Executive – Credit Union Careers

Executive Vice President (EVP), Member Experience

Executive Vice President (EVP), Member Experience

Location: Primary work location is our head office in Peterborough, Ontario. A hybrid working model is supported. This role includes regular travel to our branches so will include working from branch locations as well.

Reporting to the CEO, the EVP, Member Experience will lead and oversee the retail, wealth management and commercial businesses with responsibility for the end-to-end member experience across all channels. The key objective of this role is to grow the business while ensuring excellence in member service through effective marketing & communications, strong channel capabilities, competitive products and services, as well as achieving optimal efficiencies in all areas of the business.

The scope of responsibilities for this position covers the entire network of Retail Banking Branches, Wealth Management and Commercial businesses, including Online Banking, Mobile Banking, Contact Centre, Product management, Marketing & Communications, and overall member experience.

As a key member of the Executive Leadership Team, develop and manage the execution of strategic plans.

Primary Functions:

Development of, in cooperation with the CEO, the Executive Leadership Team and the Senior Management Team, the business strategy, objectives and goals for Retail Banking, Wealth Management, Commercial, Channels, Marketing & Communications.
Recommend short and long-term strategies to maximize member value.
Recommend member engagement strategies to deliver on our purpose to support the financial success and well-being of our members.
Develop sales & service strategies to grow membership and share of wallet, while delivering an excellent member experience.
Develop products and services to meet the needs of members to grow membership and share of wallet.
Develop our channel capabilities in conjunction with our technology team to deliver an excellent member experience.
Develop Kawartha’s brand, marketing, and communications strategies in support of achieving corporate strategic objectives, targets, and key performance indicators.
Recommend annual and long-term business objectives against which to measure business performance, including branch targets, employee targets and annual budget.
Responsible for executing the retail banking, wealth management, commercial, channels, marketing, brand, and communications strategic plans and performance, including financial performance against annual and long-term performance targets, and compliance with statutory requirements, Kawartha’s by-laws, and Board approved policies.
Leadership of the branch personnel, channel employees, marketing & communications team, and direct reports, ensuring a capable, highly functional leadership team with the trust and respect of employees, earned by superior decision making, communication skills and a demonstrated commitment to Kawartha’s success.
Optimize member engagement through development and implementation of programs and strategies to build member engagement, and by fostering an environment that encourages superior levels of service delivery at every member touch point.
Ensure high levels of employee engagement by delivering consistent and strong people leadership through effective communications with employees, ensuring employees understand Kawartha’s strategies and goals, and to align employee activities with strategic priorities.
Develop robust service and sales management practices consistent with Kawartha’s values and culture, resulting in targeted growth in portfolios, membership, share of wallet and channel adoption, while appropriately managing risk.
Participation on the following management committees: Executive Leadership Team (ELT); Asset / Liability Committee (ALCO); Business Response Team (BRT); and Credit Committee. Attendance at meetings of the Board of Directors as a member of the Executive Leadership Team and may attend Board Committee meetings if required.

Key Success Factors:

People Management
Developing and Coaching Others
Communication
Integrity and Sincerity
Customer/Client Orientation
Role Expertise
Strategic Approach
Problem Solving

Qualifications Required:

Relevant undergraduate University degree required.
A minimum of ten years of progressive Financial Services industry experience with at least five years at the senior executive level running multi-branch retail, wealth and commercial businesses and managing high performance advice and service teams.
Credit union experience would be an asset.
Demonstrated proficiency in leading the development of effective strategic business plans and programs in support of business objectives.
Experience in developing strategies in a multi-channel environment to support members’ needs while delivering an effective and efficient end-to-end business.
Proven track record of leading people, developing, and implementing major organizational and operational change initiatives in a timely manner, including the determination and establishment of appropriate and meaningful metrics.
Must be able to read/interpret Financial Statements and take appropriate action based on financial performance.

Other:

Travel within the province and to branches will be required on a regular basis.
Meetings with members are required on a regular basis.
Must be willing to travel Kawartha Credit Union’s geographic area (Muskoka to the Kawarthas, and from Cobourg to Cornwall, with our head office in Peterborough).
A hybrid working model is supported primarily working in head office, or remotely as needed.

