Chief Financial & Governance Officer – Alberta Central

Alberta Central is the central banking facility, service bureau and trade association for member credit unions. Its purpose is to champion change in the Alberta credit union system and bring value and expertise to its members.

The Executive Leadership Team (ELT) at Alberta Central is constantly looking for partnership opportunities, developing innovative products and services, and collaborating with other stakeholders to optimize system-owned entities. Key priorities for Alberta Central include meeting the demand for payments modernization, advancing core banking technology and evolving the future direction of the Central.

The ELT is comprised of the CEO and the following direct reports:

Chief Financial & Governance Officer
Chief Risk & Compliance Officer
Chief Investment Officer
Chief Strategy, People & Credit Union Relations Officer

The Chief Financial & Governance Officer is responsible for the strategic leadership, direction and guidance for financial accounting and reporting, and budgeting and taxation services for the organization. The executive also acts as the key financial reporting and budgeting lead for high profile and strategic joint ventures like the Prairie Payments Joint Venture which have complex governance structures and stakeholder relationships. This position is also responsible for oversight of governance functions and legal matters for the organization and serves as the Corporate Secretary for the Alberta Central Board of Directors and related board committees.

Experience & Education

Related university degree and 15 or more years of relevant experience; or combination of formal education and experience.
CPA designation required.
5 years of experience in a senior executive leadership role.
Previous financial services industry experience and/or equivalent experience in an industry undergoing transformational change.
ICD.D or equivalent governance expertise gained through experience.
Candidates without governance expertise will be considered if they have strong backgrounds in either or both: o Banking and credit union payments, clearing, and settlement functions.
Major and/or emerging banking and credit union technology and innovation.

Express Your Enthusiasm

Email a cover letter and tailored resume to Allan Nelson or Shalini Bhatty at Calgary@leadersinternational.com indicating the job title in the subject line of the email.

General Manager

Bruno Savings and Credit Union is an independent progressive member-owned Saskatchewan Credit Union serving over 1,600 members and non-members with two branches and has total assets exceeding $101M. In serving its members and their families, businesses, farms and communities, the Credit Union provides a wide range of financial services including financial, investment, commercial, agricultural, and personal loans, and mortgage services. The credit union serve the communities and surrounding areas of Bruno and Prud’homme Saskatchewan.

Bruno Savings and Credit Union is seeking a new General Manager (GM) to lead the Credit Union into the future upon the retirement of their long-time GM.

Our GM provides a combination of strategic and operational leadership to the Bruno Savings and Credit Union by working with the Board of Directors and the management team to establish, implement and oversee the Credit Union’s short-term and long-term goals, strategies, plans and policies. The GM also supports and advises the Board in fulfilling its fiduciary and strategic responsibilities.

At the core of the Credit Union’s strategy is the premise that “it’s all about creating and maintaining value for Bruno Savings and Credit Union members and other stakeholders”. As the GM, you will continue to develop and grow Bruno Savings and Credit Union as a full-service financial co-operative while sustaining our record of sound financial management. You support and drive a culture of accountability by “leading by example” and you foster a successful organizational culture by balancing our commitments to:

our high standard of service for our members,
engaging, rewarding, and providing flexible and inclusive opportunities for our employees, and
actively participating in and supporting our communities as we maintain our leadership position within our marketplace.

You are a professional leader with a track record of successful strategic execution in financial services. You possess a high level of emotional intelligence and build strong relationships with all stakeholders. You have a passion for credit unions, the cooperative values and representing Bruno Savings and Credit Union through active involvement in the community.

Our ideal candidate is a proven leader who has:

Bachelor’s degree in business/financial sector or equivalent experience;
A minimum of 6 years’ experience at a senior management level with a retail financial services institution, preferably a credit union;
Extensive branch management experience of a multi-branch operation, with a demonstrated track record for success in the development and implementation of management strategies to achieve organizational goals;
Experience working effectively with an elected Board of Directors;
Advanced knowledge of the following:
- federal and provincial laws and regulations pertaining to credit unions
- commercial/agricultural lending
- credit union financial analysis, budgeting design and consumer credit;
Demonstrated expertise in strategic planning, decision making and organizational leadership skills to plan and manage resources;
Knowledge and understanding of digital services and technology as an organizational enabler, and the ability to embed technology into organizational strategies;
Superior leadership skills with demonstrated experience developing a management team through coaching and mentoring;
Experience driving culture change and increased accountability within an organization.

