Province: Ontario

Senior Marketing Advisor

As a Senior Marketing Advisor, you analyze market needs to develop and lead marketing strategies to meet partner/client requirements, supporting business development.

You work along side our Marketing and Client Experience teams to serve as a resource person to partners to provide strategic advice and assist them with tailored marketing strategies to build their credit card portfolio. You recommend solutions to improve or optimize standards, policies, and programs. Your projects and initiatives require extensive knowledge of your line of work.

You prepare marketing recommendations, solutions and action plans based on the organization’s objectives and priorities. You help solve complex problems using your analytical skills and extensive knowledge of your line of business. Coordination is critical, so you frequently interact with stakeholders working in other fields. Interpersonal savvy is therefore essential.

General Information on the Position

This position is within a division of the Desjardins Group called Collabria Financial.

Collabria Financial is a Canadian credit card issuer offering customized card programs for Canadian credit unions, serving their consumer and business members in a B2B2C framework. Collabria is a client-centric, payment solutions provider created expressly to help financial institutions and Credit Unions gain the benefits of increased operational control and improved member relationships.

At its core, what sets Collabria apart is its foundation in partnership, collaboration, and responsiveness. The successful candidate will have a strong desire to learn and collaborate with internal and external stakeholders, be very organized and detail oriented and willing to dig deep to analyze and solve problems.

Main responsibilities

  • Analyze partner profiles, operations, and portfolios to understand their marketing needs
  • Lead the development and the implementation of partner tailored marketing campaigns, from brief stage to in-market execution
  • Lead projects, initiatives and activities and diagnose issues, challenges, and needs to determine target outcomes
  • Develop and help implement objectives, solutions, and action plans
  • Analyze data, conduct studies, make recommendations, and write summaries.
  • Keep abreast of emerging trends and share best practices knowledge and insights.

Other working conditions

  • Workplace: Position located in Toronto, Montreal, Calgary, Burnaby or Winnipeg, depending on the applicant selected. The work arrangement for the position is hybrid work #LI-Hybrid Work from Home may be available for the right candidate.
  • Number of jobs available : 1

Qualifications

  • Bachelor’s degree in a related field
  • A minimum of 4 years of relevant experience
  • Previous experience in the credit union system and/or payment industry is preferable

 

Please note that other combinations of qualifications and relevant experience may be considered

  • For vacant positions available in Quebec, please note that knowledge of French is required

 

Specific knowledge

Strong communication skills in French and English, both oral and written (an asset)

Desjardins Cross-sector skills

Action oriented, Customer Focus, Differences, Nimble learning

Key competencies for the job

Business insight, Interpersonal Savvy

Unposting Date

2022-10-2

To apply to this job, please visit: Careers (myworkdayjobs.com)

Senior Financial Analyst

You’re invited to make a difference… as a Senior Financial Analyst.

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

Reporting to the Director, Finance, the primary focus of this full time role is to interpret and apply legislative and regulatory requirements to ensure the credit union maintains compliance within the areas related to Finance.  The application of this legislation and regulatory requirements is in the form of the calculation of key financial metrics (capital, liquidity, and securitization ratios) and preparation of monthly and annual reporting to the Financial Services Regulatory Authority (FSRA), Kindred’s provincial regulator.  In addition, to contribute expertise and analysis to support finance department responsibilities relating to budget, treasury, and financial/cost analysis.

Key Responsibilities

  • Prepares monthly and annual reporting to regulator (FSRA), including calculation of key financial ratios including capital, liquidity, and securitization.
  • Performs complex accounting analysis (i.e. IFRS9 ECL analysis).
  • Provides support for Foreign Exchange relating to the Treasury function
  • Supports the annual budget with analysis, in collaboration with the Director, Finance.
  • Contributes expertise in financial analysis in support of project work and business cases.
  • Leads response to requests for data from regulators on behalf of the credit union.

What to bring

With an accounting designation and industry experience, you bring your analytical mind and attention to detail to your work. A strong collaborator, you possess strong communication and relationship building skills and enjoy partnering with others to build solutions and address emerging needs.  Finally, you bring an active commitment to Kindred’s shared values and purpose.