At Kawartha Credit Union diversity and inclusion are reflected in our core values and highlighted in our care for others. We take pride in providing a workplace that appreciates difference and encourages respect. We are committed to providing a culture that is accessible and inclusive for both our members and employees. If you require accommodation during the recruitment and selection process, please let a member of our Human Resources team know.

If you are interested in pursuing a career in the financial services industry with a dedicated, enthusiastic team of professionals in a growing organization that supports an inclusive barrier-free recruitment and selection process apply now!

Director, Governance & Corporate Secretary

Location: Flexible

Since 1957, Northern has provided personal and business banking products, services, and ﬁnancial planning expertise to approximately 70,000 members across 24 communities as a full-service, locally operated ﬁnancial institution. Northern Credit Union is dedicated to making a diﬀerence in people’s lives. Through economic development, ﬁnancial stewardship, and local investment, Northern contributes to building thriving and healthy communities where their members can prosper and grow.

As Ontario’s 12th largest credit union, Northern is on the cusp of an exciting transformation. On January 1, 2025, Northern will merge with Copperfin Credit Union, creating an even stronger organization with over $2.5 billion in assets, 29 branch locations and a footprint spanning from the Manitoba to Quebec border. With a shared focus on delivering member value and aligning with our core values, Northern Credit Union is poised to become a leading financial institution offering tailored solutions and superior member experiences.

This merger brings a host of benefits:

Enhanced Member Services: A broader portfolio of products and solutions to meet diverse needs.
Community Impact: Greater resources to support impactful local initiatives.
Career Growth Opportunities: A larger, innovative organization offering new pathways for employee growth and development.

There’s never been a better time to join Northern Credit Union. Be part of a dynamic, forward-thinking team that’s shaping the future of banking in Ontario. Together, we’re building stronger communities, fostering growth, and redefining what it means to be a financial partner.

It is within this exciting context that Northern is currently seeking to fill the role of Director, Governance & Corporate Secretary.

The Director works closely with Northern’s CEO to ensure a robust Governance system is in place while supporting the Chair of the Board of Directors in managing the governance process in accordance with regulatory requirements and modern practices. The Director manages all Board and committee logistics, coordinates the maintenance of all Board approved policies, and tracks all other organization policies and procedures while acting as Chief Returning Officer for any member or shareholder voting.

As a strong candidate you bring a post-secondary degree with concentration in business, finance, public administration or law combined with at least 5-7 years working with boards of directors, ideally in a competitive, business environment. A governance designation is an asset as is legal, paralegal training, public accounting or public administration experience. Northern will benefit from your demonstrable experience working at the board and executive level where you have leveraged your considerable analytical skills and ability to provide strategic advice and recommendations on policy and governance issues. Familiarity with and knowledge of credit union laws, regulations and compliance requirements is an asset.

Your outstanding communication and interpersonal skills are underpinned by sound judgment, strong negotiation and influencing skills and a high degree of political acuity and diplomacy. You easily inspire trust and a high degree of corporate confidence through your ability to manage multiple priorities, understand and assimilate complex documents and situations, and willingness to serve as a committed team player and proactive contributor. Previous supervisory experience (2-3 years) and the ability to motivate and coach a team would be an asset.

Play a key role in stewarding Northern’s governance at a time of growth and change. To apply for this position, please visit: boyden.thriveapp.ly/job/2702. For more information, please email hsingh@boyden.com.

We thank all applicants for their interest, however, only those under consideration for the role will be contacted.

Chief Executive Officer

LOCATION: Regina, Saskatchewan

SaskCentral is owned by, and is the liquidity manager for, Saskatchewan’s credit unions. SaskCentral recently made the strategic decision to divest a number of its discretionary services and today focuses on two core areas: liquidity management services and access to payments ecosystems. By aggregating statutory liquidity deposits, SaskCentral facilitates clearing and settlement, provides credit facilities that support daily cash flow management, coordinates emergency liquidity support and provides investment management services. It also maintains business relationships with and investments in a number of strategic investees on behalf of Saskatchewan credit unions.

