Province: Ontario

Financial Services Officer (FSO) – Ottawa, Ontario

We are a thriving credit union, known for extraordinary Member service that has deep roots in the community. Ukrainian Credit Union Limited (UCU) serves its individual, organizational and business-based members with high integrity, sound stewardship and competitiveness.

We are currently looking for a Financial Services Officer with our Ottawa branch location. You will report directly to the Branch Manager. As the Financial Services Officer, you will be primarily responsible for generating business volumes and revenues. This includes increasing the credit and deposit portfolio.

As a key member of the Branch team, the Financial Services Officer will:

  • Proactively identify sales opportunities based on the need of the Member, cross selling a full range of lending and investment deposit products.
  • Actively solicit new sales opportunities through warm calls and proactive outbound calling to existing and potential Members, Community Organizations and businesses; contacting all staff referral opportunities identified.
  • Maintain a high profile within the branch and community and actively seek out opportunities to build and foster relationships with Members, non-Members and business contacts.
  • Champions the Credit Unions sales culture by demonstrating exemplary sales skills, especially during all branch campaigns and promotions, while striving to exceed the Member experience at every point of interaction.

Key Accountabilities and Duties:

  • Provides sound financial advice by identifying products and services our Members need Identify opportunities to develop business within the community and attract new Members to UCU through networking and participating in community and branch events as a representative of UCU.
  • Identifies opportunities to promote, up sell and cross sell Credit Union deposit and investment products including, chequing/savings accounts, term deposits, registered plans, insurance (credit & travel), safety deposit boxes; if licensed, mutual funds (subject to approval)
  • Identifies opportunities to promote, up sell and cross sell Credit Union lending products including consumer loans, mortgages, lines of credit and credit cards; assists with appropriate application process.
  • Open new Memberships and provide a full suite of banking solutions to meet Member needs.
  • Qualifies all loan and mortgage opportunities by conducting Member interviews, analyzing relevant financial information, verifying loan application information, and investigating other variables affecting loan viability, with a common sense view on if the lending request makes sense.
  • Approves/declines loans and mortgages within discretionary limits; makes recommendations for approvals/declines to next level of management if outside discretionary limits.
  • Processes all appropriate documents associated with the sale of savings and investment products.
  • Processes all appropriate documents associated with loans and mortgage approval including, insurance and cheque disbursements; liaises with all relevant agents such as home inspectors and lawyers.
  • Follows a procedure to identify investment, loan and mortgage renewals; initiates contact with Member to maintain accounts and relationships.
  • Contributes to the overall business objectives of the Credit Union by executing the branch marketing program to attain loan, deposit, sundry product, and Member growth within the objectives set out in the business plan; keeps up to date on target status. Ensures branch staff is kept up to date and well informed on products and services as well as all aspects of cross selling, relationship building, sales and service standards.
  • Must support the front line as needed at all times.
  • Represents the Credit Union in the community by participating in local business activities and community functions, as required by management and for business development purposes.
  • Maintains strict adherence to Credit Union and branch operating procedures, lending policies and security procedures with respect to assigned authorities and responsibilities; reports any unusual occurrences or fraudulent activity to next level management upon discovery.

Our Ideal Candidate:

  • Completion of a post-secondary education; concentration in Finance, Commerce, or Accounting is an asset, or has equivalent work experience
  • One year experience in financial services sales environment with a proven track record in sales
  • One year experience underwriting; able to demonstrate: knowledge of Member life cycle needs; knowledge of features and benefits of lending, investment, and deposit products; knowledge of interviewing solicitation and telemarketing skills
  • Mutual funds license (e.g. IFIC), or working towards obtaining a mutual funds license, would be an asset
  • Experience working with or knowledge of a range of credit and investment products.
  • Excellent analytical and problem solving skills
  • Strong attention to detail and time management skills
  • This role will require working on the front line for first six months.
  • Computer literate – Word, Excel; Comfortable embracing new technologies
  • Comfortable working with digital financial services and providing seamless service in this type of Service Anywhere environment
  • Advanced written and verbal communication skills
  • Bilingual – English; Ukrainian preferred; Polish an asset

UCU is committed to an inclusive, equitable and accessible workplace. Accommodations are available on request for candidates taking part in all aspects of the selection process. To request accommodation, please let us know.

