Occupation Types: Executive

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?

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 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!

VP of Deposit 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 in East-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.

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 August 15, 2024.

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

Vice President of Finance

The Position:

The Vice President of Finance is directly responsible for the financial health of the organization and the success of its operations. This individual will provide financial leadership by managing budgets, overseeing all accounting functions, and conducting forecast analysis. The Vice President of Finance will also play a key role in long-term strategic decision making processes that affect the organization’s profitability.

This is a full time permanent position.

For complete job posting details, please visit our website www.visioncu.ca/en/about-vision/careers

The Person:

  • University degree in Accounting, Business, or Finance; an MBA or CPA designation is preferred.
  • Minimum of 5 years’ experience within in the Credit Union system.
  • Extensive, experience and knowledge in dealing with accounting systems, budgets, internal controls, business planning, and asset management.
  • 2-5 years of progressive experience in a role responsible for ensuring risk and regulatory compliance.
  • Experience creating and managing budgets for a large, distributed organization.
  • Sound analytical thinking, planning, prioritization, and execution skills.
  • A well-defined sense of diplomacy, including solid negotiation, conflict resolution, and people management skills.
  • Experience creating and managing budgets for a large, distributed organization.

Compensation:

  • Comprehensive benefits package.

 

SUBMIT RESUME AND COVER LETTER TO:

Jennifer Hormann,

Vice President of Human Resources

Vision Credit Union Ltd.

Corporate Office

5007 – 51 Street

Camrose, Alberta T4V 1S6

Fax 780-679-0569

jobs@visioncu.ca

Only those individuals invited for an interview will be contacted.

Vice President, Finance and Risk

Primary Location Head Office – 209 Limeridge Rd East Hamilton ON. Hybrid Work Environment Available. The in-person office time is to create meaningful and lasting connections with our members, staff and our HMECU community.

 

Introduction

Healthcare and Municipal Employees Credit Union (HMECU) is a financial institution with a long history of providing superior financial services to local members. We are looking for an experienced and dedicated Vice President, Finance and Risk to join our organization in our Hamilton Head office.

 

Position Overview

The Vice President, Finance and Risk will be responsible for leading and managing all financial, accounting, regulatory compliance, and risk management functions of the organization. This role is critical to the success of HMECU and requires a high degree of accuracy and attention to detail. This position will report to the President and CEO and will work closely with the Senior Management team and other stakeholders.

 

The Vice President, Finance and Risk, will manage the corporate financial performance of the Credit Union by developing and implementing short- and long-term strategies. As part of the Executive Management Team, this position will work actively with the board in the development and implementation of Credit Union strategic goals; work with management to develop tactical plans designed to achieve strategic goals; and will prepare the necessary business plan and budgets to achieve the tactical plans.

 

What you’d be doing

  • Develop and maintain a sound internal control environment.
  • Oversee the preparation of financial statements and provide interpretation and analysis to the Executive Management Team.
  • Oversee the preparation of regulatory reporting.
  • Develops, recommends, and implements changes to policies and procedures in the areas of administration to ensure compliance with application regulations and laws.
  • Develop and maintain a strong relationship with external auditors and stake holders.
  • Monitor and manage the Credit Unions financial risk, including but not limited to: Interest Rate Risk, Capital Risk, Liquidity Risk, and Foreign Exchange Risk
  • Develop and implement strategies for increasing profitability and reducing costs.
  • Develop and maintain the budget and forecasting processes and monitor the overall credit union performance.
  • Manage and evaluate the financial and operational systems of the Credit Union.
  • Analyze investment opportunities and manage the overall investment portfolio.
  • Participates actively at the senior management level and Board of Director level in the development and implementation of strategic plans.
  • Sets and administers the rate structure in conjunction with the CEO.
  • Supervises, mentors, and coaches the Finance, Compliance and Accounts Payable Teams.
  • Responsible for providing overall direction, control and planning for the audit, risk, and internal controls for the credit union.
  • Key executive management representative to Board Audit Committee and other Board Committees as assigned.
  • Reports to the Board of Directors regarding the finances of the Credit Union.
  • Lead the Asset Liability Committee (ALCO).
  • Oversees compliance function.
  • Manages corporate enterprise risk relating to areas such as anti-money laundering/terrorist financing compliance, and other related legislation; keeps current with and ensures credit union compliance to legislation.
  • Develops and implements risk policies and programs relating to areas such as loss prevention and business continuity.
  • Oversees the monitoring, investigation, and tracking of internal control processes and losses due to fraud, forgery, and theft.
  • Manages relationships with external regulators.
  • Other duties as assigned.

