Occupation Types: Executive

Chief Risk Officer

As our Chief Risk Officer (CRO), you will navigate us through the world of risk, business continuity, and privacy. Our best CRO will have an authentic passion for:

  • People and leadership,
  • All things risk – liquidity, credit, market, legal and regulatory, operational, reputational, privacy and cyber.
  • Awesome communication
  • Value creation for our customers (members)
  • Community and volunteerism

 

About Us:

At Synergy, our members are owners who profit when we do and who get a say in how we are run. We also live in the communities we serve. This matters to us. We invest locally by offering sponsorships, donations, and scholarships, and through volunteerism. We connect with groups looking to improve overall financial literacy by providing presentations and tailoring them for educational opportunities – for families, schools, youth groups – you name it. We are proud to serve more than 29,000 members and have reached over $2.5 billion in assets.

We were named one of Saskatchewan’s Top Employer for the 5th consecutive year. This reflects our workplace culture and commitment to building relationships beyond banking with our members, and our team.

 

The Job:

As the CRO, you will be responsible for the efforts that give peace-of-mind. You’re capable of inspiring and executing on thoughtful governance, strategy, and objective setting. You will have regular interactions with the Board and with regulators.

 

Some key responsibilities:

  • Sustain Synergy’s enterprise risk management program, ensuring an appropriate risk appetite, monitoring the overall enterprise risk profile, and establishing a risk philosophy and a risk-aware culture.
  • Assessing significant change, reviews risk and performance, then pursues improvement.
  • Leading our compliance program to ensure the organization is not only has a high degree of compliance but the highest standard of ethical behaviour.
  • Positively influences system partners, legislators and regulators, and the Board – ensuring they understand Credit Union issues, concerns, and operating environment.
  • Works with the Executive Team to maintain high visibility within Synergy and beyond.
  • Providing vision and oversight of the internal audit function.
  • Playing an integral part in formulating and influencing Synergy’s strategic priorities and tactical plans.
  •  Nourishing a culture that aligns with our values within the team that directly reports to this position and in the broader teams the role has contact with. The privacy, compliance, and internal audit team report to this position.

 

Qualifications:

You will possess a related degree and extensive senior leadership experience. Preference may be given to a risk designation (i.e. CRM). The position requires comprehensive knowledge of financial institutions, including lending and risk assessment. You will bring extensive knowledge and experience related to risk mitigation strategies, AML, privacy, business continuity, etc. Strong business insight is necessary to navigate the strategic and operational requirements of the role.

 

Preferably, your related certification, such as CRMP, and experience will give you a head-start in the role.

 

In addition, the following skills are critical:

  • Strong skills in Microsoft Office
  • Excellent presentation and facilitation skills, experience presenting to a wide broad range of audiences
  • Effective, clear, and concise written communication skills
  • A growth mindset, and the ability to build and improve
  • Exceptional relationship building skills, and the ability to hold others accountable without direct authority
  • Ability to build strong, balanced, and positive relationships

 

The Location:

Synergy operates on the lands referred to as Treaty 6 Territory, which encompasses the unceded lands of Indigenous Nations and Peoples, including the Plains Cree, Woodland Cree, Saulteaux, Nakota, Dene and Metis.

Our Executive Team is located in Lloydminster. This role is eligible for hybrid work. Ideally, the incumbent would be based in Lloydminster or one of the communities we serve (such as Kindersley, Saskatoon, etc.).

 

To Apply:

Submit your cover letter and resume to: careers@synergycu.ca. Please quote competition #232201 in the subject line. This position will be posted until a suitable candidate is hired.

 

We thank all applicants in advance for their interest. Only those under consideration will be contacted. The successful applicant will be required to undergo a bonding process that includes a criminal record check and credit check.

Synergy Credit Union aspires to have a workforce that is representative of the diversity of our country and encourages applications from everyone.

Find out more about us!  https://www.youtube.com/user/SynergyCreditUnion

www.synergycu.ca

Credit Union General Manager

We’re seeking a General Manager.