The Bruno Savings and Credit Union is in a town located 90 Km east of Saskatoon and 35 km west of Humboldt. Our community offers preschool, and public schools to grade 12. There is a visiting doctor from Humboldt and pharmacy. There are a number of attractions and a wide range of sports and recreation activities including a golf course, archery range and campground.

Bruno Savings and Credit Union offers a competitive compensation and benefits package and will consider relocation support for the right candidate.

To learn more about Bruno Savings and Credit Union, please visit our website at https://brunocu.com.

We encourage all interested applicants to send a resume and cover letter, no later than March 7, 2022 to:

Gail Pearce

Consultant, People Solutions

Central 1 Credit Union

Email: recruitment@central1.com

Email subject: Bruno Savings and Credit Union General Manager Opportunity

Chief Risk Officer (CRO)

Chief Risk Officer (CRO)

In light of BlueShore’s continued asset growth as one of BC’s largest financial institutions and to prepare for the next stage of growth and digital transformation, we are advancing our risk maturity with the addition of a Chief Risk Officer (CRO) to the Executive Leadership Team. This role will report directly to the CEO and will lead the evolution of the enterprise-wide risk management policies and framework.

The CRO is responsible for ensuring that all areas of risk (including but not limited to cyber risk, credit risk, financial risks, operational risks including information technology, information security, corporate security, business contingency, AML/ATF, and legal & regulatory, and insurance, etc.) are managed in alignment with defined risk appetite and relevant provincial and federal regulatory obligations.

This role serves as a strategic partner to the CEO and Executive Leadership Team and is a key resource to the Board and its Risk Committee, acting as advisor on all risk and compliance matters. The incumbent in this role is required to develop, implement and maintain effective risk management strategies. The role must also lead and develop a team of specialized risk and compliance professionals, resolve complex issues both internally and externally including audit and regulatory bodies and provide direct and independent reporting to the Board and relevant Board subcommittees (e.g. Risk Committee, Audit Committee, Governance and Conduct Review Committee).

Closing Date: January 28, 2022

Key responsibilities of this role are:

Leadership:

Leads, oversees and is accountable for the enterprise-wide risk management policies and framework across the whole of BlueShore Financial, which includes defining risk appetite, the risk governance structure, and the approach to risk identification, assessment, monitoring and reporting, including reporting to the Risk Committee of the Board.
Leads the enterprise risk management activities including registry, testing, periodic oversight reviews, physical risk assessments, asset quality reviews, risk and control self-assessments, business process mapping, enterprise-wide risk assessments and developing key risk indicators.
Oversees and provides independent challenge to the first line of defense risk management practices, including escalation and/or resolution of critical risk issues.
Leads the second line credit review process, for adherence and compliance against applicable lending policies and guidelines across the enterprise.
Chairs the Management Risk Committee (MRC); builds relationships with the first line while having oversight of the second line.
Directs the day to day implementation and management of the AML/ATF program; ensuring compliance with provincial and federal regulatory requirements.
Leads and coordinates supervisory communications between regulatory bodies and BlueShore Financial including; managing the responses to recommendations; coordinating all aspects of on-site reviews; and delivering regulatory updates and key messaging to executive and the Board.
Responsible for updates to the outsourced risk policy including assessing the oversight of third party relationship risk. Individual ELT member who holds the relationship is responsible for risk assessment of outsourcing, vendor relationships, mortgage brokers and external sales agents.
Leads, develops and manages the risk management process, business contingency plan and key messaging.
Oversees investigations of suspected or confirmed fraud incidents and security breaches by staff or clients and ensures good working relationship with law enforcement officials and financial community.
Oversees the Risk and Compliance department and is accountable to ensure that the appropriate skills and capacity exist to perform the duties of their mandate.

