Saskatchewan – Page 15 – Credit Union Careers

Financial Services Advisor

Financial Services Advisor | Lashburn, Macklin, Maidstone, St. Walburg

The Synergy Experience – what is it exactly? Just ask our employees. Their dedication to our customers (members) and each other has created an incredible place to work. We’re local, we offer personalized and competitive products & services. We are proud to be a part of a local and community focus and are seeking a Financial Services Advisor to help us continue our rich tradition of serving our community – since 1943!

What does a Financial Services Advisor do?
As a Financial Services Advisor (FSA), you work in a retail banking environment where you have a meaningful impact on the financial wellness of members. You connect with existing and prospective members, understand their financial and personal goals, provide informative and personalized advice, and recommend the right products and solutions to achieve their goals and enable their financial success.

Our ideal candidate is a relationship builder. You’re motivated, with strong problem-solving and organizational skills. You’ll be a part of a team of knowledgeable professionals who share a genuine commitment to working with and delivering exceptional service to our membership, including account and deposit products, investments, and consumer lending products and services with some potential for small business/ag loans.

If building relationships, problem solving, and meeting challenges interests you…this dynamic career is what you’re looking for!

You’re great at…
• Managing a portfolio of members, partnering with current and potential members to understand their goals and priorities,
• Advising on and delivering a variety of products and services to meet member needs,
• Engaging in outreach, marketing, and follow-up opportunities to proactively seek out new business and deepen existing relationships, and
• Promoting Synergy Credit Union within our communities, including engaging in business development activities, volunteerism, phone calls, emails, and participating in campaigns.

What you bring…
• Related post-secondary education (such as a Diploma or Degree in Business) and one to four years of job-related experience, or an equivalent combination of education and experience,
• Relationship and business development skills,
• Previous sales experience working with goals, strong closing/referral techniques, and pipeline development is desired,
• Mutual Fund Accreditation or successful completion of accreditation within 3 months of hire.

We encourage you to apply. We have two levels in this role. Placement within these levels is dependent on experience and education.
If the above describes you, we want to hear from you! Submit your cover letter and resume to careers@synergycu.ca by end of day on Tuesday, October 10, 2023.

There are four opportunities available in Rural Saskatchewan. Please reference the following competition numbers when applying for a specific location:
• Lashburn (Competition #237011)
• Macklin (Competition #237112)
• Maidstone (Competition #237213)
• St. Walburg (Competition #237214)

More details…
• Permanent, full-time. 37.5 hours weekly. Currently Monday to Friday, 8:30 a.m. to 5:00 p.m. Flexibility to work outside regular hours is required for travel, events, and member meetings.
• Must have access to reliable transportation as the role may provide support to multiple branches.

What do we offer?
• Preferred rates on our products and services
• Benefits and Pension, from day one
• Competitive salary
• Investment in your professional development
• Community involvement

A little more about us…
At Synergy, our members are owners who profit when we do and who get a say in how we are run. We also live in the communities we serve. This matters to us. We invest locally by offering sponsorships, donations, and scholarships, and through volunteerism. We connect with groups looking to improve overall financial literacy by providing presentations and tailoring them for educational opportunities – for families, schools, youth groups – you name it. We are proud to serve more than 29,000 members and have reached over $2.5 billion in assets.

We were named one of Saskatchewan’s Top Employers for the 5th consecutive year. This reflects our workplace culture and commitment to building relationships beyond banking with our members, and our team.

We thank all applicants in advance for their interest. Only those under consideration will be contacted. The successful applicant will be required to undergo a bonding process that includes a criminal record check and credit check.

Synergy Credit Union aspires to have a workforce that is representative of the diversity of our country and encourages applications from everyone.

Find out more about us! https://www.youtube.com/user/SynergyCreditUnion

www.synergycu.ca

Chief Executive Officer

The Chief Executive Officer (CEO) role is guided by Affinity’s vision, mission, values, and strategic direction. The CEO is accountable for providing stewardship, oversight and leadership to Affinity and plays a key role in ensuring the execution of the Board-approved strategy, including championing the change necessary to realize on the strategy.

The CEO assumes overall responsibility and accountability for Affinity’s growth opportunities and leveraging Affinity’s unique value proposition. The CEO is responsible to ensure competitiveness, financial sustainability, community engagement, and effective relations with both internal and external stakeholders.

