Occupation Types: Business Development

Director, Wealth & Insurance

Are you the kind of leader that can move from operational to strategic “mode” – and vice versa – quickly and confidently? Does the prospect of having a positive impact on the communities we serve in the Shuswap region align with your vision of building on an already successful career? If so, we have a lot to discuss.

We invite you to be part of a team where you can feel good about the work you do. At SASCU, we believe in fostering a supportive work environment that is the perfect blend of friendliness and professionalism. Add in a competitive compensation package and excellent benefits, along spectacular natural scenery, and it’s easy to see why we are an award-winning employer.

This is a uniquely interesting and challenging mandate for someone who enjoys switching from one business area to another – and can move with agility between our Wealth and Insurance lines of business. As the Director, Wealth & Insurance, you will provide leadership to SASCU’s subsidiaries, i.e., a multi-branch Insurance agency and a Wealth division – from recommending and implementing strategies and programs to grow the business, to ensuring that these areas achieve objectives, operate efficiently, and deliver on the SASCU Member Experience. Leveraging your senior management experience, you will also coach direct reports to achieve results, and implement SASCU’s sales and service strategy and tactics.

 

What you’ll do:

More specifically, as Director of Wealth & Insurance, you can expect to:

  • Proactively develop and present Wealth and Insurance strategies to the Vice President, Experience & Brand, that preserve and grow the lines of business, and work with the VP to determine sales targets and Key Accountability Areas for each division;
  • Manage and direct the overall operation of the Wealth division, and monitor Insurance branch activities, ensuring adherence to established policies, procedures and standards;
  • Work with the Branch Managers, Insurance, to identify opportunities to introduce new products and services, make recommendations to maximize business growth, build employee engagement, develop plans, and take action to identify any gaps;
  • Work to identify, negotiate and acquire insurance company contracts, and monitor volume commitments;
  • Develop and recommend operational plans, budgets, and staffing levels to ensure that the needs of SASCU are met;
  • Take a strategic approach to analyzing data to identify opportunities and risks;
  • Champion service standards, providing coaching to ensure consistent behaviours and experiences, taking ownership of Member concerns, and resolving, or supporting staff in resolving, complex and/or difficult service situations;
  • Represent Wealth and Insurance within the business community, and work within SASCU to promote these lines of business to employees and Members;
  • Establish positive, productive relationships with external stakeholders in the industries represented by the subsidiaries, across trade associations, in government and regulatory bodies, and within the broader community to ensure successful operations;
  • Role model SASCU’s organizational values and leadership competencies, and ensure strong, open channels of communication and collaboration within the subsidiaries and across SASCU departments.

 

What you’ll bring:

As the qualified professional we seek for the key role of Director, Wealth & Insurance, you will have the following profile:

  • Post-secondary degree, preferably an MBA, and experience in progressively more complex roles in the Wealth or Insurance field, with 7 to 10 years’ combined industry/sales experience, most recently in a senior management role.
  • Completion of a Senior Financial Planning designation (CFP, CIM) or a minimum of a Canadian Accredited Insurance Broker (CAIB), Chartered Insurance Professional (CIP), or Fraternal Insurance Counselor (FIC) designation, preferably with eligibility to act as Nominee.
  • Advanced knowledge of all insurance and wealth products, services, and regulatory requirements, including detailed understanding of revenue streams.
  • Ability to manage complexity, multiple tasks, and priorities for maximum personal and organizational success.
  • Completion of the Life Licence Qualification Program (LLQP), Certified Life Underwriter (CLU) designation, and Branch Compliance Officer Accreditation are assets.

 

A bit about SASCU:

SASCU Financial Group offers a broad range of personal and business financial services through SASCU Credit Union and its three lines of business: SASCU Insurance, SASCU Wealth, and Commercial banking. SASCU Credit Union branches are in Sicamous and Sorrento, plus two in Salmon Arm, and an insurance office in Enderby. Established in 1946, SASCU has more than 19,000 members, 150 staff, and over $900 million in assets. Learn more at www.sascu.com.

 

To apply:

This is an exceptional opportunity to take your career to the next level and be part of our exciting future at SASCU! If you are both community-minded and prepared to contribute to a successful and growing organization, please email a cover letter and résumé to hr@sascu.com.

We thank all candidates for their interest, however, only those selected for an interview will be contacted. The successful candidate will be required to meet fidelity bonding requirements, including completion of references, a criminal record check, and credit check. Employment offers will be conditional on the candidate providing satisfactory proof of COVID-19 vaccination (vaccination records or receipts issues by the Province), subject only to valid legal or medical exceptions, and complying with all pandemic/epidemic control measures affecting the workplace.