WHO WE ARE:
St. Josephs’ Credit Union is a member owned full-service financial institution with assets of $93.5 million providing service to over 3000 members located in Petit de Grat, NS.  We are a team of fourteen, driven by our Co-operative values which uniquely position us to put people and our community at the forefront of all our decisions.   Together, we accomplish great things – join us as our new General Manager!

THE ROLE:

The General Manager is responsible to provide oversight, decision making, and leadership to credit union operations.  Working collaboratively with the Board and Management Team, the incumbent is also accountable for the development and execution of long-term strategic objectives that further the credit union’s goals and enable its’ financial viability, culture, community roots and long-term sustainability.

THE IDEAL CANDIDATE IS:

A Motivational Leader.  You believe in the power of a strong team, and foster collaboration.  You inspire those around you by keeping lines of communication open, sharing a compelling vision for change, setting clear expectations and celebrating accomplishments.  Recognizing and developing strengths in others is foundational to your future focus.

Industry Savvy.  You’ve worked in a financial institution and have a keen understanding of relevant policies, procedures and legislation governing it.  You have solid experience in commercial lending, liquidity and asset/liability management and are a pro at analyzing and interpreting financial reports.

Skilled at Business Development.  You understand the value of building strong relationships and partnerships and excel at spotting opportunities for growth with results to prove it.

Community and Cooperative Minded.  Being active in the community is important to you, and having a solid understanding of the culture, and economic concerns within and around your market are key to your success. You understand the co-operative way and can demonstrate how it aligns with your own values.

Strategic.  You look beyond status quo, ask the right questions and can piece things together to see the bigger picture.  You embrace the future and its possibilities and boast a proven track record of implementing long term strategies and executing plans to drive an organization forward.

EXPERIENCE:   

As some of our community members only speak French, you must be able to converse fluently in both French and English.  In addition, you must hold a bachelor’s degree in Business or Commerce and have a minimum of 10 years increasing leadership responsibility in a financial institution, or an equivalent combination of skills and experience.

THE OFFER:

This is a full-time, permanent position offering a competitive compensation and benefits package based on internal and external market equity and commensurate with experience.

TO APPLY:

If this opportunity sounds like a fit for you, submit your application by clicking here.

Applications will close on February 26, 2023.

ABOUT OUR CREDIT UNION:

St. Joseph’s Credit Union is a financial co-operative offering all the products and services you expect from today’s financial services industry, including full access via online banking, mobile, telephone, ATM as well as in-branch.  As a credit union, we are connected to the world’s largest financial network, an international co-operative community of over 1 billion people and are one of 46 other credit unions operating in the Atlantic provinces.

We are proud of and active in our community. In 2022, through sponsorships, charity donations and participation in local events, we were able to give back approximately $30,000.

Curious about what else we do? Check out our website, facebook or instagram page.

LOCATION:

St. Joseph’s Credit Union is located in Petit de Grat, on Isle Madame, NS part of Cape Breton Island.  Petit de Grat, one of many quaint Acadian fishing villages along the coast of Isle Madame, is known for its captivating scenery and variety of vistas including coastline, coves and islands.  Petit de Grat offers outdoor enthusiasts an abundance of activities year round and its proximity to the towns of Port Hawkesbury (50 kms) and Antigonish (109 kms) and city of Sydney (128 Kms) make it a great spot to live and/or work for those wanting a quieter lifestyle.

 

Chief Risk and Compliance Officer

Are you ready to make a move and work for a company who puts the financial well-being of its members first? It’s not just something we say at Conexus. It’s a promise delivered by our employees each day. We are passionate about our members’ financial health, and our employees reflect that passion. At Conexus it’s about more than conducting a banking transaction, it’s about providing members with products, tools and insightful advice that helps them realize their dreams. We do this by keeping it simple and lending an ear to each member’s individual needs throughout Saskatchewan.