The CEO shapes the development of Affinity’s annual plan, taking the lead in interpreting the external environment and Board-approved strategy, and providing direction to the executive leadership team and the organization as a whole. This role drives the organization forward, supporting senior leaders in harnessing the energy and enthusiasm of their teams to deliver, collaboratively, on Affinity’s strategic vision and provide value to its members. The CEO also establishes, monitors, and reports on key metrics that drive performance and enable achievement of the strategic direction.

TO VIEW FULL PROFILE & APPLY:

https://leadersinternational.com/conexus-credit-union-chief-executive-officer/

FOR MORE INFORMATION

Allan Nelson or Shalini Bhatty

Leaders International Executive Search

saskatoon@leadersinternational.com

www.leadersinternational.com

CLOSE DATE: November 15, 2023

Reference ID: 23-1564

Loans Officer

Bruno Savings and Credit Union Limited is seeking a lender to work out of our Bruno location. We are a $130M credit union servicing two locations and surrounding areas.
Our credit union credit portfolio is growing and this is a great opportunity for somebody that has 2-3 years of lending experience to become part of our growth story. The position will report directly to the General Manager.

The ideal candidate will be working directly with the lending team to service our existing membership base and to grow our lending portfolio.

At Bruno Credit Union; we pride ourselves on our dedication to meeting our member’s needs and our financial and volunteer support we provide in our communities.

The experience you bring:
– 2+ years of lending experience
– Understanding of financial statements and assessing risks
– Relationship Management skills
– Self-motivated individual that understands that the measurement of success is measured by the support we provide to our membership.

We offer a competitive compensation and benefits package. Please visit brunocu.com to familiarize yourself with our Credit Union.

Please send resume to the attention of:
General Manager, Marcel Gauthier
Via email: marcel.gauthier@brunocu.com

Director, Enterprise Risk Management

Director, Enterprise Risk Management

SaskCentral provides a balance of energy and support to employees. Under the direction of a new CEO, SaskCentral is on a focused enterprise-wide journey dedicated to ensuring the success and financial viability of Saskatchewan credit unions. To support this journey, we have an exciting opportunity for a dynamic, trusted professional to develop and maintain risk management frameworks and policies that promote a forward-looking risk culture that stresses integrity and effective risk management throughout SaskCentral.

The Job

The ERM function is expected to have processes and controls in place to assess the accuracy of potential business line risk information or analysis and offer objective reporting to the board, the risk committee and senior management.

Reporting to the Chief Risk Officer (CRO), you will influence SaskCentral’s risk-taking activities while remaining unbiased and providing an objective view to the risk committee, operations within the ERM framework and in the ongoing assessment of risk-taking activities.

This position provides oversight to SaskCentral’s annual ICAAP, continuity management program and recovery plan framework. You will oversee risk management frameworks and policies in accordance with regulatory requirements and identify, measure, monitor and report on potential risks at an enterprise level. This role provides oversight and challenges practices, when necessary, with both internal and external committees to support the ERM practices of SaskCentral.

The Candidate

The successful candidate will have in-depth knowledge of ERM frameworks and 10 years of experience with financial institution risk management. You will have an undergraduate degree in finance and/or risk-related field, preferably complemented with a risk management-related certification or designation (e.g. CPA, CFA, FSA). You use advanced reporting applications for financial and risk modeling/reporting. Coding in risk-related software or Excel is desirable but not required.

Interested applicants are invited to submit their resume in confidence by the end of day Thursday, October 5, 2023 on the SaskCentral Career Page.

Our commitment to inclusion, diversity, equity and accessibility: We celebrate strength in diversity as it contributes to our collective success. We encourage applicants with diverse backgrounds and experiences to apply for roles that interest them. Your individuality is welcome here.

We thank all applicants for their interest. Those selected for an interview will be contacted.

Compliance Specialist

Apply By September 27

Annual Salary: $53,248 – $73,216

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 Manager, Compliance, the Compliance Specialist will support the management of Financial Consumer Protection Framework Requirements across the enterprise through the use of self-assessment tools, conducting monitoring and testing activities, and integrating results into the regulatory compliance management program for risk assessment. This individual will conduct due diligence reviews and monitoring and testing activities of outsourcing and third-party arrangements including Fintech partnerships for compliance and regulatory requirements.

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?

