Financial Services Advisor

The Synergy Experience – what is it exactly?  Just ask our employees. Their dedication to our customers (members) and each other has created an incredible place to work. We’re local, we offer personalized and competitive products & services. We are proud to be a part of a local and community focus and are seeking a Financial Services Advisor to help us continue our rich tradition of serving our community – since 1943!

What do our Financial Services Advisors do?

As an FSA, you will work in a retail banking environment where you have a meaningful impact on the financial wellness of members. You connect with existing and prospective members, understand their financial and personal goals, provide informative and personalized advice, and recommend the right products and solutions to achieve their goals and enable their financial success.

Our ideal candidate is a relationship builder. You’re motivated, with strong problem-solving and organizational skills. You’ll be a part of a team of knowledgeable professionals who share a genuine commitment to working with and delivering exceptional service to our membership, including account and deposit products, investments including the sales of mutual funds, and consumer lending products and services with some potential for small business/ag loans.

If building relationships, problem solving, and meeting challenges interests you…this dynamic career is what you’re looking for!

As a Financial Services Advisor, you will:

  • Manage a portfolio of members, partnering with current and potential members to understand their goals and priorities
  • Advise on and deliver a variety of products and services to successfully meet members’ needs
  • Engage in outreach, marketing, and follow-up opportunities to proactively seek out new business and deepen existing relationships, and
  • Promote Synergy Credit Union within our communities, including engaging in business development activities, volunteerism, phone calls, emails, and participating in campaigns.

What you need for this role:

  • Related post-secondary education (such as a Diploma or Degree in Business) and one to four years of job-related experience, or an equivalent combination of education and experience
  • Strong experience in consumer lending is required
  • Relationship and business development skills
  • Previous sales experience working with goals, strong closing/referral techniques, and pipeline development is desired
  • Strong interpersonal and listening skills; can carry on great interactions in a variety of channels
  • Strong attention to detail
  • Mutual Fund Accreditation or successful completion of accreditation may be required within 3 months of hire

We encourage you to apply. We have two levels in this role. Placement within these levels is dependent on experience and education.

What do we offer?

  • Preferred rates on our products and services
  • Benefits and Pension
  • Competitive salary
  • Investment in your professional development
  • Community involvement

If the above describes you, we want to hear from you. Submit your cover letter and resume to careers@synergycu.ca, by end of day on July 4, 2024, referencing competition #243604 in the subject line.

More details:

  • Hours: Permanent full-time
  • Hours: 37.5 hours weekly. Currently Monday to Friday, 8:30 a.m. to 5:00 p.m., and flexibility to work outside various hours is required for travel, events, and member meetings.
  • Salary: $60,000 – $75,000

A little more about us:

Synergy Credit Union is a people-inspired Credit Union with ambitious goals. We endeavour to deliver amazing financial experiences, earn our customers (members) trust, grow our relationships, and build sustainable communities.

We exist to help our members achieve their financial goals by understanding their needs and delivering exceptional service in modern, convenient, and secure ways. We empower our members by sharing our experience and tools, so they can make robust plans through each stage of life.

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 27,000 members and have reached over $2.5 billion in assets.

We were named one of Saskatchewan’s Top Employers for the 7th consecutive year. This reflects our workplace culture and commitment to building relationships beyond banking with our members, and our team.

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. Inclusive of Saskatoon, Lloydminster, Kindersley, Macklin, Denzil, Lashburn, Marshall, Maidstone, Neilburg, Marsden, St. Walburg and Paradise Hill.

 

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

Manager, Payments & Technologies

Manager, Payments & Technologies

National Consulting Limited (NCL) is actively seeking an experienced professional to lead the delivery and oversight of payment and technology services for credit union clients nationwide in Canada. This position reports to the VP Technology & Innovation.

The Job

The successful candidate must be self-driven and able to work independently as this is a remote (work-from-home) position. Key responsibility areas of the position include:

  • Oversight of payments services required by participating credit unions
  • Lead payments modernization and technology initiatives
  • Research and develop business case for payment and technology solutions
  • Manage contractual arrangements with external vendors and the client base
  • Relationship management with credit unions, system partners, and vendors
  • Advocate for credit union business needs for product and service development initiatives
  • Develop and maintain strategic partnerships
  • Ensure that NCL’s service offering evolves and enhances credit unions’ market competitiveness.

This is an 18-month term (with the possibility of an extension), full-time position (37.5 hours per week). Occasional travel and in-person attendance may be required. Technology equipment is supplied.