Manager, Financial Services

Help Improve our Member Centricity and Grow our business!

We have an exciting opportunity for someone to oversee our 3 branches advisory services operations of the delivery system and branch channels, to improve a member’s financial wellbeing while providing a rewarding member experience.

 

We offer a highly competitive wage, career progression, ongoing learning and development, and an impact on our local community.  Join us on the beautiful Sunshine Coast and enjoy a relaxing lifestyle filled with recreational activities including boating, hiking, and much more, while only a short 40-minute ferry trip from Vancouver.

 

What You’ll Do

Under Executive Direction, the Manager Financial Services supports the development and implementation of transformational service and drives the achievement of sales and performance targets in the delivery system to support the growth and sustainability of the credit union, which enriches the members financial wellbeing.   As a member of the management team the position has shared accountability for the overall health and effectiveness of the organization and Member’s financial wellbeing

 

What Does the Ideal Candidate Bring?

The preferred candidate has completed a bachelor’s degree in business or a related field along with a minimum of 5 years of progressive experience in a financial industry including a minimum of 3 years in a leadership role, with a minimum of advisory sales management. You will have experience with managing direct reports, providing coaching and guidance to maintain skill levels and enhance staff growth by promoting motivation, enthusiasm, service excellence, product knowledge and professionalism. We are looking for an individual who will be adept at problem solving, decision making, establishing strong working relationships, and demonstrating excellent sales and communication skills.

 

About Sunshine Coast Credit Union (SCCU)

For 80 years, Sunshine Coast Credit Union and their members have been helping build a healthy, strong, vibrant Coast community. We are a full-service financial institution with assets exceeding $850 million, serving 17,600 plus members in three growing coastal communities in British Columbia. Sunshine Coast Credit Union is committed to enriching the financial well-being of our members and our community.

 

How to Apply
If you are interested in this exciting opportunity, please submit a current resume and cover letter in confidence to:  yourfuture@sunshineccu.net.  The posting is open until filled.  We thank all candidates for their interest, however, only those selected for an interview will be contacted.

Regional Manager

Career Opportunity
REGIONAL MANAGER

Have a background in agriculture, business, or commerce? Looking for a challenging career in a growing organization?

Biggar & District Credit Union requires a Regional Manager to build strong relationships with local producers and commercial members and provide for their lending needs.  This position reports to the VP Credit Services and is responsible for loan growth with existing and potential members, as well as the coaching, training, and performance management of two direct reports.  Required qualifications include post-secondary education in agriculture, business, or finance; lending experience is an asset but not required.

Why work here?  We offer a very competitive compensation structure, 8% matched superannuation, and comprehensive group benefits, with a Health Care Spending Allowance.  You would work with a committed team in a challenging, rewarding, and fun environment.  Our workplace offers opportunity for advancement, all-expense-paid continuing education, valuable networking in the credit union/cooperative system, and ongoing personal and professional development.

Biggar & District Credit Union is a growing, autonomous, full-service financial institution with $261 million in assets. Our organization has branches in Biggar, Landis and Perdue, and owns insurance agencies in Biggar and Landis and an accounting firm in Biggar. Located 90 km west of Saskatoon, and 90 km south of North Battleford, Biggar is a progressive, family-oriented community of approximately 2,200 citizens, offering hospital, parks, sports, arts, and two school divisions; its economy is mainly focused on agriculture.

Biggar & District Credit Union proudly supports the communities we serve, and it is our people that make this happen.  If you would like to be part of our team, please submit your resume by September 30, 2021 to:

Biggar & District Credit Union
P.O. Box 670  Biggar, SK S0K 0M0
Attention: Human Resources
Email: cathy.hicks@biggarcu.ca

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

Senior Commercial Service Advisor

Senior Commercial Service Advisor

Help Improve our Member Centricity and Grow our business!

We have an exciting opportunity to work with our business members and grow our commercial portfolio.

 

We offer a highly competitive wage, career progression, ongoing learning and development, and an impact on our local community.  We are open to a remote work arrangement, with travel to the Sunshine Cost as business needs require or join us on the beautiful Sunshine Coast and get the best of both worlds – a relaxing lifestyle filled with recreational activities including boating, hiking, and much more, while only a short 40-minute ferry trip from Vancouver.

