Occupation Types: Financial Services/Financial Analysis

Branch Manager Castlegar/Salmo

KOOTENAY SAVINGS CREDIT UNION

Kootenay Savings, the region’s leading credit union with over $1 billion in assets, over 39,000 members and over 200 employees, continues to strive to fulfill our vision:

To be the best provider of financial services and the best place to work in the communities we serve.

Do you…embrace change and thrive in an ever-evolving work environment?  Are you a natural leader who aspires to make a positive difference each and every day?  Are you a motivated self-starter with a proven track record of success in sales leadership and business development?

If so…we should talk.

We’re looking for someone who thinks strategically, who can plan for today, and can envision future opportunities that align with our long-term strategies to lead our Castlegar and Salmo branches.  The ideal incumbent is a leader who drives for results and success and brings a leadership presence and core values that will influence, motivate and inspire our people.  The Branch Manager works in both the Castlegar headquarter branch and the Salmo satellite branch.

With a bachelor’s degree or designation in business studies, combined with seven or more years’ financial industry experience, you’ll be well-positioned to lead your teams in a sales & service-oriented environment.  Your knowledge of all facets of branch banking operations, along with excellent personal and business lending skills and the ability to create and act upon all business opportunities will ensure the continued growth and profitability of the branches.  Proven leadership, communication and sales skills will allow you to work effectively with members and employees at all levels and in all departments within Kootenay Savings.  Your proficiency in computer technology and your understanding of policy administration will enhance your ability to manage information and processes.  Your strong understanding of change management principles and the ability to adapt to changes in the external environment and organization allows you to support and lead your teams through the rapid evolution of financial service delivery.  As an active community supporter, your values align closely with ours.

Why work for us?

We know that our dedicated employees give us a lot and are key to our success; in return, we offer a total rewards package that includes:

  • Competitive salary of $82K – $103K based on skills and experience
  • Competitive benefits including extended health, dental and vision coverage
  • Paid vacation, sick time, and floating holidays
  • Health care spending account
  • Continual training, development, and coaching
  • Confidential employee and family assistance program
  • Unique staff benefits on products such as bank accounts, loans & mortgages
  • The opportunity to build a satisfying career in an organization that incorporates many leading strategic initiatives
  • Being part of an organization that puts their community and employees first
  • Being part of a talented and dedicated team who improve our members’ financial lives

You’ll be rewarded with a satisfying career in an organization that incorporates many leading-edge strategic initiatives with opportunities for supported professional growth and career advancement. If you are a team player ready to take on an exciting challenge in a progressive, employee-focused environment, we’d like to hear from you!

For more information about Castlegar and the surrounding communities, please visit imaginekootenay.com

For more information about Kootenay Savings, please visit kscu.com.

To apply: Please visit the careers section of our website at kscu.com to complete the application questions and submit your cover letter and resume.

Closing date:  Open until filled

We thank all applicants for their interest; however, only short-listed applicants will be contacted.

Senior Treasury Analyst

Interior Savings is a locally-based financial institution serving the Interior Region of British Columbia; we are one of the largest credit unions in the province. Our customers are our members, our members are our owners, and our success begins and ends with you.  Our Way Forward is to make a positive difference in people’s lives and enrich each member’s life journey while keeping the human touch in a digital world. Interior Savings takes pride in the fact that we operate in a socially responsible manner and are highly visible supporters of the communities we serve. That’s local money for local good.

If you would like to be part of a team that makes a positive difference in people’s lives, check out this great opportunity.

We are seeking a Full Time Senior Treasury Analyst in Kelowna British Columbia.

The Senior Treasury Analyst supports Interior Savings’ vision of service leadership by performing and overseeing a variety of treasury duties, procedures and analysis relating to the Credit Union.

Through exceptional attention to detail and accuracy, you will prepare and maintain margin projections and budgets while monitoring and explaining variances in margin on a monthly basis. You will develop and validate the preparation of financial projections, budgets, stress testing and business case evaluations as they relate to treasury, ALM and interest rate functions.

You will possess outstanding analytical and mathematical skills that will serve you well when monitoring and reporting on key risk areas including liquidity, investments, capital and ALM. You will establish and maintain monthly reconciliation processes for treasury/liquidity management and foreign exchange management while providing analysis and support in the development of new deposit or lending products by advising on structuring and rates.