 Plus, you bring your qualifications and experience:

  • An undergraduate degree in Accounting or Finance
  • A professional accounting designation
  • 4-6 years of experience in a similar role, preferably within financial services
  • Experience with regulatory bodies is a definite asset

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. For many roles, we offer flexible and remote options that we can discuss with 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 your overall wellness. 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?  Apply with your resume and cover letter explaining why you want to work for Kindred.  Next onboarding is scheduled for August.  We look forward to connecting with you!

Executive Assistant – 12 month contract/3 days a week

 

The Police Credit Union is a full-service financial institution servicing active and retired police personnel, their families, and associated police groups within the province of Ontario since 1946.

The Police Credit Union has branches conveniently located in the city of Toronto and the regions of York, Durham, Peel and Halton.

We are currently seeking an individual to fill the role of Executive Assistant on a contract basis for 12 months, working three (3) days a week.

You will provide an advanced level of administrative support to the CEO or other senior executive team members. Prepare a variety of complex and confidential correspondences, minutes, agendas and reports for executive signature. Attend a variety of senior management and/or board and committee meetings and take, produce and distribute minutes in a timely fashion. Prepare board material for distribution. Liaison with internal and external contacts on behalf of the executive. Assist in the coordination and planning of corporate events such as the Annual General Meeting.

Proficient in Word, Excel, PowerPoint and Outlook. Exceptional writing ability with a strong command of English grammar, usage, spelling and punctuation. Good interpersonal and public relations skills. Solid analytical, creative, and problem-solving abilities. Project management skills and well-organized. Able to work well independently as well as assist, direct, and coordinate others.

 

REQUIRED QUALIFICATIONS

 Education

  • High School diploma/grade 12, supplemented by completion of a recognized Executive Administration program

 Experience/Knowledge

  • 4-6 years of job-related experience in an administrative environment
  • Knowledge of the Credit Union systems an asset
  • transcription expertise and advanced skills in the presentation and dissemination of documentation, both in hard copy and by electronic means
  • Experience working with a Board of Directors

 “For more information or to apply for this position please visit our website: www.tpcu.on.ca”

We thank all applicants for their interest and will contact short-listed candidates only.

The Police Credit Union 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. Accommodation for applicants with disabilities will be provided upon request by contacting Human Resources.

Vaccination Policy in effect

Digital Marketing & Engagement Manager

Job Function:

Role will work with the SVP Marketing on implementing, tracking, and optimizing digital/online marketing to acquire new members and create greater overall awareness for the Credit Union (utilizing online marketing tools such as: search engine optimization, online marketing at both the provincial and local levels, pay per click advertising, click-through campaigns, paid search, display/banner ads, mobile, and performance-based social media campaigns, and more).

Responsible for management of daily social posting/content and social analytics; responding to our social media following in a timely manner.

Works with Marketing team to build a best-in-class digital customer journey to maximize sales and onboarding at every touchpoint.

 

Duties and Responsibilities:

  •  Populate Mainstreet’s social networking sites with relevant and timely information while determining and executing tactics to engage members and potential members through strategic social media efforts
  •  Maintain knowledge and make recommendations about best practices and opportunities to enhance and improve Mainstreet’s social media, online, and other digital mediums
  •  Develop, update, and optimize the company’s online mediums. Track functionality, reliability, and website traffic while monitoring best practices and competitive trends. Provide timely, regular reports summarizing website performance
  •  Complete all necessary search engine optimization (SEO) tasks, including: keyword research, on-page website optimization, link building, and other off-page optimizations
  •  Create digital strategies and elements for Marketing campaigns and special projects
  •  Build, test and execute internet and other marketing campaigns
  •  Develop and manage pay-per-click (PPC) ISEM marketing strategies
  •  Develop and maintain effective social networking posts & campaigns
  •  Develop and manage email program strategies that include the delivery timing, creative layouts, tailored messages, and subject lines
  •  Work with the SVP Marketing to manage the day-to-day activities related to the member feedback program, which may be delivered online, by email, in-branch or mailed/print and require follow-up and compiling results/analytics
  •  Monitor, track, and analyze marketing campaigns for accuracy, efficiency and results; develop recommendations for changes and improvements
  •  Work with cross-functional departments to implement, launch and maintain marketing campaigns
  •  Assist with reputation management; monitor the internet for positive and negative comments about Mainstreet, its brand and products/services. Highlight and bring attention to positive comments/information and troubleshoot and resolve negative information/comments
  •  Support the Marketing team in collecting, researching, writing, and curating content for website, social media, annual report, member communications
  •  Work with external partners on campaign activities and approvals
  •  Perform keyword research and analyze search engine patterns to direct online placement of keyword and/or other content to optimize a Mainstreet’s web exposure
  •  Conduct research and analyze marketing/advertising campaigns; collect and analyze statistics on successful and unsuccessful strategies
  •  Collaborate on other Marketing projects and initiatives as required
  •  Other duties as assigned

