Financial Services/Financial Analysis – Page 10

Manager, Member Impact

At Conexus, it’s not what we do, it’s how we do it.

Are you ready to make a move and work for a company who puts the financial well-being of its members first? It’s not just something we say at Conexus. It’s a promise delivered by our 900 employees each day. We are passionate about our members’ financial health, and our employees reflect that passion. At Conexus it’s about more than conducting a banking transaction, it’s about providing members with insightful content, tools, advice and products that help them look at their financial choices in new ways. We do this by keeping it simple and lending an ear to each member’s individual needs throughout Saskatchewan.

Our employees are authentic, bold, creative, and responsible. They are the reason we consistently deliver outstanding member experiences. They’re more than just individuals who come to work each day, each employee is a vital part of Conexus.

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

The bigger picture

We’re looking for a collaborative, curious, strategic and forward-thinking person to come on board as our Manager, Member Impact for up to an 18-month term.  Candidates will be considered at various Conexus locations across Saskatchewan. You will lead the Member Impact team to support projects and initiatives that directly impact our members. This includes identifying ways in which we can enhance our ability to improve our members overall financial well-being. You will also look at ways to achieve efficiencies across the organization that align to our overall corporate strategy.

How you’ll be spending your time

Coaching, empowering and leading a team of direct reports to successfully achieve individual targets and team goals
Collaborate with internal and external stakeholders on subjects related to member impact mitigation
Leading the operationalization of new and updated processes, and system applications
Breaking down processes to understand the root cause for the work in order to drive efficiencies
Identifying and managing risks and opportunities while ensuring adherence to company policies and legislation
Support a team through research, development and implementation to ensure delivery of member impact service solutions

The way people describe you

You have a deep understanding of the core business lines within the Credit Union system
You are a driven individual who strives to grow the success of your team through continuous coaching and empowerment
You possess excellent interpersonal, relationship building and communication skills
You promote and cultivate an environment that continually seeks and identifies areas to increase efficiencies

The experience you bring

5 years financial services experience
1 year formal or informal leadership experience
Proficient in Microsoft Office Suite
Effective presentation and communication skills
Experience working with systems used within Financial Institutions

What you get in return

Our team works tirelessly to ensure the financial success of each of our members. We think such dedication deserves recognition. That’s why we’re proud to offer some of the most competitive job perks of any employer around. Come, join our crew, and find out just how sweet the rewards can be:

Competitive compensation and benefits package
Industry leading work-life balance and rewards
Formal and informal employee development
Meaningful work that makes a real difference in our members’ lives

We are excited to consider candidates with combined academic, professional and volunteer experience unique to them. Research shows that many applicants only apply if they meet every qualification of the role and we encourage you to consider the roles that most closely align with your skillset and experience. As we value diverse backgrounds and experiences and are focused on meaningfully building inclusive and diverse workplaces, you may be the new team member we’ve been looking for! This opportunity closes on February 5, 2023 so apply now! If you have questions about this position, please contact Toni Demorest at toni.demorest@conexus.ca

Farm and Business Advisor

Farm & Business Advisor – Emerald Park Branch

Join the Cornerstone Crew!

Be Part of Something . . . .

Are you an outgoing individual who is great with numbers, and even better at building relationships? We’re looking for a dedicated Farm & Business Advisor who thrives in a fast-paced work environment and prides yourself on helping others to join our team at the Emerald Park branch of Cornerstone Credit Union!

As a Farm & Business Advisor you’ll be an important part of a team of knowledgeable salespeople who share a genuine commitment in partnering with our members to achieve their financial goals.

Reporting to the Manager, Farm & Business, you will create exceptional member experiences for both new and existing members by delivering smart financial advice, solutions and alternatives through proactive needs-based sales and services. Through the management of diverse accounts, you will manage an assigned Farm & Business portfolio consisting of medium market commercial enterprise and agriculture accounts.