Assist in maturing the financial consumer protection framework requirements across the enterprise through the use of self-assessment tools, conducting monitoring and testing activities and integrating results into the regulatory compliance management program for risk assessment
Assist with conducting oversight and drafting reporting (internal and regulatory) associated with complaint handling obligations
Conduct due diligence reviews and monitoring and testing activities of outsourcing and third-party arrangements as well as Fintech partnerships for compliance with regulatory requirements including OSFI B-10 (Outsourcing of Business Activities, Functions and Processes), Bank Act and FCAC consumer provision obligations
Contribute to internal, public and regulatory reporting
Provide guidance and support to others on compliance matters
Support the development, review and maintenance of compliance policies, practices, and procedures
May be required to perform activities in support of the AML/ATF Compliance Program which may include AML or fraud alert investigations, Enhanced Due Diligence (EDD) reviews, assist with regulatory examinations, amongst other activities

Some things that would impress us:

Completion of a post-secondary program or a combination of industry related education and equivalent experience. Experience within a federally regulated institution is an asset.
Three years of experience in regulatory compliance management with focus on Financial Consumer Agency of Canada (FCAC) and Office of the Superintendent of Financial Institutions (OSFI) requirements, risk assessments and compliance testing or a related role. Experience with Resolver or a similar compliance software tool is an asset.
Working knowledge and understanding of applicable legislation and regulations (federal and provincial)
Effective use of interpersonal and communication skills to connect with groups across the organization and build/manage stakeholder relationships
Organizational and planning skills with attention to detail and follow-through

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.

Commercial Account Manager II – remote available

About Credit Union Central of Manitoba

Credit Union of Manitoba (CUCM) is the trade association and service provider for the province’s 17 autonomous credit unions. CUCM’s purpose is to provide strategic leadership for credit unions, and to deliver high-value solutions that help each credit union achieve its vision.

The role

As a subject matter expert, the incumbent plays a lead role in coaching, guiding, and training credit unions in all aspects of credit adjudication. You will demonstrate loan portfolio management and risk mitigation for complex credit clients through the review of financial statements, cash flow mechanics, business plans, identifying trends, monitoring risk, and assessing for credit restructuring.

This position will provide consulting services to credit unions lending personnel and, where necessary, meet with Central’s legal counsel to discuss legal options. Plays a central role in maintaining the operations manual, ensuring content is accurate and consistent with industry practices and Manitoba law. You will structure, negotiate, and document complex credit submissions and negotiate all terms of credit with credit unions in a fair and respectful manner.

The person

You bring strong relationship building skills, sound analysis and decision-making competencies and have a thorough knowledge of legislation pertaining to lending and of the commercial marketplace. You are an expert negotiator with strong interpersonal skills with ability to diplomatically manage and attempt to reconcile conflicting demands and viewpoints, combined with personable and effective client management skills.

You a natural collaborator; driven by the challenge of change, with the ability to adapt your focus or approach based on what the situation requires.

Education & Experience

Your background includes a minimum of 5 years’ experience working in a similar capacity with a focus on Commercial Lending and Credit Adjudication. Knowledge of Agricultural Lending would be of benefit. Education equivalent to completion of three- or four-year bachelor’s degree, ideally in commerce or business administration or related experience is required.

The Company

We offer an excellent total compensation and benefits package including an incentive pay program, an extensive community service program, training and development opportunities, and a work environment that engages and enables our employees to serve our members.

We are committed to providing a safe, respectful, and inclusive environment where your unique background, perspectives and talent are valued.

Our office is located in downtown Winnipeg close to the Canada Life Centre. In the current environment, employees have the ability to work from home.

Credit Unions in Manitoba are governed by Manitoba’s Credit Unions and Caisses Populaires Act. CUCM manages their liquidity reserves, monitors credit granting procedures and provides trade services in areas such as corporate governance, government relations, representation, and advocacy. CUCM also provides human resources services, research, communications, planning, lending, compliance, and risk management services to credit unions. Manitoba credit unions jointly own CUCM and it is financed through assessments and fee income derived through its operations.

The Company

Interested candidates are asked to submit a resume and cover letter to hrcucm@cucm.org (Please note NCL has indicated the apply now functionality of this website has been turned off due to errors so please do not apply this way).

Financial Services Advisor

The Synergy Experience – what is it exactly? Just ask our employees. Their dedication to our customers (members) and each other has created an incredible place to work. We’re local, we offer personalized and competitive products & services. We are proud to be a part of a local and community focus and are seeking a Financial Services Advisor to help us continue our rich tradition of serving our community – since 1943!