The Candidate

The ideal candidate will possess:

  • Minimum 10 years’ experience in the credit union or co-operative system
  • Degree in Commerce, Business Administration, Computer Sciences, or related field
  • Experience with Canadian payment systems and providers
  • Experience with core banking and digital banking platforms
  • Experience with implementation and operational process
  • Strong interpersonal and negotiation skills
  • Experience in project management, PMP designation is an asset
  • Exceptional communication, organizational and facilitation skills
  • Ability to prepare strategic and operational plans for product lines to meet targets and budgets, and align with the overall business strategy
  • Proficient in Microsoft 365 business tools.

The Compensation

NCL offers a competitive compensation package. Salary will depend on qualifications and experience. Benefits include a matched superannuation pension plan; group benefits (health, dental, life and disability insurance, and a Healthcare Spending Allowance, Wellness Program), and paid personal days off.

If being part of our team interests you, please submit a resume and cover letter, in confidence, to hr@nationalconsultinglimited.com by July 5, 2024. We appreciate the interest of all applicants; however, only those under consideration will be contacted.

National Consulting Limited is owned by a consortium of 25 Saskatchewan credit unions and partners with credit unions across Canada to provide expertise in Risk Services such as Compliance, AML, Fraud Protection, Privacy, Procurement, Banking and Card Services.

Financial Services Advisor

The Synergy Experience – what is it exactly?  Just ask our employees. Their dedication to our customers (members) and each other has created an incredible place to work. We’re local, we offer personalized and competitive products & services. We are proud to be a part of a local and community focus and are seeking a Financial Services Advisor to help us continue our rich tradition of serving our community – since 1943!

What do our Financial Services Advisors do?

As an FSA, you will work in a retail banking environment where you have a meaningful impact on the financial wellness of members. You connect with existing and prospective members, understand their financial and personal goals, provide informative and personalized advice, and recommend the right products and solutions to achieve their goals and enable their financial success.

Our ideal candidate is a relationship builder. You’re motivated, with strong problem-solving and organizational skills. You’ll be a part of a team of knowledgeable professionals who share a genuine commitment to working with and delivering exceptional service to our membership, including account and deposit products, investments including the sales of mutual funds, and consumer lending products and services with some potential for small business/ag loans.

If building relationships, problem solving, and meeting challenges interests you…this dynamic career is what you’re looking for!

As a Financial Services Advisor, you will:

  • Manage a portfolio of members, partnering with current and potential members to understand their goals and priorities
  • Advise on and deliver a variety of products and services to successfully meet members’ needs
  • Engage in outreach, marketing, and follow-up opportunities to proactively seek out new business and deepen existing relationships, and
  • Promote Synergy Credit Union within our communities, including engaging in business development activities, volunteerism, phone calls, emails, and participating in campaigns.

What you need for this role:

  • Related post-secondary education (such as a Diploma or Degree in Business) and two to four years of job-related experience, or an equivalent combination of education and experience
  • Strong experience in consumer lending is required
  • Relationship and business development skills
  • Previous sales experience working with goals, strong closing/referral techniques, and pipeline development is desired
  • Strong interpersonal and listening skills; can carry on great interactions in a variety of channels
  • Strong attention to detail
  • Mutual Fund Accreditation or successful completion of accreditation, or licensed within 3 months of hire

What do we offer?

  • Preferred rates on our products and services
  • Benefits and Pension
  • Competitive salary
  • Investment in your professional development
  • Community involvement

If the above describes you, we want to hear from you. Submit your cover letter and resume to careers@synergycu.ca, by end of day on June 23, 2024, referencing competition #243102 in the subject line.

More details:

  • Status: Permanent, full-time
  • Hours: 37.5 hours weekly. Requires ability to work a Saturday rotation schedule, and flexibility to work outside regular hours for travel, events, and member meetings.
  • Salary: $60,000 to $75,000

A little more about us:

Synergy Credit Union is a people-inspired Credit Union with ambitious goals. We endeavour to deliver amazing financial experiences, earn our customers’ (members’) trust, grow our relationships, and build sustainable communities.

We exist to help our members achieve their financial goals by understanding their needs and delivering exceptional service in modern, convenient, and secure ways. We empower our members by sharing our experience and tools, so they can make robust plans through each stage of life.

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 27,000 members and have reached over $2.5 billion in assets.

We were named one of Saskatchewan’s Top Employers for the 7th consecutive year. This reflects our workplace culture and commitment to building relationships beyond banking with our members, and our team.

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. Inclusive of Saskatoon, Lloydminster, Kindersley, Macklin, Denzil, Lashburn, Marshall, Maidstone, Neilburg, Marsden, St. Walburg and Paradise Hill.