Qualified applicants are encouraged to submit both a resume and cover letter by email  to Andrew Rozanec, Human Resources Manager, careers@ukrainiancu.com no later than 4:00pm October 25th, 2024.

We thank all applicants but only those considered for an interview will be contacted.

To learn more about UCU, please visit our website at https://www.ukrainiancu.com/

Financial Services Officer (FSO) – London, Ontario

We are a thriving credit union, known for extraordinary Member service that has deep roots in the community. Ukrainian Credit Union Limited (UCU) serves its individual, organizational and business-based members with high integrity, sound stewardship and competitiveness.

We are currently looking for a Financial Services Officer with our London branch location. You will report directly to the Branch Manager. As the Financial Services Officer, you will be primarily responsible for generating business volumes and revenues. This includes increasing the credit and deposit portfolio.

As a key member of the Branch team, the Financial Services Officer will:

  • Proactively identify sales opportunities based on the need of the Member, cross selling a full range of lending and investment deposit products.
  • Actively solicit new sales opportunities through warm calls and proactive outbound calling to existing and potential Members, Community Organizations and businesses; contacting all staff referral opportunities identified.
  • Maintain a high profile within the branch and community and actively seek out opportunities to build and foster relationships with Members, non-Members and business contacts.
  • Champions the Credit Unions sales culture by demonstrating exemplary sales skills, especially during all branch campaigns and promotions, while striving to exceed the Member experience at every point of interaction.

Key Accountabilities and Duties:

  • Provides sound financial advice by identifying products and services our Members need Identify opportunities to develop business within the community and attract new Members to UCU through networking and participating in community and branch events as a representative of UCU.
  • Identifies opportunities to promote, up sell and cross sell Credit Union deposit and investment products including, chequing/savings accounts, term deposits, registered plans, insurance (credit & travel), safety deposit boxes; if licensed, mutual funds (subject to approval)
  • Identifies opportunities to promote, up sell and cross sell Credit Union lending products including consumer loans, mortgages, lines of credit and credit cards; assists with appropriate application process.
  • Open new Memberships and provide a full suite of banking solutions to meet Member needs.
  • Qualifies all loan and mortgage opportunities by conducting Member interviews, analyzing relevant financial information, verifying loan application information, and investigating other variables affecting loan viability, with a common sense view on if the lending request makes sense.
  • Approves/declines loans and mortgages within discretionary limits; makes recommendations for approvals/declines to next level of management if outside discretionary limits.
  • Processes all appropriate documents associated with the sale of savings and investment products.
  • Processes all appropriate documents associated with loans and mortgage approval including, insurance and cheque disbursements; liaises with all relevant agents such as home inspectors and lawyers.
  • Follows a procedure to identify investment, loan and mortgage renewals; initiates contact with Member to maintain accounts and relationships.
  • Contributes to the overall business objectives of the Credit Union by executing the branch marketing program to attain loan, deposit, sundry product, and Member growth within the objectives set out in the business plan; keeps up to date on target status. Ensures branch staff is kept up to date and well informed on products and services as well as all aspects of cross selling, relationship building, sales and service standards.
  • Must support the front line as needed at all times.
  • Represents the Credit Union in the community by participating in local business activities and community functions, as required by management and for business development purposes.
  • Maintains strict adherence to Credit Union and branch operating procedures, lending policies and security procedures with respect to assigned authorities and responsibilities; reports any unusual occurrences or fraudulent activity to next level management upon discovery.

Our Ideal Candidate:

  • Completion of a post-secondary education; concentration in Finance, Commerce, or Accounting is an asset, or has equivalent work experience
  • One year experience in financial services sales environment with a proven track record in sales
  • One year experience underwriting; able to demonstrate: knowledge of Member life cycle needs; knowledge of features and benefits of lending, investment, and deposit products; knowledge of interviewing solicitation and telemarketing skills
  • Mutual funds license (e.g. IFIC), or working towards obtaining a mutual funds license, would be an asset
  • Experience working with or knowledge of a range of credit and investment products.
  • Excellent analytical and problem solving skills
  • Strong attention to detail and time management skills
  • This role will require working on the front line for first six months.
  • Computer literate – Word, Excel; Comfortable embracing new technologies
  • Comfortable working with digital financial services and providing seamless service in this type of Service Anywhere environment
  • Advanced written and verbal communication skills
  • Bilingual – English; Ukrainian preferred; Polish an asset

UCU is committed to an inclusive, equitable and accessible workplace. Accommodations are available on request for candidates taking part in all aspects of the selection process. To request accommodation, please let us know.

