Financial Services/Financial Analysis – Page 16

Financial Specialist

FINANCIAL SPECIALIST

Delisle/Harris Region
Temporary Full-Time for Approximately 15 Months

Do you have an entrepreneurial spirit and can easily build positive relationships with your team and those you serve? Would you thrive in an environment committed to providing exceptional service and individualized financial advice? Are you a motivated professional driven by results with a genuine interest in helping others achieve their financial goals?______________________________________________________________________________________________________________________________

Prairie Centre Credit Union, Saskatchewan’s largest rural-based credit union, currently has a temporary full-time Financial Specialist opportunity available. The successful candidate will be a proactive, self-motivated individual who will provide exceptional service to our members within the Delisle/Harris region. Reporting to the Manager Financial Specialists, the Financial Specialist will have a strong aptitude for relationship-building and will deliver expert advice to both current and prospective members to assist them in meeting their financial objectives.

Responsibilities:

Build value-based relationships with colleagues and members
Provide solutions that support the financial wellbeing of members, through the delivery of deposit, investment, and loan products, including specializing in the function of investment planning
Promote, sell, and manage the mutual fund and term deposit book of business for the region, and ensure that growth targets are achieved
Collaborate with the regional team to develop creative and innovative approaches to achieving results
Develop and implement business development, growth, and community engagement strategies

Qualifications:

Certified Financial Planner (CFP) or Personal Financial Planning (PFP) designation, or willingness to obtain
Mutual Fund License including Labour Sponsored Funds, or willingness to obtain
Industry experience preferred, with a demonstrated ability to gather assets
Sales-oriented background 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 February 24, 2022, to: careers@pccu.ca.

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

Financial Specialist

FINANCIAL SPECIALIST

LeRoy, SK

Prairie Centre Credit Union, Saskatchewan’s largest rural-based credit union, currently has a permanent full-time Financial Specialist opportunity available. The successful candidate will be a proactive, self-motivated individual who will provide exceptional service to our members within the LeRoy region. Reporting to the Manager Financial Specialists, the Financial Specialist will have a strong aptitude for relationship-building and will deliver expert advice to both current and prospective members to assist them in meeting their financial objectives.

Responsibilities:

Build value-based relationships with colleagues and members
Provide solutions that support the financial wellbeing of members, through the delivery of deposit, investment, and loan products, including specializing in the function of investment planning
Promote, sell, and manage the mutual fund and term deposit book of business for the region, and ensure that growth targets are achieved
Collaborate with the regional team to develop creative and innovative approaches to achieving results
Develop and implement business development, growth, and community engagement strategies

Qualifications:

Certified Financial Planner (CFP) or Personal Financial Planning (PFP) designation, or willingness to obtain
Mutual Fund License including Labour Sponsored Funds, or willingness to obtain
Industry experience preferred, with a demonstrated ability to gather assets
Sales-oriented background with a strong understanding of the sales process and business development

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

Branch Manager – Paradise Hill, SK

We are seeking a full-time Branch Manager to inspire our team and customers in Paradise Hill, Saskatchewan.

The job

This position requires a leader with a commitment for coaching and developing their team to support our customers (members) in the achievement of their financial wellness. You must have meaningful insight into the team, the members, and the community. This enables you to anticipate needs, support their requests, connect them with products and services, and influence the future of our Credit Union.

A typical day includes ensuring the Branch is ready to open, reviewing appointments and opportunities with the team, engaging with members virtually or in-person, providing guidance on policy and procedure, and meeting with a team member one-on-one. At the end of the day, you’ll support the closing procedures. This role is always balancing. It takes daily grace to manage operational processes and people.

Each month you will be reviewing accomplishments and outcomes with a look forward to the goals for the next milestone and in support of campaigns. You know Synergy’s purpose and priorities then plan in alignment with them. You share those plans and work collaboratively with the team to achieve these goals.

Ideally, you have a distinct set of skills – in particular, a true professional worthy of the trust and the confidence of everyone you have contact with, when it comes to money, careers, and when life happens. As a trusted leader, you clearly articulate the vision to guide your team and community towards growth.

A Branch Manager is deeply enmeshed in our communities. You actively engage in events and volunteerism and boast high team participation in the same. You will be promoting our Profit Share and Synergy Shares programs, as well as coordinating community donations.

Ideally you possess:

Related post-secondary education preferred
Several years experience in progressively more senior financial services positions
Previous leadership experience is preferred
Experience with financial products and services
A willingness to obtain a Mutual Fund Accreditation, if required.
Strong working knowledge of MS Office and banking tools.

If you don’t identify perfectly with the list above, but are interested, we encourage you to apply. Tell us about what you feel is transferrable or relevant about your experience when you email us your cover letter and resume.

Who we are

We are a people-inspired Credit Union with ambitious goals. We endeavour to deliver amazing financial experiences, earn our customers’ (members’) trust, grow our relationships, and build sustainable communities. We have purpose beyond banking.

We exist to help our members achieve their financial goals by understanding our members’ need and delivering relevant services in modern, convenient, and secure ways. We empower our members by sharing our knowledge so they can make informed choices, thru each stage of life and life event.

