Portfolio Manager

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.

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 an action-oriented individual with investment management experience to come on board as our Portfolio Manager on our Treasury Team. In this role, you will provide dedicated expertise to managing the credit union’s investment portfolio by developing and executing investment strategies, building capital market relationships, and adhering to corporate risk tolerance thresholds in order to enhance margin and ensure effective risk adjusted return on capital.

How you’ll be spending your time

  •  Developing and executing investment management strategies that align with the corporate strategy, investment objectives, established risk tolerances, and policy.
  •  Protecting and growing member equity through responsible management of Conexus’ investment portfolio and capital market functions.
  •  Monitoring, benchmarking, and reporting on the investment portfolio performance.
  •  Establishing, maintaining, and fostering relationships with capital market participants, pertinent to investment management, derivative management, and other capital market functions.
  •  Becoming the subject matter expert on Canadian capital markets at Conexus to make sound and informed investment decisions and relay relevant news, opportunities, and analysis across the organization.
  •  Building and maintaining relationships with a large network of dealers across Canadian capital markets to ensure efficient and effective trade execution
  •  Ensuring that existing and emerging risks and opportunities are raised to the appropriate level and strategies are presented where applicable.
  •  Collaboratively support all individuals, teams, projects and initiatives within the organization by providing input, knowledge and feedback within areas of expertise.
  •  Providing support to the Treasury capital markets team in areas of structured finance funding and loan syndication as required.

The way people describe you

  • You are committed to innovation driven by curiosity.
  • You demonstrate self-awareness and acknowledgement of personal biases to mitigate potential influence in business activities and decisions.
  • You have an advanced level of emotional intelligence and agility demonstrated by the quality of interpersonal relationship with key stakeholders.
  •  You are action-oriented and have ability to operate effectively as part of a team, challenging in a manner that facilitates growth and learning for those involved.
  •  You have the ability to lead self and to effectively prioritize work supported through efficient levels of time management and organizational skills.

The experience you bring

  •  Minimum 5 years experience in investment management and/or capital markets
  •  Professional financial designation (CFA) or equivalent in the finance field of study (e.g. – MSc)
  •  Knowledge and experience with investment portfolio management
  •  Knowledge and experience with Canadian capital markets
  •  Knowledge and experience with derivative instruments
  •  Knowledge of regulatory environment
  •  Knowledge of investment settlement processes and financial systems and software.
  •  Knowledge of Bloomberg, analytic and research skills

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 March 19, 2023 so apply now! If you have questions about this position, please contact Sola Odufuwa at sola.odufuwa@conexus.ca.

Director, Finance

An exciting and immediate new career opportunity is currently available at WFCU Credit Union to support the growth of the credit union for a:

DIRECTOR, FINANCE

As the Director, Finance, you will provide day-to-day support in the area of finance and accounting.   You will be responsible for accurate and timely financial reporting, and preparing materials for management discussion and analysis on a monthly basis.  In addition, you will be required to provide ad-hoc analysis and review of specific accounting or financial information and report on the results.

 In summary, the Director, Finance will:

  • Managing all aspects of the general ledger.
  • Performing month end duties such as account review, variance analysis and statement preparation.
  • Overseeing the accounting function to ensure that all reporting activities are completed in an accurate and timely manner.
  • Monitoring financial and regulatory metrics and reporting trends and status to executive management.
  • Reviewing monthly information reports for regulatory reporting to ensure accuracy and completeness.
  • Assisting in the preparation, analysis and interpretation of monthly financial reports to support decision making.
  • Analyzing accounting and financial records, and systems to ensure compliance with established accounting standards, regulations, procedures, and internal controls.
  • Assisting in the preparation of the annual consolidated financial statements and note disclosures.
  • Supporting the budget and forecasting processes with both preparation and oversight.
  • Providing support during both internal and external audits.
  • Developing and implementing accounting policy changes and procedures to ensure accurate financial reporting; including IFRS research where applicable.
  • Assisting with governance reporting including drafting whitepapers and memorandums as necessary.
  • Mentoring and training the accounting team to optimize departmental effectiveness.
  • Any other duties as assigned.