What We Are Looking For . . . .

To be considered for a Farm & Business Advisor at this level you must have a minimum of 5 to 7 years of progressive experience in sales and service managing a diverse portfolio in a farm and business banking environment along with professional qualifications by degree or combination of education and experience.

We are seeking a candidate who can handle whatever is thrown their way. We want someone who is driven, sharp, figures out problems and enjoys talking to people. A sense of humor is required. If it sounds like we expect a lot – we do. We’ve created a “MemberFirst” workplace that we are passionate about.

What You will Receive . . . .

Our employees enjoy a competitive compensation and benefit package that includes matched pension contributions and wellness and employment perks that contribute to a healthy work-life balance!

On top of earning a bi-weekly paycheque, you will also be eligible to receive additional pay for outstanding individual performance through our incentive pay program!

Formal & informal development opportunities offering challenge and growth.

The opportunity to be an integral member of a team of professionals in a supportive and collaborative environment motivated to do the best for their team and their members.

Opportunity to create connections that will establish you as the go-to-expert in the community.

We Say We Care, and We Mean It ♥

Cornerstone Credit Union has been named one of Saskatchewan’s Top Employers for 2022! This is the 6th consecutive year we have received this recognition.

We serve approximately 39,000 members in 15 branches, employ around 280 people and manage assets of about $2.1 billion.

We are a Cornerstone family; fun, inclusive, supportive and respectful.

Wouldn’t you want to be a part of that!

Check out our website at www.cornerstonecu.com.

For more information, or to apply now, you must go to the website below. Please DO NOT email your resume to us as we only accept applications through our website.

https://cornerstonecu.prevueaps.com/jobs/245017-37571.html

Treasury Analyst

Treasury Analyst
1 year Term Position
Location: Canadian home office or Regina corporate office

SaskCentral provides a balance of energy and support to employees and is on a multi-year enterprise-wide transformational journey with continued focus on ensuring the success and financial viability of Saskatchewan credit unions. The role of the Treasury Analyst in this journey is to provide subject-matter expertise on several strategic projects to deliver exceptional liquidity management services to credit unions.

The Job:
Working in a project team setting, the Treasury Analyst will support the scoping, planning, testing, and implementation of workflow requirements related to products and services provided to credit unions. You will collaborate with Front, Middle and Back Office workgroups to complete required testing associated with international wire payments and to identify, stage, and report on a variety of capital markets transactions. As someone with a thorough understanding of capital markets transactions, asset types, and settlement procedures you will apply this knowledge to ensure all operational workflows follow industry best practices and contribute to the success of the projects.

The Candidate:

You will have a degree in business/commerce and/or solid experience with these functions and have or are working towards the completion of a professional financial designation (i.e. CFA, CA/CPA, CIM). You have a minimum of 5 years’ experience within banking and/or financial reporting and analysis, policies and practices and advanced knowledge of balance sheet, capital, liquidity and risk management concepts and practices. To be successful in the role, you will have experience in the structure and settlement of secured lending and/or loan products and strong knowledge of banking systems and related deposit products. Previous Credit Union experience is an asset.

Interested applicants are invited to submit their cover letter and resume in confidence by Friday February 3, 2023 on our career page Recruitment (adp.com)

We thank all applicants for their interest; however, only those selected for an interview will be contacted. Please be advised that SaskCentral will be using virtual and in-person methods to connect with candidates and conduct interviews during the recruitment process.

Our employees tell us SaskCentral is a great place to work. It’s more than the competitive salaries and excellent benefits we offer. We believe you can have a challenging, rewarding career and work life balance, too. We value and support workplace diversity.

Account Representative 5 – Union (Retail Lending)

Together, Let’s Do Great Things!

Improving financial health, enriching lives, and building healthier communities. These are at the core of who we are and what we do at Coastal Community Credit Union. We are looking for an Account Representative (Retail Lender), with at least five years of financial services experience and a vision of improving people’s financial health. The Account Representative will have advanced knowledge of retail lending to support the Nanaimo region. If your strength is building relationships and providing expert personalized service to help people reach their financial goals, we want to hear from you.