Our Conexus offices and facilities are located on Treaty 2, 4, 5, 6, 8 and 10 lands. These are the traditional lands of the Cree, Dakota, Dene, Lakota, Nakota and Saulteaux peoples, as well as the homeland of the Métis.

The bigger picture

We’re looking for a progressive, disciplined and action orientated leader to join our executive leadership team as Chief Risk & Compliance Officer.

As the Chief Risk & Compliance Officer (“CRCO”), you will partner with the executive leaders to ensure the day to day execution of our business strategy. You will guide and influence the entire organization alongside your colleagues within Conexus. You will be responsible for defining the risk culture throughout the organization and ensure that our risk appetite and business strategy are aligned and designed to leverage business opportunities and create member value.

Not only will you lead a varied group of integral teams but given that this role is a key control position, you will also provide valuable and expert guidance, insight and knowledge to our Board of Directors.

How you’ll be spending your time

  • Responsible for the ongoing risk management required in an ever-changing industry. This requires a high degree of talent to assess internal and external factors that impact the Credit Union. This also requires the ability to proactively respond to these factors in a flexible and forward-thinking way, while always adhering to evolving regulatory requirements.
  • Understand the regulatory environment and lead the subject matter experts that will form recommendations to the executive leadership team and/or Board of Directors
  • Ensuring the Board is fully informed on important factors related to risk that effect the organization
  • Developing programs that meet the needs of the members, drive growth and are aligned to the risk appetite of the Credit Union
  • Developing a culture of member first within the reporting business lines and Conexus Credit Union
  • Ensuring relationships and partnerships are highly productive for the benefit of Conexus
  • Leveraging and introducing technology that improves member service and provides for increased efficiencies with the Credit Union
  • Participating in and nurturing broad networks of alliances with others to exchange knowledge and information

The way people describe you

You are known for your expertise in financial services, risk management and credit adjudication and have cultivated a reputation of success everywhere you go. You are strongly aligned to our purpose and have a demonstrated track record of strategic execution that produces extraordinary results. You are an exceptional leader that performs at scale with the ability to educate and inspire others to achieve exceptional results. You understand business strategy at the point of creation, and more importantly, how that strategy will translate through each point of the value chain You are a principled teammate who amplifies the talent of those around you to deliver on enterprise results.

The experience you bring

  • Awareness of the Credit Union Act & Regulations
  • Awareness of CUDGC Standards of Sound Business Practices
  • Appreciation of the OSFI Prudential Environment and application of same for provincially regulated entities
  • Awareness and demonstrated understanding of different methods of business process and the role each can play in problem solving and accomplishment of work
  • Knowledge and sound understanding of the credit union system
  • Knowledge and sound understanding of the Board’s fiduciary role in overseeing risk management for a financial institution
  • In-depth expertise of applicable federal and provincial legislation and regulatory requirements related to the areas of enterprise risk management and corporate compliance and privacy
  • In-depth expertise of credit adjudication and credit risk
  • In-depth expertise of cyber risk and security
  • 7+ years of senior executive leadership experience
  • 10+ years of experience in a relevant or related industry
  • Graduate post-secondary degree in a relevant or related field or a relevant combination of experience and post-secondary education
  • A background in financial services sales is an asset

So, what do you think – does this sound like it might be a fit for you? If so, and you have the qualifications outlined above, then we encourage you to apply today. If you have questions about this position, please contact Susan Pottle at susan.pottle@conexus.ca. But act fast, the opportunity closes on March 10th.

Chief Marketing Officer

Are you ready to make a move and work for a company who puts the financial well-being of its members first? It’s not just something we say at Conexus. It’s a promise delivered by our employees each day. We are passionate about our members’ financial health, and our employees reflect that passion. At Conexus it’s about more than conducting a banking transaction, it’s about providing members with products, tools and insightful advice that helps them realize their dreams. We do this by keeping it simple and lending an ear to each member’s individual needs throughout Saskatchewan.

