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)

Financial Advisor

At Conexus, it’s not what we do, it’s how we do it.

Are you ready to make a move and work for a company who puts the financial well-being of its members first? It’s not just something we say at Conexus. It’s a promise delivered by our 900 employees each day. We are passionate about our members’ financial health, and our employees reflect that passion. At Conexus it’s about more than conducting a banking transaction, it’s about providing members with insightful content, tools, advice and products that help them look at their financial choices in new ways. We do this by keeping it simple and lending an ear to each member’s individual needs throughout Saskatchewan.

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.

The bigger picture

We’re looking for an agile and adaptive person with a strategic mindset to come on board as a Financial Advisor. 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

  • Experience working in the financial industry
  • Experience working in a customer care/customer service role
  • Experience in portfolio management
  • License and experience in selling Mutual Funds is required; or working towards designation
  • 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 October 16, 2022 so apply now! If you have questions about this position, please contact Shaulen Lang at shaulen.lang@conexus.ca.

Financial Specialist

Do you have an entrepreneurial spirit and can easily build positive relationships with your team and those you serve?  Would you thrive in an environment committed to providing exceptional service and individualized financial advice?  Are you a motivated professional driven by results with a genuine interest in helping others achieve their financial goals?

_______________________________________________________________________________________

Prairie Centre Credit Union, Saskatchewan’s largest rural-based credit union, currently has a permanent full-time Financial Specialist opportunity available. The successful candidate will be a proactive, self-motivated individual who will provide exceptional service to our members within the LeRoy branch. Reporting to the Manager Financial Specialists, the Financial Specialist will have a strong aptitude for relationship-building and will deliver expert advice to both current and prospective members to assist them in meeting their financial objectives.

Responsibilities:

  • Build value-based relationships with colleagues and members
  • Provide solutions that support the financial wellbeing of members, through the delivery of deposit, investment, and loan products, including specializing in the function of investment planning
  • Promote, sell, and manage the mutual fund and term deposit book of business for the region, and ensure that growth targets are achieved
  • Collaborate with the regional team to develop creative and innovative approaches to achieving results
  • Develop and implement business development, growth, and community engagement strategies

Qualifications:

  • Certified Financial Planner (CFP) or Personal Financial Planning (PFP) designation, or willingness to obtain
  • Mutual Fund License including Labour Sponsored Funds, or willingness to obtain
  • Industry experience preferred, with a demonstrated ability to gather assets
  • Sales-oriented background with a strong understanding of the sales process and business development

Prairie Centre Credit Union provides employees with the opportunity for personal and professional growth within an environment that promotes continuous learning. We offer a competitive compensation package, excellent employee benefits, and a matched superannuation plan.

For additional information on this opportunity, please contact Tammy Pregizer Legge, Manager Financial Specialists, at 306-882-5588. To apply, please submit an electronic copy of your cover letter and resume on or before October 10, 2022, to: careers@pccu.ca.

We thank all applicants for their interest; however, only those candidates being considered for an interview will be contacted.

Financing Specialist

At Conexus, it’s not what we do, it’s how we do it.

Are you ready to make a move and work for a company who puts the financial well-being of its members first? It’s not just something we say at Conexus. It’s a promise delivered by our 900 employees each day. We are passionate about our members’ financial health, and our employees reflect that passion. At Conexus it’s about more than conducting a banking transaction, it’s about creating a personalized experience for each member. We do this by keeping it simple and lending an ear to each member’s individual needs throughout Saskatchewan.

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 a self-motivated individual to come on board as a Financing Specialist in Saskatoon. We are also open to consider candidates in Prince Albert or Humboldt. You must be passionate about helping local businesses succeed and comfortable working both independently and as a part of the team. You will contribute as a key member of our team alongside business advisors by utilizing your strong business, financial and credit analysis skills to identify opportunities for enhanced solutions and providing recommendations that support our members financial well-being.