What’s the role?

As an Account Representative, you will thrive in a relationship-based sales environment that rewards your successes. You will use your great communication skills to understand our members and clients’ needs and share your knowledge of products and services to help them achieve their financial goals. You will also have a proven track record of recognizing sales opportunities and achieving defined targets.

Drawing on our full line of products and services, as well as our experts from our other business lines, you’ll offer individualized comprehensive solutions to suit unique situations. As a primary business developer, you’ll take an active role in maintaining, attracting, and expanding members’ relationships with Coastal Community. We want high quality interactions with our members and clients, and we’ll give you the education and support to enhance your retail lending skills.

What will you do?

Your goal will be to improve the financial health of Coastal Community’s members by building relationships. On a typical day, you may help people with mortgages, lines of credit, personal lending solutions, credit cards, banking transactions, and investments (including registered products). You will also identify opportunities for referrals to our other business lines to meet the member’s full financial needs.

What are we looking for?

An efficient collaborative team player ready for a challenge
A minimum of 5 years of financial services experience with a minimum of 2 years lending exposure or an equivalent combination of post-secondary education and experience;
Solid experience with personal lending and deposits;
Solid understanding of the competitive environment in the financial marketplace, and local communities within the region;
An interest in pursuing internal and external business development opportunities
Proven track record of achieving defined sales and service goals and targets.

If you’re an approachable problem solver who embraces self-development and life-long learning, you’ll be a great fit with us!

Who are we?

Since first forming in 1946, Coastal Community has grown to become the largest financial services provider based on Vancouver Island. We’re proud of the legacy we’ve built and the things that make us who we are:

We’re 100% member-owned, with all decisions made locally—right here on Vancouver Island.
We’re a growing organization with over $4 billion in assets under management. Coastal Community helps improve the financial health of over 100,000 members and clients through our 24 branches, 16 insurance offices, 4 business centres, plus our wide range of online and digital services.
We believe in making meaningful contributions to the communities we call home. Each year, we give over half a million to community organizations and programs.

If you join us you’ll work hard, but have a lot of fun along the way. We offer a generous compensation package and a great work/life balance because we want you to spend your career here. Many people do!

SPECIAL PROJECTS AND INITIATIVES OFFICER

Turtleford is looking to add a new member to our team, Special Projects and Initiatives Officer. If your interested in joining our team and please review details and send us an email.

This position is responsible for coordinating and establishing projects of need within the branch regarding larger scope projects, IT needs and branch needs and development.

We look forward to hearing from you.

Branch Manager

At Conexus, it’s not what we do, it’s how we do it.

Are you ready to make a move and work for a company who puts the financial well-being of its members first? It’s not just something we say at Conexus. It’s a promise delivered by our 900 employees each day. We are passionate about our members’ financial health, and our employees reflect that passion. At Conexus it’s about more than conducting a banking transaction, it’s about creating a personalized experience for each member. We do this by keeping it simple and lending an ear to each member’s individual needs throughout Saskatchewan.

The bigger picture

We’re looking for a dynamic and business-minded individual to come on board as our Branch Manager to support Moose Jaw and Central Butte branches. Your strong interpersonal skills and ability to think strategically will play an essential role in leading your branch to provide and oversee the delivery of services to meet our members’ needs.

How you’ll be spending your time

Recruiting, developing, coaching, and empowering your branch leaders to ensure the team’s delivery of world-class member advice
Providing your team with the knowledge and skills to meet members’ needs and positively impact their financial well-being
Ensuring your branch delivers financial service solutions and alternatives that comply with both industry and operational policies and legislation

The way people describe you

You are a natural born leader with the ability to motive, engage and inspire others. Your critical thinking skills allow you to make logical and informed decisions, uncovering and addressing all emerging risks and opportunities. In addition, you are a skilled communicator, dedicated to personal growth and development.

