Financial Advisor

We’re seeking people who are deeply motivated to learn about our customers (members), help them articulate and achieve their goals, and celebrate alongside them when goals are reached.  We want only the most generous of heart, with a deep technical savvy to help our members establish a solid financial foundation, build a strong financial future, grow it and protect it.

As a Financial Advisor, you help members build a financial plan.  You are their financial coach!  For our members, this means increasing their financial fitness to achieve financial well-being.  You’ll help them with goals, establishing priorities and checking in to support progress along the way.  You will be proactive with our members as life changes and marking significant milestones.

You are fascinated with the tools and strategies a member can use to build dreams.  You will engage members in risk management conversations, and you do so with the best interest of the member in mind.

You’ll be successful in this role if you have a rich knowledge of financial planning from experience and education; a Certified Financial Professional (CFP) designation or Personal Financial Professional (PFP) designation, and a Mutual Fund license are all requirements for the role either immediately or within an established timeframe.

The people that know you, trust you.  You are entrepreneurial in nature, and able to work with lots of autonomy.  You seek out goal-setting for yourself.  Those same people describe you as driven, sharp, and an adaptable communicator.  A sense of humour is required.  So is passion…..for your career, your members, our Credit Union, and our community.  We’re deeply committed to volunteerism.  You’ll have many opportunities to contribute to making our communities stronger.

If the above describes you, we want to hear from you.  Submit your cover letter and resume before the end of the day on Tuesday, June 15th, to careers@synergycu.ca.  Please quote competition #212802 in the Subject Line.

Location: Lloydminster, SK

Schedule: Full-time, 37.5 hours per week, Monday – Friday.

Position:  Permanent full-time

Travel: A minimum of one branch visit per month, will be required.

Please note our hours of operation are 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.

We thank you for your interest, we will only contact those under consideration. If you are successful for this role, you will undergo a bonding process that includes a criminal record check and credit check.

We are committed to being an equal opportunity employer.

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

  www.synergycu.ca

Manager Lending Admimistration

Manager Lending Administration

Are you looking for an ambitious new career?

We are seeking an experienced Lending Manager to become part of the FNBC Family!

The Company:

First Nations Bank of Canada (www.fnbc.ca) is a federally chartered bank servicing Indigenous and non-Indigenous customers throughout Canada. We are focused on delivering superior customer service and offering a full range of personal and business banking products. As an equal opportunity employer, we are rapidly expanding in the Canadian marketplace and provide our employees the opportunity to advance in their career.

The Role: 

  • Serve as the subject matter expert for the retail and commercial lending administrators and perform the role of the Lending Administrators as required.
  • Mentor, coach and oversee the Lending Administration staff.  Ensure they have the skills, knowledge and resources to perform all aspects of their job successfully.
  • Construct and manage systems, processes, and procedures to ensure accurate and timely processing.  Monitor efficiencies and continually look for ways to improve processes.
  • Lead and assist with various lending projects from start to finish including the development, testing, and implementation phases.

Location:  This position is based at our head office in Saskatoon for a Monday through Friday work week.

Qualifications:

  • Minimum 5 years of experience in lending administration.
  • Minimum 2 years of management experience.
  • Comprehensive knowledge of related regulations of banking operations, products and services, and documents required for all types of loans.
  • Ability to communicate effectively through speaking, writing, and listening.
  • Excellent leadership skills with the ability to motivate staff.
  • Demonstrate a commitment to accuracy and quality while meeting goals and deadlines.

Put your lending experience and knowledge to use in overseeing our Lending Administration department.

Please submit your cover page and resume to:  hr@fnbc.ca

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

Senior Commercial Advisor

Join the Cornerstone Crew!

Be Part of Something . . . . .

Do you want to be a part of an organization where you can empower your members to succeed in life and business? Do you want to work somewhere where you can take the time to listen and understand each person’s story?  At Cornerstone Credit Union we are looking for a proactive Senior Commercial Advisor who will identify an opportunity and know how to run with it.

As a Senior Commercial Advisor you will be a champion for our members’ businesses, you  will be committed to delivering flexible business solutions, providing professional business expertise and presenting timely business advice to help our members realize their short and long term goals.  You will have the opportunity to grow the commercial lending portfolio, by creating your own sales pipeline by building relationships within the communities we serve.  No day is ever the same! Whether it’s providing proactive client solutions, stellar service and support, consultation sessions or financial advice, putting our members first is what we are all about.

What We Are Looking For . . . . .