Strategy and Change Management:

Participates as an active member of the Executive Leadership Team by contributing to enterprise wide and departmental strategies, adding value from a risk management perspective while maintaining an enterprise-wide view.
Advises ELT and the Board of key inherent risks and mitigation strategies involved in setting corporate strategy.
Identifies and leads the enterprise risk management strategies to advance the BlueShore Financial vision and goals, demonstrating how risk and compliance initiatives both protect the organization’s interests and support business success.
Executes a long term risk and compliance strategy, taking into account complex external factors, internal risk appetite framework, and emerging regulatory and legal requirements.
Identifies, interprets and leads the change in implementing risk and compliance best practices.
Functions as the risk expert/advisor to the business executives and others with regard to key business issues.
Works in partnership with all business units, providing strategic advice, and leads the Risk and Compliance function to do the same.

Analytics:

Develop methodologies to aggregate risk data, measure risk and provide quantitative and qualitative analytical support to the lines of business and executive teams.
Leverages tools that identify, align, and build on BlueShore Financial’s risk management capabilities in order to protect BlueShore Financial’s interests.
Leads the Risk and Compliance department in the analysis and evaluation of key risk indicators.
Shares results of analyses with others across BlueShore to enable data driven decision making and support the BlueShore Financial digital strategy.

Compliance:

In collaboration with various departments, utilizes enterprise risk management to implement effective practices in lending, credit solutions and collections including documentation of exceptions, quality control of applications and monitoring authority limits and controls.
Collaborates with other line of business leaders to ensure the effective management of risk in various forms including but not limited to credit, IT, operational and cyber related risk across all lines of business.
As Chief Anti-Money Laundering Officer (CAMLO), collaborates with Privacy Officer to ensure alignment with provincial and federal regulatory requirements and Privacy Acts.

Knowledge:

Maintains a solid knowledge of the latest industry trends and best practices, ensuring optimal performance of the Risk and Compliance department, which in turn influences various departments and business overall.
Plays an active role as a participant and thought leader in industry events, seminars and workshops.
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 risk trends with strategic direction of the organization and by providing insights and oversight in the spirit of compliance and continuous improvement.

Qualifications and Experience

Minimum of 10 years direct related experience
Extensive leadership experience (minimum five years at the leadership level)
Successful experience working with Boards of Directors and Board Committees
University degree or related diploma, with an MBA/graduate degree preferred
Minimum of five years in the financial services industry
Proven experience in implementing and managing enterprise risk management strategy and governance, risk and compliance activities
Strong relationship management and advocacy skills with regulators and other external bodies
Proven leadership skills and ability to influence at all levels of the organization
Experience in project/change management
Superior communication, interpersonal and presentation skills
Mastery level knowledge of investigative principles, practices and policies
Mastery level knowledge of risk processes, regulatory frameworks, expectations and business impacts with a focus in the financial services industry
Expert knowledge of internal security controls and procedures, including both IT and physical security
Ability to work well within an Agile Business Model / approach (in support of business and digital transformation in the financial service industry)
Strategic vision and thinking; strong capacity for strategic analysis

Health and Safety

The health and safety of our teams, clients and communities is our top priority. Successful candidates will be required to submit proof of vaccination before their start date. We recognize that some individuals are unable to be vaccinated for valid reasons protected by law. BlueShore Financial will not discriminate or tolerate discrimination against anyone who is unable to get vaccinated for valid medical, religious or other reasons protected by law.

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 been formally recognized making Kincentric’s “Best Employer in Canada” list 10 years in a row and as one of “Canada’s Most Admired Corporate Cultures” by Waterstone Human Capital.

From the moment you walk into one of our Financial Spas™, you’ll know you’ve arrived at a special place, where all the elements work together to stimulate the senses and create a distinctive atmosphere unlike any financial institution you’ve experienced. We embrace the west coast lifestyle, while providing a premium and sophisticated experience for our clients and employees. You may not recognize us, but we’ve been serving the lower mainland for over 80 years! But this isn’t the Credit Union of your childhood. We’re different and better.

Chief Operating Officer

Prairie Centre Credit Union, Saskatchewan’s largest rural-based credit union, currently has a permanent full-time opportunity available for the position of Chief Operating Officer. Reporting to the CEO, the Chief Operating Officer is a key member of the executive leadership team and is responsible for all retail-related functions including Advisory Services, Retail Deposits, Retail Credit, Retail Support, and Corporate Credit. The successful candidate will be a self-motivated, dynamic leader and will play an integral role in supporting effective retail operations that result in an outstanding member experience.

