Occupation Types: Financial Services/Financial Analysis

Commercial Banking Analyst

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.

Location:

We are looking for an experienced, highly motivated and organized individual to fill the role of Commercial Banking Analyst on a Monday through Friday work week. This position has the option to be based in either our Saskatoon, Saskatchewan or Winnipeg, Manitoba office. Our Saskatoon office is located on First Nations land.

The Challenge: 

Reporting to the Senior Commercial Banking Analyst you are accountable for providing support to 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.

Qualifications:

  • Experience related to business lending, financial analysis and administration
  • Must have 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

Make First Nations Bank of Canada Your First Choice

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

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

Assistant Manager

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.

ASSISTANT MANAGER: KIMBERLEY, BC

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 a leader who thinks strategically, who can plan for today and who can envision future opportunities that align with our long-term strategies.

The Assistant Manager is a key member of the branch management team, providing input and support for branch goals and being accountable for achieving branch growth.  The ideal incumbent drives for results and success while ensuring the delivery of quality sales & service. The Assistant Manager supports their staff in reaching individual and corporate goals by providing effective coaching, leadership and guidance.

With a diploma in business studies, combined with four or more years’ financial industry experience, including some at a supervisory level, you’ll be well-positioned to lead your team in a sales & service-oriented environment.  Your knowledge of all facets of branch banking operations, along with strong retail lending skills and the ability to create and act upon business opportunities will contribute to the continued growth and profitability of the branch.  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 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 team through the rapid evolution of financial service delivery.

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 and benefits
  • Paid vacation, sick time and floating holidays
  • Health care spending account
  • Continual training, development and coaching
  • Confidential employee and family assistance program
  • Flexible work options to support work-life balance
  • 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

For more information about the Kimberley area, please visit the Kimberley Chamber of Commerce site.

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.

Investment Specialist

This is a great opportunity to join an established and well-respected wealth management team!

We invite you to be part of a team where you can feel good about the work you do and the positive impact you will have in the Shuswap community. We believe in fostering a work environment that is the perfect blend of friendliness, support, and professionalism (not to mention fun)! Add in a competitive compensation plan, and perks such as reduced banking fees, comprehensive benefits, and spectacular natural scenery, and you’ll see why SASCU is an award-winning employer.

As an Investment Specialist, you will deliver professional financial advice to SASCU members and non-members, primarily focused on savings, investments, and retirement solutions that build a bridge for members as their needs progress towards full financial planning. The Investment Specialist delivers on the SASCU Member Experience by identifying member needs, building sound modular financial plans, and partnering to actively promote the growth of all SASCU products and services.

 

What you’ll do:

  • Build and maintain a book of business by sourcing new business, building relationships with other SASCU business lines, and developing existing member and community relationships.
  • Build internal and external networks to capitalize on business referral opportunity.
  • Prepare and present financial strategies appropriate for the achievement of the client’s specific goals and objectives.
  • Provide comprehensive investment, insurance, and financial advice in a way that educates the client and enables them to make sound financial choices.
  • Sell SASCU on- and off-book (mutual fund) investment products.
  • Build high-trust member relationships by consistently following through on commitments, being proactive with client contact efforts, and providing value-added financial advice that enables the client to improve their financial position over time.
  • Partner with credit union peers through referral or joint client meetings to consolidate business held elsewhere and provide the right product at the right time.
  • Serve as an internal resource for SASCU peers in the provision of financial products and services.

 What you’ll bring:

  • Completed post-secondary education.
  • At least 3 years of investment-related experience in a fast-paced professional sales role.
  • Valid and current BC Mutual Funds License (IFIC/Canadian Securities). CFP (or PFP) designation or specialization is an asset.
  • Professional level knowledge of Canadian investment, insurance, and financial planning products, strategies, and concepts.

You’re perfect for this role if you have:

  • A proven record of achieving and exceeding sales objectives.
  • Understanding of regulatory and compliance policies and procedures.
  • Strong organizational and time management skills.
  • Excellent communication and interpersonal skills.
  • High levels of ownership, accountability, and initiative.

 

This is a full-time Monday to Friday position (flexibility is required to meet member needs). It an excellent opportunity for a community-minded individual to further their career within a successful and growing organization. If this sounds like you, let us know! To apply, please email a cover letter and résumé to us at hr@sascu.com.

 

A bit about SASCU:

SASCU Financial Group offers a broad range of personal and business financial services through SASCU Credit Union and its three lines of business: SASCU Insurance, SASCU Wealth, and Commercial banking. SASCU Credit Union branches are in Sicamous and Sorrento, plus two in Salmon Arm. Established in 1946, SASCU has more than 19,000 members, 150 staff, and over $1 billion in assets. Learn more at www.sascu.com

 

We thank all candidates for their interest, however, only those selected for an interview will be contacted. The successful candidate will be required to meet fidelity bonding requirements, including completion of references, a criminal record check, and credit check. Employment offers will be conditional on the candidate providing satisfactory proof of COVID-19 vaccination, subject only to valid legal or medical exceptions, and complying with all pandemic/epidemic control measures affecting the workplace.

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!

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