We are looking for you if you have:

  • A subject matter expert in the area of commercial business; providing innovative and creative solutions and being there every step of the way for our members to ensure they reach their business and personal dreams.
  • In-depth knowledge with lending and progressive experience in a sales and service industry – 7 to 10 years would be an asset.
  • Experience in managing an assigned portfolio consisting of large market enterprise accounts.
  • The ability and confidence to anticipate opportunities, turn them into an action plan and then into reality.
  • A self-motivated and driven individual able to take on challenges that are a stretch but not unrealistic.
  • A track record of dealing with high complex business developing situations ensuring a healthy balance between opportunity and risk, growth and profitability while guiding our members along in their decision making and being open to what they have to say.
  • Going above and beyond in providing exceptional member service; members will want to tell their family and friends all about you!

What You Will Receive . . . . . 

  • Our employees enjoy a competitive compensation and benefit package that includes matched pension contributions and wellness and employment perks that contribute to a healthy work-life balance!
  • On top of earning a bi-weekly paycheque, you will also be eligible to receive additional pay for outstanding individual performance through our incentive pay program!
  • Formal & Informal development opportunities offering challenge and growth.
  • An integral member of a team of professionals in a supportive and collaborative environment motivated to do the best for their team and their members.
  • Opportunity to create connections that will establish you as the go-to-expert in the community.

We Say We Care, and We Mean It . . . . . 

Cornerstone Credit Union has been one of Saskatchewan’s Top Employers for 5 consecutive years.   Wouldn’t you want to be a part of that!

Check out “Who We Are” and more about this position and application process on our Careers page at www.cornerstonecu.com.  

General Manager / CEO

Sandhills Credit Union is a progressive community-based credit union located in Leader, Saskatchewan.  With just under $80 Million in assets, strong financial ratios, and a vibrant insurance subsidiary, Sandhills is poised to build on over 20 years of success.  We serve over 1,400 members in Leader and the surrounding area, delivering on our vision:

Built on Trust. Committed to Excellence.

We are committed to:

  • A high standard of service for our members,
  • Engaging, rewarding, flexible and inclusive opportunities for our employees, and
  • Active participation in, and support for, our communities

To learn more about Sandhills Credit Union, please visit our website at www.sandhillscu.com.

The Board of Directors is currently seeking a strong leader who shares our values and commitment to our members and community to join us as General Manager(GM) of the credit union and insurance subsidiary.

The Opportunity:

As GM, you will work with the Board to develop a vision for success in the changing landscape of financial services, and implementing Sandhills’ long-term goals to ensure sustained profitability and growth.  You will collaborate, partner, and lead through some complex times ahead, instilling confidence in the team, the board, and with our members.

Your top priorities in this role will be:

  • Managing staff changes and proactively planning for upcoming retirements to maintain the capacity of the Sandhills team and fully engage staff at all levels
  • Keeping focus on members and member service – keep ‘em, and keep ‘em happy!
  • Building appropriate partnerships to increase capacity while retaining autonomy
  • Driving steady growth and innovation, while ensuring the health of the credit union is the primary focus
  • Building on Sandhills’ strong profile in the communities we serve

 

The Ideal Candidate:

We are looking for an experienced financial services leader who has held responsibility for branch operations, financial management and budgeting, risk management, lending (managing large and complex commercial and agricultural loans), and human resources processes.   Your background includes a combination of relevant education and senior financial services leadership experience, ideally within the credit union system.  A working knowledge of insurance operations is also important.

You are a collaborative relationship builder who engages and motivates employees, board members, and the community to grow the credit union and benefit your members. You have the ability to set a vision and lead people through change, and experience building a strong organizational culture – bringing people together to achieve common goals.  You are innovative and resourceful in analyzing issues, finding solutions, and implementing actions to meet the goals of the organization.

You have experience with regulatory compliance and governance, and you’re familiar with the regulatory environment of financial institutions in Canada.

Our new GM will be an active and visible leader in the community, and will share our commitment to the cooperative movement and values-based banking.

If this sounds like you, we encourage you to submit your resume and cover letter here by June 23, 2021.

If you have questions, or want more information on this opportunity, please contact

Cindy Dopson,

Consultant, People Solutions

Central 1

recruitment@central1.com.