Qualified applicants are encouraged to submit both a resume and cover letter by email  to Andrew Rozanec, Human Resources Manager, careers@ukrainiancu.com no later than 4:00pm October 25th, 2024.

We thank all applicants but only those considered for an interview will be contacted.

To learn more about UCU, please visit our website at https://www.ukrainiancu.com/

Head of Brand, Marketing and Communications

Branch Department: Corporate

Responsible to: C-level position

About UCU

Ukrainian Credit Union Limited (UCU) is a Canadian financial institution providing a full range of products and services to its members. We are among the largest credit unions in Ontario and 16 branch and service locations.  For 80 years, UCU has served its broader community by supporting the growth of Ukrainian cultural, educational, and community life in Canada.

 

Position Summary

The Head of Brand, Marketing and Communications is a senior leadership position responsible for developing, implementing, and overseeing a comprehensive marketing, communications, sponsorship and member strategies that align with the organization’s overall goals and objectives. The role is also responsible for defining and communicating the vision, mission and values as well as its positioning and value proposition in the marketplace.  Lead cross-functional teams to innovate and develop products from conception to launch, while also managing the product lifecycle and making critical decisions on product features and enhancements. This role is a strategic blend of technical expertise, market foresight, and leadership, aimed at delivering products that resonate with customers and stand out in the competitive landscape.  This role requires a strategic thinker with exceptional communication skills and a deep understanding of current marketing and communication trends within the banking sector. The goal is to build a client-focused culture, engage and enable leaders and employees, and build and protect the brand.

 

The Head of Brand, Marketing and Communications will oversee the following:

  • Corporate Branding and Governance
  • Product Development and Management
  • Marketing and Communications
  • Internal Communications
  • Design of all corporate assets including digital, print, website and social media
  • Marketing technologies including website, email marketing, Google analytics
  • Media relations, and special events

 

Main Job Duties and Responsibilities

  • Build, mentor, and lead a high-performing brand and integrated marketing team, fostering a culture of excellence, creativity, and collaboration.
  • Lead brand strategy & vision. Develop and execute a comprehensive, customer centric, and forward-thinking brand strategy that aligns with UCU’s mission and long-term goals.
  • Act as a senior advisor and thought leader within the organization, providing strategic guidance on brand, product and marketing initiatives.
  • Lead the development and execution of high-impact integrated marketing campaigns that drive brand awareness, consideration, and preference.
  • Oversee the development and management of the organization’s brand identity, including brand voice, messaging, and visual guidelines including website and all external facing channels.
  • Define the product vision and strategy in alignment with the company’s goals and market opportunities.
  • Conduct market research to identify customer needs and emerging industry trends
  • Establish metrics and key performance indicators (KPIs) to measure product performance and inform future development
  • Manage the product roadmap and prioritizing features based on business impact and customer value
  • Manage and cultivate relationships with external agencies and partners to deliver best-in-class creative and media strategies.
  • Stay abreast of industry trends, competitive landscape, and emerging technologies to identify opportunities for brand differentiation and growth.
  • Present regular updates and strategic recommendations to the executive team and key stakeholders.
  • Provide thought leadership to develop, recommend, integrate and implement new product/strategic solutions that drive incremental business, improve competitive positioning, and support UCU’s brand purpose while making a positive member impact.
  • Ability to inspire and influence across the organizations to gain alignment and support. Strength in integration, facilitation, situational awareness, continual improvement, empowerment, and increasing transparency. Must be comfortable speaking and communicating with a Senior Executive audience
  • Build and maintain effective working relationships with executives, internal teams, other UCU business units and external partners.
  • Use consumer insights, demographic, economic, industry, regulatory and technology information and trends as well as competitive intelligence, and marketing best practices, performance insights to identify and action opportunities. Apply analytical and integration skills to produce data-driven insights, business cases, operational and risk assessments to support strategies and recommendations.

