Saskatchewan – Page 17 – Credit Union Careers

Senior Analyst, Regulatory Policy & Prevention

Who are we?

Credit Union Deposit Guarantee Corporation (the Corporation) is the deposit guarantor for Saskatchewan credit unions and the primary regulator for Saskatchewan credit unions and SaskCentral, together, Provincially Regulated Financial Institutions (PRFIs). We work closely with these institutions to ensure they employ sound business practices to enhance the strength and stability of the Saskatchewan credit union system.

We are seeking a confident, highly motivated professional who enjoys working in a fast-paced environment to join our Regulatory Policy and Prevention team. Our employees benefit from gaining experience and exposure to a wide variety of aspects within the financial services industry.

What you’ll do:

As a Senior Analyst, you will join a team of professionals that collaborate with internal and external system partners in support of the organization’s mandate to instill confidence in the Saskatchewan credit union system. Key accountabilities to the position include:

Research, develop, and implement regulatory policy initiatives for credit unions, including inputs to the Corporation’s crisis management framework and deposit guarantee fund initiatives
Monitor, analyze, and prepare written reports on consolidated PRFI financial and non-financial performance/risk trends
Conduct ongoing research and analysis of the financial services industry, Saskatchewan credit union system, and the regulatory and economic environment
Build and maintain effective relationships that support achievement of the Corporation’s objectives, such as proactive loss prevention and PRFI self-regulation

What you’ll need:

Undergraduate degree in business administration or commerce; a professional designation would be considered an asset (or an equivalent combination of education and experience)
Three to five years’ experience in the financial services industry, regulatory environment, crisis management, or a finance-related field
Proven knowledge in policy development, financial analysis, and reporting; strong research, communication, and writing skills are required
Demonstrated ability in presenting information and facilitating discussions with key stakeholders

Core competencies focus on teamwork, communication, problem solving & decision making, service excellence, conflict resolution, and building relationships.

What we offer:

The salary range for this position is $84,800 to $106,000. We offer competitive benefits, immediate coverage of health and dental insurance, matched pension contributions, an employee wellness program, maternity/parental benefits, and education, training, and development opportunities. Our hybrid work model offers flexibility of partial remote work upon agreement. For more information on the Corporation, please visit our website www.cudgc.sk.ca.

Ready to Apply?

Please submit your cover letter and resume stating competition RPP-SRANALYST by August 20, 2023 to HR@cudgc.sk.ca. We thank all applicants for their interest; however, only those selected for an interview will be contacted.

The Corporation values and supports workplace diversity. We believe diverse ideas, opinions, and perspectives make our organization stronger.

Senior Analyst, Risk-Based Supervision

Who are we?

We are seeking a confident, highly motivated professional who enjoys working in a fast-paced environment to join our Risk-Based Supervision team. Our employees benefit from gaining experience and exposure to a variety of aspects within the financial services industry.

What you’ll do:

As a Senior Analyst, you will join a team of professionals that collaborate with internal and external system partners in support of the Corporation’s mandate to instill confidence in the Saskatchewan credit union system. Key accountabilities to the position include:

Monitoring the performance of PRFIs to proactively identify risk and communicate actions required to mitigate risk to depositor funds and the guarantee fund
Building, managing and maintaining effective strategic relationships with the board of directors and senior management teams within a portfolio of PRFIs
Utilizing your knowledge in the areas of corporate governance, finance, and risk management to support monitoring and understanding of the financial services environment
Assessing regulatory approval requests from PRFIs to ensure compliance with legislation and regulatory requirements
Supporting the maintenance of the regulatory framework through research and development

Flexible hours and some travel are required as this business unit works with PRFIs throughout Saskatchewan.

What you’ll need:

Undergraduate degree in business administration or commerce; a professional designation would be considered an asset (or an equivalent combination of education and experience)
Three to five years’ experience in the financial services industry, regulatory, and/or audit environment
Knowledge and experience with areas such as: corporate governance, strategic and risk management, credit, audit and financial management practices
The ability to interpret and apply policy, legislation, and regulation
Demonstrated ability to effectively present regulatory findings and facilitate discussions with key stakeholders such as senior management and board members

Core competencies focus on teamwork, communication, problem solving & decision making, service excellence, conflict resolution, and building relationships.

What we offer:

Ready to Apply:

Please submit your cover letter and resume stating competition RBS-SRANALYST by August 20, 2023 to HR@cudgc.sk.ca. We thank all applicants for their interest; however, only those selected for an interview will be contacted.