 

About Leader, SK:

The Leader community offers a vibrant and family-friendly community with a K-12 school, hospital, swimming pool, curling & skating arenas, grass green golf course, access to outdoor recreation, churches, reasonably priced housing, and an active retail core.  To learn more about the community of Leader, please visit www.leader.ca

Business Credit Analyst

Permanent Full-Time 

Closes June 8

Open to any Innovation Advice Centre location (including Regina and Saskatoon)

Annual Salary: $72,021 – $90,026

 

Would you like to earn above average pay helping members meet their financial goals, maintain a strong work life balance, a flexible schedule and have the security of a career – path supported by your organization? We offer that and so much more.

THE COMPANY – Our Purpose is to redefine banking by helping Canadians simplify their lives and reach their financial goals by reinvesting profits into our members, communities and our people. Now that Responsible Banking!

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

Innovation Credit Union – About Us (innovationcu.ca)

THE POSITION: The Business Credit Analyst will provide timely responses to new credit requests and annual review completion. The focus of this role is on supporting the efforts of our business advisor team by applying exceptional credit management skills to both annual reviews as well as new ag and commercial credit. How does one do this? Glad you asked!

A Business Credit Analyst does the following:

  • Helps enable not only the management of a sound lending portfolio, but also enables our business advisor team in the areas of proactive relationship management and advice driven interactions.
  • Provides knowledgeable advice and timely responses to new credit requests within our Business Banking team; and provides assistance to our Business Advisor team in delivering unique credit solutions to our members.
  • Provides flexibility and outside the box thinking to help areas farm and commercial business ventures. In touch with day to day realities for the members Innovation Credit Union serves.
  • Is extremely organized and has a very strong attention to detail and driven to create results for the members they serve.

Why Should You Apply?

  • You want to be an ambassador of a forward-thinking, member focused organization
  • You have 3+ years of agricultural and commercial lending experience including quality credit underwriting knowledge in the area of commercial and agricultural credit.
  • You are a Team player and are eager to be part of a highly engaged, high performing team.
  • You want to help simplify our members lives by offering proactive advice to their day-to-day agriculture and commercial banking needs in person and digitally

Interested?

Go to www.innovationcu.ca/careers for the full job posting and to submit an application.

Credit Union Engagement Specialist – PPJV – 12 Month Term

About PPJV

In response to the rapidly changing payments landscape and the multiyear Payments Canada modernization initiative, the Centrals of Alberta, Manitoba (CUCM) and Saskatchewan formed a joint venture known as PPJV on behalf of all prairie credit unions. PPJV resources are in year two of a multi-year project to move to a payments as a service model with IBM. They are also intent upon streamlining the payments functions between the three Centrals.

The Position::

This position is responsible to support Engagement and Communication Workstreams with credit union communication and relationships across PPJV payment streams which include DIP, AFT, Wires, GUI, Cheques, Bill Pay, Tax Pay, Leadfi and Etransfer.

Key Accountabilities:

  • Develop and implement onboarding activities to ensure business readiness including onboarding readiness sessions, readiness checklist sessions and the creation of readiness checklists and Quick Reference Guides.
  • Manage the cadence for interactions with cohorts for designated products including tracking and communicating potential issues/risks, supporting timely business and tactical messaging for credit unions to stay abreast of product progress, providing demos and product readiness timelines.
  • Develop and maintain access to product documentation on Teams including onboarding documentation for credit unions, product workshops and information session recordings, key messages and credit union impact documents.
  • Act as key contact point for interaction between credit unions, integration partners and PPJV team members for designated products. Respond to credit union enquiries, liasing with other internal resources as needed.
  • Support maintenance of credit union data spreadsheets and product statistics.

Position Requirements

  • High School diploma complemented by a 2 year diploma/or additional courses in related areas.
  • 7-10 years of progressive experience in a credit union or other financial services entity.
  • Member/Customer service and account management experience including issue resolution.
  • “Back office” experience with various payment streams.
  • Strong technology skills including use of full Microsoft Office suite and online communication tools, coupled with proven planning and organizing competencies.
  • Training, coaching and facilitation experience, the ability to craft clear communications and basic project management skills will differentiate the top candidates from others.
  • Ingenuity, discretion and judgement coupled with proven ability to work independently and on teams are necessary for success in this role.

Work Environment:

  • PPJV is a fast paced and focused environment where employees and contractors share the mission to deliver efficient, cost effective, modernized payments processing to prairie credit unions.
  • This position is currently designated as a work from home position, but may eventually be involved in limited business travel. Ideally, candidates will be located in our customer areas of Alberta, Saskatchewan or Manitoba.