 

Qualifications:

  • Deep and broad understanding of digital marketing and web development/design
  • Proven ability to manage and optimize web pages to achieve business results
  • Expertise across digital marketing mediums (company website, paid search, mobile, SEO/SEM, display/banner ads, social media)
  • Proven ability to track and optimize digital analytics and website performance
  • Experience reporting on campaign ROI and website analytics
  • Ability to work under tight time constraints and manage multiple projects across several products/services simultaneously
  • Proven ability to work collaboratively and provide on-going innovation
  • Excellent verbal and written communication skills with strong attention to detail and proofing
  • Proficient with CSS, Google Analytics, Google Adwords and more (HTML would be an asset)
  • Proficient with Microsoft Office programs
  • Graphic design or other multimedia experience (creating videos or audio materials) would be an asset

Manager, Compliance

Permanent Full-time

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

Annual Salary  $84,395 – $105,494

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!

Click the link below to see what Innovation Credit Union is all about! Trust me, you are going to want to learn more about us!

Innovation Credit Union – About Us (innovationcu.ca)

THE POSITION: Reporting to the VP Compliance & Legal, this position takes a lead role in managing an effective regulatory compliance management framework for Innovation at its subsidiaries to ensure regulatory requirements are met.

How does one do this? Glad you asked!

The Manager Compliance does the following:

  • Promotes an enterprise-wide risk culture
  • Identifies, assesses and monitors regulatory compliance risk
  • Provides guidance to First Line of Defence on compliance aspects of strategic initiatives and new and existing products
  • Monitors the regulatory landscape for changes and communicates those changes to the First Line of Defence as applicable
  • Assists in organizational wide compliance training
  • Supports VP Compliance & Legal with implementation of regulatory compliance management program.
  • Working closely with the VP Compliance & Legal, completes Board and Senior Management reporting
  • Responsible for overseeing Innovation’s complaint handling processes.
  • Assess risk when making decisions, ensuring compliance with all regulatory requirements

Why should you apply?

  • You want to be an ambassador of a forward-thinking, member focused organization

You have:

  • University degree (Bachelor of Commerce or equivalent)
  • 4-6 years of job-related experience or an equivalent combination of education and experience, preferably within a federally regulated financial institution or the Credit Union system
  • One or more regulatory compliance related designations would be an asset, such as: Canadian Anti-Money Laundering Institute (CAMLI), Certified Information Privacy Professional/Canada (CIPP/C), Osgoode’s Certificate in Regulatory Compliance & Legal Risk Management for Financial Institutions.

Information Governance Lead

The Information Governance Lead is accountable the operation of the Information Governance function, overseeing information governance and management functions.
An Information Governance Lead does the following:
  • Data Definitions and Rules Management
    • Maintains a deep understanding of the business and its data needs to assist with change impact analysis and to ensure data definitions and rules accurately reflects the business needs.
  • Data Controls and Metrics Management
    • Ensures the appropriate system and process data controls are in place or gaps identified to ensure the level of data quality expected by the business.
    • Ensures appropriate metrics are identified to assess data health and identify the risks when these controls are not being effective or are missing.
  • DTGC Support and Reporting
  • Responsible for escalating data risks and issues to the DTGC and ensure decisions are documented and communicated.
  • Acts as a liaison between DTGC and Information Governance Agile team as required.
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.

Wealth Management Advisor

The Wealth Management Advisor’s primary focus is to provide holistic planning advice and financial guidance to new, and self-sourced Mainstreet members utilizing mutual fund investment solutions. Sales efforts must be consistent with corporate vision, mission and strategic plan.