 

Skill Requirements

  • Accounting designation (CPA) required.
  • Minimum of 7-9 years in accounting and financial experience.
  • Proven experience managing financial and risk functions.
  • Proficiency in financial modelling, forecasting, and budgeting.
  • Knowledge of banking regulations and compliance requirements.
  • Knowledge of DNA Banking System would be considered an asset.
  • Excellent organizational, interpersonal and communication skills
  • Ability to work independently and take initiative.
  • Excellent planning, budgeting, and organizational skills.
  • Strong people skills in working and developing relationships with stakeholders, staff and members.
  • Sound analytical thinking, planning, prioritization and execution skills and strategic leadership ability.
  • A team player with the ability to work collaboratively.
  • Experience creating policies and procedures.
  • Must be bondable.

 

If you have the required skills and experience and are looking to join a dynamic and growing financial institution and team, we would love to hear from you.

Please note: Healthcare and Municipal Employees Credit Union has an accommodation process in place and provides accommodations for employees with disabilities. If you require a specific accommodation because of a disability or a medical need, please contact HR at 905-575-8888 ext 145 or hr@HMECU.com so that arrangements can be made.

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

 

Job Type: One (1) Full – time vacancy

Primary Location: Head Office / Remote Hybrid Work Environment Available

Hours of Work: Flexible Work Week

Benefits: YES. We offer a very comprehensive Benefits Package.

100% Employer Paid Benefits for STD, LTD, Life Insurance, Extended Health, Dental Coverage and Employee Family Assistance Program.

Pension: Defined Contribution Pension Plan; with 9% Employer Contribution’s.

Chief Executive Officer

Location: Kitchener, ON/Hybrid

Your Neighbourhood Credit Union (YNCU) is a member-owned financial cooperative that prioritizes community and personalized financial solutions. One of the ten largest credit unions in Ontario, YNCU’s success is rooted in building strong relationships, fueling local growth through investments into the communities it serves and an award-winning culture that invests in its people and its members. YNCU is dedicated to creating a thriving organization that promotes positive change and an unwavering commitment to diversity, social and environmental values.

It is within this exciting context that YNCU is seeking a visionary leader to serve as its next Chief Executive Officer (CEO).

The CEO of YNCU is responsible for shaping the strategic direction of the organization, working closely with a committed Board of Directors and a skilled executive team to develop and implement YNCU’s corporate strategy. With a deep commitment to the organization’s core values and principles, the successful incumbent must boldly ensure that YNCU continues to provide outstanding member experience, explores technological innovations to enhance competitiveness in the digital banking landscape, and identifies opportunities for ongoing growth and profitability.

YNCU’s next CEO must be highly respected for their outstanding strategic capability, strong business acumen, and dedication to continuous improvement and client service excellence. With a leadership style characterized by empowerment, collaboration and a high level of emotional intelligence, the CEO’s outstanding communication skill and willingness to listen and proactively engage will inspire trust among partners while fostering a positive organizational culture that values diversity, inclusivity, and awareness. Sound governance knowledge and previous experience reporting to, or serving on, a board of directors will be of great value, as will demonstrable change leadership skill and experience navigating the continuing impacts of new technology on staff and members. An organizational ambassador adept at identifying opportunities for partnership and shared success, the CEO must consistently uphold high ethical standards including acting with integrity, transparency, and humility in all things.

To apply for this position, please visit: boyden.thriveapp.ly/job/2427. For more information, please contact Cameron Morrison at cmorrison@boyden.com and state the title of the position in the subject line of your e-mail.

YNCU strives to be a diverse workplace reflective of the communities that we live in. We are committed to a diverse workforce and invite everyone to apply. YNCU makes hiring decisions solely on qualifications, merit, and business needs at the time.