Reporting to the Board of Directors, the CEO leads the execution of the organization’s strategy to support the wholesale core services of payments, clearing & settlement, statutory liquidity management and credit facilities on behalf of Saskatchewan credit unions. The role leads a small team and works closely with numerous strategic industry partners including credit unions, regulators, vendors, customers, and joint venture partner Centrals. The CEO seeks to understand Saskatchewan credit union needs, challenges and issues in order to ensure its strategy and goals are aligned to the vision of being an exceptional partner to member credit unions.

The ideal candidate is a senior finance, treasury, or payments executive in a financial institution, financial regulator, or payments organization where they have dealt with some of the wholesale core services of SaskCentral such as payments, clearing and settlements, statutory liquidity management, and/or credit facilities. A strong operator who leads decisively to achieve results, the preferred candidate will have impeccable relationship-building and stakeholder management skills as well as a deep commitment to the cooperative movement.

Headquartered in Regina, with an opportunity to live within the province of Saskatchewan, this is an exciting opportunity for a purpose-driven executive to lead a focused and highly regarded values-based financial partner.

To explore this opportunity further, please click ‘apply’.

We sincerely thank all applicants for their interest in this position. Please note that we will only be in contact with those individuals moving forward with our client.

Chief Compliance Officer

WE’RE HIRING!

Chief Compliance Officer

About Us

First Nations Bank of Canada is a federally chartered bank primarily focused on providing financial services to the Indigenous marketplace in Canada. Over 87% Indigenous owned and controlled, FNBC is a leader in advocating for the growth of the Indigenous economy and the economic well-being of Indigenous people. Headquartered in Saskatoon, SK and named one of Saskatchewan’s Top Employers, FNBC takes pride in its workforce of over 67% Indigenous employees working at locations across Canada.

About The Role
Reporting to the President & CEO, the Chief Compliance Officer will join the Executive team at our Head Office in Saskatoon. As Chief Compliance Officer you will be responsible for overseeing compliance management, ensuring regulatory compliance, utilizing analytical skills, effective communication, and financial expertise in managing compliance -related tasks on a day-to-day basis. This role is permanent full-time.

Here’s What You’ll Be Doing:
• Supervision of all activities that are directed towards compliance with applicable regulatory bodies and legislation; maintain regulatory approval/registration as CCO.
• Lead the evolution of the Bank’s compliance and supervision framework to ensure that it meets all regulatory and legislative requirements and identify and prevent violations of regulatory requirements by the Bank, employees, and clients through risk assessments and supervision.
• Effectively manage relationships with external regulatory bodies, support to all regulatory audits and timely remediation of compliance issues identified.
• Serve as the designated privacy officer and Chief Anti-Money Laundering Officer and act as primary point of contact for the biennial independent reviews of the anti-money laundering program in accordance with FINTRAC requirements.
• Supervision of registered individuals including oversight of registration and jurisdiction categories.
• Focusing on the client’s best interests, lead and oversee daily supervision of account opening and updates (including adherence to Know Your Client, Know Your Product, and suitability), supervision and monitoring of trading and portfolio management, personal account dealing approval procedures and policies linked to market abuse controls, and ongoing assessment and management of conflicts of interests.
• Act as a knowledge resource to client facing team to ensure products and services are delivered in a compliant manner.
• Timely submission of accurate regulatory reporting and coordinating registrations.
• Identify compliance training needs, develop, and deliver compliance training, including ensuring registered and unregistered client-facing employees have the appropriate training.
• Partnering with the business to review the design and structuring of specific transactions, new products, services, operational procedures, operational change, and initiatives.

• Managing relationships with custodians, brokers, data providers, and other operational and compliance service providers.
• Create and deliver an annual Compliance Plan and oversee and support monitoring activities in line with the Compliance Plan ensuring that remedial action is taken, and that material issues, incidents, and breaches are escalated to relevant stakeholders.
• Submit an annual report to the Board of Directors for the purpose of assessing compliance by the Bank and individuals acting on its behalf, with securities legislation.
• Champion compliance, align the department’s activities and responsibilities with the Bank’s strategic direction, support and provide pragmatic risk-based advice, and counsel to all
appropriate stakeholders.
• Provide guidance and advice to business management in developing appropriate ‘tone from the top’ and awareness of required business conduct and ethical standards.
• Support the Boards, and Governance Committees via compliance management information reporting, ad hoc communications, and guidance as necessary.
• Maintain a trusted environment where employees can report risk and compliance issues and concerns to the CCO.