Responsibilities:

Promote and support a relationship-based service environment by delivering sound advice that benefits both members and the credit union

Participate in the development, implementation, and achievement of corporate strategy

Provide oversight in the credit portfolio, approval process and loan administration
Lead merger activities and special projects in support of strategic initiatives

Provide leadership in the development and monitoring of annual operating plans and budgets, and transfer of such to division managers
Promote the credit union, participate in member and community events, and support community economic development initiatives
Ensure compliance with all federal and provincial legislative requirements
Oversee the development of policy and procedures in accordance with PCCU established guidelines
Coach, develop, mentor, and motivate direct reports

Qualifications:

Relevant degree, Associate of the Credit Union, or a combination of education and experience in the financial services industry (preferably credit union) with a minimum of 10 years industry experience
Demonstrated analytical abilities and operational knowledge with a sound understanding of retail operations and the sales process
Proven leadership and management at a senior level with escalating responsibilities and strategic involvement
Ability to lead, develop, and implement sales and service initiatives with a proven background in achieving sales/growth targets
Excellent interpersonal, oral, and written communication skills with an aptitude for relationship and team building

Prairie Centre Credit Union provides employees with the opportunity for personal and professional growth within an environment that promotes continuous learning. We offer a competitive compensation package, excellent employee benefits, and a matched superannuation plan.

For additional information on this opportunity, please contact Blair Wingert, Chief Operating Officer at 306-882-5562. To apply, please submit an electronic copy of your cover letter and resume by 5:00pm on Friday, January 14, 2022, to: Blair.Wingert@pccu.ca.

We thank all applicants for their interest; however, only those candidates being considered for an interview will be contacted.

Chief Internal Auditor

About Affinity Credit Union

We’re a Saskatchewan-born, values-based, co-operative financial institution owned by our members, for our members. Our profits live in Saskatchewan (and so do we) and our advisors are part of the communities we serve and understand local needs.

We employ a professional workforce of about 800 and are 100% member-owned. By choosing to bank with Affinity, our members know that every dollar they deposit is reinvested and circulated back into our local communities through loans to other members. We put people before profit and as such work together to build a better world for everyone, every day. We have the largest branch network in Saskatchewan with 56 locations in 47 communities, manage $8.5 billion in assets and are the 10^th largest credit union in Canada.

Our Commitment to Truth and Reconciliation

With locations disbursed throughout Saskatchewan, we acknowledge our workplaces are located on treaty territories, the traditional homeland of the Cree, Dene, Lakota, Nakota, Dakota, Saulteaux and the Métis Nation the stewards of this land for generations and acknowledge this land as providing for other Indigenous nations that moved through here as well.

Affinity’s Organizational Values

Open – Accepting, Fair, Flexible, Transparent

Honest – Accountable, Ethical, Honorable, Trustworthy

Inclusive – Collaborative, Cooperative, Respectful, Supportive

Committed – Engaged, Passionate, United, Willing

Diversity, Equity and Inclusion

As a values-based organization, Affinity is guided by the principles of diversity, equity and inclusion. These principles drive the decision-making process, creating opportunities to live our vision of building a better world. Diversity and inclusion are the cornerstone of the organizations culture.

We encourage and welcome all applications from Indigenous persons, racially visible persons, persons with a disability, women, and persons of a minority sexual orientation and/or gender identity, and all candidates who would contribute to the diversity of our organization.

For more information, please visit: www.affinitycu.ca

The Opportunity, Chief Internal Auditor

Reporting to the Audit and Finance Committee of the Board of Directors with an administrative reporting relationship through the CEO, the Chief Internal Auditor provides overall leadership and direction to the Internal Audit department, Affinity Credit Union, and its subsidiaries on Internal Audit related issues.

In this role, you’ll be responsible for leading the provision of independent and objective assurance and consulting activities to the credit union, its Board, the Audit and Finance Committee, and senior executives to assist the credit union in achieving its risk and operational objectives.

You’ll also lead the evaluation of the adequacy and effectiveness of controls encompassing the organization’s governance, risk management process, business operations, and information systems for the parent company and its subsidiaries.