YNCU is an equal opportunity employer that is committed to diversity and inclusion in the workplace. We prohibit discrimination and harassment of any kind based on race, colour, sex, gender, religion, sexual orientation, national origin, disability, pregnancy, or any other protected characteristic as outlined by national, provincial, or municipal laws. This applies to all employment practices within our organization, including hiring, recruiting, promotion, termination, leave of absence, compensation, benefits, and training. Your Neighbourhood Credit Union will provide accommodations for persons with disabilities, where needed, to support their participation in our recruitment process. Please contact Human Resources at careers@yncu.com.

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

 

 

Chief Executive Officer – Kindred Credit Union

Massey Henry is pleased to support Kindred Credit Union (“Kindred”) with the recruitment for a Chief Executive Officer. Kindred is a member-owned financial cooperative based in Southwestern Ontario. Kindred’s values-centred approach is woven into everything the organization does, making it the one-of-a-kind choice for those who want to connect their values and faith with their finances.

About Kindred

Kindred Credit Union (“Kindred”) is a member-owned financial cooperative based in Southwestern Ontario. Kindred’s values-centred approach is woven into everything they do, making them the one-of-a-kind choice for those who want to connect their values and faith with their finances.

Kindred offers a complete range of banking, borrowing, and investing products and services through eight branches and online. Members benefit from access to over 43,000 surcharge-free ATMs through THE EXCHANGE® Network in Canada and the Allpoint Network in the US.

Kindred was founded in 1964 and is rooted in the founders’ radical vision to see mutual aid put into faithful practice. Its core values of integrity, compassion, and stewardship continue to shape the organization today.

Kindred Today

From modest beginnings, Kindred has grown to over $2B in assets under administration and provides everyday banking services to over 27,000 members. As of December 31, 2023, Kindred is the 11th largest credit union in Ontario and the 32nd largest in Canada. As the marketplace has changed, Kindred has adapted and continues to adapt, with their foundation and values remaining strong.

Kindred approaches banking with a forward-thinking mentality, proactively investing in the future to ensure the organization is prepared to serve its growing membership and impact its growing communities.

Kindred’s Purpose

Kindred’s Purpose is cooperative banking that connects values and faith with finances, inspiring peaceful, just, and prosperous communities.

Core Values

Kindred operates in accordance with a strong set of core values that are key to what makes it a values-centered financial institution, namely:

  • Integrity means we strive to align our words and actions with our values at all times. We hold ourselves accountable to keep promises and follow through on commitments. When a mistake happens, we make it right. We strive to do the right thing in the right way for the right reasons.
  • Compassion guides how we relate to each other and our communities, when it’s easy and when it’s not. We start with empathy, grace, and a deep appreciation for the equal value of each person, while also encouraging each other’s growth. Our mutual wellbeing depends on caring for one another in community where everyone is welcome.
  • Stewardship acknowledges that all we have has been entrusted to us and we are called to be wise with the money, time, and other resources in our care. We will be a trustworthy expert our members can rely on to do what’s in their best interest and that of our credit union.

Seven Financial Cooperative Principles

As a credit union, Kindred shares the seven cooperative principles that have been in place for more than one hundred years, including:

  • Voluntary and Open Membership
  • Democratic Member Control
  • Member Economic Participation
  • Autonomy and Independence
  • Education, Training, and Information
  • Cooperation Among Cooperatives
  • Concern for Community

Please visit the International Cooperative Alliance website for more information about the Seven Cooperative Principles.

Services

Kindred offers a range of financial services to interested members seeking an alternative to traditional banking institutions. Leveraging unparalleled customer experience, the opportunity to engage in values-centered banking, and the ability to become both a member and an owner, Kindred offers its members a full suite of banking products and services, including:

  • Everyday Banking
  • Loans
  • Buying a home
  • Investing
  • Planning and Advice
  • Business Banking

Governance Structure

Kindred’s leadership consists of three groups: the Board of Directors, the Senior Leadership Team, and the Council of Members. These teams work closely together to ensure the continuing success and sound governance of the credit union.

  • The Board of Directors establishes Kindred’s strategic direction, monitors the overall strength and financial performance of the organization, assesses the satisfaction of members, and ensures the credit union continues to be an engaging employer.
  • The Senior Leadership Team provides strategic oversight and direction, developing, and managing strategies necessary to attain the credit union’s goals and objectives.
  • The Council of Members works closely with the Governance Committee of the Board, ensuring integrity in the recruitment of Directors to serve on the Board on behalf of the Membership.

