and verbal communication skills
  • Working knowledge of privacy management software and processes
  • Working knowledge of commercial banking, retail banking, and trust activities and practices
  • Advanced Microsoft Office skills
  • Working knowledge of collaboration systems including Microsoft Teams

Applications for this opportunity accepted until end of day October 8, 2021. To apply, please visit our Career page at www.concentra.ca

At Concentra, our goal is to achieve a workforce as diverse as the people we partner with. We encourage all members of the designated groups; aboriginal people, persons with disabilities, women, visible minorities and others to join our team. Concentra strives to provide a safe and respectful work environment free of discrimination and harassment and is committed to an inclusive, barrier-free recruitment and selection processes.

We thank all applicants for their interest, however, only those selected for an interview 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

Chief Executive Officer

Pathwise Credit Union first opened its doors on April 2, 1938, offering savings and loan services to 29 amazing members. Over 80 years and nearly 11,000 members later, the credit union originally founded as the Auto Workers Credit Union (AWCU) continues to proudly support the financial needs of auto workers and their families as well as an expanding base of new members in Oshawa and beyond. Pathwise’s assets have grown to over $430 million, and the credit union employs 55 highly engaged staff between its two branches who are united in ensuring that all its members are on their path to financial success.

Fresh off its corporate rebranding, a new banking system and with a skilled and highly committed senior leadership team seeking to leverage the incredible population growth across the Durham Region, Pathwise is seeking its next Chief Executive Officer.

Reporting to Pathwise’s Board of Directors, as CEO you are responsible for the strategic leadership and management of the credit union. Your strong vision for the future will ensure that Pathwise’s senior leadership are establishing, implementing and overseeing the Credit Union’s long-range goals, strategies, plans, and policies while keeping Pathwise agile and ready for ongoing change and growth. As the public face of the credit union, you will maintain effective and productive relationships with Pathwise’s regulator, business community, fintech partners and within the credit union system.

As an ideal candidate, you are a trusted and forward-looking financial industry leader with at least 10 years of senior leadership experience and a proven record of making sound business decisions that have achieved efficiency, optimization, growth and change. Your outstanding interpersonal and relationship building skills are rooted in openness, transparency, and a willingness to explore creative solutions proactively and collaboratively. A dynamic leader who is passionate about community and member engagement, people value you for your integrity, authenticity and desire to innovate while driving a culture of performance and service excellence. You are an inspiring team leader who is naturally inclusive, passionate about coaching and mentorship, and who empowers staff. Pathwise will benefit significantly from your knowledge and demonstrable experience navigating the continuing impacts of new technology on staff and members. Your sound governance knowledge and previous experience reporting to, or serving on, a board of directors will be of great value, as will your previous experience working within unionized environments. You demonstrate a strong understanding of, and sensitivity to, cooperative values and principles, and can champion growth while remaining respectful of the culture and history that have made Pathwise the credit union it is today.

To apply for this exciting credit union leadership position, please visit: boyden.thriveapp.ly/job/1074. For more information, please contact Andrew Dumont and Cameron Morrison at cmorrision@boyden.com or 613-742-3219.

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