 

What You’ll Do

Reporting to the Commercial Department leader, the Commercial Services Advisor contributes to enriching member’s lives by enhancing the member’s business value, by providing the appropriate products and excellent advice and service to help the member operate a financially profitable and successful business. This position is responsible for business development, managing a portfolio of accounts and providing lending services to commercial/ business clients and potential business clients. This position requires a results-oriented individual with strong communication, problem solving, time management and prioritizing skills.

 

What Does the Ideal Candidate Bring?

The preferred candidate has completed two years of post-secondary in a general business program with three to six years of experience in the financial industry is required.  The incumbent will be required to enroll or have completed the CUIC Accredited Business Lending program.

 

About Sunshine Coast Credit Union (SCCU)

For 80 years, Sunshine Coast Credit Union and their members have been helping build a healthy, strong, vibrant Coast community. We are a full-service financial institution with assets exceeding $850 million, serving 17,600 plus members in three growing coastal communities in British Columbia. Sunshine Coast Credit Union is committed to enriching the financial well-being of our members and our community.

 

How to Apply
If you are interested in this exciting opportunity, please submit a current resume and cover letter in confidence to:  yourfuture@sunshineccu.net.  The posting is open until filled.  We thank all candidates for their interest, however, only those selected for an interview will be contacted. 

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 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!

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.

Why Should You Apply?

  • You want to be an ambassador of a forward-thinking, member focused organization
  • you are passionate about providing world class financial services, growing member relationships, and are comfortable with building a portfolio
  • 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

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.

Financial Services Officer

Opportunity:              Full-Time Financial Services Officer

 

Osoyoos Credit Union (OCU) is seeking to fill a position for a full-time Financial Services Officer at our Osoyoos/Rock Creek location. Applications will be accepted until filled.

 

Why Us

 

Working at OCU is different than working anywhere else, and we are proud of it. We do not just say it, we live it. We are a co-operative organization owned by our members, so our customers are our owners. We treat our members and our staff like a family. In fact, community is so important that we consider it one of our core values and here is how we show it:

 

  • Annually supporting non-profit organizations through our Community giving fund.
  • Presentation of 3 scholarships and 1 bursary each year to deserving local students.
  • A staff volunteer
  • We are a living wage employer.
  • 75 years of legacy in our community.

 

Qualifications:

 

  • Enjoy meeting new people and are at ease getting to know
  • Understand the importance of community and regularly demonstrating it.
  • Enjoy learning and experimenting to find simpler processes to accomplish tasks in less
  • Can make quick and informed
  • Independent, professional leader with strong problem-solving
  • Ability to focus on needs, while remaining calm and
  • Eye for detail while keeping the big picture in
  • Previous work experience in lending and investing.

Submit your cover letter and resume to Greg Sol, CEO: gsol@ocubc.com

Please include “Full-time FSO” in the subject line. We thank all applicants for their interest; however only those selected for an interview will be contacted.

Fulltime FSO 2021-08-23 OCU Job Description – Financial Services Officer

Commercial Business Advisor

 

Newfoundland and Labrador Credit Union (NLCU) is currently looking for energetic, motivated people to fill the position of:

Commercial Business Advisor

Full Time, Permanent – Central and Western, NL

 

Focusing on providing exceptional member service, the Commercial Business Advisor is identifies business development and retention opportunities for the Newfoundland and Labrador Credit Union (NLCU). With a focus on developing and maintaining long-term, full-service, profitable member service relationships with existing and new commercial members, the Commercial Business Advisor gains an understanding of the members’ financial goals and objective and suggestions solutions to help the member achieve these goals.

 

With a proven ability to analyze qualitative and quantitative information to evaluate the financial structure of the company, relative to the business goals and corresponding credit risk, the Commercial Business Advisor makes recommendations regarding approval and structure of commercial credit with NLCU.  The successful candidate also assists the Director, Credit in all functions related to the operation of the Credit Department and makes referrals to other areas of NLCU’s business.

 

Ideally suited to this position is an individual with strong written and oral communication, problem solving, negotiation and analytical skills. The successful candidate will have a minimum of 5 years’ experience in Commercial Credit and a Bachelor’s degree from a recognized post-secondary institution in business or related field.  Through this experience and education you have developed the keen ability to establish and foster member relationships and have demonstrated your ability to succeed in business development type of role.

 

 

We would like to thank all interested candidates; however, only those selected for an interview will be contacted. Newfoundland and Labrador Credit Union is an equal opportunity employer.

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