Social Responsibility

Kindred is committed to focusing their resources on what is good for the benefit of their members and the community at large.

  • In 2016, Kindred became the first financial institution in Canada to have all their GICs validated as Socially Responsible Investments (SRI), and the credit union continues to implement a rigorous review process to ensure their members’ money is invested in companies that fit their values to build a more economically, socially, and environmentally sustainable world.
  • In 2023, Kindred’s SRI GIC’s grew by $125.7M, with $64.1M in total deposit growth.

Community Involvement

Kindred’s purpose is lived out through its members and in community with the congregations and charitable organizations that they support financially and volunteer with. Kindred strives to make a positive impact in the communities they serve by pledging to tangible impacts, including monetary contributions, programs, and events, in three key focus areas:

  • Financial Empowerment: Empowering members through access to literacy and capability building, as well as programs and products to aid them in navigating the Canadian financial system.
  • Community Food Security: Engaging with different partners to improve access to healthy food and contribute to the development of a sustainable food system.
  • Safe and Affordable Housing: Building partnerships to advance the availability of affordable housing.

Kindred gave $650,000 in charitable giving on behalf of its members, in 2023.

The Kindred Charitable Fund Committee approved $100,000 in grants for 2024, and more than $1.57 million since 1999. A total of 205 groups have benefited from these grants, which have impacted people and communities across Ontario.

The Opportunity

The Chief Executive Officer (“CEO”) reports to the Board of Directors and is primarily responsible for providing strategic direction and leadership, ensuring that senior management translates and operationalizes the broader organizational strategy into sound business plans while clearly articulating the purpose of the organization among its team, members, various constituencies, and stakeholders.

The CEO is responsible for effectively integrating and coordinating various functions, including liaising with industry partners, suppliers, competitors, regulatory authorities, and professional societies, and acting as a representative of the credit union. The CEO ensures sound financial management and business growth and an effective system of communication throughout the credit union.

Key Functions

The CEO is accountable to the Board of Directors for the successful performance of the credit union by completing the following key job functions:

  • Lead the organization in the planning, development, implementation, and management of strategies necessary to attain Kindred’s goals and objectives.
  • As a visionary, represent and promote the purpose and values of the credit union within the ever-changing sector of Ontario Financial Institutions.
  • Promote a culture around management and decision making that reflects Kindred’s values while building its financial and operational strength.
  • Ensure organizational compliance both with policies and Board of Director mandates, as well as within the laws and regulations governing credit unions.

Reporting Lines and Teams

The CEO works closely with and reports to the Board of Directors. All day-to-day management performed by the CEO is supported through the involvement of ten direct reports, including seven members of the Senior Leadership Team (SLT) and the Director, Internal Audit, Corporate Secretary, and Executive Assistant rounding out the team.
The SLT is a talented and passionate group that is committed to Kindred’s strategy as they bring their many years of experience to their roles each day. This group is comprised of the following roles:

  • Chief Finance and Compliance Officer
  • Chief Technology and Innovation Officer
  • Vice-President, Credit Risk
  • Vice-President, Engagement and Values
  • Vice-President, Agriculture and Commercial Banking
  • Vice-President, Member Relationships
  • Vice-President, Strategy Development and Delivery

Current Priorities at Kindred

As part of the onboarding process, priorities, and challenges congruent with Kindred’s strategic plans will be set in collaboration with the incoming CEO. The following three categories outline priorities for the CEO given the challenges facing credit unions and recognizing potential areas for improvement within the organization.

Internal Operating Considerations

  • Motivate the organization to continue to develop enterprise agility. This includes leveraging best practices for planning, agile project management, and lean process improvement, allowing Kindred to accelerate opportunities for revenue growth without adding undue costs and/or resources.

External Operating Considerations

  • Increase Kindred’s brand exposure. Grow awareness of Kindred’s unique and distinct value proposition and brand to continue driving the organization’s accelerated pace of growth within the credit union sector.
  • Diversify lending and revenue streams. Reduce the risk of loan concentration while expanding Kindred’s profitability and impact by seizing opportunities to expand into new/growing sectors and increasing service offerings.
  • Develop a business strategy which mitigates risks and captures opportunities around credit union partnerships and consolidation in the market.