Our Conexus offices and facilities are located on Treaty 2, 4, 5, 6, 8 and 10 lands. These are the traditional lands of the Cree, Dakota, Dene, Lakota, Nakota and Saulteaux peoples, as well as the homeland of the Métis.

The bigger picture

We’re looking for a progressive, creative and action orientated leader to join our executive leadership team as Chief Marketing Officer.

As the Chief Marketing Officer (“CMO”), you will partner with the executive leaders to ensure the day to day execution of our business strategy. You will guide and influence the entire organization alongside your colleagues within Conexus. You will be responsible for stewarding the brand reputation of the organization, ensuring that our business strategy and marketing activities are aligned and designed to generate growth and drive revenue for the organization. You will provide leadership to our public relations and community engagement teams.

How you’ll be spending your time

  • Leveraging data and insights, you will lead the development and delivery of relevant and targeted offers and solutions to key segments within all business lines
  • Developing strategic marketing initiatives that exemplifies the Conexus brand and creates differentiation within the market
  • Proactively respond to shifting market conditions to ensure effective delivery of all marketing campaigns and activities
  • Work in lock step with the Chief Growth Officer and sales teams to drive exceptional results
  • Design and management of Conexus’, and its subsidiaries, visual identity
  • Ensure the Brand Promise directly supports our purpose and is aligned to enterprise strategy
  • Lead social media practice within Conexus to align with our brand
  • Design and execution of community engagement activities aligned to enterprise strategy, including oversight of the Community Investment program, that cultivates member engagement and loyalty
  • Partner with external vendors, key stakeholders, system partners, external organizations and community partners accordingly
  • Ensuring relationships and partnerships are highly productive for the benefit of Conexus
  • Lead all public relations activities for the organization aligned to our brand and risk appetite statement
  • Lead product development and manage product life cycles through all delivery channels
  • Drive sale leads and conversion of product and services through digital channels
  • Work closely with the Chief Digital Officer to identify feature enhancements through digital channels to increase usage and adoption that is driven by consumer demand and informed by behavioural research

The way people describe you

You are known for your expertise in marketing and communications and have cultivated a reputation of success everywhere you go. You are strongly aligned to our purpose and have a demonstrated track record of strategic execution that produces extraordinary results. You are an exceptional leader that performs at scale with the ability to educate and inspire others to achieve exceptional results. You understand business strategy at the point of creation, and more importantly, how that strategy will translate through each point of the value chain. You are a principled teammate who amplifies the talent of those around you to deliver on enterprise results.

 The experience you bring

  • Awareness and demonstrated understanding of different methods of business process and the role each can play in problem solving and accomplishment of work
  • The ability to quickly analyze and translate data insights into strategically aligned action
  • Knowledge and sound understanding of applicable federal and provincial legislation and regulatory requirements related to the areas of accountability of the portfolio
  • In-depth expertise of marketing strategy and execution
  • In-depth expertise of public relations and crisis communications
  • In depth understanding of market research and data analysis to produce sales outcomes
  • Experience working with marketing agencies
  • Sales and advertising agency experience considered an asset
  • Marketing experience within the financial services industry considered an asset
  • 7+ years of senior leadership experience in Marketing & Communications
  • 10+ years of experience in a relevant or related industry
  • Graduate Post-Secondary degree in a relevant or related field or a relevant combination of experience and post-secondary education

So, what do you think – does this sound like it might be a fit for you? If so, and you have the qualifications outlined above, then we encourage you to apply today. If you have questions about this position, please contact Susan Pottle at susan.pottle@conexus.ca. But act fast, the opportunity closes on January 20th.

Chief Executive Officer

This is an exciting role for a strategic CEO with the ability to motivate high performing leaders and teams, drive progressive change, and promote a sense of belonging across the organization. You clearly model the highest ethical standards and an unwavering commitment to diversity, equity, inclusion and incorporate ESG principles into decision-making processes. You lead by example, and can win the hearts and minds of all employees as you build excitement, support innovation, and bring the strategic plan to life. You set the tone for a culture that thrives on collaboration and deep-rooted organizational values. And above all, doing the right thing for every member and delivering exceptional member experience. 