Education and Experience

  • Business or marketing-related degree or equivalent professional qualification
  • Excellent written and verbal communication skills (English) and basic level of Ukrainian language proficiency
  • Cross-Functional Leadership: Extensive experience working with Directors and VPs across various functions, with a strong ability to influence and drive alignment
  • Value Creation: Demonstrated ability to drive value creation and identify new opportunities to grow market segments
  • Complex Business Acumen: Proven experience in complex business environments, bringing people together to evaluate risks and focus on delivering results
  • Strategic Communication: Exceptional ability to communicate a strategic vision and roadmap, gaining support and sharing a compelling story in a clear and simple manner
  • Persuasive Influence: A trusted advisor who listens, learns, and applies facts and data to articulate a compelling narrative
  • Customer Focus: Relentlessly focused on our customers, anticipating their needs, and creating value through our products and services
  • Insightful Analysis: Summarize insights in a way that facilitates decision-making and demonstrates critical thinking skills in complex analysis
  • Relationship Building: Take a proactive approach to building relationships with stakeholders, showing good judgment in handling commercially sensitive information
  • Program/Project Management: Proven experience in managing programs and projects, ensuring timely and successful delivery of key initiatives

Job Specifications

Experience and Skills

  • Minimum ten years in progressively senior positions in credit and administration with five years at the senior management level. Experience in a financial cooperative or credit union environment preferred.
  • Well-developed management skills particularly in the areas of planning, budgeting, communications and human resources management and development.
  • Computer literate – working knowledge of Word, Outlook, PowerPoint with proficiency in Excel and Access and other applications typically used in a lending environment
  • In-depth knowledge of credit union lending policies and procedures along with all applicable legislation and corporate bylaws.
  • Bachelor’s degree or similar post-secondary designation.
  • Bilingual – English and Ukrainian an asset.
  • Travel to various credit union and meeting locations within the province is required

UCU is committed to an inclusive, equitable and accessible workplace. Accommodations are available on request for candidates taking part in all aspects of the selection process. To request accommodation, please let us know.

Qualified applicants are encouraged to submit both a resume and cover letter by email  to Andrew Rozanec, Human Resources Manager, careers@ukrainiancu.com no later than 4:00pm October 25th, 2024.

We thank all applicants but only those considered for an interview will be contacted.

To learn more about UCU, please visit our website at https://www.ukrainiancu.com/

Risk Analyst

Risk Analyst

Temporary Full-time (approx. 15-month term)

Open to any location in Canada (ability to work from a home office)

Open until August 16th

Annual Salary: $73,730 – $101,378

Innovation Federal Credit Union has a bold ambition. In addition to being Canada’s newest Federal Credit Union, we will be the most digital, member-centric organization in our industry. We are on a journey to embrace the core tenants of the digital business model like ideation, the network effect, personalized segmentation, coopetition, and agile ways of working.

We come to work to simplify banking for all Canadians – that’s our purpose.

How does this position help fulfil Innovation’s purpose?  Glad you asked!

The Risk Analyst is responsible for supporting all aspects of the operational risk management program by providing risk guidance and challenge on operational risk assessments, events, and concerns across the organization.

WIIFY (what’s in it for you):

  • Competitive Salary
  • Diverse and Inclusive Culture that continues to evolve
  • Flexible work arrangement options
  • Strong benefit package
  • 7% Superannuation matched contribution program
  • Attractive variable incentive program
  • Wellness Days to create appropriate work/life balance
  • Paid Education opportunities to ensure our members have the most equipped staff helping them
  • A purpose driven organization that focuses on the values of Accountability, Integrity and Respect
  • And lots more reasons to love where you work and what you do!

What our team is looking for:

  • A growth mindset that emulates Model, Coach and Care behaviors in every activity and approach
  • A solution mindset that feeds inertia
  • An ambassador who’s willing to promote our team inside and outside organization
  • Somebody who is digitally capable, who wants to dig into new technology with enthusiasm!
  • Somebody who can work with occasional ambiguity with focus on process evolution
  • A mindset of Solve, Serve, Sell – a problem solver, serving our members directly or indirectly, and selling our brand!
  • Somebody to sweat the small stuff, but also see the big picture
  • Personality and Energy – a flair for polish, and you bring your own personal, creative touch to everything you do!