This role is responsible for leading a team of two exceptional Internal Auditors.

Key Responsibilities

Provide leadership and direction for the development, maintenance and execution of a detailed internal audit (IA) plan, as approved by and regularly reviewed with the Audit & Finance Committee (AFCO).
Maintains independence from operations and management while consulting with management in the development of the IA plan and key audit findings.
Oversees IA policy and procedures and ensures IA direction is aligned with the strategic plan, Board/AFCO direction, regulatory requirements and accepted strong practice, including recommending areas of continuous development for the IA function.
Performs consulting and advisory services related to governance, risk management and controls as appropriate.
Evaluates the effectiveness of operations, and/or the reliability and integrity of the means used to identify, measure, classify and report financial and operational information.
Reports to AFCO and the CEO significant risk exposures and control issues, including fraud risks, governance issues, and other matters as requested by the Board and/or executive management.
Ensures key audit findings are addressed by management with regular follow-up reporting to AFCO.
Oversees assessment of the alignment between credit union strategic initiatives/directions and business operations and processes as reviewed within the board-approved audit plan.
Coaches on application of a risk lens in identifying issues and causes and providing recommendations to improve organizational effectiveness/efficiency.
Serves to advance the well-being of real people and their communities while deepening current member relationships and/or recruiting new members. Actively seeks to connect with current and potential members in our communities.
Maintains a collaborative, member-focused culture that is conducive to individual, team and organizational achievement, operational efficiency, accountability, and alignment

Key Qualifications:

Experience & Education

Post-secondary degree in a related field, complemented with 10 years of experience in increasingly senior roles
Advanced expertise as a Certified Internal Auditor (CIA) in leading internal audit and organizational controls; accounting designations (CPA) would benefit this role
Advanced knowledge of leading practices and innovative industry developments in internal audit
Advanced knowledge of regulated financial industry and operations
Demonstrated alignment with the values of Affinity

Leadership Competencies

Expert Advice – Provides new insights and feedback to key stakeholders to foster dialogue and make recommendations for continuous improvement. Integrates information relating to market dynamics, the financial industry, and member behaviour by utilizing area of expertise

Business Perspective – Adopts a long-term view of Affinity’s business strategy and sees the whole picture. Has a clear understanding of economic, social, cultural and demographic trends and their impact on the organization’s strategy and necessary oversight. Can adjust course as necessary.

Strategy Execution – Pulls together ideas, issues and observations through strategic insight in order to bring clarity to business leaders and facilitate decision-making.

Organizational Awareness & Relationship Management – Understands the organizational climate and understands what is and what is not possible, and how stakeholders will be impacted by decisions.

Collaboration – Desire and proven ability to make a significant impact through collaboration. Embraces collaboration as an operating style, encourages participation and fosters open dialogue. Utilizes a high degree of collaboration to make sound decisions, develop thinking beyond current boundaries and make innovative ideas practical.

Enabling Leadership – Works collaboratively with team members to achieve a common goal. Maintains and strengthens relationships with others, both inside and outside the organization. Both strategic and visionary, tactical and hands-on. A leader who develops, empowers and inspires people and grows their capacity as professionals.

Integrity and Trust – Possesses uncompromising integrity, honesty and unassailable business values and does not ethically cut corners. Treats people fairly and with dignity. Works hard to earn and maintain a high level of trust with the Board, CEO, executive team, and employees.

Personal Accountability – Leads with humility and authenticity. Advocate of open, empathetic and respectful communication with both members and employees. Balanced, with a strong sense of ownership. Uses sound personal judgement to solve problems and make decisions.

Your pay

Our competitive compensation package includes an attractive base salary, incentive program, and excellent benefits. At Affinity, we focus on providing a Remarkable Employee Experience, a fulsome total rewards package, to support and motivate our employees in delivering a remarkable experience for our member. If required, relocation assistance to Saskatoon or Regina will be provided. Further details will be provided to candidates in the interview process.