Chief Operations Officer

We are expanding our team to help us evolve through the next stage of our growth journey, and we hope that you can help shape our future. We now have a career opportunity for a Chief Operations Officer. This position may work remotely but will be required to be onsite at our Saskatoon and Regina locations regularly.

As the Chief Operations Officer you will….

Provide strategic direction and leadership, as part of the Executive Management Team, for the overall operational success and profitability of TCU Financial Group.

You will be responsible for:

  • Developing and leading the execution of long term departmental business strategies aligned with corporate goals while considering complex external factors, member and employee engagement, risk assessment and evolving regulatory and legal requirements.
  • Providing leadership and support to the managers within the Member Experience team which includes the Retail, Wealth, Commercial, MemberLine and Marketing functions.
  • Ensuring that Member Experience aligns to and supports the TCU vision of the future.

As the Chief Operations Officer you are ….

  • A dynamic, strategic thinker, capable of identifying and achieving organizational objectives and goals.
  • A charismatic leader, able to foster a constructive corporate culture and encourage employee engagement by making the vision a living truth for the employees.
  • Capable of creating excitement, while leading the organization through the rapidly changing world of financial services and differentiating TCU from the competition.
  • A coach, willing to share knowledge and to ensure that staff reporting in have the abilities, skills and knowledge to cope with the demands of the job.
  • A person with a keen achievement drive, able to control outputs and step in with pro-active direction when results are lacking.
  • A highly engaged team member with a demonstrated understanding of all areas of responsibility.

If you are motivated by the thought of this challenge ….

And can demonstrate success through 8 – 10 years of experience at a senior management or leadership level, combined with a Bachelor Degree or a diploma in Business Administration or a related field, then this opportunity may be the one for you!

Get to know us

TCU Financial Group is a credit union grown by Saskatchewan people. For 70 years we’ve been rooted in the province of Saskatchewan, creating our story, growing and evolving alongside the needs of our members. We provide a full suite of financial solutions to people and businesses across the province and one thing that has never changed – our heart remains committed to the people and the communities we serve.

Rewarding times ahead

To support the evolution of our organization, we need talented people who are passionate about creating and delivering meaningful financial solutions for our members. In addition to providing competitive compensation, benefits and pension programs, we support our TCU Financial Group Team and their families by providing an enhanced vacation program to enjoy time doing what they love outside of work.

Thank you for your interest in exploring your future with us!

The deadline for this career opportunity is Friday, November 4, 2022.

Please submit your resume and cover letter to:

Human Resources Department
TCU Financial Group
Email: hr@tcu.sk.ca
Web site: www.tcufinancialgroup.com

Vice President Member Experience

Vice President-Member Experience

 

Valley Credit Union, Nova Scotia, is a full-service financial institution with 7 branch locations, 55 employees, and over $ 220 Million in assets.  Located in Nova Scotia, within the Beautiful Annapolis Valley.  Valley Credit Union has an immediate need for Full Time Vice President of Member Experience.  The position will be based out of Valley Credit Union’s Head Office located in Cambridge N.S.

 

Position Summary:

Reporting to the President and CEO, the Vice-President, Member Experience is responsible for providing executive-level strategic leadership and direction, as well as being accountable for development and prudent management of the credit union’s lending portfolio. The incumbent plans, directs and controls the lending activities including account administration, credit extension, and business development functions in accordance with established policies, procedures, and regulatory requirements.