 

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

Engagement Manager

Engagement Manager – Full-Time, PPJV

COMPANY OVERVIEW

The Prairie Payments Joint Venture (PPJV) is a joint venture owned by three Prairie centrals created to digitally transform and modernize payment services for credit unions in the Prairies. PPJV’s goal is to ensure prairie credit unions are competitive in payments and have access to efficient, modernized payments processing infrastructure.

ROLE SUMMARY

The relationship manager is responsible for fostering and maintaining strong relationships with credit union partners within their designated region.  The primary objective is to drive business growth of PPJV’s payment offerings and enhanced member satisfaction through strategic collaboration and effective communication.

KEY RESPONSIBILITIES

  • Develop and maintain strong partnerships with credit unions within the designated region with the goal of providing guidance and support for PPJV’s products and services while ensuring they are meeting the needs of credit unions and their members.
  • Serve as the primary point of contact for credit unions and liaison between integration partners and PPJV team members addressing their needs and concerns promptly and effectively.
  • Build rapport with key internal and external stakeholders, including credit union executives.
  • Collaborate with credit unions to develop and implement strategies that drive business growth and enhance member satisfaction.
  • Educate credit union partners on the full range of PPJV products and services and the resources available to them.
  • Collaborate closely with internal teams, including delivery, operations, business readiness, and communications, to ensure alignment and support for credit union partners.
  • Attend and participate in regional credit union events and conferences that add value to the relationship between credit union partners and PPJV.
  • Manage the cadence for interactions with credit unions for PPJV products and services including the tracking and communication of potential risks/issues and feedback while supporting timely business and tactical messaging for credit unions.
  • All other duties as assigned.

REQUIREMENTS

  • University degree in business administration, finance, or a related field and/or equivalent experience.
  • Previous experience in banking, financial services, payments, or credit union management (experience in credit union system is preferred).
  • Knowledge of the credit union system and payment methods is preferred.
  • Proven track record of building and maintaining strong relationships with clients or partners.
  • Excellent communication, negotiation, and interpersonal skills.
  • Strong analytical and problem-solving abilities.
  • Ability to work independently and as part of a team in a fast-paced environment.
  • Must be bondable.

This position is currently designated as a remote position. The successful candidate will be located in Saskatchewan and be willing to travel to credit unions in Saskatchewan and other locations for conferences and in person meetings.

The Environment

PPJV is a fast paced and focused environment where employees and contractors share the mission to deliver efficient, cost effective, modernized payments processing to prairie credit unions.

Interested candidates are asked to submit a resume & cover letter by noon on May 31, 2024 {Click Here}

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

 

Senior AML/ATF Compliance Specialist

National Consulting Limited (NCL) is looking for a seasoned professional to assist in the delivery of Anti-Money Laundering (AML) and Anti-Terrorist Financing (ATF) compliance programs requirements to meet the needs of our credit union clients. This position works in conjunction with a team of specialists who report to the VP Business Solutions and works closely with credit unions, legal counsel, regulators and CCUA to research issues and analyze information, trends & topics.

The Job
The successful candidate must be able to work independently and as a team this is a remote (work-from-home) position. The primary responsibility of this position is acting as the Chief Anti-Money Laundering Officer for the management and administration of all 6 elements of the required AML/ATF compliance program for multiple credit union clients, including maintenance and application of comprehensive compliance policies and procedures, risk assessments, identification of suspicious transactions,  developing and implementing risk mitigation measures where the risk is high, monitoring higher accounts and reporting to FINTRAC. This role is also responsible for providing AML/ATF guidance and support as a consultant to credit unions requiring additional assistance with their internal AML/ATF programs. In addition to compliance advisory services, this role is required to assist in the maintenance of legally reviewed legislatively compliance AML form. This role also participates in the development and delivery of specialized training for our clients to ensure an on-going compliance training program is available for employees as it relates to their job functions. To be successful in this role, a high attention to detail and time management skills are crucial.

This is a permanent, full-time position (37.5 hours per week). Occasional travel and in-person attendance may be required. Computer equipment is supplied.

The Candidate
The ideal candidate will possess:

  • Minimum 5 years’ experience in the credit union or co-operative system providing operational support in the areas of Anti-Money Laundering (AML) and Terrorist Financing (ATF).
  • Detailed understanding of the Proceeds of Crime (Money Laundering) and Terrorist Financing Act and associated Regulations.
  • Experience with AML Software. Verafin experience would be beneficial.
  • An Anti-Money Laundering and Terrorist Financing designation
  • Other regulatory compliance or risk management experience or designations
  • Strong interpersonal skills to build trusting relationships with credit union management and deliver excellent client experience.
  • Strong communication, organizational and facilitation skills.