What will you do?

  • Assist in maturing the operational risk function by expanding the use of operational risk management tools across the enterprise through Risk & Control Self-Assessments (RCSAs), Operational Risk Taxonomy, Risk Events, Risk Awareness and Key Risk Indicators (KRIs).
  • Review risk registers and risk event logs periodically to fulfill reporting requirements to the relevant committees.
  • Perform gap analysis of operational risk landscape to offer solutions.
  • Participate in risk engagements to improve internal processes and efficiency.
  • Identify and recommend opportunities for improving procedures and outcomes.
  • Act as a liaison to business units for the integration of the Resolver operational risk module.

Some things that would impress us:

  • Completion of post-secondary education in a related field; a Canadian Risk Management (CRM) designation would be considered an asset.
  • 3 years’ relevant experience in risk management, audit operations or a related role.
  • Knowledge of financial industry products, distribution, and service.
  • Previous experience in risk management software, such as Resolver.
  • Demonstrated efficiency and accuracy skills.

Interested? Head over to our website and apply today!

Innovation Federal Credit Union acknowledges that Indigenous peoples are the traditional guardians of this land that we call Canada.  In Saskatchewan we are on treaty lands and these treaties serve to govern our relationships with Indigenous people. We are dedicated to ensuring that the spirit of Reconciliation and treaties are honoured and respected.

Loan Origination System Business & Quality Analyst

Open to any location in Canada (ability to work from your home office)

Closes June 24

Annual Salary: $54,793 – $75,340

Innovation Federal Credit Union has a bold ambition. In addition to being Canada’s newest Federal Credit Union, we will be the most digital, member-centric organization in our industry. We are on a journey to embrace the core tenets of the digital business model, like ideation, the network effect, personalized segmentation, coopetition, and agile ways of working.

We come to work to simplify banking for all Canadians – that’s our purpose.

How does this position help fulfill Innovation’s purpose?  Glad you asked!

Reporting to the VP Member Platform Development, the Loan Origination System Business & Quality Analyst is responsible for business analysis, quality assurance, and support of Innovation’s Loan Origination System (VeriLoan) built on Microsoft Dynamics 365.

WIIFY (what’s in it for you):

  • Competitive Salary
  • Diverse and Inclusive Culture that continues to evolve
  • Flexible work arrangement options
  • Strong benefit package
  • 7% Superannuation matched contribution program
  • Attractive variable incentive program
  • Wellness Days to create appropriate work/life balance
  • Paid Education opportunities to ensure our members have the most equipped staff to help them
  • A purpose-driven organization that focuses on the values of Accountability, Integrity and Respect
  • And lots more reasons to love where you work and what you do!

What our team is looking for:

  • A growth mindset that emulates Model, Coach and Care behaviours in every activity and approach
  • A solution mindset that feeds inertia
  • An ambassador willing to promote our team inside and outside the organization.
  • Somebody who is digitally capable and wants to dig into new technology with enthusiasm!
  • Somebody who can work with occasional ambiguity with a focus on process evolution.
  • A mindset of Solve, Serve, Sell – a problem solver, serving our members directly or indirectly, and selling our brand!
  • Somebody to sweat the small stuff, but also see the big picture.
  • Personality and Energy – a flair for polish, and you bring your personal, creative touch to everything you do!

What will you do?

  • Gather and analyze business requirements.
  • Work with the vendor to match business processes to vendor workflows.
  • Develop and update functional documentation and training materials.
  • Design test plans and scripts; perform manual and automated software application tests.
  • Confirm feature functionality, detect bugs, and report issues to developers; assist in troubleshooting and problem-solving.
  • Aggregate feedback and feature requests from end-users and contribute to building the platform’s roadmap.

Some things that would impress us:

  • Completion of a Bachelor’s degree (Master’s degree is an asset) in computer science or a related field.
  • 5+ years’ experience in business analysis and software quality assurance; experience in loan origination system project implementation is highly valued.
  • Banking sector experience beneficial.
  • Strong communication, collaboration, and problem-solving abilities.
  • Knowledge of project management and QA methodologies.
  • Proficiency with Waterfall and Agile frameworks.

