Occupation Types: Financial Services/Financial Analysis

Business Adjudication Manager

af·fin·i·ty (noun):

  1. the name on our doors
  2. a natural compatibility

We want our employees to feel great coming to work. After all, an exceptional employee experience leads to extraordinary experiences for our members. If you have an affinity for working in a place where your achievements are celebrated, then a career with us might be the perfect fit.

We’re looking for a Business Adjudication Manager to lead a highly-skilled team of credit experts, provide financing to our businesses and ag members and help enhance the local economy.

What you’ll do:

  • Make financing decisions, conduct analysis and provide approvals for commercial and agricultural credit applications
  • Support credit granting and maintenance for our business members
  • Evaluate, develop, test and revise our credit procedures, tools and practices
  • Mentor a highly-skilled team in providing personalized advice while adhering to sound business practices, regulations, policies and procedures 

What you’ll get:

  • The support to grow in your career and ample opportunities to advance
  • A competitive salary plus bonuses for your hard work
  • A total rewards package including health and dental benefits, pension and health spending account
  • Vacation time, personal days off and a paid volunteer day to help you maintain a healthy life/work balance
  • A referral bonus when you scout great talent and they’re hired to join our team

What you’ve got:

  • A post-secondary diploma or degree in a related field, plus 7 years of related experience or an equivalent combination of education and experience
  • Advanced knowledge of commercial lending practices, granting credit and complex business evaluation
  • Intermediate knowledge of commercial and ag lending practices
  • Solid coaching skills 

How to throw your hat in the ring:

We can’t wait for you to fully unbank yourself and join the Affinity team!

Financial Advisor

Northern Savings Credit Union has an opening for a full time Financial Advisor for our Terrace branch, if you are passionate about improving people’s financial health and have experience with sales and service, we would like to hear from you.

 Primary Purpose

As a confident, results driven and service focused self-starter, the Financial Advisor provides advanced Investment, insurance and financial planning advice and solutions to existing and new Northern Savings members and self-sourced customers.

The Financial Advisor Is responsible for the aggregation and growth of the wealth management business, while also Identifying and referring product solutions and service opportunities to other Northern Savings business channels, with an ultimate goal of consolidating Members’ total banking and investment business within the Credit Union.

The Financial Advisor Is responsible for building strong, sustainable, client relationships and actively participating In community events that will enhance the Image of Northern Savings as a preferred provider of wealth management products, services, and expertise.

The Financial Advisor is to ensure that all business-related activities are performed to the

highest ethical standards, and on full compliance with all policies, procedures, regulations, and legislation related to the category or categories of their registration.

Responsibilities:

  • The development, retention and growth of investments and insurance for our clients and members
  • Seeking opportunities to attract new business
  • Maintaining regular client and member contact and building sound financial relationships

The successful candidate will be a professional team player who is self-motivated and has the demonstrated ability to gather business investment business.

Requirements:

  • Canadian Securities Course (CSC); must be able to be an llROC Registered Representative
  • Life, Accident, and Sickness Insurance license
  • Certified Financial Planner (CFP) designation would be an asset
  • Minimum 3-5 years’ experience in financial planning/investment sales or financial services industry
  • Advanced knowledge of sound financial planning principles, good understanding of all investment products
  • Comfortable with Industry standard financial planning tools/software
  • Post-secondary diploma/degree, ideally in Commerce or Business Administration would be an asset

 

Dealer Finance Relationship Manager

DEALER FINANCE RELATIONSHIP MANAGER

Rosetown Administration

Are you highly organized with exceptional prioritization abilities to adapt to competing work demands? Do you have strong analytical skills with a solution-focus approach? Do you have a helpful and collaborative nature and can easily build relationships with your team and those you support?

________________________________________________________

Prairie Centre Credit Union, Saskatchewan’s largest rural-based credit union, currently has a permanent full-time Dealer Finance Relationship Manager opportunity available. The successful candidate will be detail-oriented, thorough, and well-organized to ensure sound decision-making in the analysis and recommendation of Dealer Finance credit. Reporting to the Vice President Credit, the Dealer Finance Relationship Manager will assist in overseeing the Dealer Finance loan portfolio while building positive relationships with customers and providing exceptional service as a first point of contact.

Responsibilities:

  • Assist in managing the Dealer Finance loan portfolio and in achieving loan growth targets as set out by corporate strategy
  • Build and foster strong relationships with the dealer partners to ensure ongoing growth
  • Work collaboratively with dealerships and customers to make recommendations of credit and appropriate solutions, based on the customer needs
  • Complete financial analysis (commercial, agriculture, and consumer) for vehicle loans
  • Maintain open, two-way communication with internal stakeholders to determine the best solution for the customer
  • Identify problem accounts and work with customers to find an appropriate solution
  • Perform collections on all defaulted accounts, in accordance with corporate policies and procedures
  • Flexible work hours are required, including rotational coverage for Saturdays

Qualifications:

  • Lending experience in consumer, commercial, and agriculture preferred, but will consider education and/or a combination of education and experience
  • Experience interpreting financial statements
  • Strong analytical skills with attention to detail
  • Ability to prioritize work requirements to meet deadlines and work within time constraints
  • Excellent interpersonal, oral, and written communication skills with an aptitude for relationship-building
  • Ability to work both independently and as part of a team

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

For additional information on this opportunity, please contact Dallas McDonald, Vice President Credit, at 306-882-5575. To apply, please submit an electronic copy of your cover letter and resume on or before Friday, June 10th, 2022, to: Cara.Nisbet@pccu.ca.