Team Leader, Internal Audit

Conexus, Cornerstone, Innovation Credit Unions

Conexus, Cornerstone and Innovation Credit Unions have built an integrated Internal Audit team.   Our credit unions are committed to helping our members reach their financial goals by reinvesting profits into our members, our communities and our people.  We are looking for someone who can act as a trusted advisor through the direct provision of all Internal Audit services, the provision of leadership, guidance, specialized expertise, and knowledge consistent with the strategies and priorities of the Internal Audit department and our credit unions as a whole.

The Position:  Reporting to the VP, Internal Audit the CUs inSync partners of Conexus, Innovation and Cornerstone Credit Unions are seeking a highly motivated individual to join our team. The Team Leader, Internal Audit is responsible to implement and coordinate independent, objective assurance and consulting activities designed to add value and improve an organization’s operations.   Key to this position is recruiting, developing, coaching, empowering, and leading a team of Audit Analysts to conduct internal audit processes, in accordance with the The Institute of Internal Auditors’ Mandatory Guidance, Core Principles, Code of Ethics and the International Standards for the Professional Practice of Internal Auditing (Standards). These audit processes are designed to bring a systematic, disciplined approach to evaluate and improve the effectiveness of risk management, control, governance processes.

Visit the CAREERS page or our website to learn more about this position and to apply.  www.innovationcu.ca  Only those applications received through our job board will be considered.

Business Advisor

Would you like to earn above average pay helping members meet their financial goals, maintain a strong work life balance, a flexible schedule and have the security of a career – path supported by your organization? We offer that and so much more.

THE POSITION: This position would appeal to anyone who strives to go above and beyond in providing world class financial services by building trust to help simplify our members lives. How does one do this? Glad you asked!

A Business Advisor does the following:

  • Provides knowledgeable and timely advice; and provides assistance in utilizing our Agricultural and Commercial products, services and omni channels to best meet our member’s needs.
  • Provides flexibility and outside the box thinking to help areas Farm and Commercial business ventures. In touch with day to day realities for the members they now serve and will serve.
  • Is extremely organized and has a very strong attention to detail and driven to create results for the members they serve.
  • Coverage to include Eastend and Gull Lake Advice Centres

Visit the CAREERS page or our website to learn more about this position and to apply.  www.innovationcu.ca  Only those applications received through our job board will be considered.

Accounting/Clearing/System Support Clerk

Accounting /Clearing / System Support Clerk

Saskatoon City Employees Credit Union

 

The Position:

Reporting to management, the incumbent’s primary duties will include: performing and maintaining accurate and secure record keeping of member accounts, Credit Union accounts and general ledgers, with particular attention to the accounting and electronic data access and storage of the credit union business. The position is responsible for fostering relationship building by actively and accurately promoting and delivering all Credit Union services and products to the membership in a professional manner.

Qualifications:

The ideal incumbent will have as a minimum:

    • Post-secondary education in accounting or an accounting diploma,
    • Proficient knowledge of Excel , working knowledge of accounting and an intermediate knowledge of financial accounting principles;
    • thorough knowledge of Credit Union products and services
    • 3 years of experience in a Credit Union accounting environment;
    • Superior computer, information technology and financial skills;
    • Working knowledge of various software applications including data collection software;
    • Experience operating computers, digital devices with multiple software and DNA banking

Personal Attributes:

    • A demonstrated ability to use effective listening skills, communicate clearly, concisely and apply strong written communication skills;
    • Self-motivated, ability to work independently with minimal supervision;
    • Above average interpersonal and time management skills;
    • Ability to relate actions to strategic plans, demonstrated ability to make sound decisions;
    • Willingness and ability to learn, develop and maintain a personal continuous learning plan;

The Credit Union:

Located in the City of Saskatoon, Saskatoon City Employees is Saskatchewan’s only closed bond Credit Union with 2188 members, assets of $74.5 million, and a loan portfolio of $52 million. We have a total staff compliment of 10. Our staff are members of UFCW Local 1400.

Compensation:

Salary will be a Group 2 classification as per the collective bargaining agreement. Applicant may qualify for our comprehensive benefits package including a matched superannuation benefit.

Closing:

Qualified applicants are invited to submit their résumé in confidence, by Thursday, May 20, 2021

To:    Scott Roesch, Retail Services / Office Manager
Saskatoon City Employees Credit Union
222 3rd Avenue North, Saskatoon, SK   S7K 0J5
Email: scott.roesch@saskatooncity.cu.sk.ca

While we thank all applicants for their interest, only those selected for an interview will be contacted.

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