The Corporation values and supports workplace diversity. We believe diverse ideas, opinions and perspectives make our organization stronger.

Information Governance Specialist

Open to any location in Canada
Innovation Credit Union – Find Branch(innovationcu.ca) or ability to work from your home office

Apply By August 20

Annual Salary: $71,635 – $98,498

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!

The Information Governance Specialist is responsible to support the operation of the Information Governance function including:

Data Definitions and Rules Management
- Understands the business and its data needs.
- Ensures data definitions and rules accurately reflect the business needs.
Data Controls and Metrics Management
- Supports system and process data controls that are in place.
- Monitors data health metrics and alerts the Information Governance Lead when these controls are not being effective or are missing.
Support the regulatory reporting system (OSFI, Bank of Canada, CDIC)
DTGC support and reporting assistance to the Information Governance Lead.

The core objectives of this role are:

To support the functional Subject Matter Experts data stewardship responsibilities.
To support the improvement of data management efficiency.
To support the process for addressing data issues.
To maintain documentation of business data requirements including business definitions, rules, and quality thresholds.
To support the maintenance and development of the regulatory reporting system.

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?

Support the management of the regulatory reporting system including the Bank of Canada and OSFI Portals.
Administer Microsoft Purview including the curation of data assets, glossary, asset classification, and user management.
Maintain IG Yammer Site with announcements, educational posts, and training.
Support the development of Information Governance training, policies, procedures, and user guides.
Monitor OSFI, CDIC sites for new updates to reports.
Support the analysis of the complexity of OSFI changes in collaboration with BI and SMEs.
Gather and analyze requirements for any additions to the enterprise data model.
Serve as backup Scrum Master for the IG agile team.

Some things that would impress us:

Agile training or certification is an asset.
Experience with regulatory reporting in a federal FI environment.
Experience with DevOps and working experience with business glossary and data profiling technologies.
An understanding of data modeling concepts.
Strong analytic skills.
Ability to define opportunities and problems, collect and analyze data, establish facts and make valid conclusions.
Excellent interpersonal and communication skills.
Innovative, critical thinker capable of operating both in a strategic capacity (big-picture perspective, asks “why”) and a hands-on/execution capacity (detail-oriented).
Strong sense of ownership, initiative, and urgency in addressing issues and following up.
Intermediate-level knowledge of data governance and data management practices.
Experience working with Microsoft Dynamics CRM and SharePoint is an asset.
Ability to influence and collaborate with teams of senior technical professionals.
Proven skills to work effectively across internal functional areas in ambiguous situations.

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.

Director, Finance

af·fin·i·ty (noun):

the name on our doors
a quality that makes things suited to each other

We want our employees to feel great coming to work. 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.

We’re looking for a Director, Finance to join our progressive Accounting & Finance team. The ideal candidate will direct and guide the organization’s treasury management functions in the areas of liquidity, market risk, and capital.

What you’ll do

Lead the credit union’s treasury functions related to the management of liquidity, capital, and interest rate risk
Lead the team to act as the first line of defense related to Treasury Risk Management, including directing the development and maintenance of various financial models and stress testing methodologies related to Treasury Risk Management
Provide leadership and responsibility for establishing interest rates (pricing) for all deposit and lending products in support of overall profitability and growth targets
Chair the Asset Liability Committee to lead the development of forward-looking balance sheet management strategies and implement action plans to align with the Board’s approved risk appetite and policies
Oversee the statutory liquidity and excess liquidity investment portfolios to maximize investment returns within the risk parameters established by policy and regulatory requirements
Establish appropriate pricing for the credit union’s loan and deposit products to support asset-liability management strategies and financial performance targets

What you’ll get

The support to grow in your career with 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 so you can 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 10 years of related experience or an equivalent combination of education and experience
Advanced expertise in financial risk management practices related to the financial services industry

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!

Senior Agricultural/Commercial Lender (BRA III)

Diamond North Credit Union is currently recruiting for a Business Relationship Advisor III, to serve our East Region. Please note that this position is regionally based and will require travel.