We’d love to hear from you

Email a cover letter and tailored resume to Heather Sully at careers@affinitycu.ca indicating the job title in the subject line of the email.

www.affinitycu.ca

Chief Executive Officer

The Organization: North Peace Savings & Credit Union

North Peace Savings & Credit Union (NPSCU) is a full-service financial organization offering retail and business banking, investment, and insurance products. NPSCU is uniquely situated to provide the financial products, services, and advice that help members achieve their goals, ambitions and overall financial peace of mind. All banking decisions are made locally, with a deep understanding of North Eastern B.C. As a local financial institution, NPSCU is perfectly positioned to meet the optimism, energy, and big ideas of its members with enthusiasm, engagement, and financial leadership.

To learn more, please visit NPSCU’s website.

The Opportunity: Chief Executive Officer

The primary purpose of this position is to assist NPSCU in living out our corporate Mission, “Helping our members succeed in life.” and our Service Mission, “To build rewarding relationships through a superior service experience”. One of the primary means to achieve this end is to develop a highly effective team of employees and develop each employee to their highest potential through coaching and leadership.

The ideal candidate will possess the following qualifications and experience:

A Degree in Business Administration or a related field of study (Master’s degree preferred), or an equivalent combination of education and experience,
Several years of progressive leadership experience in the financial services industry, preferably within the credit union environment, including 10 or more years of senior management and leadership experience in a multi-faceted environment,
Experience leading a broad range of business lines to manage competing interests and priorities to optimize the needs of the business, with specific experience in credit and marketing preferred,
Ability to manage in a multiple stakeholder environment, including effective working relationships with an elected Board of Directors, and
Ability to scan and interpret FI and related industries, reading the industries and selecting the strategies/directions to ensure NPSCU maintains the position of being a market leader.

The complete opportunity profile can be viewed: Here

Contact: Nick Lay or Greg Longster

Leaders International Executive Search

#880 – 609 Granville Street

Vancouver, BC V7Y 1G5

Phone: (604) 688-8422

Email: vancouver@leadersinternational.com

Executive Vice President, Member Experience

Position: Executive Vice President (EVP), Member Experience

Location: Head office located in Peterborough, Ontario or geographic area for Kawartha Credit Union. Hybrid working model is supported.

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, 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 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 business and Channels.
- 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.
- 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, and channels 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 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 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.

Key Success Factors:

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

Qualifications 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 live in 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 and branches, or remotely as needed.

How to Apply:

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, please forward your resume outlining experience, qualifications, and salary expectations referencing “21-PC-87” to:

E-Mail: humanresources@kawarthacu.com

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.

We thank all applicants for their interest in Kawartha Credit Union but will only be contacting applicants that have been selected to move forward in the recruitment process. If you are selected, we will contact you directly.

President & CEO

PRESIDENT & CEO

connectFirst Credit Union

Is this where YOU belong? This is an exciting role for a visionary CEO with the ability to inspire high performing leaders and teams, motivate 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 and inclusion. You are passionate, lead by example, and can win the hearts and minds of all employees as you build excitement, inspire innovation, and bring the strategic plan to life. You are known for successfully stewarding 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 – that’s in your DNA.

The CEO is accountable to the Board of Directors for the successful financial and values-driven performance of connectFirst Credit Union. They are responsible for providing dynamic and effective strategic leadership and direction to all aspects of connectFirst operations and within the credit union system where, as one of Canada’s 10 largest credit unions, connectFirst plays an important part.

The CEO is accountable for the ongoing growth and sustainability of the organization as well as the execution of connectFirst’s current strategic direction centered on exceptional member experience. In the last 12 months the foundational enablers of this strategy have been implemented via exceptional efforts across all levels of employees. These strategy foundations include the replacement of four divergent banking systems with one consistent front and back-end banking system, a corporate wide reorganization redesigned to align lines of business instead of geographic divisions and the launch of the unified connectFirst brand replacing the past First Calgary, Legacy, Mountain View and Chinook regional brands.

connectFirst’s customer-centered, growth strategy now requires an inspiring, strategic leader to lead the next step in bringing their strategy to life within a highly competitive marketplace. To do this, continued culture shift and operational enhancement is required, and the CEO will play a critical role in ensuring their team remains committed to credit union values, effectively resourced, highly engaged and fully capable within a culture that enables the collaborative achievement of our organization’s strategic goals.