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

Relationship Manager

RELATIONSHIP MANAGER

Rosetown Branch

Term position for approximately 18 months

Are you a people person who can easily build positive relationships with your team and those you serve? Do you have experience in team collaboration to achieve extraordinary results? Would you thrive in an advice-based environment focused on providing exceptional service?

______________________________________________________

Prairie Centre Credit Union, Saskatchewan’s largest rural-based credit union, currently has a temporary full-time Relationship Manager opportunity available. The successful candidate will be a self-motivated, dynamic individual and will play an integral role in the overall success of the Rosetown region. Reporting to the Senior Relationship Manager, the Relationship Manager will have a strong aptitude for relationship-building with internal teams as well as with current and prospective members. He or she will assist in the implementation of collaborative strategies to ensure top performance within the team, equating to exceptional service to our members.

Responsibilities:

  • Build value-based relationships with regional team and members
  • Collaborate with the regional team to develop creative and innovative approaches to achieving results
  • Participate in business development, growth, and community engagement strategies
  • Provide solutions that support the financial wellbeing of members, through the delivery of deposit, investment, and loan products
  • Be an active member of the region’s leadership team, support branch operations, and provide regional coverage

Qualifications:

  • Undergraduate degree in Business or Agriculture, or an equivalent combination of education and work experience
  • People-oriented with the desire to interact, work with, and develop relationships with co-workers, current and prospective members, and community
  • Ability to take initiative with demonstrated experience in achieving sales/growth targets
  • Knowledge of deposit and loan products and services is an asset
  • Well-developed organizational and interpersonal skills

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

For additional information on this opportunity, please contact Lisa Moss, Senior Relationship Manager, at 306-882-5646. To apply, please submit an electronic copy of your cover letter and resume on or before June 10, 2022 to: careers@pccu.ca.

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

Credit Analyst

CREDIT ANALYST

Location: Rosetown Administration

Are you highly organized with exceptional prioritization abilities to adapt to competing work demands?  Do you have strong analytical skills with a solution-focus approach?  Do you have a helpful and collaborative nature and can easily build relationships with your team and those you support?

_______________________________________________________

Prairie Centre Credit Union, Saskatchewan’s largest rural-based credit union, currently has a permanent full-time Credit Analyst opportunity available. The successful candidate will be detail-oriented, thorough, and well-organized to ensure sound decision-making in the analysis of data for the recommendation of credit. Reporting to the Vice President Credit, the Credit Analyst will be responsible for fostering internal relationships by providing exceptional service in retail lending through the provision of loan analysis and administrative support, to achieve overall growth.

Responsibilities:

  • Work collaboratively with internal stakeholders to make recommendations of credit and provide appropriate solutions based on member needs
  • Complete financial analysis and data input for commercial, agriculture, and consumer loans
  • Utilize internal systems for data entry of financial statement and member information
  • Maintain open, two-way communication with internal stakeholders to determine the best solution for the member
  • Conduct loan portfolio analysis support for the Credit Department
  • Identify additional member solutions that create cross-selling opportunities

Qualifications:

  • Lending experience in consumer, commercial, and agriculture preferred, but will consider education and/or a combination of education and experience
  • Agriculture industry knowledge and/or agriculture education is an asset
  • Experience interpreting financial statements
  • Strong analytical skills with attention to detail
  • Ability to prioritize work requirements to meet deadlines and work within time constraints
  • Excellent interpersonal, oral, and written communication skills with an aptitude for relationship-building
  • Ability to work both independently and as part of a team

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

For additional information on this opportunity, please contact Dallas McDonald, Vice President Credit, at 306-882-5575. To apply, please submit an electronic copy of your cover letter and resume on or before Friday, June 10th, 2022, to: Cara.Nisbet@pccu.ca.

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

 

Senior Financial Advisor

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.

The bigger picture

We’re looking for an agile and adaptive person with a strategic mindset to come on board as a senior-level 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
  • Licensed to sell, and experience in selling, Mutual Funds is required
  • Genworth/CMHC online training
  • First Canadian Title Training
  • Registered Retirement Consultant designations; or working towards this designation

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 online. If you have questions about this position, please contact Natasha at natasha.hudy@conexus.ca. But act fast, the opportunity closes on June 5, 2022.