You will assist in the development and annual maintenance of treasury related Board policies as well as assist in the development and implementation of financial and operational policies that impact treasury, ALM and interest rate management. Using your keen attention to quality and detail, you ensure compliance with relevant policies and credit arrangements including ILP, ALM policy, Liquidity plans and Central 1 facility. You will also monitor cash levels and manage liquidity investment and borrowing requirements.

With strong organizational skills, you will maintain daily, weekly, and monthly reporting of current and projected future funding positions, assist in securitized loans funding process through collaboration with key stakeholders and maintain and complete credit facilities applications/renewals.

You will monitor, analyze and report on foreign exchange (FX) rates and currency, transact on member FX trades, provide FX rates for large dollar transactions and monitor daily FX transactions for material variance or error. You will also perform all other duties as assigned.

Education

  • Completion of a business degree or diploma with a specialization in Finance or Economics, CFA, or professional accounting designation

Experience/Knowledge

  • 3 years’ experience in treasury, preferably in the financial services industry
  • Strong knowledge of treasury management principles and practices
  • Strong knowledge of asset and liability management and liquidity concepts

 “For more information or to apply for this position please visit our website: www.interiorsavings.com”

We thank all applicants for their interest and will contact short-listed candidates only.

 

Manager, Financial Services

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

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 leader who loves to coach and help others succeed to come on board as a Manager, Financial Services (MFS2) for the Bethune, Holdfast, Lumsden and Southey branches. This will complete the leadership team of three (one Branch Manager and two Manager, Financial Services) to support the four locations.

How you’ll be spending your time

  • Leading your team to ensure our members receive financial solutions to meet their needs and improve their financial well-being
  • Coaching and supporting your team to achieve individual and company goals
  • Empowering your team to build meaningful, supportive relationships with their members
  • Collaborating with leadership peers to achieve objectives and targets

The way people describe you

  • A motivator who supports individuals, teams, projects, and initiatives within their department and the organization
  • A collaborator who continuously seeks, identifies, and shares ideas for improvement to increase efficiency
  • A strategic thinker with strong technical knowledge in Conexus products and services.
  • A strong facilitator who demonstrates an ability to communicate effectively and build relationships with others.

The experience you bring

  • Experience in consumer lending and investments
  • Formal or informal leadership exposure is an asset

So, what do you think – does this sound like you? Do you think you’re the right fit? 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 Lang at shaulen.lang@conexus.ca. But act fast, the opportunity closes on April 21, 2022.

Branch Manager

Interior Savings is a locally based financial institution serving the Interior Region of British Columbia; we are one of the largest credit unions in the province. Our customers are our members, our members are our owners, and our success begins and ends with you.  Our Way Forward is to make a positive difference in people’s lives and enrich each member’s life journey while keeping the human touch in a digital world. Interior Savings takes pride in the fact that we operate in a socially responsible manner and are highly visible supporters of the communities we serve. That’s local money for local good.

If you would like to be part of a team that makes a positive difference in people’s lives, check out this great opportunity.

We are seeking a Full Time Branch Manager in our Oliver location. As a Branch Manager with Interior Savings, you are a key contributor to leading a team. You will lead your team by servicing member needs and delivering relevant products and services. You drive the business to increase the member’s share of wallet and assets under administration. You will focus on activities that align with the strategic objectives of the four pillars of the Balanced Scorecard of Financial, Member, Business Operations, and Innovation and Learning.

Through your coaching and leadership you will lead your team to increase member participation levels and ensure the CU is their primary financial institution.  You are responsible for leading and executing on sales and service strategies in support of your region’s corporate business goals. As a coach and a leader you are actively engaged with your team on strategies to meet the immediate needs of the members while looking for additional opportunities to grow the business and to educate members on alternative channels. You look for opportunities to assist your team with providing guidance in structuring investment and credit solutions. You foster a positive team environment through proactive participation in providing assistance to your staff and take an active role in their career development activities.