 How you’ll be spending your time

  • Providing high quality business and financial analysis to support the underwriting of member credit needs and annual reviews
  • Demonstrating responsible credit and risk analysis and assessment to provide strong credit recommendations
  • Collaborating with business advisors to identify opportunities to provide enhanced advice that supports and improves the financial well-being of our business members
  • Keeping up-to-date on industry trends

The way people describe you

  • Highly analytical with a proven track record in financial and credit/risk analysis
  • Attentive to detail, strong organizational and multi-tasking skills and ability to deliver on timelines
  • A collaborator who supports individuals, teams, projects and initiatives within our organization to help us build and grow member relationships
  • An ace at details, who’s highly accountable and delivers on expectations

The experience you bring

  • 2+ years in a business lending role
  • Well-developed credit underwriting and risk assessment ability
  • Financial statement analysis including ratio analysis and cash flow
  • CSI Moody’s Certificate in Commercial Credit (CICC) or willingness to obtain this designation
  • Post-secondary education in Business, Finance, or Economics is an asset

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 October 4, 2022 so apply now! If you have questions about this position, please contact Heather Howland at heather.howland@conexus.ca.

Branch Leader – Coach, Mentor & Lead our Front Line Team

Are you looking for a career that will allow you to motivate and lead a team of ambitious and dedicated employees. Are you driven to bring out the best in employees that you would coach, mentor and lead to ensure that their branches are meeting their deposit, investment, and growth targets all while staying compliant under the Anti Money Laundering Regulations? This is a critical and high impact role requiring a strong leader with the ability to effectively multi-task problem solve, adapt to change and have a willingness to travel.

Qualifications:
Experience and education in the financial industry is an asset. Ideal qualities include knowledge of the financial system, strong leadership skills and or supervisory experience. A motivated and confident individual able to adapt to change. You can efficiently and effectively prioritize and organize what needs to be done with high attention to detail. You believe in coaching and mentoring employees to success, growing and training individuals. You are committed to continuous learning.

The Credit Union/Organization:
Cypress Credit Union is a rural based community focused credit union with 6 branches assets over 200 million nearly 40 employees serving over 4000 members. Employee engagement is valued and there is always ample opportunity for career minded individuals. Our organization has branches in Burstall, Fox Valley, Richmound, Maple Creek, Tompkins and Consul all located in the Southwest corner of Saskatchewan.

The Communities:
Our main branch(Maple Creek) is located just minutes away from the beautiful Cypress Hills and the Alberta Border. The area and communities we serve have recreational opportunities ranging from full-service campgrounds, indoor pools, splash parks, 9-hole grass green golf courses, hockey and curling rinks ball diamonds and more. Schools are in all locations except Richmound and busing is available in that community.

If you are interested in becoming a part of our team please submit a resume on or before the 30th of September 2022, via email or mail to:

Cypress Credit Union Limited
PO Box 1060
Maple Creek, SK S0N 1N0 Canada
Attention: Cheryl Sulz
Cheryl.sulz@cypress.cu.sk.ca

We appreciate the interest of all applicants , however only those under consideration will be contacted.

Learning & Development Manager

Lloydminster or Saskatoon, SK

Synergy Credit Union is a people-inspired Credit Union with ambitious goals. We endeavour to deliver amazing financial experiences, earn our customers’ (“members’) trust, grow our relationships, and build sustainable communities.

We exist to help our members achieve their financial goals by understanding their needs and delivering exceptional service in modern, convenient, and secure ways. We empower our members by sharing our experience and tools, so they can make robust plans through each stage of life.

We are seeking a pioneering, collaborative, and results-oriented team member to join us in a brand-new role for our organization. As the Learning & Development Manager, you are at the heart of Synergy’s learning culture. You are responsible for developing and implementing our organizational learning effectiveness strategy, and have a crucial role in the learning and development of our staff.

Areas of responsibility and influence include employee engagement, change management, performance management, succession planning, and learning strategies. This role will lead continuous improvement initiatives that directly impact the employee experience, engagement, workforce planning, recognition, and succession/career path planning. All activities are anchored in accessibility, equity, diversity, and inclusion, as well as psychological health and safety.

This role works closely with our leaders and teams involved with training to advocate for a long-term focus on creating an exemplary workplace culture; and measure the impact and effectiveness of all activities in the pursuit of this focus.

Additionally, you will:

  • Perform an end-to-end assessment of Synergy’s learning programs and identify opportunities throughout to ensure a well-rounded talent pipeline and exceptional employee experience.
  • Oversee the delivery of ongoing and routine programming, such as products and services training.
  • Participate in project intake and discovery processes when a learning or training component is identified to help determine priorities and support the change management a project will typically require.
  • Research and monitor key talent and change management trends, providing analysis and recommendations to ensure continuous and responsive improvements.
  • Develop and utilize reports and analytics to measure effectiveness of learning and development efforts. Demonstrate alignment to or capture misalignment to organizational goals.
  • Build and maintain strong working relationships with internal training content developers and leaders to deliver effective programming across the entire organization.
  • Monitor budget and resources to ensure we have the money, time, and climate for maximum effectiveness.
  • Develop content or oversee the development of content, including sustainment activities.
  • Manage the deployment of platforms and courses, including vendor management.