Internally the Wealth Management Advisor works in collaboration with the retail branch network and commercial lending division to ensure a team approach to member advice conversations, including providing appropriate mentoring/coaching on all wealth management products, services, and strategies –– leading to a steady stream of member referrals.

Externally, the Wealth Management Advisor will have an active community presence, building Mainstreet’s profile in the community as a professional and preferred provider of wealth management products, services, and expertise — leading to new wealth management and banking relationships.

This position requires a deep and thorough understanding of financial planning, mutual funds, the external markets, and the competition within their market.

 Major Duties and Responsibilities:

  • Analyze and identify the needs of members and develop recommendations, supported by financial planning tools to assist members achieve their financial goals with an emphasis on holistic advice and mutual fund sales.
  • Actively engage in member conversations to uncover other product and service opportunities and refer members, when appropriate, to other departments with a goal of expanding existing member base, wallet share, and development of new profitable member relationships
  • Collaborate with retail and commercial advice staff in order to achieve growth targets as set out in the credit union strategic plan
  • Ensure sales processes favour and respect member objectives over sales targets
  • Seek out and capitalize on referrals from all Mainstreet staff, existing members, and outside referral sources
  • Assist in preparation of plans for business development within the community and drive the sales management process through programs of outside calls, in-branch promotions and other activities designed to expand the existing member base
  • Recommend and host financial planning seminars, provide content for Blog and Vlog posts
  • Ensure policies and procedures are followed according to established guidelines and carry out responsibilities in an ethical manner
  • Perform other duties as assigned

Skills & Qualifications:

  • Certified Financial Planner (CFP®), Qualified Associate Financial Planner (QAFP™), or Personal Financial Planner (PFP®) designation
  • MFDA licensed or licensable
  • Post-secondary diploma/degree, ideally in Commerce or Business Administration would be an asset
  • Display exceptional interpersonal skills by demonstrating approachability, trustworthiness, flexibility and a strong work and service ethic
  • Proven relationship management and sales effectiveness skills, able to identify member needs and match appropriate solutions
  • Understanding of investment industry trends, markets and investment products
  • Demonstrate results orientation in both sales and service
  • Use technology to enhance productivity
  • Proven networking, relationship building, client acquisition and asset gathering abilities
  • Superior sales abilities (active listening, identifying business opportunities, influencing & negotiating, asking for the business)
  • Outstanding communication and presentation skills
  • Ability to work with minimal supervision
  • Commitment to continuous education (CE credits)
  • Proven organizational and time management abilities

Mainstreet Credit Union welcomes applications from people with disabilities. Accommodations are available upon request for candidates taking part in all aspects of the selection process.

Assistant Branch Manager

The Assistant Branch Manager will provide leadership and guidance to the Member Experience Representative, Sr. Member Experience Representative and Member Service Representatives through identification of opportunities, coordination of activities, and the achievement of objectives through use of the Advice Based model. The Assistant Branch Manager will ensure a team approach to advice and member service, share and translate organizational goals into measurable actions, and provide appropriate mentoring/coaching on the advice based process.

The Assistant Branch Manager will assist with branch operations, scheduling and training branch staff; meeting growth targets; implementing marketing plans for product and service promotion.  Will encourage a needs based sales approach within a culture of service excellence, consistent with our corporate vision, mission and strategic plan.

The Assistant Branch Manager is responsible for growth of the branch portfolio attained through increasing business with current members, referrals and proactive business development activities. Responsibilities include providing quality member service and providing value added advice to members and planning activities to ensure accomplishment of annual goals. Ensure close contact with Branch Manager to maintain branch functionality.

Duties and Responsibilities:

  • Responsible for the supervision of front line employees (MER, Sr. MSR, MSR’s) by providing coaching, training, assistance and direction to the employee as required; responsible for performance management process and conducting performance appraisals
  • As a manager, promotes sales & service excellence, motivation and enthusiasm, product knowledge and professionalism; adheres to performance standards
  • Using the Advice Based model approach proactively market the organization’s products and services by promoting, upselling and cross selling the full range of lending and investment vehicles with emphasis on retail loans, mortgages, credit card products, lines of credit, registered and non-registered deposit and investment vehicles and sundry services
  • Meet set objectives for investment and lending growth targets
  • Working closely with the Branch Manager provide day-to-day branch operation leadership. Monitor the performance of the branch and report both successes and challenges to Branch Manager
  • Ensure all lending follows policy and maintains second highest lending authority in the branches. Ensure overall compliance of all administration.  Help to ensure staff follow risk management, security and cash management activities
  • Under direction from the Branch Manager, assist with management of the facilities and functioning of the branches during the Branch Manager’s absence
  • In concert with the Branch Manager, assist with the execution of the branch marketing program to attain loan, deposit, sundry products and member growth within set objectives
  • Refer members to Commercial & Agricultural Account Manager and Wealth Management Advisor as opportunities are identified
  • Represent the Credit Union in the community by participating in local business activities and community functions
  • Maintain a high level of education with respect to Credit Union products, services and marketing programs/strategies
  • Enter all information into “ACE” (sales, referrals, member interactions, information) that provides information to enhance the Credit Union’s opportunity to better serve the membership
  • Review and audit credit files on a regular basis; prepare and submits branch reports
  • Interpret the branch operating procedures, lending policies and security requirements and ensure that guidelines are adhered to
  • Ensure daily monitoring of the Delinquency Report. Follow up on delinquent accounts up to 30 days, contact members as required and maintain records of action taken in ACE
  • Handle member complaints in a courteous, professional manner
  • May be licensed Mutual Fund representative depending on needs of location
  • Perform other duties as assigned

Qualifications:

  • Post-Secondary Degree/Diploma or work equivalency
  • 8+ years working in financial services (including credit management)
  • CFP or PFP or working towards
  • Demonstrated leadership ability (solid training & coaching experience an asset)
  • Displays exceptional interpersonal skills by demonstrating approachability, trustworthiness, flexibility and a strong work and service ethic
  • Proven relationship management and sales effectiveness skills, able to identify member needs and match appropriate solutions
  • Understanding of markets and trends in the industry
  • Demonstrates results orientation in both sales and service
  • Uses technology to enhance productivity
  • Committed to continuous personal improvement

UI/UX Designer

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. To ensure our success, we are looking for UI/UX designer to join our team. This individual will deliver innovative concepts and design standards to ensure cross-site consistency and will drive digital transformation to simplify the experience for our credit union members.

Reporting to the VP, Int Marketing/Data Analytics, the UI/UX Designer is a user experience evangelist and creative problem solver. This individual has a functional understanding of coding and transferring the brand’s strengths and personality seamlessly throughout the interface of a product. The UI/UX Designer brings a wealth of knowledge to our collaborative multi-disciplinary marketing team and provides expertise in mobile and responsive design, visual design programs (such as Adobe Photoshop), and animation and video content for a variety of mediums.

A UI/UX Designer does the following:

  • Define and deliver design components and deliverables including wireframes, mock-ups, user workflows, and interaction rules by working collaboratively with key team members within an agile and iterative design and development environment where timely delivery of design deliverables is critical
  • Develop and manage the member experience design process to deliver creative digital concepts and solutions for our web and mobile properties and incorporate animation as a functional element that enhances the user experience
  • Participate and solution in design workshops, persona development and client journey mapping sessions as well as develop user-centered storyboards, sketches/wireframes, and prototypes
  • Support the creation and maintenance of UI design and graphic standards documentation to help enforce Innovation’s brand coherence, accessibility standards and cross-site consistency
  • Source and treat brand-compliant images and ensure that we meet all brand standards
  • Plan and execute usability testing and stakeholder interviews to solicit feedback from external users and internal teams with the intention of incorporating the feedback into concept and/or application development
  • Drive digital transformations to simplify the experience for our members.
  • Develop and manage business plans and budgets ensuring principles of cost control and appropriate resource allocation is maintained

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

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 $1.7B in assets under administration, Northern now serves 28 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 12th 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, Credit, 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 serving as an advisor and resource across the organization, the Director enhances policies, adjudicates credits and provides feedback to the executive team and lending staff such that the risk in the commercial loans portfolio is managed within the established risk appetite.

Play a key role in building financial futures of communities across northern and north-eastern Ontario. To apply for this position, please visit: boyden.thriveapp.ly/job/1478. For more information, please email jfinless@boyden.com.

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

Back to Top