 

Interested?

Click the ‘Apply now’ button!

Innovation Federal Credit Union acknowledges that Indigenous peoples are the traditional guardians of this land that we call Canada.  In Saskatchewan we are on treaty lands and these treaties serve to govern our relationships with Indigenous people.  We are dedicated to ensuring that the spirit of Reconciliation and treaties are honoured and respected.

VP Market, Liquidity & Model Risk Management

Permanent Full-Time
Open to any location in Canada (ability to work remotely/from home office)
Closes June 9
Annual Salary: $133,497 – $183,558

Innovation Federal Credit Union has a bold ambition. In addition to being Canada’s newest Federal Credit Union, we will be the most digital, member-centric organization in our industry. We are on a journey to embrace the core tenants of the digital business model like ideation, the network effect, personalized segmentation, coopetition, and agile ways of working.

We come to work to simplify banking for all Canadians – that’s our purpose.

How does this position help fulfil Innovation’s purpose?  Glad you asked!

The VP Market, Liquidity & Model Risk Management will be responsible for ensuring the organization’s financial stability and driving risk-aware practices. This position contributes to strategic decision-making, risk assessment, and regulatory compliance, and has the expertise to navigate complex financial landscapes and drive robust model governance.

WIIFY (what’s in it for you):

  • Competitive Salary
  • Diverse and Inclusive Culture that continues to evolve
  • Flexible work arrangement options
  • Strong benefit package
  • 7% Superannuation matched contribution program
  • Attractive variable incentive program
  • Wellness Days to create appropriate work/life balance
  • Paid Education opportunities to ensure our members have the most equipped staff helping them
  • A purpose driven organization that focuses on the values of Accountability, Integrity and Respect
  • And lots more reasons to love where you work and what you do!

What our team is looking for:

  • A growth mindset that emulates Model, Coach and Care behaviors in every activity and approach
  • A solution mindset that feeds inertia
  • An ambassador who’s willing to promote our team inside and outside organization
  • Somebody who is digitally capable, who wants to dig into new technology with enthusiasm!
  • Somebody who can work with occasional ambiguity with focus on process evolution
  • A mindset of Solve, Serve, Sell – a problem solver, serving our members directly or indirectly, and selling our brand!
  • Somebody to sweat the small stuff, but also see the big picture
  • Personality and Energy – a flair for polish, and you bring your own personal, creative touch to everything you do!

What will you do?

  • Identify, evaluate, and monitor risks associated with our market and liquidity risk, providing effective challenge to business lines.
  • Collaborate with the business line to develop and implement risk management strategies to manage exposures within predetermined risk parameters and metrics.
  • Collaborate with model developers, data scientists, and business units to enhance model performance and accuracy.
  • Evaluate model performance under adverse conditions and propose enhancements to mitigate model vulnerabilities.
  • Evaluate and assess the risk profile new initiatives and optimize risk-return trade-offs while aligning with organizational goals.
  • Conduct in-depth analysis and oversee risk exposure of financial instruments, portfolios, and investment strategies.

Some things that would impress us:

  • Completion of a bachelor’s degree in finance, economics, or a related field.
  • 10+ years’ related experience (i.e., model governance, OSFI E23 Model Risk Management Guidelines)
  • Professional certifications such as FRM (Financial Risk Manager) or CFA (Chartered Financial Analyst) are considered an asset.
  • Proficiency in risk modeling software and financial tools.
  • Strong analytical abilities and quantitative skills.
  • Excellent communication and leadership skills.
  • Strategic thinking and problem-solving capabilities.

Interested?

Click the ‘Apply now’ button!

Innovation Federal Credit Union acknowledges that Indigenous peoples are the traditional guardians of this land that we call Canada.  In Saskatchewan we are on treaty lands and these treaties serve to govern our relationships with Indigenous people. We are dedicated to ensuring that the spirit of Reconciliation and treaties are honoured and respected.

Privacy Analyst

Permanent Full Time

Open to any location in Canada (ability to work from remote/home office)

Annual Salary: $73,730 – $101,378

Innovation Federal Credit Union has a bold ambition. In addition to being Canada’s newest Federal Credit Union, we will be the most digital, member-centric organization in our industry. We are on a journey to embrace the core tenants of the digital business model like ideation, the network effect, personalized segmentation, coopetition, and agile ways of working.