The Business Relationship Advisor III is accountable for the growth, development, and oversight of the lending and financial needs of a number of relationship managed members. This portfolio consists primarily of a variety of agriculture and commercial members whose needs are complex and require innovative and creative solutions to support their operations. The Business Relationship Advisor III’s primary accountability is to generate growth through the acquisition of new members, deepen member relationships, and to know the agriculture and commercial market to develop new and valuable opportunities for the Credit Union. Finally, the Business Relationship Advisor III will deliver results through partnership with a variety of Credit Union departments and partners by maintaining referral relationships with personal, commercial, and wealth partners when broader or more complex financial needs are required. Given that the Business Relationship Manager III’s members reside and operate throughout the Credit Union’s region, travel is a definite requirement.

Diamond North Credit Union is a progressive, member-owned financial institution located in northeast Saskatchewan. Our team of dedicated staff focuses on developing relationships and providing unparalleled service to all of our members and our communities. We offer a competitive compensation package which includes health and dental benefits, plus an employee deposit and loan program, and are proud to match your superannuation contribution up to 7%. Diamond North Credit Union offers an environment that empowers our employees to continuously learn and thrive.

QUALIFICATIONS

Diamond North Credit Union is looking for an enthusiastic team player who possesses strong interpersonal and analytical skills. The successful candidate will demonstrate a commitment to continuous development and delivering exceptional service. A post-secondary degree in Agriculture or Business will be a valuable asset. A minimum of 7-9 years of job-related experience with a demonstrated track record for success in the implementation and achievement of sales goals.

If you believe that you could be the next member of our team, please forward a cover letter, resume and work-related references to humanresources@diamondnorthcu.com. We thank everyone for their interest, however, only those selected for an interview will be contacted.

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.

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!

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 July 30, 2023, referencing competition #235606 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.

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

Relationship Manager

The Opportunity
We’re looking for an energetic retail lender who is savvy in agricultural, commercial and consumer lending to join our team! This position provides lending service to both our Raymore and Dysart branches, as well as the surrounding area.

At Raymore Credit Union, we think differently. As a financial co-operative, we’re guided and inspired by principles that aim to advance the well-being of our members and communities. We’re motivated to do more for them by deepening relationships and delivering a remarkable experience – and we count on our talented employees to get us there! We offer a stunning benefit and pension package, including rewards, work-life balance, and many opportunities to get involved in our local communities. You’ll share our core value of putting people before profits and guided by our vision of building a stronger community. You’ll be part of a collaborative team sharing your commitment, energy, and passion for delivering an exceptional member experience.

How you’ll spend your time

Building relationships by supporting and providing solutions to our ag and commercial members’ goals and concerns, including unique and complex financial needs.
Participating in a goal-oriented environment, assisting members in branch, and from time to time getting out of the office and going to visit the member at their place!
Proactively promoting our products and services to meet/exceed our member expectations, ensuring compliance and member follow-up.
On you… learning and spending time on personal and career development!

Who we’re looking for
The ideal candidate is already lending and has at least some background knowledge of the agriculture world. The candidate would have related post-secondary (ex. Business Diploma), or an equivalent combination of education and work experience; however, we are willing to train the right candidate! A current understanding (or desire to learn) lending requirements is needed. Successful candidates will be very personable and carry excellent organizational and time management skills.

What you get in return

Life-work balance; an organization that really treats you like family
Spectacular benefits package including health and dental coverage, life insurance, and one of the best pension plans around!
Variable compensation that rewards you for your personal outstanding performance
Meaningful work that really makes a difference in our members’ lives
A birthday cake on your birthday 🙂

Our Family
To be a part of our RCU team we’re looking for someone that carries our values:

Caring & Integrity – respectful and providing help to others
Co-operation – works together and willing to put others’ needs first when necessary
Leadership & Prosperity – always encouraging and working towards greater success!
Commitment – a can do attitude – reliable, dependable, and dedicated
Communicating – clearly, honestly, and with positive intent
Flexible – tour to meet with members or ready for a quick convo at the ball field or rink!

Interested?
We encourage you to apply now by sending your resume to Ellen Phillips at ephillips@raymorecu.com
Be sure to get your application in – we can’t wait for you to join us!
This opportunity will remain open until filled.

We appreciate the interest of all applicants; however, only those selected for interviews will be contacted.

Senior Financial Advisor

At Conexus, we are focused on supporting our members with their needs of today, while also helping them work towards their goals for the future. It’s about more than conducting a banking transaction, it’s about providing our members with insightful content, tools, expert advice, and a full suite of products to empower them and inspire confidence in their financial decision-making. We prioritize growth and efficiency while never compromising on the financial well-being of our members. We do this by lending an ear to each member’s unique needs throughout Saskatchewan, ensuring personalized solutions.