About You
• Deep knowledge and understanding of Compliance/AML/ATF methodologies and programs
• Knowledge and experience with OSFI and FINTRAC reporting requirements
• Knowledge and experience in a regulated financial services environment and different jurisdictions
• Ability to coach business units on compliance matters
• Detail oriented and the ability to work on various projects at the same time under timeconstraints
• Experience with regulatory compliance tools and systems (i.e. Verifin, Ethidex)

Qualifications:
• 10+ years of relevant financial industry and professional experience, including senior compliance and risk management roles and experience dealing with regulators.
• Strong knowledge of financial industry’s regulatory compliance practices, procedures and principles applicable to legislation and regulation.
• Strong digital skills, including advanced Excel, comfort with remote technologies, and experience using a variety of third-party software.
• University degree in a related field of finance or economics, Law degree or professional designation (e.g., CFA, Chartered Accountant, or CIM)
• Ability to establish credibility, and partner and collaborate with, and influence stakeholders to extract time and resource commitments, with and without authority, across the organization.
• Ability to thrive in a dynamic, fast-paced environment, and take on a variety of tasks and challenges
• Diligent, organized, and with a strong attention to details.
• Ability to work under minimal supervision.
• Team player with strong written and verbal communication skill.
• Acceptable criminal record and credit checks

We are passionate about creating an inclusive workplace and value and respect diversity of our staff. We offer a comprehensive total rewards package, including group benefits, savings plan, professional development, and opportunities for career growth. If you are interested in this opportunity, meet the qualifications, and are eligible to work in Canada, please visit our website at www.fnbc.ca or send your resume and cover letter by email to apply@fnbc.ca. The posting will remain open until the position is filled.

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

Chief Operating Officer

Bulkley Valley Credit Union, serving over 14,500 members from the Hazeltons to Burns Lake, prides itself on employing empowered staff committed to delivering high quality personalized service.

This is an exciting opportunity for the right candidate to meet their career goals while balancing their lifestyle with the many amenities our community and the Bulkley Valley has to offer.

If you want to join a dynamic management group dedicated to credit union values and member service, this is the right career move for you. You will report directly to the CEO and, as a member of the senior management team, you will be responsible for providing overall management, direction and coordination of all retail banking activities, including sales and service, within our multi-branch credit union. This role also liaises with the General Manager Insurance and Senior Financial Planners to tie subsidiary operations to the credit union.

You will be responsible for participating in the development of corporate strategies and policies, identifying short and long-term objectives, and contributing to the design and development of policies and programs for branch operations. You will provide direction to branches, call centre, commercial, operations and learning & development teams. You will provide leadership and coaching to reporting staff; and approve loan applications within a delegated lending authority. You will develop, implement and coordinate strategies related to all aspects of operations including premise development, marketing campaigns, banking system conversions and upgrades, and cash handling management. You will ensure consistency amongst all branches, call centre and commercial with regards to policies and procedures; assist in the development of new deposit and loan products and services; ensure coordination and availability of training for all staff both internally and externally; and coordinate the activities of the internal audit to ensure that they are scheduled and results are reviewed, responded to and then corrected where necessary.

You will be responsible for creating an environment where operations staff are encouraged to provide high quality service to our staff in a professional manner. You will lead operations staff to ensure effective performance and results through coaching and development. This role acts as the Alternate Compliance Officer with regards to Anti-Money Laundering / Counter Terrorist Financing Prevention & Detection Legislation.

Bulkley Valley Credit Union has a competitive compensation package including an attractive base salary and an excellent benefit and pension package.

Qualifications

The successful candidate will have a business degree or diploma and a minimum of 10+ years of in-depth knowledge in the areas of retail and commercial products and services, financial management, compliance, or related field, with professional experience in progressive senior leadership roles. An individual with experience plus education and/or training equivalent to 10+ years will also be considered.