You will be responsible for maximizing the results of your team by developing, communicating and executing monthly business plans that are aligned with the corporate strategies and contribute to the overall success of the credit union by demonstrating behaviors that are consistent with Interior Savings Vision, Mission and Values. You will work closely with the Supervisor Member Services, Account Managers and Member Service Advisor to ensure strong member relationships. You will coach to and follow the organizational business model when referring members, preparing for meetings and uncovering needs. Through your strong interpersonal skills you will manage key HR functions including interviewing and hiring, coaching and training, conducting performance reviews and initiating performance improvement plans and progressive discipline as needed. You will work closely with the Regional Relationship Manager in ensuring a strong relationship between the centralized sales force and the Branch. You will also perform other duties as assigned.

 

REQUIRED QUALIFICATIONS

 Education

  • A university degree in a related field plus the Associate of the Credit Union Institute designation or an equivalent combination of education and experience
  • Lean White Belt certification

Experience/Knowledge

  • 7-9 years of leadership/management experience preferably in the financial services sector
  • Knowledge of: employment laws and other relevant legislation, strategic management practices and accounting principles and practices.
  • Proven sales and service experience in the financial industry
  • Comprehensive understanding of credit products and procedures
  • Knowledgeable in full range of investment products

 “For more information or to apply for this position please visit our website: www.interiorsavings.com”

We thank all applicants for their interest and will contact short-listed candidates only.

 

Financial Consultant (Investment Advisor)

**Posting Deadline: Please submit your application by 11:59 PM PST,  April 30, 2022**

Position Type: Permanent

Together, Let’s Do Great Things!

We’re the largest financial institution based on Vancouver Island and the Gulf Islands, and we’ve got an opportunity for you. We are looking for a Financial Consultant to support our Comox Valley Region, so if you’re passionate about improving people’s financial health and have experience with investment advice, including managing stocks, bonds and/or mutual funds, we’d like to hear from you!

What’s the role?

Reporting to the Manager, Private Wealth Group, with a functional accountability to the Branch Manager, as the Financial Consultant you are responsible to contribute to the achievement of growth and profitability targets for Coastal Community by developing/enhancing mutually beneficial relationships with members and clients to promote the advantages that Coastal Community can offer. You will build relationships with existing and potential members/clients to provide advice and solutions of banking, borrowing, saving, and protection based on the unique needs of our members and clients. You are responsible for providing exceptional quality service to members/clients reviewing their current financial information, goals and objectives and working together to create a plan and direction to meet their overall needs. As the Financial Consultant you are also responsible for self-development and continuous learning to maintain and achieve the required knowledge to perform all principle duties and responsibilities.

Your duties will include:

  • Proactively developing strong member/client relationships through regular contact providing quality advice and recommendations to ensure members/clients are aware of the Coastal Community’s full product and service offerings.
  • Utilizing Coastal Community’s client service matrix and segmentation tools that are within CRM with each member/client.
  • Inputting & maintaining all client information into a CRM system to create a permanent record of member/client interactions and discussions and maintain appropriate client documentation.
  • Profiling members and clients to determine their personal financial needs based on their life stages and life events and pro-actively act upon the opportunities identified using Coastal Community’s processes.
  • Utilizing client advocacy, centers of influence, seminars etc. to proactively develop business.
  • Performing other duties as required to deliver exceptional service to Coastal Community members/clients and to enable the team to capitalize on all relationship building opportunities.
  • Assisting members/clients in making decisions about banking, borrowing, saving, and protecting.
  • Interviewing clients to determine their financial goals and objectives needed to develop a segmented financial plan.
  • Proactively utilizing financial planning software to develop a plan for each member/client focusing on the achievement of their short and long term goals.
  • Meeting regularly with each member/client to review their financial situation and make updates and adjustments where necessary following Coastal Community’s Client Service Matrix.

What are we looking for?