What do our Financial Services Advisors do?

As an FSA, you will work in a retail banking environment where you have a meaningful impact on the financial wellness of members. You connect with existing and prospective members, understand their financial and personal goals, provide informative and personalized advice, and recommend the right products and solutions to achieve their goals and enable their financial success.

If building relationships, problem solving, and meeting challenges interests you…this dynamic career is what you’re looking for!

As a Financial Services Advisor, you will:

Manage a portfolio of members, partnering with current and potential members to understand their goals and priorities
Advise on and deliver a variety of products and services to successfully meet members’ needs
Engage in outreach, marketing, and follow-up opportunities to proactively seek out new business and deepen existing relationships, and
Promote Synergy Credit Union within our communities, including engaging in business development activities, volunteerism, phone calls, emails, and participating in campaigns.

What you need for this role:

Related post-secondary education (such as a Diploma or Degree in Business) and one to four years of job-related experience, or an equivalent combination of education and experience
Strong experience in consumer lending is required
Relationship and business development skills
Previous sales experience working with goals, strong closing/referral techniques, and pipeline development is desired
Mutual Fund Accreditation or successful completion of accreditation within 3 months of hire

We encourage you to apply. We have two levels in this role. Placement within these levels is dependent on experience and education.

What do we offer?

Preferred rates on our products and services
Benefits and Pension
Competitive salary
Investment in your professional development
Community involvement

If the above describes you, we want to hear from you. Submit your cover letter and resume to careers@synergycu.ca, by end of day on September 24, 2023, referencing competition #236910 in the subject line.

More details:

Hours: 37.5 hours weekly. Permanent full-time. Currently Monday to Friday, 8:30 a.m. to 5:00 p.m. Flexibility to work outside various hours is required for travel, events, and member meetings.

A little more about us:

At Synergy, our members are owners who profit when we do and who get a say in how we are run. We also live in the communities we serve. This matters to us. We invest locally by offering sponsorships, donations, and scholarships, and through volunteerism. We connect with groups looking to improve overall financial literacy by providing presentations and tailoring them for educational opportunities – for families, schools, youth groups – you name it. We are proud to serve more than 29,000 members and have reached over $2.5 billion in assets.

We were named one of Saskatchewan’s Top Employer for the 6th consecutive year. This reflects our workplace culture and commitment to building relationships beyond banking with our members, and our team.

Synergy Credit Union aspires to have a workforce that is representative of the diversity of our country and encourages applications from everyone.

Find out more about us! https://www.youtube.com/user/SynergyCreditUnion

www.synergycu.ca

Mobile Mortgage Specialist

af·fin·i·ty (noun):

A Sask-born co-operative financial institution
a natural compatibility

We want our employees to feel great coming to work so that’s why we give our talent the tools to excel. After all, an exceptional employee experience leads to extraordinary experiences for our members. If you have an affinity for working in a vibrant environment where your achievements are celebrated, then a career with us sounds like the perfect fit!

As a Mobile Mortgage Specialist, you’ll grow Affinity’s residential mortgage business by focusing on origination outside of the advice centre network.

What you’ll do:

Provide appropriate mortgage solutions designed to satisfy members’ long-term goals
Coordinate end-to-end mortgage fulfillment (often, remotely)
Accountable for increasing Affinity’s share of wallet by effectively promoting larger suite of consumer banking (including Wealth) capabilities and solutions and referring cross-sell opportunities to appropriate channel or specialists
Meet with members outside of the advice centre network, at the member’s convenience

What you’ll get:

On top of the contractual connection (competitive salary, variable incentive pay, and benefits), we offer rewards and experiences that also speak to your experiential and emotional connection to work and to the communities we serve.
Affinity is proud of our remarkable employee experience where employees have support to grow their careers, do what they love, and can be their whole selves at work.
A total rewards package with health & dental benefits, a pension plan and health spending account
Vacation time, personal days off and a paid volunteer day to maintain a healthy life/work balance

What you’ve got:

Post-secondary diploma or degree in a related field, plus 3 years of related experience or an equivalent combination of education and experience
Industry leading sales ability in growing a book, achieving targets and building a pipeline using a member centric approach
Experience in making expert lending product and service recommendations, as well as providing quality member centric referrals to other financial solutions experts
Experience with using a broad range of digital channels and devices (i.e. online services, mobile applications, smartphones, tablets, etc.)

