Occupation Types: Financial Services/Financial Analysis

Vice President of Finance

The Position:

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

This is a full time permanent position.

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

The Person:

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

Compensation:

  • Comprehensive benefits package.

 

SUBMIT RESUME AND COVER LETTER TO:

Jennifer Hormann,

Vice President of Human Resources

Vision Credit Union Ltd.

Corporate Office

5007 – 51 Street

Camrose, Alberta T4V 1S6

Fax 780-679-0569

jobs@visioncu.ca

Only those individuals invited for an interview will be contacted.

Financial Advisor

We’re seeking people who are deeply motivated to learn about our customers (members), help them articulate and achieve their goals, and celebrate alongside them when goals are reached. We want only the most generous of heart, with a deep technical savvy to help our members establish a solid financial foundation, build a strong financial future, grow it and protect it.

As a Financial Advisor, you help members build a financial plan. You are their financial coach! For our members, this means increasing their financial fitness to achieve financial well-being. You’ll help them with goals, establishing priorities and checking in to support progress along the way. You will be proactive with our members as life changes and marking significant milestones.

As a Financial Advisor, you will:

  • Conduct personal interviews with members, identify individual member needs and goals, develop an appropriate financial plan, and make appropriate recommendations.
  • Provide our members with a holistic wealth approach that focuses on members unique, personal situations. Holistic planning includes financial, retirement, investment, estate, insurance, and tax planning.
  • Create and maintain client files adhering to compliance requirements, and reports on activities.
  • Conduct client seminars on wealth management and attend business development opportunities as required.
  • Provide support on wealth management products.
  • Develop own personal business plan.
  • Identify opportunities that successfully meet the members needs and planting seeds for future product/services and follow-ups.

What you need for this role:

  • High School Diploma
  • Mutual Fund License
  • Financial Planning Designation (i.e. CFP, PFP)
  • Minimum 2 years of industry experience as a financial planner.
  • General investment and insurance industry knowledge and awareness of the Canadian credit union system are highly desirable.
  • Must keep informed to the latest trends in financial markets, industry competitors, current issues and strategies.
  • Using sound judgement to make timely and effective decisions, considering both short- and long-term outcomes, risks, and impacts.
  • Demonstrated skills include, the ability to develop relationships along with strong sales and presentation skills, strong oral and written communication skills, and strong organizational skills. Must be able to work independently in a fast-paced, team-oriented and collaborative environment.
  • Engage in business development activities, and volunteerism.

What do we offer?

  • Preferred rates on our products and services
  • Benefits and Pension, from day one
  • 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 August 5th, referencing competition #244202 in the Subject Line.

More details:

  • 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: $65,600 – $85,800

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

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

Commercial Banking Analyst

WE’RE HIRING!
Commercial Banking Analyst

Full‐Time Permanent

About Us

First Nations Bank of Canada is a federally chartered bank primarily focused on providing financial services to the Indigenous marketplace in Canada. Over 87% Indigenous owned and controlled, FNBC is a leader in advocating for the growth of the Indigenous economy and the economic well‐being of Indigenous people. Headquartered in Saskatoon, SK and named one of Saskatchewan’s Top Employers, FNBC takes pride in its workforce of over 64% Indigenous employees working at locations across Canada.

About The Role

The Commercial Banking Analyst is accountable for providing support to Commercial Account Managers in the risk management of customers; preparing competitive credit package with a high quality of risk assessment, due diligence and credit presentation; understanding pricing models and applying them effectively; identifying business opportunities amongst existing customers; while adhering to the Bank’s guidelines, policies and procedures.

Here’s what you’ll be doing
• Structure and package competitive solutions to assist the Commercial team to meet customer needs in a timely manner
• Maximize profitability ensuring that FNBC pricing guidelines are utilized and threshold is met/exceeded with each
• Support the Commercial Banking team in identifying business opportunities amongst existing customers
• Develop and maintain an understanding of pricing models/concepts and apply them effectively
• Support the Commercial Banking team in competitive credit packages in the CB segment in a timely manner
• Write credit applications with a high quality of risk assessment, credit structure, due diligence, and credit presentation
• Make recommendations on credit decisions to VP Commercial Banking
• Use Bank guidelines and systems to effectively minimize time spent/writing/monitoring credit while maintaining credit quality (risk assessment, due diligence, etc.)
• Renew credits in a timely manner, meeting targets for expired credits
• Monitor and control the portfolio and provide feedback to the VP Commercial Banking on any accounts that are outside guidelines and/or assigned limits and conditions
• Be knowledgeable of and comply with Bank and Industry Codes of Conduct

You must have:

• Experience related to business lending, financial analysis and administration
• Post‐secondary education in business (BComm, MBA)
• High proficiency with software programs (Excel and MS Word)
• Analytical with ability to pay close attention to detail and prioritize work routine
• Highly motivated and enthusiastic self‐starter who takes an outgoing and enthusiastic approach to their work
• Ability to adjust to changing work priorities and meet time sensitive deadlines
• Highly adaptable, professional and efficient
• A strong desire to learn, grow and succeed

We are passionate about creating an inclusive workplace and value and respect diversity of our staff.

We offer a comprehensive total rewards package, including group benefits, savings plan, professional development, and opportunities for career growth. If you are interested in this
opportunity, meet the qualifications, and are eligible to work in Canada, please visit our website at www.fnbc.ca or send your resume and cover letter by email to apply@fnbc.ca. The posting will remain open until July 19, 2024.

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

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.

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