Farm & Business Advisor

Farm and Business Advisor – Tisdale 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 Tisdale branch of Cornerstone Credit Union!

As a Farm & Business Advisor you’ll be an important part of a team of knowledgeable sales people who share a genuine commitment to partner with our members to achieve their financial goals. This advisor position would assume a leadership role in the Farm & Business department helping to coach, mentor, develop and motivate employees, peers, department members and external groups.

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 complex accounts, you will manage an assigned Farm & Business portfolio consisting of large market enterprise accounts that have a high/acute degree of complexity and value.

 

What We Are Looking For . . . . .

To be considered for a Farm & Business Advisor at this level you must have a minimum of 3 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.

This position requires exceptional communication skills, problem solving skills and the ability to develop and maintain strong working relationships. Proven success working in a sales, service and goal oriented environment and superior ability to analyze loans, interpret financial statements and assess risk. A solid background within the credit union system or a financial institution is an asset and a commitment to continuous learning and development is necessary.

 

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 pay cheque, you will also be eligible to receive additional pay for outstanding individual performance through our incentive pay program!

This is an in-scope position and membership in the UFCW is required.

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.

 

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, employ about 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/213946-37571.html

Senior Relationship Manager

SENIOR RELATIONSHIP MANAGER

Delisle/Harris

Do you have experience in leading a team and achieving extraordinary results? Are you a people person who can easily build positive relationships with your team and those you serve? Would you thrive in an advice-based environment focused on providing exceptional service?______________________________________________________

Prairie Centre Credit Union, Saskatchewan’s largest rural-based credit union, currently has a permanent full-time Senior Relationship Manager opportunity available. The successful candidate will be a self-motivated, dynamic individual and will play an integral role in leading the regional team, consisting of the Delisle and Harris branches. Reporting to the Vice President Retail Relationships, the Senior Relationship Manager will have a strong aptitude for relationship-building with internal teams as well as with current and prospective members. He or she will oversee the development and implementation of collaborative strategies to ensure top performance within the team, equating to exceptional service to our members.

Responsibilities:

  • Build value-based relationships with regional team and members
  • Play a lead role in collaborating with the regional team to develop creative and innovative approaches to achieving results
  • Develop and implement business development, growth, and community engagement strategies
  • Provide solutions that support the financial wellbeing of members, through the delivery of deposit, investment, and loan products
  • Be an active member of the region’s leadership team, support branch operations, and provide regional coverage

Qualifications:

  • Undergraduate degree in Business or Agriculture, or an equivalent combination of education and work experience
  • People-oriented with the desire to interact, work with, and develop relationships with co-workers, current and prospective members, and community
  • Leadership, management, and supervision at a senior level with proven results
  • Ability to take initiative with demonstrated experience in achieving sales/growth targets
  • Well-developed organizational and interpersonal skills

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

For additional information on this opportunity, please contact Adam Johb, Vice President Retail Relationships, at 306-882-5642. To apply, please submit an electronic copy of your cover letter and resume on or before June 6, 2022 to: careers@pccu.ca.

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

Senior Financial Accountant

Senior Financial Accountant

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 that 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.

The bigger picture

We’re looking for an intelligent and savvy account professional to come on board as a Senior Financial Accountant for an 18-month opportunity. As our ideal candidate, you have mastered your proficiency in general ledgers, preparing financial and management reports, and the annual report notes, and have a keen eye for IFRS details and implementation. You will work with like-minded people in a highly cooperative team environment that are driven to produce results. You’re looking for your next step—a place where you’re encouraged to use your skills and collaborative abilities on projects and consulting engagements.

How you’ll be spending your time

  • Researching, recommending, testing and implementing financial accounting systems (e.g. GL, fixed assets).
  • Researching, recommending action and resolving complex accounting issues (e.g. broad systems, policies, departments, internal processes); implementing solutions into accounting systems and processes.
  • Leading and/or providing support in the preparation and problem resolution for non-consolidated financial statement reporting for Conexus, subsidiaries and collaboration partners & partnerships.
  • Resolving problems, preparing and developing consolidated financial statement reporting (e.g. Key Performance Indicators, performance summary and risk-weighted capital calculation, CUDGC reporting) for Conexus, subsidiaries and collaboration partners & partnerships.
  • Fulfilling organizational tax requirements (e.g. filing tax returns, establishing and preparing tax entries for legal entities).

The way people describe you

  • Always looking to expand your knowledge and abilities, you have built on your advanced Financial Accounting and Management Accounting accreditations by obtaining or working towards a professional accounting designation.
  • You have an acute eye and attention to detail.

The experience you bring

  • You have at least three years’ experience in a financial accounting environment and one year of experience in a complex financial accounting environment.

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 and can rock this role? If you do, and you have the qualifications outlined above, then we encourage you to apply now. If you have any questions regarding this opportunity, please contact Carmen at carmen.gray@conexus.ca. But act fast, the opportunity closes on May 23, 2022.

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