We come to work to simplify banking for all Canadians – that’s our purpose.

How does this position help fulfil Innovation’s purpose?  Glad you asked!

The Privacy Analyst is responsible for assisting the Legal Department with oversight of the Credit Union’s Privacy Program, with monitoring and reporting privacy-related risks, and with providing guidance to the first line of defence on potential privacy requirements associated with strategic or business decisions.

WIIFY (what’s in it for you):

  • Competitive Salary
  • Diverse and Inclusive Culture that continues to evolve
  • Flexible work arrangement options
  • Strong benefit package
  • 7% Superannuation matched contribution program
  • Attractive variable incentive program
  • Wellness Days to create appropriate work/life balance
  • Paid Education opportunities to ensure our members have the most equipped staff helping them
  • A purpose driven organization that focuses on the values of Accountability, Integrity and Respect
  • And lots more reasons to love where you work and what you do!

What our team is looking for:

  • A growth mindset that emulates Model, Coach and Care behaviors in every activity and approach
  • A solution mindset that feeds inertia
  • An ambassador who’s willing to promote our team inside and outside organization
  • Somebody who is digitally capable, who wants to dig into new technology with enthusiasm!
  • Somebody who can work with occasional ambiguity with focus on process evolution
  • A mindset of Solve, Serve, Sell – a problem solver, serving our members directly or indirectly, and selling our brand!
  • Somebody to sweat the small stuff, but also see the big picture
  • Personality and Energy – a flair for polish, and you bring your own personal, creative touch to everything you do!

What will you do?

  • Assist the Legal Department with oversight of the Credit Union’s Privacy program.
  • Support the implementation of innovative privacy risk management processes that create efficiencies.
  • Assist with reviewing and making recommendations on privacy impact assessments for corporate initiatives.
  • Assist in drafting privacy policies and procedures and related documentation, and privacy training materials.
  • Support the maintenance of the organization’s privacy program that aligns with the Credit Union’s strategic objectives.
  • Support the Legal Department’s monitoring of enterprise-wide privacy risk exposures, and with completing reports related to such exposures.

Some things that would impress us:

  • Completion of a post-secondary diploma or University Degree in a related field. Professional privacy certifications or designations (e.g. CIPP or equivalent) is an asset.
  • 3-5 years’ experience in a similar privacy role.
  • Knowledge of federal and provincial privacy laws and guidelines in Canada, including Bill C-27, and OSFI’s B-13 and Third-Party Risk Management Guidelines.
  • Familiarity with privacy risk management and compliance, the ability to draft privacy related policies and procedures, and the competence to provide privacy related guidance where required.
  • Demonstrated strength in organizational and analytical abilities.
  • Strong written and verbal communication skills.

Interested?

Click the ‘Apply now’ button!

Innovation Federal Credit Union acknowledges that Indigenous peoples are the traditional guardians of this land that we call Canada.  In Saskatchewan we are on treaty lands and these treaties serve to govern our relationships with Indigenous people. We are dedicated to ensuring that the spirit of Reconciliation and treaties are honoured and respected.

Vice President, Retail Service

WFCU Credit Union continues its strategic growth plan and is now moving beyond the borders of Southwestern Ontario resulting in an exciting and immediate new career opportunity for the role of:

VICE PRESIDENT, RETAIL SERVICE

The Vice President, Retail Service engages and collaborates with the VP team to actively contribute to the dynamic leadership that drives the credit union’s successful performance.  Responsibilities include contributing to the development and implementation of the strategic plan and translating it to departmental objectives. This position plays a pivotal role in driving retail, wealth & insurance sales as well as management growth and the ongoing development of employees.