The Compensation
NCL offers a competitive compensation package. Salary will depend on qualifications and experience. Benefits include a matched superannuation pension plan; group benefits (health, dental, life and disability insurance, healthcare spending allowance and wellness program), and paid personal days off.

If being part of our team interests you, please submit a resume and cover letter, in confidence, to hr@nationalconsultinglimited.com by Monday, May 13.

We appreciate the interest of all applicants; however, only those under consideration will be contacted.

National Consulting Limited is owned by a consortium of 25 Saskatchewan credit unions and partners with credit unions across Canada to provide expertise in Risk Services such as Compliance, AML, Fraud Protection, Privacy, Procurement, Banking and Card Services.

 

Associate Manager, Deposit Compliance

National Consulting Limited is looking for a deposit compliance expert to advise credit unions in the areas of deposit compliance and business requirements for deposit forms and related material.  This role works closely with credit unions, legal counsel, government and CCUA to research issues, analyze information and recommend operational guidance for credit unions. This position reports to the Manager, Deposit Compliance.

The Job

The successful candidate must be able to work independently as this is a remote (work-from-home) position. In addition to deposit compliance advisory services, this role participates in the delivery of deposit training and may occasionally require in-person attendance and travel.  This is a permanent, full-time position (37.5 hours per week). Computer equipment is supplied.

The Candidate

The ideal candidate will possess:

  • Post-secondary education in Business Administration, Finance, Accounting, Technology, Project Management, or a related discipline.
  • Minimum 5 years’ deposit compliance experience in a credit union.
  • Solid understanding of credit union operations.
  • Advance working knowledge of legislation affecting deposit functions in credit unions.
  • Project Management skills.
  • Experience with product development.
  • Excellent communication and relationship management skills.

The Compensation

NCL offers a competitive compensation package.  Salary will depend on qualifications and experience.  Benefits include a matched superannuation pension plan; group benefits (health, dental, life and disability insurance, healthcare spending allowance and wellness program), and paid personal days off.

If being part of our team interests you, please submit a resume and cover letter, in confidence, to hr@nationalconsultinglimited.com by Friday, May 10, 2024.

We appreciate the interest of all applicants; however, only those under consideration will be contacted.

National Consulting Limited is owned by a consortium of 25 Saskatchewan credit unions and partners with credit unions across Canada to provide expertise in Risk Services such as Compliance, AML, Fraud Protection, Privacy, Procurement, Banking and Card Services.

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.

Business Solutions Support Specialist

National Consulting Limited (NCL) is actively seeking an experienced professional with a good understanding of credit union operational compliance (Deposit, AML, Privacy, Lending & Fraud) to assist in providing solutions to our credit union-based clients nationwide. This position reports to the VP Business Solutions.

The Job

The successful candidate must be able to work independently as this is a remote (work-from-home) position designed to provide support to the business units of NCL. Key responsibility areas of the position include:

  • Assist various business units with initiatives when required,
  • Ability to develop and deliver training courses on various compliance-related topics,
  • Participate in compliance-related projects,
  • Application of Anti-Money Laundering (AML) and Terrorist Financing (AFT), Canadian Anti-Spam Legislation (CASL), Privacy, CU Market Code of Conduct, Deposit and Lending compliance,
  • Assist in research related to compliance business area,
  • Work in Adobe Acrobat, MS Office 365 applications, SharePoint, and website administration.

This is a permanent, full-time position (37.5 hours per week). Occasional travel and in-person attendance may be required. Computer equipment is supplied.

The Candidate

The ideal candidate will possess:

  • Minimum 2 years’ experience in the credit union or co-operative system providing operational support in the areas of Deposit and/or Lending compliance.
  • Understand Anti-Money Laundering (AML) and Terrorist Financing (ATF), Canadian Anti-Spam Legislation (CASL), Privacy, and CU Market Code of Conduct.
  • A Canadian AML, ATF or other regulatory compliance or risk management designation would be beneficial.
  • Exceptional communication, interpersonal and organizational skills; you will build trusting relationships with credit union management and deliver excellent client experience.

The Compensation

NCL offers a competitive compensation package. Salary will depend on qualifications and experience. Benefits include a matched superannuation pension plan; group benefits (health, dental, life and disability insurance, Healthcare Spending Allowance, Wellness Program), and paid personal days off.

If being part of our team interests you, please submit a resume and cover letter, in confidence, to hr@nationalconsultinglimited.com by March 11, 2024. We appreciate the interest of all applicants; however, only those under consideration will be contacted.

 

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