The experience you bring

Broad experience within the financial service industry
Understands and knows how to find and provide needs-based solutions
A proven track record of developing people and teams

What you get in return
Our team works tirelessly to ensure the financial success of each of our members. We think such dedication deserves recognition. That’s why we’re proud to offer some of the most competitive job perks of any employer around. Come, join our crew, and find out just how sweet the rewards can be:

Competitive compensation and benefits package
Industry leading work-life balance and rewards
Formal and informal employee development
Meaningful work that makes a real difference in our members’ lives

So, what do you think – does this sound like you? Do you think you’re the right fit for Conexus? If you do, and you have the qualifications outlined above, then we encourage you to apply now. If you have questions about this position, please contact Shaulen at shaulen.lang@conexus.ca. But act fast, the opportunity closes on January 20 2023.

Chief Financial Officer

Primary Purpose:

The Chief Financial Officer (CFO) is a member of the Senior Leadership Team who provides leadership, oversight and coordination of Finance and Accounting for Northern Savings Credit Union. This leader translates business strategies into goals, objectives, and processes to affect sound and prudent financial health of the Credit Union all in an effort to ensure exemplary member service.

This business unit leader is responsible for financial management of the credit union, maintaining market and industry knowledge, providing for engagement of employees, managing the operations to be efficient and effective, taking action to mitigate current and emerging risks, and providing for financial health of the unit and financial health of the Credit Union as a whole.

The CFO is to conduct their duties while demonstrating positive leadership within the Credit Union and externally in the community. The CFO is to inspire the employees of the business unit to achieve their maximum potential and produce results in the best interest of the credit union while respecting the members.

Key Accountabilities:

Financial Management

Overall responsibility for effective functioning of the business unit at attaining stated objectives while contributing to setting of the strategic direction
Leads development of finance, treasury and accounting programs, which are cost effective and provide good return to the Credit Union
Provide technical direction in all areas of financial and accounting and resolve complex problems referred by staff.
Manage and monitor investments and borrowings, including daily cash balances.
Manage and monitor the matching of assets and liabilities.
Ensure compliance with sound business practice, all regulations, by-laws, policies and procedures.
Develops relevant management level policy for the business unit and for particular aspects for the credit union as a whole and assists in the development of governing level policy.
Ensures business units operate within defined budgets
Identifies process improvements and implements such and shares internally.
Ensure professional image of units to members and internal customers.
Continually markets the benefits of membership to non-members to grow the membership
In conjunction with the Senior Leadership Team, provide recommendations and opportunities that may enhance financial management.

Financial Reporting

Oversee preparation of financial statements and reports, accounting and statistical data.
Identify any areas of financial concern for the credit union.
Document current and projected financial performance.
Lead in the development of annual operating and capital budgets and the financial forecasts for credit union; monitor performance in relation to budget.
Ensure the safekeeping of records to meet the requirements of outside regulatory bodies and ensure that a systematic process is in place for their retention and disposal.
Develop, recommend, and audit internal financial controls and procedures to minimize risk exposure.
Liaises with the member appointed external auditors and cooperates with the auditors in providing for an efficient and effective audit process

Risk Management and Financial Health

Implement and maintain effective risk management processes and reporting as they related to finance and treasury that are consistent with BC Financial Services Authority (BCFSA)
Identifies the inherent risks which the business unit has responsibility for and develops appropriate responses and mitigation of those risks.
Works with managers of branches (retail, insurance, business services) on pricing, analysis, and provision of information to enable them to manage profitability and results of their business units.
Provides information to the CEO and the Board to enable them to be aware of liquidity, interest rate, foreign exchange, investment, capital and financial risks and the management of those risks.
Maintains confidentiality over information as appropriate to the sensitivity of the information and within privacy requirements.