Our employees are authentic, bold, creative, and responsible. They are the reason we consistently deliver outstanding member experiences. They’re more than just individuals who come to work each day, each employee is a vital part of Conexus.

We acknowledge that our Conexus offices and facilities are located on Treaty 2, 4, 5, 6, 8 and 10 lands. These are the traditional lands of the Cree, Dakota, Dene, Lakota, Nakota and Saulteaux peoples, as well as the homeland of the Métis.

The bigger picture

We’re looking for two agile and adaptive people with a strategic mindsets to come on board as a Senior Level Financial Advisor at our Sherwood Place branch in Regina. You will work diligently to build solid and trusting relationships with our members. Through conversations and ongoing support, you will provide members with personalized insights and options, empowering them to make informed choices about their money.

How you’ll be spending your time

Working closely with our members on a day-to-day basis to assist them in setting goals and making informed decisions that improve their financial well-being.
Building solid relationships and become a trusted financial partner, who proactively uncovers and identifies member needs through meaningful conversations.
Providing solutions and alternatives, including accounts and complex-level consumer investments and lending products and services (consumer loans, mortgages, terms, registered products, mutual funds) to meet new and existing needs of our members.
Growing and adapting your skills and knowledge in order to consistently perform with confidence.

The way people describe you

You are a people person and a skilled coach who develops relationships based on understanding and trust. You have deep knowledge in the psychology of money and understand the behaviours that often underlie members’ choices regarding their finances. You proactively step into conversations with courage and empathy. You are bold and demonstrate creative strength, continually exploring new paths to seek opportunities for improvements and efficiencies. You are a team player who welcomes diversity and can work effectively with others. You successfully handle multiple projects at the same time while staying committed to building your knowledge and skills.

The experience you bring

24 Months of Financial Industry Experience in an Advisory Capacity
Experience working in a customer care/customer service role
Experience in portfolio management
License and experience in selling Mutual Funds are required
Experience in Underwriting Loans is required
First Canadian Title Training
Registered Retirement Consultant designations; or working towards this designation

What you get in return

Our team works tirelessly to ensure the financial success of each of our members. We think such dedication deserves recognition. That’s why we’re proud to offer some of the most competitive job perks of any employer around. Come, join our crew, and find out just how sweet the rewards can be:

Competitive compensation and benefits package
Industry leading work-life balance and rewards
Formal and informal employee development
Meaningful work that makes a real difference in our members’ lives

We are excited to consider candidates with combined academic, professional and volunteer experience unique to them. Research shows that many applicants only apply if they meet every qualification of the role and we encourage you to consider the roles that most closely align with your skillset and experience. As we value diverse backgrounds and experiences and are focused on meaningfully building inclusive and diverse workplaces, you may be the new team member we’ve been looking for! This opportunity closes on July 30, 2023 so apply now! If you have questions about this position, please contact Shayla Riche at jobs@conexus.ca

System and Data Analyst

The Person: You are a computing crusader, fascinated by gizmos, programs and gigabytes, and undaunted by statistics, analytics, and queries. Technical manuals are like the Lost Journal of Indiana Jones – the clues to solving a mystery. A neatly coiled CAT6 cable and Torx screwdriver hang from your belt. Even blindfolded, you know your ports from peripherals. Your sleuthing skills include asking detailed questions and unearthing answers in the digital data. Fluent in the language of technology; you patiently translate tekkie-speak to everyday language so other employees can keep up in the adventure.

The Position: This specialized position requires above average attention to details, concern for the exact correctness of work, and strong commitment to tasks completed on time. A somewhat faster-than-average pace will be the norm for this position. Changes in the nature of the work is the norm. An appetite for learning is key to success in this position. The position will generally be task oriented, requiring someone with a conservative, careful, and cautious approach to work. The position supports internal technology users across the organization, requiring patience, connection and a light-hearted approach.

Reporting to the Manager of Digital Experience, the System and Data Analyst:

Provides day-to-day technology support for all aspects of computer and technology devices.
Manages the IT systems within the credit union. In-depth knowledge needed on the various systems in place and how they connect to each other.
Provides support on special projects and implementation of new systems.
Leads the ongoing enhancements, administration, and special projects for existing programs such as Banking System (DNA), Customer Relationship Management (Doxim CRM) , Content Service Platform (OnBase) and the migration of systems to Cloud based platforms.
Supports new developments and ongoing management of existing analytics programs and ensures that the information is correct and useful for users. A high degree of data analytics fluency is required for the success of this position.
Promotes Unity Credit Union and maintains active involvement in the organization and community.