  • You will hold or be eligible to be IIROC licensed as a Registered Representative in the Province of BC within 9 months of start date
  • You will complete all Continuing Education (CE) credits as required and have completed the CFP designation and be a member in good standing within 18 months of start
  • a minimum of 5 years’ experience in the financial services industry, including 1 year experience in managing stocks, bonds, and/or mutual funds

Ideally, you are a flexible, collaborative team player with:

  • Working knowledge of various computer software applications including MS Outlook, Word, Excel, and industry specific software; as well as above average organization and computer skills and proven relationship sales ability.
  • Familiarity with all Credit Union products and services, a proven track record of identifying and acting upon opportunities, and the ability to refer business to other Credit Union business lines to build client relationships.
  • Excellent communication skills and the ability to articulate in a clear, concise manner is required to transfer information and understanding to members.
  • Effective listening skills to and engage members in conversation to understand and identify their immediate financial needs, and provide resolution through sourcing information, matching an appropriate product/service and/or referring members to the appropriate individual to complete their request.
  • The ability to multitask with above average keyboarding and internet/computer navigation skills for searching on-line client data and product information while simultaneously conversing with the member is essential to ensure that members receive excellent member service.
  • Interviewing skills and the ability to ask probing questions are required, as well as having the flexibility to adapt to each request and move between a variety of member concerns/questions/requests.

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!

Mobile Financial Specialist

MOBILE FINANCIAL SPECIALIST

Preferred Location: Rosetown or Outlook

Do you have an entrepreneurial spirit and 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 permanent full-time Mobile Financial Specialist opportunity available. The successful candidate will be a proactive, self-motivated individual who will provide exceptional support to the team of Financial Specialists within PCCU.  Reporting to the Manager Financial Specialists, the Mobile FS will have a strong aptitude for relationship-building and will deliver expert advice and mentorship to staff and internal teams, as well as current and prospective members to achieve overall growth.

Responsibilities:

  • Play a key support role to fellow Financial Specialists, providing training, mentorship, and coverage across PCCU
  • Mentor and guide new staff in achieving their goals and acquiring the knowledge required to confidently offer PCCU products and services, including segmented financial planning.
  • Build value-based relationships with internal teams and members, providing feedback and appropriate recommendations that maximize efficiencies to ensure an exceptional member experience
  • Pro-actively work to retain and expand existing member relationships while pursuing new sources of business
  • Collaborate with the regional teams to develop creative and innovative approaches to achieving results
  • Develop and implement business development, growth, and community engagement strategies
  • Regular travel across PCCU trading area will be required

Qualifications:

  • Certified Financial Planner (CFP) or Personal Financial Planning (PFP) designation, or Qualified Associate Financial Planner (QAFP) Designation, or willingness to obtain
  • Active Mutual Fund License including Labour Sponsored Funds
  • Industry experience required, with demonstrated ability to gather assets
  • Advanced member service and sales skills with a strong understanding of the sales process and business development

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 Tammy Pregizer Legge, Manager Financial Specialists, at 306-882-5588. To apply, please submit an electronic copy of your cover letter and resume on or before March 25, 2022 to: careers@pccu.ca.

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

 

Manager, Financial Services

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

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 leader who loves to coach and help others succeed to come on board as a Manager, Financial Services (MFS2) for the Bethune, Holdfast, Lumsden and Southey branches.

How you’ll be spending your time

  • Leading your team to ensure our members receive financial solutions to meet their needs and improve their financial well-being
  • Coaching and supporting your team to achieve individual and company goals
  • Empowering your team to build meaningful, supportive relationships with their members
  • Collaborating with leadership peers to achieve objectives and targets

The way people describe you

  • A motivator who supports individuals, teams, projects, and initiatives within their department and the organization
  • A collaborator who continuously seeks, identifies, and shares ideas for improvement to increase efficiency
  • A strategic thinker with strong technical knowledge in Conexus products and services.
  • A strong facilitator who demonstrates an ability to communicate effectively and build relationships with others.

The experience you bring

  • Experience in consumer lending and investments
  • Formal or informal leadership exposure is an asset

So, what do you think – does this sound like you? Do you think you’re the right fit? 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 Lang at shaulen.lang@conexus.ca. But act fast, the opportunity closes on March 21, 2022.

Financial Reporting Analyst

Atlantic Central is currently accepting applications for a Financial Reporting Analyst.

WHO WE ARE:

Atlantic Central is the trade association for credit unions in Atlantic Canada, with offices in Halifax, Riverview and Charlottetown.  We deliver quality results, and offer a collaborative and community focused work environment in which to do it.  Our employees’ wellbeing is a top priority and we underscore that with flexible working arrangements, personal days, and even birthdays off, to enable employees’ to strike a balance that works for them.  We strive to create an environment where all team members have opportunities for growth and feel welcome, valued, supported and connected.