What you will need for this role:

  • A degree or diploma in adult learning, instructional design, or related field (Master’s is an asset).
  • At least seven years of experience highlighting a combination of strategy planning, program management, instructional design, facilitation, and reporting. Note: An equivalent combination of education and experience will be considered.
  • Must have a strong knowledge of change management. Education in this area is an asset.
  • Desire to contribute progressive workplace thought leadership and learning culture.
  • Experience with sales environment is an asset, as is experience in financial services.
  • Tech savviness and a love for technology.
  • Outstanding communication skills paired with thoughtful design and delivery of messages.
  • Ability to hold accountability of internal and external partners.

What do we offer?

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 offer:

  • Preferred rates on our products and services
  • Benefits and pension, from day one
  • 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. Please quote competition #226201 in the Subject Line. This position will be posted until a suitable candidate is hired.

More details:

  • Position reports to the Manager of Human Resources Services
  • Hours: 37.5 hours weekly. Permanent full-time.
  • This position will be required to travel. Successful candidate must have access to reliable transportation.

(Hybrid Work Arrangement or Remote Work Arrangement considered for ideal candidate)

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 25,000 members and have reached over $2.16 billion in assets.

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 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

Vice President of Human Resources

The Opportunity

If you are a Human Resource professional looking for an opportunity to play a key leadership role in a progressive and growing organization and you have a passion for supporting and developing people, this is a role for you to consider.

As a member of the executive management team, you will be an active champion and voice of the culture and values of Weyburn Credit Union . You will be responsible for overseeing and assisting in the day-to-day administration and delivery of human resources programs and services to WCU’s employees. This includes recruitment, facilitation, employee engagement, employee relations, labor laws and legal compliance, change management, compensation, and benefits administration. You will be collaborating with other members of the HR team to support your fellow colleagues and meet the Credit Union’s strategic initiatives.

The Individual

The ideal candidate will:

  • Be a functional expert in human resources that is adaptable and flexible, and able to lead in a dynamic environment.
  • Be a key thought leader, who is innovative, solutions focused and be comfortable leading individuals and teams.
  • Have a reputation for openness, honesty, integrity and trustworthiness.
  • Have a leadership and management style that is positive, collaborative, consultative, honest, participatory, respectful and empowering
  • Be someone who values giving back to their community.

Qualifications

  • Bachelor’s degree in Business or Human Resources plus a minimum 8 years of progressive Human Resources leadership experience including 2 years in a senior HR Generalist or HR Manager role.
  • CPHR designation is desired.
  • Applied knowledge of the principles and methods of managing organizational change, and organizational development.
  • Strong personal ‘hands on’ leadership and management skills, with an exceptional ability to build and mentor strong teams, and to motivate and encourage continuous learning.
  • Strong communication and relationship-building skills with all levels of employees and management
  • Strong leadership skills, including the ability to collaborate closely with the leadership team, achieve results and change established systems
  • Demonstrated experience in applying creative solutions to address HR challenges while supporting the organization’s objectives
  • Effective written and verbal communication skills and strong ability to build relationships
  • Strong business acumen, judgment and decision making

What we offer

  • Competitive compensation package including base and variable pay.
  • Comprehensive employee benefit package is offered.
  • Generous paid time off including personal time, study time and vacation accrual.
  • Total Rewards Program including 7% matched pension contributions, wellness subsidy, discounted employee banking fees.

 

Check out our website to learn more about Weyburn Credit Union

https://weyburncu.ca

Check out the City of Weyburn website to learn more about our community

https://weyburn.ca

How to apply

If you are interested in this exciting opportunity, please submit your resume by email to nicole@knahr.ca 

The closing date for applications is October 7, 2022. We would like to thank all applicants for their interest; however, only those selected for interviews will be contacted.

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 locations or remotely within Saskatchewan with the requirement to be onsite in Saskatoon or 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 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 Friday, September 30, 2022.

Please submit your resume and cover letter to:

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

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