Occupation Types: Business Development

Farm & Business Advisor

Farm and Business Advisor – Yorkton Branch

Join the Cornerstone Crew!

 

Be Part of Something . . . . .

Are you an outgoing individual who is great with numbers, and even better at building relationships? We’re looking for a dedicated Farm & Business Advisor who thrives in a fast-paced work environment and prides yourself on helping others to join our team at the Yorkton branch of Cornerstone Credit Union!

As a Farm & Business Advisor you’ll be an important part of a team of knowledgeable sales people who share a genuine commitment to partner with our members to achieve their financial goals.

Reporting to the Manager, Farm & Business, you will create exceptional member experiences for both new and existing members by delivering smart financial advice, solutions and alternatives through proactive needs-based sales and services. Through the management of a complex portfolio, you will manage an assigned Farm & Business portfolio consisting of mid-market accounts and Farm & Business accounts of high complexity.

 

What We Are Looking For . . . . .

To be considered for a Farm & Business Advisor you must have a minimum of 5-7 years of progressive experience in sales and service managing a diverse portfolio in a farm and business banking environment along with post-secondary education in a related discipline or combination of education and experience.

This position requires exceptional communication skills, problem solving skills and the ability to develop and maintain strong working relationships. Proven success working in a sales, service and goal oriented environment and superior ability to analyze loans, interpret financial statements and assess risk. A solid background within the credit union system or a financial institution is an asset and a commitment to continuous learning and development is necessary.

 

We Say We Care, and We Mean It ♥

Cornerstone Credit Union is a caring and compassionate organization. We offer a competitive total compensation package that includes a great employee benefits program, matched pension contributions along with wellness and employment perks!

We also offer an incentive program that rewards employees for outstanding individual performance!

The salary will reflect your experience and qualifications.

For more information, or to apply now, you must go to the website below. Please DO NOT email your resume to us as we only accept applications through our website.

https://cornerstonecu.prevueaps.com/jobs/166433-37571.html

Business Advisor

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

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 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.

The bigger picture

We’re looking for a Business Advisor 1 to join our commercial team in Humboldt, who is passionate about helping local businesses succeed.  You will be providing creative solutions that support our commercial business members financial well-being.

 How you’ll be spending your time

  • Providing needs based holistic financial advice to our commercial business members (e.g.: credit and wealth solutions; cash management services to support banking and deposit management)
  • Keeping up-to-date on industry trends to have proactive advice-based conversations fueled by a passion to improve the financial well-being of our business members
  • Marketing yourself to build your book of business in the local community
  • Making sure there’s a healthy balance between opportunity and risk and between growth and profitability for Conexus

The way people describe you

  • A self-starter with knowledge of financial statements and assessing risk
  • A natural people person who thrives on developing relationships within the business community
  • A collaborator who supports individuals, teams, projects and initiatives within our organization to help us grow
  • An ace at details, who’s highly accountable and delivers on expectations

The experience you bring

  • 2+ years in a business advisory role
  • Thorough understanding of financial statements and assessing risk
  • Strong credit underwriting ability
  • Proven relationship management skills
  • 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

So, what do you think – does this sound like you? Do you think you’re the right fit for Conexus and can rock this role? If you do, and you have the qualifications outlined above, then we encourage you to apply now. If you have questions about this position, please contact Heather at heather.howland@conexus.ca But act fast, the opportunity closes on June 15, 2021.

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

Mortgage Specialist

Mortgage Specialist

Location – Fort St. John

Looking for a career change? If you are working in the automotive or real-estate market and are looking for a change, North Peace Savings is looking for a sales driven individual to join our team of retail advisory professionals.

The Mortgage Specialist is a residential lending expert with proven sales and service experience within the financial industry generating their own leads for the sale of mortgages and related mortgage life and disability insurance.  You will be responsible to build and maintain a solid referral network within the community, Realtors, Brokers, Builders, Lawyers and Financial Planners.  You will be a highly motivated, dynamic individual that is results orientated with expert follow up skills and the ability to work through various unique applications.

If you are a proven business developer with excellent sales, service and marketing skills, have an expert knowledge of mortgage underwriting including proven expertise in construction mortgage financing, excel in relationship building and negotiations and have the ability to work independently with confidence, we are interested in hearing from you.  Please provide a cover letter and résumé in confidence to:

Olivia Young, Senior Manager, People and Culture
North Peace Savings and Credit Union
10344-100th St
Fort St. John, BC, V1J 3Z1
E-mail: careers@npscu.ca

For a complete role description, visit:  www.npscu.ca

North Peace Savings thanks all applicants for their interest; however,  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.  

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.

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.

Business Relationship Manager

Business Relationship Manager
Full-time Position in Thunder Bay, ON.

Who We Are
Copperfin is Northwestern Ontario’s largest locally owned credit union, with locations in Ear Falls, Kenora, Sioux Narrows, Nestor Falls, and Thunder Bay. Our number one priority is to advance the lives of the people and communities we serve. We have a desire to improve the lives of people who live in our community. We invest in our Members’ financial health and strive to ensure we’re offering them the best financial tools to reach their goals.

About This Opportunity
We’re looking for a responsible, motivated individual for the position of Business Relationship Manager. This position is located in Thunder Bay, ON.
Reporting to the Senior Manager, Business Advice, the Business Relationship Manager will be responsible for proactively managing a portfolio of members consisting of medium to complex business accounts, including:
• Delivering value added financial advice and superior service to enhance and grow individual Member relationships.
• Interviewing, analyzing, and approving new loans, renewals, amendments, and security substitutions in compliance with credit union policies and procedures.
• Facilitating growth and business development initiatives with existing and prospective members, partners, and community leaders to strengthen and grow the business portfolio.
• Monitoring the changes in business conditions and market trends and their potential impact on members.
• Contributing to the development, maintenance, and execution of the departments business plan for growth, including relationship management strategies, enhanced business processes and financial performance.
• Work independently on a range of complex tasks, which may include special projects.

What We Are Looking For
• Excellent interpersonal skills including demonstrating approachability, trustworthiness, flexibility, strong work ethic, and a Member first mentality.
• Post-secondary degree/diploma, ideally in business or related field preferred.
• Minimum three to five years of lending experience and/or experience gained in financial services industry.
• Proficiency in Microsoft Excel, Word, and PowerPoint with the ability to learn new systems.
• Excellent member service skills; strong verbal and written communication skills and superior problem-solving abilities.
• Strong capabilities in analysis, judgement, and data driven decision-making.
• Ability to work in a dynamic team environment.

Why Choose Copperfin
We invest in our people so that you’re able to learn, develop and are well prepared to support the ever-changing needs of our Members while working towards advancing your career and expanding your skillset. We care about each other and believe in making a difference in the communities we live, play and work in.
• We encourage the growth and advancement of our Team Members. Our Leaders support
your development to advance and grow through managing opportunities and coaching.
• We empower our Team Members to be decision makers while providing opportunities to work on unique projects from time to time.
• We offer a competitive health benefits plan including employee pricing and rewards.
To learn more about why our Team Members love working at Copperfin and to get a glimpse of the exciting opportunities we’re a part of,  check out our Facebook or Instagram.

About the Salary
The salary for this position will commensurate with the skills and experience of the successful candidate.
Please submit your cover letter and resume to:
People and Culture Team
recruitment@copperfin.ca
Copperfin Credit Union
346 Second Street South
Kenora, ON P9N 1G5
We thank all applicants; however only those selected for an interview will be contacted.
Upon request, accommodations are available for all parts of the recruitment process.

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