The “must-have” skills and qualifications that we’re looking for are:

  • The successful candidate must be certified as a Chartered Professional Accountant with a minimum of five years of experience in an accounting/finance role.
  • Analytical and problem-solving skills are critical.
  • The applicant must be well-organized with a refined attention to detail.
  • Strong verbal and written communication skills, including the ability to grasp complex issues and effectively report financial results and issues in a clear and concise manner.
  • The ability to analyze data using Excel functionality is vital. The successful applicant will demonstrate excellent proficiency in the MS Office suite of applications, and have the technological flexibility to learn and utilize new software applications unique to the organization.

If you feel you’re a great fit, let us know why!

We appreciate the interest of all applicants, however, only those candidates selected for an interview will be contacted. Applications may be sent to the attention of:

Elliott Duda
Recruitment Lead – WFCU Credit Union
3000 Marentette Avenue, Windsor, Ontario N8X 4G2
careers@wfcu.ca

WFCU Credit Union will accommodate the needs of candidates with disabilities through our recruitment process as we are made aware of these requests.  The accommodation will be based on the individual needs of the job candidate.

About WFCU Credit Union

For the third consecutive year, WFCU Credit Union has been certified as a Great Place to Work® and named to the Best Workplaces in Canada™ list for businesses with 100-999 employees.  It’s an exciting time to join our team.  To find out more, apply today!

WFCU Credit Union is recognized as one of the leading, progressive financial organizations in Southwestern Ontario. Our team is committed to providing our members with a high level of service while making our community the best place to live and work. As a member of our team, you’ll have the opportunity to work in a positive, goal driven and professional environment. You’ll experience the unmatched employment philosophy of an organization that is committed to opportunities for professional and self-development, employee wellness, competitive compensation and a culture of celebration!

Director of Treasury

An exciting and immediate career opportunity is currently available at WFCU Credit Union for a:

DIRECTOR, TREASURY

As the Director, Treasury, you will play a key role by focusing on the planning and management of currencies, interest rate, and foreign exchange exposures.  You will work with the treasury & finance team and stakeholders to ensure cash management, balance sheet, and profitability metrics are being optimized. In addition, the Director will manage market-based trades for hedging interest rate risk, manage credit union investments and liquidity portfolios, and oversee liquidity and margin enhancement strategies.

 In summary, the Director, Treasury will:

  • Oversee the Asset Liability Management (ALM) and Financial Planning and Analysis (FP&A) functions within Treasury, making proactive recommendations for departmental improvement.
  • Review and submit monthly reports and analysis for submission to the Asset Liability Committee (ALCO).
  • Direct and oversee the Credit Union’s securitization strategy and other sources of funding as applicable.
  • Oversee the analysis and forecasting of interest margin, interest rate risk, and liquidity risk by working with analysts and colleagues to distill key price and growth assumptions.
  • Prepare in-depth analysis and reporting for executive management with regards to liquidity metrics performance vs forecast.
  • Develop the annual budget for interest margin and a monthly liquidity forecast reporting on position and ratios.
  • Collaborate effectively with colleagues and executive management to ensure ALM metrics and profitability targets are being met.
  • Remain abreast of regulations applicable to the Credit Union and Treasury department
  • Accurately prepare short- and long-range forecasts of the balance sheet, considering concepts and strategies discussed at senior management committees.
  • Execute market-based trades for hedging interest rate risk including bond forwards and interest rate swaps.
  • Regularly review and update structural, liquidity, and market risk management policies and procedures as they relate to cash and investment management.
  • Any other duties as assigned.

The “must-have” skills and qualifications that we’re looking for are:

  • The successful candidate must be certified with a related professional designation (CFA, CPA, CA) with a minimum of five years of experience in finance within a treasury role.
  • Strong analytical and problem-solving skills are critical.
  • The applicant must be well-organized with a refined attention to detail.
  • The successful applicant will demonstrate excellent proficiency in the MS Office suite of applications, and have the technological flexibility to learn and utilize new software applications unique to the organization.
  • The ability to thrive in an environment that requires a high degree of multi-tasking and strong time management skills.