Compensation: Unity Credit Union offers a competitive total rewards package. Salary will depend on qualifications and experience. Benefits include a matched pension plan; group benefits (health, dental, life, disability and critical illness insurance), and paid community involvement.

Qualifications: Grade 12 diploma plus one to three years of related experience or an equivalent combination of education and experience. Two years of post-secondary education in technology would be beneficial.

The Credit Union: Unity Credit Union is a successful rural-based credit union with assets over $350 million and 34 employees serving 5000 members. Our vision is, “Partnering to Achieve Success and Build a Better Community” and that is how we work and serve every day.

The Community: Unity is a progressive community of approximately 2500 people located in West – Central Saskatchewan. Services include K-12 schools, full health center facility, skating and curling rinks with artificial ice, a regional park with a 9-hole grass green golf course, camping, and a new swimming pool. Economic drivers include salt mining, manufacturing, agriculture, inland grain terminals, oil and gas industry and a grain alcohol and spirits plant. For more information on the town of Unity, visit www.townofunity.com.

If you are ready to partner with an amazing team of professionals to build a better community and build your career, we would like to hear from you by 11pm on Sunday July 9, 2023.

Submit a cover letter and resume to:

Shauna Hammer, Human Resources Advisor
Email: shauna.hammer@unitycu.ca

We thank all applicants for their interest; however only those selected for the further consideration will be contacted. The successful candidate will be required to meet fidelity bonding requirements, including declaration of work history, completion of reference checks, a criminal record check, and a credit check.

Executive Assistant to the President, Trust

Are you interested in a meaningful career where you can contribute to the financial well-being and economic growth of Indigenous people and communities in Canada? The Trust is at an exciting time in its’ history, we’re growing, and as a result, we’re increasing our workforce with bright, energetic, purposeful individuals of all walks of life.

As an Executive Assistant to the President for the First Nations Bank of Canada’s wholly owned trust company, FNB Trust, you will be assisting the Trust team with client activities and reports. This is a permanent full-time position. We are open to hybrid or in-office at one of our main office locations in Saskatoon or Vancouver. These locations are on urban First Nations land.

Here’s what you’ll be doing:

Assist the President of the Trust with organization of calendar, meetings and travel
Researches, prioritizes, and follows up on incoming issues and concerns addressed to the President.
Works closely with other internal departments
Open new accounts and prepare trust initiation documents
Conduct on-going file maintenance and update account information
Coordinate client meetings including invitations/notices, distribution lists and logistics
Prepare client meeting agenda packages
Take minutes
Draft resolutions for review by Trust Officers
Store all documents properly
Prepare written procedural documents, policies, and memos
Prepare monthly client work in progress statements and quarterly client invoices
Assist with preparation of the annual client reports
Assist with preparation of client presentations
Develop and maintain professional client relationships
Interact regularly with clients, prospective clients, members and clients’ lawyers, accountants, and financial planners
Assist with preparation of prospective proposals and presentations
Assist with event planning, social media posts, publications and other promotional activities

What we’re looking for:

Undergraduate degree in Business or related field and at least two (2) years’ experience working in an office setting in a coordination role
Experience in and understanding of terms of trust accounts and agreements
Effective at building and maintaining client and team collaboration
Proficient in Microsoft Office (Outlook, Word, Excel, and Power Point) and Adobe Acrobat
Strong interpersonal, verbal, and written communications
Exceptional ability to pay attention to detail
Working financial experience
Understanding of Indigenous trust administration and a demonstrated ability to work in an environment that requires tact, objectivity, and sensitivity
Travel is required; possess a Class 5 Driver’s License
Acceptable criminal record and credit checks

We are passionate about creating an inclusive workplace and value and respect diversity of our staff.

We offer a comprehensive total rewards package, including group benefits, savings plan, professional development, and opportunities for career growth. If you are interested in this opportunity, meet the qualifications, and are eligible to work in Canada, please visit our website at www.fnbc.ca or send your resume and cover letter by email to apply@fnbc.ca. The posting will remain open until September 8, 2023.

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