 

Key Responsibilities:

  • Plans, organizes and directs the asset quality control including, but not limited to, Line of Credit limits; delinquency control; loan loss exposure reduction procedures, and transactional and 3rd party risk. Oversees the completion of credit related reports and ensures quality of applications and documentation.
  • Supervises and coordinates the work of the Regional Manager, Member Experience; Manager, Credit Risk; the Senior Commercial Relationship Manager, and the Marketing Manager. Responsibilities include strategic planning, assigning, and directing work; providing ongoing coaching to reinforce positive behaviours and address performance issues as they arise; conducting performance reviews; addressing complaints and resolving problems. Recommends various personnel actions including, but not limited to, rewarding, promoting, re-assigning, discipline or termination.
  • Develops, recommends, implements, and monitors loan approval procedures including approval of loans, mortgages, and credit lines; establishment of approval limits for lending personnel; reviewing approved loans for quality and adherence to policy; addressing areas of concern; taking corrective action on potentially deteriorating situations.
  • Supervises the activities of the commercial lending function including mentoring senior staff, providing guidance on complex files and key relationships, and engaging with AC Lending Services and CUDIC when necessary. Periodically reviews approved/advanced loans to ensure risk and pricing are appropriate and that adequate security is place and is properly registered and documented
  • Coordinates the creation and implementation of Branch Business Plans. Monitors branch progress against established objectives. Provides ongoing feedback, recommendations, recognition as appropriate and develops and implements corrective measures as required.
  • Monitors credit union procedures and results in the lending services area and initiatives and/or recommends improvements to advance efficiencies and effectiveness.
  • Attends/delegates attendance at Credit Committee meetings and follows-up on items arising from the meetings.
  • Promotes the credit union’s image in the community through attendance and participation in community organizations and events. Makes public presentations at events such as schools, colleges, universities, local service groups, job fairs, etc.
  • Provides substantive input on the operating budget annually and is responsible for ensuring that the required sales and relationship activities required to achieve it are in place. Monitors results and takes corrective action as appropriate.
  • Acts as back-up to the President and CEO in his/her absence, excluding matters of finance and operations.
  • Adhere strictly to Anti-Money Laundering and Terrorism Financing (AMLTF) compliance
  • Completes other projects and duties as assigned.

 

Qualifications and Experience:

The Vice President, Member Experience have successfully completed a Bachelor’s degree with an emphasis in Business or Commerce plus have six to nine years senior management experience in a financial institution with knowledge of Retail and Commercial Lending,  or equivalent combination of training and experience. Must have strong leadership experience.

We Offer:

  • Outstanding culture and opportunity to join an engaged and community-focused team.
  • Tuition reimbursement, training, and personal development.
  • Competitive compensation and benefits with performance-based initiatives.
  • Generous benefit package including Flexible Health and Dental Plan (paid 100% by employer), sick time, personal days and up to 6% contribution with employer match in a Defined Contribution Pension Plan.
  • Additional employee perks including but not limited to: Wellness Credit and reduced rates on employee loans/mortgages and no service fee banking.

If you are interested in joining a Team that believes in going the extra mile, please submit your cover letter and resume outlining your qualifications to, Nicole Trentelman, at ntrentelman@valleycreditunion.com   quoting job number VCU-VP-2022

 

All offers of employment are condition upon the acceptance of an Individual Fidelity Bond Application, which includes a criminal records and credit checks.

 

Valley Credit Union is an equal opportunity employer, who embraces diversity, all persons regardless of race, colour, sex, age, national origin, religion, sexual orientation, gender identity and/ or expression, are encouraged to apply.   This opportunity is available for candidates legally entitled to work in Canada.

Applications will be accepted until the position is filled, only those selected for an interview will be contacted.

Vice President of Human Resources

The Opportunity

If you are a Human Resource professional looking for an opportunity to play a key leadership role in a progressive and growing organization and you have a passion for supporting and developing people, this is a role for you to consider.

As a member of the executive management team, you will be an active champion and voice of the culture and values of Weyburn Credit Union . You will be responsible for overseeing and assisting in the day-to-day administration and delivery of human resources programs and services to WCU’s employees. This includes recruitment, facilitation, employee engagement, employee relations, labor laws and legal compliance, change management, compensation, and benefits administration. You will be collaborating with other members of the HR team to support your fellow colleagues and meet the Credit Union’s strategic initiatives.