Strategic Positioning

  • Understand and embrace the current Strategic Plan for 2025. Manage operations proactively and accurately measure and report on Kindred’s results against the 2025 Strategic Pan. Develop the strategic plan beyond 2025 in collaboration with the SLT and Board of Directors.
  • Advocate for, and advance, Credit Unions within the community and larger bank sector. Member-owned banking is underrepresented in the Canadian banking sector and provides an extraordinary opportunity for people to connect to their communities while generating bank profits which are returned to members.

The Individual

The CEO brings extensive experience at the executive level within a financial institution environment and an ability to build and maintain trusted relationships and balance a diverse set of expectations. Serving as a key representative of the credit union, the CEO will possess the expertise and gravitas to function as a leading spokesperson for a diverse set of stakeholders, while championing a collaborative, team-oriented, management style focused on consensus-building.

The CEO possesses a strong community presence and shares Kindred’s values. Recognized for their exceptional relationship management capabilities and articulate and engaging communication style, the CEO is a perceptive and proactive leader with financial and business acumen, developed through their career or academics.

Key Qualifications

Technical Skills and Experience

  • Excellent communication and board-level presentation skills, including both written and oral, and an ability to effectively manage communications with a wide range of stakeholders.
  • Exceptional leadership skills, with an emphasis on team building and engagement.
  • A proven track record of success leading personal and business banking in a service-oriented and member-centric environment.
  • Financial and business acumen developed through career and/or academics.
  • Technological awareness and understanding of the role information technology will play in the changing financial ecosystem.
  • Robust understanding of digital transformation processes as it relates to a credit union environment.
  • Strong customer-centric focus to strategy, and the ability to develop and implement strategies according to evolving client needs.
  • Knowledge of sound corporate governance and management principles, and regulatory policies and best practices.
  • Board experience considered an asset.

Education

  • MBA or other graduate-level degree or designation (required).

Personal Attributes and Cultural Fit

  • Visionary, with an ability to motivate others through a shared, clear vision.
  • Understanding, appreciation, and commitment to the Kindred purpose and values.
  • Strong interpersonal and relationship building skills – recognizing people as the most important asset and an understanding of the direct linkage between successful people strategies and practices and bottom-line results.
  • Articulate and engaging communicator and exceptional listener with a people-focused management style.
  • Collaborative team player, with a can-do attitude, willingness to consider others’ opinions, orientation toward constructively resolving conflicts, and a focus on adding value.
  • Strong consensus-building skills – able to effectively develop resolutions when navigating conflicts.
  • Actively engaged in community initiatives and possessing a strong community presence.
  • Highly self-aware and adept at exercising political and cultural awareness and sensitivity.

Chief Risk Officer

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. 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 cooperative 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 executive team, you will be responsible for strategic oversight of Bulkley Valley Credit Union’s (including subsidiaries) enterprise risk management (ERM) plan at the governance and operational levels. You will be responsible for leading the second line of defense function including enterprise risk management, cyber security, compliance, business continuity, audit functions, retail and commercial credit adjudication, collections and credit recoveries, and loss prevention. You will be accountable to ensure compliance with all applicable legislation and regulatory requirements. You will participate in the development of corporate strategies and policies, identify short and long-term objectives, and contribute to the design and development of policies and programs for the organizations enterprise risk management. You will manage the control, reporting and monitoring and awareness of financial risk management, loss prevention, and security controls for the credit union and identify and recommend areas for improved safeguards.

You will provide leadership and coaching to the risk management/credit team of BVCU. You will support the creation of an Enhanced Service Commitment by encouraging the risk management/credit team to professionally demonstrate BVCU’s Enhanced Service Commitment by efficiently providing support to the organization, establish and maintain strong employee relationships, work as a member of the team, and set a personal example of service and professionalism.

Qualifications

The successful candidate will have a minimum 10+ years’ off in-depth knowledge in the areas of audit functions, financial risk 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 has a competitive compensation package including an attractive base salary of $126,694 – $158,367 and an excellent benefit and pension package.

To learn more about Bulkley Valley Credit Union, please visit our website at www.bvcu.com. We welcome applications from all interested applicants looking to further their career in a dynamic, supportive and team oriented environment.