If your values align with ours, consider joining our team as Financial Reporting Analyst!

A TYPICAL DAY:

Working as part of a team of nine, and cross-functionally with other departments, the Financial Reporting Analyst is responsible for analyzing and interpreting operating results and providing specific recommendations to Management as well as for the development, implementation, and maintenance of financial risk management processes and reporting. This also includes the development of data and business analytics tools.  As a senior Finance and Accounting professional, the role also has the opportunity to mentor and train others and be involved in change management of reporting projects.

RESPONSIBILITIES:

  • Provides financial reporting and analysis to management, auditors, regulators, and others including monthly internal financial statements; variance analysis; and monthly and quarterly financial regulatory reporting.
  • Provides support for the annual audit including the preparation and analysis of audit working papers, following up of Auditor queries, and the preparation of financial statements and notes, and other supporting working papers.
  • Provides support for the annual budget process and the administration of financial accounting controls and processes.
  • Provides input into the design and implementation of Finance departmental plans and objectives.
  • Participates in the development, implementation and maintenance of policies and processes relating to financial reporting, budgeting, and accounting.
  • Maintains an understanding of the overall business processes and existing data structures to effectively respond to the organization needs through reporting. Maintains an understanding of the multiple sources of data and the necessary relationships between the various sources.
  • Develops and maintains automated processes that are improvements over current state, using programs such as Microsoft Access, Visual Basics for Applications (VBA), Microsoft Excel, Power BI, Other Databases (SQL) and XML.
  • Designs, develops, and tests new solutions and/or modifies existing solutions to accommodate system requirements or restrictions in the areas of business process improvements, regulatory reporting, management reporting, data analysis, and ad-hoc requests. Provides training and support to end users of processes and reports.

TO BE SUCCESSFUL

As the ideal candidate you will have successfully completed a Bachelor’s Degree with a concentration in Accounting or Finance, a professional accounting designation CPA, and have 5-8 years experience in financial accounting/reporting, preferably in the financial services industry; or have an equivalent combination of education and experience.

You have a solid knowledge of accounting standards and financial principles; and the ability to analyze and interpret financial data, assess risk and prepare financial reports, statements, and projections and provide conclusions and recommendations. You must also be able to formulate policies and procedures and implement the new procedures; and have fiscal management and budget preparation experience.  You have the ability to make sound business decisions; ability to learn new technologies and new industries and have a knack for staying organized through planning despite unexpected demands sometimes popping up.

LOCATION:

This position offers the ability to work remotely, but will be based out of any of our three Atlantic Offices.

COMPENSATION:

This is a permanent full-time position and is rated a Salary Level CU-8 ($77,471 – $91,142).  Atlantic Central offers a competitive benefits package as well as the opportunity to participate in the Performance Sharing Incentive Plan.

TO APPLY:

Applications will close on February 21, 2022.

Please forward a cover letter highlighting why you are a strong fit, your résumé and salary expectations in MS Word or PDF format in confidence, to jobs@aclsm.ca.

WHAT WE DO:

Atlantic Central provides a range of services, leadership and advocacy at the provincial, regional and national levels. Collectively, the 42 credit unions we support are entrusted to manage $12 billion in mortgages, loans and deposits on behalf of 294,000 Atlantic Canadians.

The company’s operations also integrate those of our subsidiary, League Savings and Mortgage Company (LSM), a federally regulated provider of wholesale banking services to credit unions, with assets under administration in excess of $2 billion.  LSM, a trusted credit union partner for over 50 years, is evolving its business model and is expanding into new markets and expected to experience significant growth over the next several years.

Curious about what else we do? Check out our website or LinkedIn page.

Atlantic Central and League Savings and Mortgage believes a vaccinated population is a vital part of protecting us, our friends, our families and communities from COVID-19 and the developing, fast-moving variants. With this in mind, we require all our employees to be fully vaccinated as a condition of employment, subject to the Company’s duty to accommodate under applicable human rights legislation. For clarity, “fully vaccinated” means having the full series of doses or combination of doses of a vaccine approved by Health Canada or applicable provincial health authority, and at least 14 days have passed since the last dose of the full series was received.

 

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