Knowledge of Market and Industry

Maintain up to date knowledge of markets with regards to services, products, rates, and fees.
Maintain knowledge of current market activity locally and nationally in order to identify opportunities for Northern Savings.
Maintain knowledge of economic factors and implications for the behaviour of current markets locally, nationally, and globally.
Develops and fosters key relationships within the credit union system and with key Northern Savings partners.

Education & Experience

University degree is required
Professional accounting designation (CPA) required
Four to six years of related management experience
Or an equivalent combination of education and experience.
Extensive financial services experience is required.
Expert knowledge of Finance & Accounting and their regulatory requirements is required.
Experience evaluating and drafting policy and procedures is preferred.
Extensive experience in evaluating all aspects of Financial Management at a corporate level is required.

The right candidate would enjoy all the experiences that Northern BC has to offer. Located in Prince Rupert, which offers BC’s spectacular outdoor playgrounds. Whether you love fishing, kayaking, hiking or skiing, or just want to escape the city life and enjoy affordable living while soaking in fantastic views. Occasional travel to the island of Haida Gwaii, Canada’s own archipelago habitat would be required as two of our branches are located on this historical and culturally rich part of the province.

Travel is a requirement of this position.

For full copy of the job description please email info@northsave.com

Please send your cover letter and resume to info@northsave.com

We thank all applicants for their interest. Please note we will only contact individuals for an interview.

Financial Advisor

At Conexus, it’s not what we do, it’s how we do it.

The bigger picture

We’re looking for an agile and adaptive person with a strategic mindset to come on board as a Financial Advisor. You will work diligently to build solid and trusting relationships with our members. Through conversations and ongoing support, you will provide members with personalized insights and options, empowering them to make informed choices about their money.

How you’ll be spending your time

Working closely with our members on a day-to-day basis to assist them in setting goals and making informed decisions that improve their financial well-being.
Building solid relationships and become a trusted financial partner, who proactively uncovers and identifies member needs through meaningful conversations.
Providing solutions and alternatives, including accounts and complex-level consumer investments and lending products and services (consumer loans, mortgages, terms, registered products, mutual funds) to meet new and existing needs of our members.
Growing and adapting your skills and knowledge in order to consistently perform with confidence.

The way people describe you

You are a people person and a skilled coach who develops relationships based on understanding and trust. You have deep knowledge in the psychology of money and understand the behaviours that often underlie members’ choices regarding their finances. You proactively step into conversations with courage and empathy. You are bold and demonstrate creative strength, continually exploring new paths to seek opportunities for improvements and efficiencies. You are a team player who welcomes diversity and can work effectively with others. You successfully handle multiple projects at the same time while staying committed to building your knowledge and skills.

The experience you bring

Experience working in the financial industry
Experience working in a customer care/customer service role
Experience in portfolio management
License and experience in selling Mutual Funds is required
First Canadian Title Training
Registered Retirement Consultant designations; or working towards this designation

What you get in return

Competitive compensation and benefits package
Industry leading work-life balance and rewards
Formal and informal employee development
Meaningful work that makes a real difference in our members’ lives

We are excited to consider candidates with combined academic, professional and volunteer experience unique to them. Research shows that many applicants only apply if they meet every qualification of the role and we encourage you to consider the roles that most closely align with your skillset and experience. As we value diverse backgrounds and experiences and are focused on meaningfully building inclusive and diverse workplaces, you may be the new team member we’ve been looking for! This opportunity closes on December 18 2022 so apply now! If you have questions about this position, please contact Shaulen at shaulen.lang@conexus.ca.

Accounting Technician – FNB Trust

The Company:

First Nations Bank of Canada (www.fnbc.ca) is a federally chartered bank servicing Indigenous and non-Indigenous customers throughout Canada. We are focused on delivering superior customer service and offering a full range of personal and business banking products. First Nations Bank has a strong history of growth and profitability with a clear strategy of expansion in the Canadian marketplace and provides ongoing career opportunities for our employees.