How to throw your hat in the ring: Review all of our current job opportunities at www.affinitycu.ca/careers/opportunities and submit your application there using our new Application Portal!

We can’t wait for you to fully unbank yourself and join the Affinity team!

Commercial Relationship Manager

We are expanding our team to help us evolve through the next stage of our growth journey, and we hope that you can help shape our future. We now have a career opportunity for a Full Time Commercial Relationship Manager. This position may work at one of our Regina locations or remotely, within Saskatchewan, with the requirement to be onsite in Regina regularly.

As the Commercial Relationship Manager you will be….

Responsible to develop, grow and manage professional networks and business relationships in support of the organization’s strategic objectives. You will deliver premier, holistic financial advice and solutions for the betterment of our members and TCU. You will provide focused financial analysis linked to client acquisition and growth, supporting a foundational objective of innovative and proactive client solutions.

As the Commercial Relationship Manager you are ….

A self-motivated individual with an entrepreneurial mindset and passion for developing and fostering a business network founded in strong relationships.
Creative in developing and implementing solutions to deliver on and enhance the member experience, resulting in mutually beneficial outcomes for the member and the organization.
Anticipatory in determining the needs of businesses and their owners; providing expert advice to guide their business decisions and future financial positions.
An agile and innovative thinker who takes accountability and initiates actions to drive results, while working collaboratively with Wealth and Retail partners to provide holistic solutions for members’ unique and complex financial situations.
Flexible and mobile. Willing to schedule hours around the business need and the results desired.

If you are motivated by the thought of this challenge ….

And can demonstrate success through 3-5 years of commercial lending experience with the proven ability of Commercial Portfolio Management along with a post-secondary degree or diploma in Commerce or Business Administration and supplementary commercial training/accreditations, then this position may be for you!

Get to know us

TCU Financial Group is a credit union grown by Saskatchewan people. For 70 years we’ve been rooted in the province of Saskatchewan, creating our story, growing and evolving alongside the needs of our members. We provide a full suite of financial solutions to people and businesses across the province and one thing that has never changed – our heart remains committed to the people and the communities we serve.

Rewarding times ahead

To support the evolution of our organization, we need talented people who are passionate about creating and delivering meaningful financial solutions for our members. In addition to providing competitive compensation, benefits and pension programs, we support our TCU Financial Group Team and their families by providing an enhanced vacation program to enjoy time doing what they love outside of work.

Thank you for your interest in exploring your future with us!

The deadline for this career opportunity is Saturday, September 30, 2023.

Please submit your resume and cover letter to:

Human Resources Department
TCU Financial Group
Email: hr@tcu.sk.ca
Web site: www.tcufinancialgroup.com

Business Adjudication Manager

af-fin-i-ty (noun):

a natural compatibility
the name on our doors

We want our employees to feel great coming to work so that’s why we give our talent the tools to excel. After all, a remarkable employee experience leads to extraordinary experiences for our members. If you have an affinity for working in a vibrant environment where your achievements are celebrated, then a career with us sounds like the perfect fit!

We’re looking for a Business Adjudication Manager to lead a highly-skilled team of credit experts, provide financing to our businesses and ag members and help enhance the local economy.

What you’ll do:

Make financing decisions, conduct analysis and provide approvals for commercial and agricultural credit applications
Support credit granting and maintenance for our business members
Evaluate, develop, test and revise our credit procedures, tools and practices
Mentor a highly-skilled team in providing personalized advice while adhering to sound business practices, regulations, policies and procedures

What you’ll get:

The support to grow in your career and ample opportunities to advance
A competitive salary plus bonuses for your hard work
A total rewards package including health and dental benefits, pension and health spending account
Vacation time, personal days off and a paid volunteer day to help you maintain a healthy life/work balance
A referral bonus when you scout great talent and they’re hired to join our team

What you’ve got:

A post-secondary diploma or degree in a related field, plus 7 years of related experience or an equivalent combination of education and experience
Advanced knowledge of commercial lending practices, granting credit and complex business evaluation
Intermediate knowledge of commercial and ag lending practices
Solid coaching skills

So, what do you think? Does it sound like you’re a fit for this role? Throw your hat in the ring!

Posting Close Date: September 24, 2023