FOR MORE INFORMATION

Allan Nelson or Shalini Bhatty

Leaders International Executive Search

Calgary@leadersinternational.com

www.leadersinternational.com

TO VIEW FULL PROFILE & APPLY:

connectFirst Credit Union – Chief Executive Officer

CHIEF FINANCIAL OFFICER (CFO)

CHIEF FINANCIAL OFFICER (CFO)

Affinity Credit Union

Reporting to the CEO, the CFO is a key member of the executive leadership team at Affinity, responsible for the management and reporting of the company’s financial resources and for oversight of diversification strategies. The role will support Affinity by acting as a strategic financial partner to help create and maintain a growing, profitable organization and is accountable for the accurate and fair representation of Affinity’s financial status to stakeholders. This role works closely with other senior leaders across the organization to oversee the implementation of business strategies, guidelines and procedures, to ensure innovative functional strategies that enable a seamless member experience.

The role provides leadership in the development of the financial strategy including capital requirements, the metrics aligned with Affinity’s strategy, the control systems designed to preserve Affinity’s assets, and the accurate reporting of financial results. The CFO ensures the timely and accurate production of financial and statistical reporting, provides independent financial oversight to the Board of Directors and its committees, and acts as an advisor on all financial matters. In addition, the CFO oversees a variety of investments and diversification entities, which help support the growth and sustainability of the organization. Other areas of responsibility include overseeing appropriate investments in physical premises, specifically design implementation, development and maintenance of all corporate facilities and equipment to reflect business and member needs.

Leading a team of 40 professionals, the CFO has four direct reports:

Senior Director, Controller
Director, Finance
Facilities Manager
Subsidiaries Lead

FOR MORE INFORMATION

Allan Nelson or Heather Fookes

Leaders International Executive Search

Saskatoon@leadersinternational.com

www.leadersinternational.com

TO VIEW FULL PROFILE & APPLY:

https://leadersinternational.com/affinity-credit-union-chief-financial-officer/

Chief Executive Officer

Pathwise Credit Union first opened its doors on April 2, 1938, offering savings and loan services to 29 amazing members. Over 80 years and nearly 11,000 members later, the credit union originally founded as the Auto Workers Credit Union (AWCU) continues to proudly support the financial needs of auto workers and their families as well as an expanding base of new members in Oshawa and beyond. Pathwise’s assets have grown to over $430 million, and the credit union employs 55 highly engaged staff between its two branches who are united in ensuring that all its members are on their path to financial success.

Fresh off its corporate rebranding, a new banking system and with a skilled and highly committed senior leadership team seeking to leverage the incredible population growth across the Durham Region, Pathwise is seeking its next Chief Executive Officer.

Reporting to Pathwise’s Board of Directors, as CEO you are responsible for the strategic leadership and management of the credit union. Your strong vision for the future will ensure that Pathwise’s senior leadership are establishing, implementing and overseeing the Credit Union’s long-range goals, strategies, plans, and policies while keeping Pathwise agile and ready for ongoing change and growth. As the public face of the credit union, you will maintain effective and productive relationships with Pathwise’s regulator, business community, fintech partners and within the credit union system.

As an ideal candidate, you are a trusted and forward-looking financial industry leader with at least 10 years of senior leadership experience and a proven record of making sound business decisions that have achieved efficiency, optimization, growth and change. Your outstanding interpersonal and relationship building skills are rooted in openness, transparency, and a willingness to explore creative solutions proactively and collaboratively. A dynamic leader who is passionate about community and member engagement, people value you for your integrity, authenticity and desire to innovate while driving a culture of performance and service excellence. You are an inspiring team leader who is naturally inclusive, passionate about coaching and mentorship, and who empowers staff. Pathwise will benefit significantly from your knowledge and demonstrable experience navigating the continuing impacts of new technology on staff and members. Your sound governance knowledge and previous experience reporting to, or serving on, a board of directors will be of great value, as will your previous experience working within unionized environments. You demonstrate a strong understanding of, and sensitivity to, cooperative values and principles, and can champion growth while remaining respectful of the culture and history that have made Pathwise the credit union it is today.

To apply for this exciting credit union leadership position, please visit: boyden.thriveapp.ly/job/1074. For more information, please contact Andrew Dumont and Cameron Morrison at cmorrision@boyden.com or 613-742-3219.