In summary, the Vice President, Retail Service:

  • Directs the development and execution of the business development strategy and plans that will drive sales, increase revenue, expand markets, and accomplish the credit union’s financial objectives.
  • Builds and manages our high performing retail sales team including retail locations, broker relationships, call center and wealth management.
  • Fosters a culture of sales and service excellence; coaching staff members as required to meet the needs of our members while achieving the credit union goals.
  • Defines clear expectations and performance metrics for the sales team.  Monitor sales performance against targets and implement corrective actions as needed.
  • Supports our culture of accountability, ensuring staff members meet and exceed sales goals while complying with our risk management practices.
  • Understands the needs and overall business position of the credit union’s impact on business development. Adapting plans and strategies as required to meet the credit union’s goals.
  • Researches and analyzes the business environment, competitors, and current/potential members to develop ideas for new products and services, pricing, and business models.
  • Develops a wide network of contacts to keep informed about current and future sector and market activities.
  • Fosters relationships with key stakeholders and partners to develop business opportunities.
  • Builds a strong pipeline of talent; identifying development opportunities, working with internal resources on career development plans to ensure succession planning.
  • Works with the senior leadership team to develop and implement annual sales goals and plans; performance criteria; reward and recognition programs and compensation plans.
  • Provides input on marketing campaigns and product innovation to align with our members’ changing needs.
  • Develops and continuously improve procedures and processes to deliver a high internal and external member experience.
  • Actively supports business development and community investment opportunities, mentoring staff as required, including our representation at events across our regions of operation.
  • Ensures adherence to all policies, procedures, and guidelines to protect the credit union and our members.
  • Works collaboratively with internal partners to provide seamless solutions across all channels for our members.
  • Assists in managing member issues within prescribed guidelines.

The “must-have” skills and qualifications that we’re looking for are:

  • Minimum post-secondary education in finance or business.
  • Demonstrated progression into roles with increasing responsibility within the financial services industry, with a minimum of 10 years experience in a managerial position.
  • A solid knowledge of financial products and services.
  • Excellent interpersonal and communication skills.
  • Demonstrated success in business development, with a focus on driving revenue growth.
  • Strong leadership skills, with the ability to motivate and inspire a team towards achieving goals.
  • Ability to analyze market data and trends to inform strategic decision-making.
  • CFP and experience in life insurance and related products is an asset.

If you feel you’re a great fit, let us know why!

We appreciate the interest of all applicants, however, only those candidates selected for an interview will be contacted. Applications may be sent to the attention of:

Suzanne Leonard
Associate Vice President, Human Resources – WFCU Credit Union
3000 Marentette Avenue, Windsor, Ontario N8X 4G2
careers@wfcu.ca

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.

Working at WFCU Credit Union

For the fourth consecutive year, WFCU Credit Union has been certified as a Great Place to Work®, as well as repeatedly been named one of the Best Workplaces in Canada™. Joining WFCU means you will be part of a team committed to providing members with a high level of service, while also supporting the communities we serve to be the best places to live and work.

As an employee of WFCU, you’ll have the opportunity to work in a positive, goal-driven, and professional environment. Our award-winning HR philosophy to “hire the best, treat them well, and see them stay” is a point of pride and a key factor in our employees’ success and WFCU’s success.

We seek the best and brightest professionals and provide them with ample opportunity for advancement. Our industry-leading compensation package includes comprehensive benefits and training programs, plus a fantastic wellness program with several distinctive perks. A few highlights include:

  • An annual monetary benefit equivalent to a percentage of an employee’s salary intended to enhance physical and mental well-being. This can be used towards a vacation package, spa services, gaming equipment, and more!
  • Discounts on WFCU’s financial products and services, including a $10,000 Line of Credit at 0% interest.
  • A bank of up to 10 annual personal days, as well as 13+ paid holidays.
  • A voluntary RRSP matching program at 5% of an employee’s annual salary.

Experience our Employee Advantage Program which demonstrates our unmatched commitment to opportunities for professional and self-development, employee wellness, competitive compensation, and a culture of celebration!

It’s an exciting time to join our team. To find out more, apply today!

About WFCU Credit Union

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 80 years, WFCU Credit Union is the sixth largest credit union in Ontario, and twenty first largest credit union in Canada.

WFCU Credit Union operates nine retail locations across Windsor-Essex, one in Chatham, one in London, and three in the Waterloo Region through ECU – A Division of WFCU Credit Union. WFCU also operates the digital entity, Omnia Direct. Through its variety of service channels including online and mobile banking, live telephone banking, and ATM services, WFCU Credit Union and its divisions have become the financial institutions of choice for more than 73,000 members across Ontario.

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