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

Président·e et chef·fe de la direction (PCD) / President & Chief Executive Officer

Emplacement : Nouveau-Brunswick

UNI Coopération financière (UNI) est une coopérative financière fédérale détenue par ses membres, ancrée dans la culture acadienne, qui place la communauté et les solutions financières personnalisées au premier plan de sa mission. En tant que coopérative la plus importante de l’Est du Canada, et l’une des 20 premières caisses populaires au Canada, le succès d’UNI repose sur des relations solides, un engagement envers la croissance, par le biais d’investissements communautaires, et une culture célébrée qui valorise à la fois son personnel et ses membres. UNI s’efforce de promouvoir une organisation florissante qui encourage les changements positifs, défend la diversité et favorise des valeurs sociales.

Dans cet environnement dynamique, UNI est à la recherche d’une personne stratégique pour assumer le rôle de Président·e et chef·fe de la direction (PCD).

Comme PCD, cette personne sera responsable de l’orientation stratégique d’UNI et collaborera étroitement avec le conseil d’administration et une équipe de direction expérimentée afin de faire progresser la stratégie de l’organisation. En parfaite harmonie avec les valeurs fondamentales d’UNI, la personne idéale veillera à ce qu’UNI offre continuellement des expériences exceptionnelles à ses membres, accueille les avancées technologiques pour renforcer sa concurrence dans l’espace bancaire numérique et cible de nouvelles pistes de croissance et de rentabilité dans l’ensemble du Canada.

La personne sélectionnée comme prochain PCD d’UNI devrait être un leader visionnaire, axé sur les valeurs dans le secteur des services financiers, reconnu pour son acuité stratégique, sa perspicacité commerciale et son engagement inébranlable envers l’excellence opérationnelle et un service à la clientèle supérieur. Disposant d’un style de leadership défini par l’autonomisation, la collaboration et une grande intelligence émotionnelle, cette personne inspirera confiance aux parties prenantes grâce à une communication bilingue exceptionnelle, une écoute active et un engagement proactif. Une solide compréhension de la gouvernance et une expérience de travail préalable auprès d’un conseil d’administration ou sous la direction de ce dernier sont préférables, de même qu’une expertise avérée en matière de direction du changement et d’adaptation à l’évolution de l’incidence de la technologie sur le personnel et les membres. En tant que porte-parole de l’organisation, cette personne excellera dans la collaboration avec les communautés, l’identification des occasions de partenariat, le respect constant de l’intégrité et des normes éthiques les plus élevées, ainsi que la transparence et l’humilité dans toutes ses activités. La maîtrise des deux langues officielles est essentielle, le français étant la langue de travail principale.

Pour postuler, veuillez consulter le boyden.thriveapp.ly/job/2591. Pour obtenir de plus amples renseignements, envoyez un courriel à adumont@boyden.com en indiquant le titre du poste à la ligne de l’objet de votre courriel.

Nous remercions toutes les personnes candidates de leur intérêt. Toutefois, nous communiquerons seulement avec celles dont la candidature est sérieusement considérée pour ce poste. UNI encourage les candidatures de toutes les personnes qualifiées, y compris les femmes, les personnes autochtones, les personnes en situation de handicap, les minorités visibles, ainsi que les personnes de toutes orientations sexuelles et identités de genre.

Le masculin est utilisé dans ce texte dans le seul but d’en alléger la lecture.

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Location: New Brunswick

UNI Coopération financière (UNI) is a member-owned federal financial cooperative rooted in Acadian culture that places community and personalized financial solutions at the forefront of its mission. As the largest cooperative in Eastern Canada and one of the top 20 credit unions in Canada, UNI’s success is built on strong relationships, a commitment to growth through community investments, and a celebrated culture that values both its people and its members. UNI is dedicated to fostering a thriving organization that drives positive change, upholds diversity, and champions social values.

In this dynamic environment, UNI is seeking a visionary leader to assume the role of President & Chief Executive Officer (CEO).

The CEO is responsible for steering the strategic direction of UNI, collaborating closely with the Board of Directors and an experienced executive team to advance the organization’s corporate strategy. With a deep alignment to UNI’s core values, the ideal candidate ensures that UNI consistently delivers exceptional member experiences, embraces technological advancements to enhance competitiveness in the digital banking space, and identifies new avenues for growth and profitability across Canada.