FNB Trust is FNBC’s wholly owned trust company providing Indigenous Trust Services to Indigenous governments and organizations across Canada. FNB Trust strengthens the capacity of its customers, in alignment with FNBC’s mission toward the long-term economic well-being of Indigenous Peoples.

The Challenge:

Reporting directly to the Trust Officers, the Accounting Technician will be accountable for a high level of support and will contribute to a comprehensive, efficient and accurate reporting process that satisfies both internal and external stakeholder requirements.

As an Accounting Technician, you are responsible for supporting trust client service goals by providing accounting, payables and coordination services. You must be a driven and detail-oriented individual who is client-focused and efficient. This role requires you to take initiative and work proactively in a fast-paced industry. You are a highly skilled professional team member. This position will be required to prepare bank reconciliations, maintain and reconcile general ledger accounts, post journal entries, prepare other statistical, financial and activity reports and support the accounts payable function. To be successful in this position you will require a strong knowledge in the area of accounting, payables and reporting.

Location:

This is a national position. Candidates from all Canadian regions will be considered, with preference to those able to be based from our Saskatoon, Winnipeg or Vancouver offices. Our Saskatoon and Vancouver offices are located on First Nation lands.

Qualifications:

Minimum of 2 years’ experience working in the finance or accounting department.
Strong analytical skills with ability to pay close attention to detail.
High level of organizational skills and ability to prioritize daily workload.
Ability to adjust to changing work priorities to meet deadlines.
Extensive working knowledge of Microsoft word and Excel.
Strong communication skills, both written and oral.
Ability to work independently and as part of a team.
Strong emphasis on bookkeeping and reconciliations is considered an asset.
Previous experience with regulatory bodies (OSFI, CDIC, FINTRAC, etc), internal/external audits and the banking industry would be an asset.
Willingness to travel and work additional hours outside of the Monday to Friday workweek as needed.
Accounting certificate or diploma is preferred but not required.
Class 5 driver’s license.

Make FNB Trust your First Choice!

Please submit your cover letter and resume to: hr@fnbc.ca

For more information, visit: www.fnbtrust.ca

Senior Commercial Account Manager

The Company:

First Nations Bank of Canada (www.fnbc.ca) is a federally chartered bank servicing Indigenous and non-Indigenous customers throughout Canada. We are focused on delivering superior customer service and offering a full range of personal and business banking products. As an equal opportunity employer, we are rapidly expanding in the Canadian marketplace and provide ongoing career opportunities for our employees.

The Opportunity:

Reporting to the AVP Commercial Banking you will be accountable for growing and managing a portfolio of commercial relationships. Your years of directly related experience will enable you to develop an effective sales strategy for growing your portfolio and increasing annual revenues and profitability for the Bank. Your duties will include but not limited to building and maintaining relationships, analyzing financials, managing risk and structuring and presenting commercial credit deals with a consistent emphasis on customer service.

Location:

This position is a Monday through Friday work week based out of our Vancouver office, with considerations available for remote work arrangements within BC. Our Vancouver office is located on First Nations land.

Qualifications:

An experienced banker with a minimum of 3 years in relationship management in commercial lending that encompassed developing and implementing a sales strategy to grow your portfolio and structure credit
Proven ability to manage a portfolio in a complex Commercial and First Nations Industry
Results orientated with proven success in growing revenue and profitability
Ability to succeed with a positive attitude towards sales and ability to identify business opportunities
Demonstrated strength in business development and customer relationship management skills
Sound credit judgment and understanding of credit policies and practices
Flexibility to travel as required without limitation
Strong interpersonal and communication skills, both written and verbal
Knowledge of Indigenous banking would be a strong asset

Please submit your cover letter and resume to dan.murza@fnbc.ca

We thank those who apply, however, only those selected for an interview will be contacted.