Qualified applicants can apply through our webpage at https://can232.dayforcehcm.com/CandidatePortal/en-US/bulkleyvalley/Posting  or directly to:

Jana Lukasek, CEO

jlukasek@bvcu.com

Bulkley Valley Credit Union

PO Box 3637 Smithers BC V0J 2N0

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

President and Chief Executive Officer

POSITION:                                           President and Chief Executive Officer (CEO)

LOCATION:                                          Hamilton, Ontario

REPORTING RELATIONSHIP:            Board of Directors

DIRECT REPORTS:                              Five

WEBSITE:                                             https://www.hmecu.com

THE OPPORTUNITY:

Are you ready to make your mark as a transformative leader in the credit union sector? Our client, Healthcare and Municipal Employees’ Credit Union (HMECU) is looking for a new President and CEO, to lead the organization through strategic innovation that cultivates a culture of inclusivity and teamwork leading to growth.

As the CEO, you’ll be forward-thinking, influencing the strategic direction and working alongside your key stakeholders to grow the business. This is more than a job; it’s an opportunity to:

  • Be a visionary leader, steering HMECU towards unprecedented
  • Ensure operational excellence by being involved and modeling
  • Work in partnership with a passionate senior leadership team to implement winning strategies.
  • Build relationships with multiple stakeholders and be recognized as an influential leader within the credit union system and the HMECU community.

WHAT WE ARE LOOKING FOR:

  • A minimum of ten years’ progressive leadership experience with notable accomplishments in operations and stakeholder management, preferably within a unionized environment.
  • A minimum of two years’ experience working collaboratively with a Board of Directors
  • Proven leadership track record – being transparent, creative, genuine, a bridge builder, empathic and motivating.
  • Ability to effectively delegate while being hands-on, when necessary.
  • Several years’ profitable ‘P & L’ experience, for a business unit/company.
  • Previous experience working with Financial Services Regulatory Authority of Ontario (FSRA) and competent knowledge of regulatory landscape to ensure compliance within industry standards.
  • Demonstrated achievement in driving, leading, and managing organizational change, through trust building and unwavering credibility.
  • Ability to cultivate a positive and united team culture that is aligned with the HMECU vision, mission and values.
  • An established reputation for community engagement and involvement.
  • Minimum university degree in business and/or an advanced degree in a related field. MBA, or equivalent experience, preferred.

REQUIRED LEADERSHIP SKILLS:

Strategic Innovator: Develops thoughtful plans and strategies while creating an environment where creativity and innovation thrive. Creating an incubator for the development of groundbreaking solutions and a competitive advantage that will positively influence long-term profitability.

Authentic Collaborator: Fostering a diverse, inclusive, and empowering environment, adapting leadership style to unlock individual potential, promoting personal growth, and building trust while facilitating cross-functional relationships.

Stakeholder Engagement: Exemplifies expert relationship-building with key stakeholders, skillfully navigating conflicts, influencing decisions, and remaining adaptable to changing circumstances. Conveys information with unparalleled expertise, cultivating positive relationships, and actively involving stakeholders in decision-making processes.

Financial Acuity: Understands the credit union business and environment and drives profitable growth while in compliance with FSRA. Proficiently identifies and assesses risk when recommending new products, services, processes, and strategies.

Caring: At HMECU we value diversity – in lived experiences, backgrounds, and in expertise. The culture is one of caring and support and we are looking for someone who is not only strong in their own aptitudes but also cares deeply about supporting the growth of others.

COMPANY BACKGROUND

Healthcare and Municipal Employees’ Credit Union is one of the oldest and most respected Credit Unions in Ontario. For over 85 years, HMECU has prided itself on exceptional member service, commitment to the communities that it serves and to its dedicated team of 32 employees. Currently they have branch locations in Hamilton (unionized), Burlington and Brantford.

COMPENSATION

Compensation will be commensurate with background and experience and will include a base salary, both short term and long-term incentives, and a comprehensive benefits package.

CONTACT

Qualified individuals are invited to apply with their résumé and a cover letter, by February 16, 2024. Please click on the following link:

CLICK HERE TO APPLY

 Questions about this opportunity may be directed to Manie Walker at recruitment@satoriconsultinginc.ca or 905.599.8433 (talk/text)

ACCOMMODATIONS

If you require accommodation during the application or interview process, please advise us as soon as possible, so appropriate arrangements can be made.

Satori Consulting Inc. thanks all those who apply; however, only candidates considered for an interview will be contacted.

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