UNI’s next CEO should be a visionary and values-driven financial services leader, recognized for their strategic acumen, business insight, and steadfast commitment to operational excellence and superior client service. With a leadership style defined by empowerment, collaboration, and high emotional intelligence, the CEO inspires trust among stakeholders through exceptional bilingual communication, active listening, and proactive engagement. A solid understanding of governance and prior experience working with or reporting to a board of directors is preferred, as is proven expertise in leading change and navigating the evolving impacts of technology on both employees and members. As an organizational ambassador, the CEO excels in working with communities, identifying partnership opportunities, consistently upholding the highest ethical standards, and acting with integrity, transparency, and humility in all endeavors. Fluency in both official languages is essential, with French as the primary working language.

To apply for this position, please visit: boyden.thriveapp.ly/job/2591. For more information, send an email to adumont@boyden.com and state the title of the position in the subject line of your e-mail.

We thank all candidates for their interest. However, we will only contact those whose applications are being seriously considered for this position. UNI encourages applications from all qualified individuals, including women, Indigenous people, persons with disabilities, visible minorities, people of all sexual orientations and gender identities and expressions.

VP of Lending Services

About Us

Churchbridge Credit Union is a full service, member owned, two branch financial institution. We serve the communities of Churchbridge, Langenburg, MacNutt, Bredenbury and surrounding areas. Our communities are centered around agriculture and potash mining. We are located near the Manitoba border in central Saskatchewan.

At Churchbridge Credit Union, we are committed to providing exceptional financial services to our members. As a community focused organization, we pride ourselves on our dedication to member satisfaction and community growth.

We are seeking a dynamic and experienced VP of Lending Services to join our executive leadership team.

Position Overview

As the VP of Lending Services, you will be responsible for overseeing all aspects of our lending services department. You will lead a team of professionals to ensure the delivery of high-quality lending services to our members while achieving the credit union’s financial goals. Your strategic vision and leadership will be critical in continuing to grow our lending portfolio and expanding our market presence.

Key Responsibility Areas

Oversees the credit union’s lending services portfolio, ensuring all activities comply with sound business practices, legislation, regulations and policies and procedures.
Develops and implements operating plan and budgets for lending services department.
Analyzes lending performance trends to identify opportunities for growth and improvement.
Monitor and manage the credit union’s loan portfolio to ensure optimal performance and risk management.
Lead, mentor and develop a high performing lending team, fostering a culture of excellence and member centered service.
Collaborates with other executive team members to develop and execute strategic initiatives.
Maintains strong relationships with members, partners and industry professionals.
Proposes and recommends updates to policies and procedures for enhance the efficiency and effectiveness of Lending Services.
Keeps informed of industry and competitive trends that impact the business, maintaining thorough knowledge to inform department and strategic decisions.

Qualifications

Post-Secondary education in in related field plus 5 – 7 years of job-related experience, or an equivalent combination of education and experience.
Knowledge and experience in all areas of a lending portfolio.
Proven track record of success in developing and executing lending strategies.
Demonstrated ability to coach, lead and mentor staff.
Extensive experience in sales and building and maintaining strong relationships.
Knowledge and understanding of credit union operations is preferred.

We offer a comprehensive total rewards package, including group benefits, pension contributions and professional development opportunities for career growth.

This is an excellent opportunity for a community-minded individual to be a part of a successful and growing organization.

If you are interested in this position, please submit your cover letter and resume to Laurie Smith at creditunioncareers@outlook.com.

We thank all applicants; however, only those who are short-listed will be contacted.

Chief Strategy & Member/Client Experience Officer

Together, Let’s Do Great Things!

We’re the largest financial institution based on Vancouver Island and the Gulf Islands, and we’ve got an opportunity for you! We are seeking a Chief Strategy & Member/Client Experience Officer to join our executive leadership team. If you’re an executive leader with experience leading organizational strategies, overseeing member and client experience, and facilitating corporate planning, we want to hear from you!

This opportunity offers the ability to work remotely, with a preference for candidates living within British Columbia.

What’s the role?