The Individual

The ideal candidate will:

  • Be a functional expert in human resources that is adaptable and flexible, and able to lead in a dynamic environment.
  • Be a key thought leader, who is innovative, solutions focused and be comfortable leading individuals and teams.
  • Have a reputation for openness, honesty, integrity and trustworthiness.
  • Have a leadership and management style that is positive, collaborative, consultative, honest, participatory, respectful and empowering
  • Be someone who values giving back to their community.

Qualifications

  • Bachelor’s degree in Business or Human Resources plus a minimum 8 years of progressive Human Resources leadership experience including 2 years in a senior HR Generalist or HR Manager role.
  • CPHR designation is desired.
  • Applied knowledge of the principles and methods of managing organizational change, and organizational development.
  • Strong personal ‘hands on’ leadership and management skills, with an exceptional ability to build and mentor strong teams, and to motivate and encourage continuous learning.
  • Strong communication and relationship-building skills with all levels of employees and management
  • Strong leadership skills, including the ability to collaborate closely with the leadership team, achieve results and change established systems
  • Demonstrated experience in applying creative solutions to address HR challenges while supporting the organization’s objectives
  • Effective written and verbal communication skills and strong ability to build relationships
  • Strong business acumen, judgment and decision making

What we offer

  • Competitive compensation package including base and variable pay.
  • Comprehensive employee benefit package is offered.
  • Generous paid time off including personal time, study time and vacation accrual.
  • Total Rewards Program including 7% matched pension contributions, wellness subsidy, discounted employee banking fees.

 

Check out our website to learn more about Weyburn Credit Union

https://weyburncu.ca

Check out the City of Weyburn website to learn more about our community

https://weyburn.ca

How to apply

If you are interested in this exciting opportunity, please submit your resume by email to nicole@knahr.ca 

The closing date for applications is October 7, 2022. We would like to thank all applicants for their interest; however, only those selected for interviews will be contacted.

Chief Retail and Business Officer

Chief Retail and Business Officer

BlueShore Financial is a boutique financial institution, helping our clients improve their financial well-being with a full range of personal and business banking, wealth management, insurance and commercial lending solutions. Serving clients from our Financial Spa® branches located in Vancouver and Burnaby, across the North Shore, Whistler and the Sea-to-Sky region, we administer $7 billion in assets under administration and have been consistently ranked among the top 20 financial planning firms in Metro Vancouver. Our combination of customized solutions, expert advisors and dedication to long-term client relationships foster an environment of financial wellness for the communities we serve. We have an exciting job opportunity to lead BlueShore’s evolving client strategy as the Chief Retail and Business Officer (CRBO).

Reporting to the CEO, this position provides overall leadership and input to strategy, vision and future business direction as a member of the Executive Leadership Team (ELT).  The primary accountability of this role is to oversee all retail branches including business, call centre operations and wealth management to support the client experience and the attainment of corporate goals. The CRBO liaises closely with information technology and marketing & communications to identify high impact opportunities for the client experience through digital and channel transformation complementary to the branch experience.

Our ideal candidate will have a diverse range of business competencies at the executive level and be an agile life-long learner who thrives in an ever-changing financial services environment.

Employee Type:           Full Time

Closing Date:               August 9, 2022

Job Category:              Executive Leadership Team

Location:                      BlueShore Financial Head Office – North Vancouver

Key responsibilities of this role are:

Strategic Leadership:

  • Develops and leads the execution of long term business strategies, considering corporate goals, complex external factors, client and employee engagement, risk assessment, and evolving regulatory and legal requirements.
  • Participates as an active member of the Executive Leadership Team by contributing to enterprise wide and departmental strategies, adding value from a strategic client perspective while maintaining an enterprise-wide view.
  • Oversees client-facing departments and branches consisting of over 225 employees, serving 40,000 clients, and is accountable for the structure, hiring, training and capacity of the banking team.
  • Identifies and leads the client engagement strategies to advance BlueShore Financial’s vision and goals, including identifying high impact opportunities for digital and channel transformation.
  • Monitors, recommends actions and/or maintains profit and loss responsibility.
  • Advises ELT and the Board of key client risks, opportunities and mitigation strategies involved in setting corporate strategy.
  • Accountable for compliance with audit and security standards, policies and procedures across the retail network. Maintains loan and investment quality in conjunction with credit approval.
  • Identifies, interprets and leads the change initiatives, employing and implementing best practices and project leadership / sponsorship techniques.
  • Proactively coaches direct reports to assist them in achieving career success and growth; provides development opportunities through access to learning sessions, internal and external training, and education. Ensures each employee has a learning plan in place and results are achieved.
  • Leads by example through actions consistent with BlueShore’s leadership competencies such as agility, strategic thinking, emotional intelligence and people development.

Analytics:

  • Oversees the development of methodologies to interpret client data, measure opportunities and risks, and provide quantitative and qualitative analysis to business and executive teams.
  • Leverages tools that identify, align, and build on BlueShore Financial’s client engagement capabilities in order to protect BlueShore Financial’s interests and brand.
  • Shares results of analyses with others across BlueShore to enable data-driven decision making and support the BlueShore Financial Digital Strategy.

Knowledge:

  • Maintains a thorough knowledge of BlueShore Financial products, services, policies and procedures as it pertains to branch/business unit operations.
  • Maintains a solid knowledge of the latest industry trends and best practices, ensuring optimal performance of the Business, Retail and Wealth departments, which in turn influences various departments and business overall.
  • Plays an active role as a participant and thought leader in industry events, seminars, interviews and workshops.
  • In partnership with the CRO, monitors federal and provincial legislations in addition to evolving legal requirements. Ensures compliance with applicable provincial and federal regulations, disclosure requirements, and Market Code of Conduct.
  • Ensures alignment of current industry trends with strategic direction of the organization and by providing insights and oversight in the spirit continuous improvement.

Qualifications and Experience

  • 10+ years directly related leadership experience in the financial services industry
    (minimum of 5 years at the strategic level)
  • Successful experience working with Boards of Directors and Board Committees
  • University degree or related diploma, graduate degree preferred
  • Certified Financial Planning Certification preferred
  • Partners, Directors and Officers (PDO) or similar securities education preferred
  • Proven experience in advisory services for retail and commercial lending, deposits, and investments
  • Strong relationship management and advocacy skills
  • Proven leadership skills and ability to influence at all levels of the organization
  • Experience in large scale change management
  • Superior communication, interpersonal and presentation skills
  • Strategic vision and thinking; strong capacity for strategic analysis

What can BlueShore Financial can do for you? 

  • Opportunity to lead a unique and differentiated client proposition offer in the credit union industry.
  • Competitive compensation including an executive bonus program which pays a variable cash reward recognizing short and long term incentives.
  • Comprehensive Total Rewards including pension, flexible benefits, wellness programs, hybrid work, and social/community engagement opportunities.
  • Opportunity to be a key contributor and leader in a world class, award winning organization.

What BlueShore Financial needs from you:

  • Proven depth of experience in financial services at the executive level.
  • Thrives in a dynamically changing environment.
  • Demonstrated lifelong learner.
  • Engages and inspires others with purpose.
  • Accountability in all directions.
  • Fosters inclusiveness.

Got awards? At BlueShore Financial we are constantly innovating, connecting and improving to deliver exceptional client and employee experiences. As a result, we have grown to become an award-winning organization, garnering both local and national accolades for our progressive practices.

Be Richly Valued. At BlueShore Financial, our employees are as important as our clients. We strive to create a workplace culture of openness, empowerment, trust and passion. Our values unite our organization and are our guiding compass. But, it is our exceptional staff that bring our corporate values to life. They are passionate about delivering exceptional client service and a banking experience that promises to impress.  And this level of engagement shows. We’ve received numerous Kincentric “Best Employer in Canada” awards and have been inducted into Waterstone Human Capital’s “Canada’s Most Admired Corporate Cultures” Hall of Fame.

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