If you feel you’re a great fit, let us know why!

We appreciate the interest of all applicants, however, only those candidates selected for an interview will be contacted. Applications may be sent to the attention of:

Elliott Duda
Recruitment Lead – WFCU Credit Union
3000 Marentette Avenue, Windsor, Ontario N8X 4G2
careers@wfcu.ca

WFCU Credit Union will accommodate the needs of candidates with disabilities through our recruitment process as we are made aware of these requests.  The accommodation will be based on the individual needs of the job candidate.

About WFCU Credit Union

For the third consecutive year, WFCU Credit Union has been certified as a Great Place to Work® and named to the Best Workplaces in Canada™ list for businesses with 100-999 employees.  It’s an exciting time to join our team.  To find out more, apply today!

WFCU Credit Union is recognized as one of the leading, progressive financial organizations in Southwestern Ontario. Our team is committed to providing our members with a high level of service while making our community the best place to live and work. As a member of our team, you’ll have the opportunity to work in a positive, goal driven and professional environment. You’ll experience the unmatched employment philosophy of an organization that is committed to opportunities for professional and self-development, employee wellness, competitive compensation and a culture of celebration!

Controller

Bulkley Valley Credit Union, serving over 14,000 members from Hazelton to Burns Lake, prides itself on employing empowered staff committed to delivering high quality personalized service.

We are currently recruiting a Full Time Controller. If you want to join a dynamic group dedicated to cooperative values and member service, this is the right career move for you. You will report to the Chief Financial Officer and, as a member of the Finance Department, you will be responsible for the financial accounting and budgeting systems for Bulkley Valley Credit Union, Bulkley Valley Financial Services and Bulkley Valley Insurance Services. The Controller prepares annual operating and capital budgets for review; compiles and analyzes budget requests and justifications for expenditures; incorporates branch budgets into the overall budget; monitors budget, analyzes and reconciles variances, and takes corrective action. The Controller monitors and manages overall credit union accounts payable and general ledger accounts; monitors credit union accounting systems and procedures; identifies short-comings and introduces new or improved accounting methods; develops and recommends to the Chief Financial Officer the implementation of new and revised accounting policies and standards. The Controller creates an environment where the finance staff are encouraged to provide high quality service to our staff in a professional manner. They oversee the finance staff to ensure effective performance and results through coaching and development of staff to their full potential. The Controller performs the duties and requirements of Alternate Privacy Officer.

The successful candidate should hold a minimum of three years accounting experience and a Bachelor Degree specializing in Business Administration/Commerce is required. The successful candidate should have completed or be currently enrolled in a designated professional accounting program (CPA).

Qualified applicants can apply through our webpage at https://can62e2.dayforcehcm.com/CandidatePortal/en-US/bulkleyvalley or directly to:

Borden Armstrong, Chief Financial Officer

barmstrong@bvcu.com

Bulkley Valley Credit Union

PO Box 3637 Smithers BC V0J 2N0

Fax:  (250) 847-3012

Please submit your resume and cover letter via PDF or MS Word attachment. Links to online resumes will be deleted without review.

Bulkley Valley Credit Union encourages all qualified persons to apply. However, only those who are being considered for an interview will be contacted.

Senior Financial Analyst

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

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

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

Key Responsibilities

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

What to bring

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

 Plus, you bring your qualifications and experience:

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

Why Kindred

You will be part of a collaborative workplace where you’ll be asked to participate in the business and share your voice. You’ll be expected to continually grow your skills and abilities and to share your expertise and experience with colleagues. For many roles, we offer flexible and remote options that we can discuss with you.

We believe that your life is bigger than any job, so we’ll work together to achieve work-life quality and to care for your overall wellness. And of course, your rewards package includes competitive total compensation plus an array of financial products and services at preferred rates for staff. When you choose Kindred to further your career, you’re joining an engaged workforce at a certified B Corp™ that is committed to using business as a force for good™ and acting as an advocate for a Living Wage.

RSVP

Ready to choose Kindred?  Apply with your resume and cover letter explaining why you want to work for Kindred.  Next onboarding is scheduled for August.  We look forward to connecting with you!

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