As the Chief Strategy & Member/Client Experience Officer, you have superior knowledge and expertise in creating and implementing organizational strategies at the executive and board level, including the Member and Client Experience Strategy. You have superior knowledge and understanding of the competitive environment in the financial marketplace, local communities, internal culture and operational processes. You lead high-performing teams in each area of responsibility, as well as oversee the project management team. Additionally, you direct the facilitation of corporate planning and dynamic planning processes, actively distilling external market changes and internal business intelligence to provide decisive insights that contribute to the organization’s short and long-term success.

Your responsibilities also include:

Spearheading emerging enterprise strategic priorities such as those related to open banking, business models, and creation of network partnerships and ecosystems.
Promoting a culture where decisions across the organization are informed by data and insights, emphasizing the importance of evidence-based strategies.
Creating an environment where all employees understand how they support the delivery of the desired member and client experience.
Guiding leaders across the organization to align their teams with overarching strategic goals, ensuring clear communication and understanding of annual and quarterly objectives.

What are we looking for?

Post-secondary degree in business or another related field.
A relevant credential designation.
An MBA is an asset.

Ideally you have:

Minimum fifteen (15) years of progressive experience managing a financial service environment, successfully developing and managing people and business development.
Minimum ten (10) years in a senior leadership role with a specialty in planning, strategy development, project management and business process improvement.
Superior experience in strategic planning and implementation at a board level.
Superior understanding of the competitive environment in the financial marketplace, local communities, internal culture and operational processes.
Advanced understanding of credit union operations, principles, and values.
Proven experience in facilitating and leading groups and/or teams of executive level positions.
Proven experience in leading high-performing teams.

If you’re an approachable problem solver who embraces self-development and life-long learning, you’ll be a great fit with us.

What we offer you:

Competitive salary
A comprehensive benefits package including MSP, dental, and extended healthcare
Employer paid RRSP benefit
Ongoing support for education and career development

Short-listed candidates will be provided with a package outlining additional total compensation information and a fulsome job description.

Who are we?

Since first forming in 1946, Coastal Community has grown to become the largest financial services provider based on Vancouver Island. We’re proud of the legacy we’ve built and the things that make us who we are:

We’re 100% member-owned, with all decisions made locally—right here on Vancouver Island.
We’re a growing organization with over $4 billion in assets under management. Coastal Community helps improve the financial health of over 100,000 members and clients through our 24 branches, 16 insurance offices, 4 business centers, plus our wide range of online and digital services.
We believe in making meaningful contributions to the communities we call home. Each year, we give over half a million to community organizations and programs.

Embarking on a journey with Coastal Community means joining an exceptional team, engaging in meaningful work, and enjoying fulfilling experiences along the way. We offer a generous total rewards package and a great work/life balance because we want you to spend your career here. Many people do!

We take pride in offering a comprehensive total rewards package and workplace culture that’s second to none. This includes a substantial extended benefits package, an impressive 11.50% Employer-paid RRSP contribution, investments in your education and training, banking perks, and so much more!

The salary range for this role fits within the Executive career band. Individual job salary range will vary within the career band, based on the skills and requirements of the job posting.

Executive Career Band – $179,130.00 – $257,500.00

If this role resonates with your passion and skills, we would love to hear from you!

Chief Sales & Relationship Officer

Together, Let’s Do Great Things!

We’re the largest financial institution based on Vancouver Island and the Gulf Islands, and we’ve got an opportunity for you! We are seeking a Chief Sales & Relationship Officer to join our executive leadership team. If you’re an executive leader who is passionate about organizational sales, service delivery, and strategic operations, we want to hear from you!

This opportunity offers the ability to work remotely, with a preference for candidates living within British Columbia.

What’s the role?

As the Chief Sales & Relationship Officer, your expertise spans retail banking, commercial banking, and wealth management operations, practices and regulations. Experience overseeing insurance operations would be an asset. You possess advanced knowledge of financial industry trends and market dynamics as well as an advanced understanding of credit union operations, principles, and values. Your leadership extends to high-performing teams ensuring alignment with organizational strategies, goals, and overall corporate direction and vision. Additionally, you craft forward-looking sales strategies and provide strategic support for integrated relationship building, guiding the credit union through BC’s evolving financial landscape

Your additional responsibilities include:

Establishing an operational structure to drive the sales team to meet and exceed targets, focusing on both new member acquisition and deepening relationships with existing members.
Cultivating a high-performance sales culture that emphasizes accountability, innovation, and member-centricity.
Playing a lead role in the divisional budget process, directing the preparation of both operating and capital plans, as well as long range plans, to ensure the needs of the organization are met.
Elevating the credit union’s profile within the business and professional community, forging influential relationships that drive sales opportunities.

What are we looking for?

Post-secondary degree in business or another related field.
A relevant credential designation.
An MBA is an asset.

Ideally you have:

Minimum 15 years of progressive experience managing in a financial service environment, successfully developing and managing people and business development.
Minimum 10 years senior leadership experience in retail, commercial, and wealth management.
Knowledge of all applicable regulations.
Advanced knowledge of sales strategies and a proven record of reaching sales targets.
Advanced understanding of credit union operations, principles, and values.
Proven experience in facilitating and leading of groups and/or teams of executive level positions.
Proven experience in leading high-performing teams.

If you’re an approachable problem solver who embraces self-development and life-long learning, you’ll be a great fit with us.

What we offer you:

Competitive salary
A comprehensive benefits package including MSP, dental, and extended healthcare
Employer paid RRSP benefit
Ongoing support for education and career development

Short-listed candidates will be provided with a package outlining additional total compensation information and a fulsome job description.

Who are we?

We’re 100% member-owned, with all decisions made locally—right here on Vancouver Island.
We’re a growing organization with over $4 billion in assets under management. Coastal Community helps improve the financial health of over 100,000 members and clients through our 24 branches, 16 insurance offices, 4 business centers, plus our wide range of online and digital services.
We believe in making meaningful contributions to the communities we call home. Each year, we give over half a million to community organizations and programs.

The salary range for this role fits within the Executive career band. Individual job salary range will vary within the career band, based on the skills and requirements of the job posting.

Executive Career Band – $179,130.00 – $257,500.00

If this role resonates with your passion and skills, we would love to hear from you!

VP of Deposit Services

About Us

With our ongoing growth, we are expanding our executive team and are currently looking for a dynamic and forward-thinking VP of Deposit Services.

Position Overview

The VP of Deposit Services will be a key member of the executive team and will play a pivotal role in leading our wealth and member services teams. In this role, you will develop and execute strategic plans to enhance our wealth offerings and elevate our member experience. Your leadership will be critical in building a high-performing team dedicated to delivering personalized financial solutions and outstanding service to our members.

Key Responsibility Areas

Oversees the credit union’s deposit services portfolio, ensuring all activities comply with sound business practices, legislation, regulations and policies and procedures.
Develops and implements operating plan and budgets for deposit services department.
Evaluates member and market needs to identify and pursue new opportunities.
Embraces change, encourages innovative thinking and continuously seeks ways to improve processes and services.
Provides direction for the deposit portfolio, resolves complex inquiries and issues through detailed analysis, and develops and evaluates potential solutions.
Identifies ongoing members needs, serving as a liaison between members and other credit union specialists to meet member needs.
Proposes and recommends updates to policies and procedures for enhanced efficiency and effectiveness of Member Services.
Keeps informed of industry and competitive trends that impact the business, maintaining thorough knowledge to inform the department and contribute to strategic decision-making.
Leads, coaches and mentors deposit services staff, fostering an engaging and motivating environment.

Qualifications

Post-Secondary education in related field plus 5 – 7 years of job-related experience, or an equivalent combination of education and experience.
Knowledge and experience in deposit services, wealth management, financial planning and investments.
Demonstrated ability to coach, lead and mentor staff.
Extensive experience in sales and building and maintaining strong relationships.
Knowledge and understanding of credit union operations is preferred.
Additional wealth management certifications such as Canadian Securities, Investment Funds of Canada, and Certified Financial Planner, are not required but would be considered an asset.

We offer a comprehensive total rewards package, including group benefits, pension contributions and professional development opportunities for career growth. This is an excellent opportunity for a community-minded individual to be a part of a successful and growing organization.

If you are interested in this position, please submit your cover letter and resume to Laurie Smith at creditunioncareers@outlook.com.

Application deadline is September 3, 2024.

We thank all applicants. However, only those who are shortlisted will be contacted.