As an employer, our culture, environment, and strategy puts people first. We’re proud to have created a great place to work, learn, and grow a career. You can expect us to provide a safe, healthy, and flexible workplace. This includes, but is not limited to:

Flexibility,
Profit Sharing,
Competitive compensation,
Above average benefits,
Virtual fitness platform,
Virtual health care, and last but not least,
Training, development, mentoring.

This is a branch-based position, meaning the majority of work is required to be performed on-site. While the position is located in Paradise Hill, we will consider applicants from nearby or neighbouring communities. Occasional travel is required to attend meetings, events, or training.

Synergy is way beyond banking. People come first. Join us. We’re ready when you are.

More details:

Hours: 37.5 hours weekly, Full-Time

Salary: $84 000 to $105 000 per annum

To apply:

Submit your cover letter and resume before the end of day on February 27^th to: careers@synergycu.ca.
Please quote Competition# 221901 in the subject line.

We thank all applicants in advance for their interest. Only those under consideration will be contacted. The successful applicant will be required to undergo a bonding process that includes a criminal record check and credit check.

Synergy aspires to have a workforce that is representative of the diversity of our country

and encourages applications from everyone.

Find out more about us! https://www.youtube.com/user/SynergyCreditUnion

www.synergycu.ca

Manager, Credit Adjudication

Join the Cornerstone Crew!

Manager, Credit Adjudication (Any Branch – Cornerstone Credit Union)

Be Part of Something . . . . .

Cornerstone Credit Union is seeking a highly motivated, risk conscious individual to provide guidance and strong leadership to the Credit Adjudication team!

As the Manager, Credit Adjudication you will be responsible for the management of the credit adjudication function of the credit union. You will monitor lending activities, provide approval for complex files and be responsible to coordinate credit related audit activities. Ensuring quality controls, risk mitigation practices and policies and procedures are in in place and adhered to are critical to your success in this role.

You will manage the development of modeling tools and analytical systems; research, identify and monitor emerging trends with respect to growth, profitability and member behaviors, and analyze and report on information that supports recommendations and decisions.

As a Manager, Credit Adjudication you will provide leadership and direction to your team and build a culture of empowerment and accountability allowing your team to do their very best work.

What We Are Looking For . . . . .

The ideal candidate will have a post-secondary education in finance, commerce or business, plus 5 to 7 years job-related experience, or an equivalent combination of education and experience.

Comprehensive knowledge of credit adjudication, credit risk mitigation, and pricing methodologies is essential. Proven leadership skills including the ability to coach is required and exceptional communication skills and excellent interpersonal skills is necessary in this position.

A commitment to continuous learning and development is an important part of being on our team.

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.

We Say We Care, and We Mean It . . . . .

Cornerstone Credit Union has been one of Saskatchewan’s top Employers for 5 consecutive years. We serve 35,000 members, employ 280 people and manage assets over $2 billion. In keeping with Cornerstone Credit Union’s distributed leadership model, this position could be located in any of Cornerstone Credit Union’s locations, working remotely maybe an option, considering the organization’s need and the successful candidate’s wishes. 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/194971-37571.html

Manager of Lending Services

Manager of Lending Services
Permanent Full Time
Accent Credit Union

The Lending Services Team at Accent Credit Union serves our members both in branch and from a distance. The ever-growing lending portfolio includes consumer, agriculture, and commercial files. We pride ourselves in providing a member experience that is second to none, leading to satisfied, loyal members. We are competitive in the market, and trust-worthy. In a world of change, we embrace it, and strive to offer convenience, and simplicity for our members in the form of the latest technology, enhancing our ability to offer a fully electronic lending experience.

Your current experience in a leadership, or senior lender role has prepared you for this employment opportunity. You are committed to life-long learning, and you have a desire to learn and grow with your team. Not only do you encourage staff development, but you are a champion of this important leadership competency, preparing your team members for their own career growth. You are able to adapt to each of your subordinate’s needs, and you will modify your approach and their learning plans to ensure their success. Afterall, as your team grows, the credit union will too!

You have an in-depth understanding of lending practices and procedures. The ideal candidate will have many years of service in the credit union system or financial services industry, and a minimum of seven to ten years of job related experience. You have an appetite for risk, and know when to take the risk, and when to shy away from it. You will be responsible to mitigate risk of default. When required you will initiate action to collect on delinquent loans, as necessary. Working closely with the Manager of Lending Administration, you will ensure all loans are in compliance with sound business practice, legislation, regulations, and policies and procedures.

Building relationships is important. In fact, it is essential to our business! Another key part of the Manager role is to foster new relationships and grow new business. You are not afraid to pick up the phone and call a potential member. You enjoy the rush of that first contact, and have no problem popping into a business for the first time to meet the owner and take those first steps in fostering a relationship. When the time is right, you’ll ask for the business!

This exciting opportunity is available in our Quill Lake Branch. You will be required to travel to our other branches, on a regular basis. You will be part of an amazing team, working together to meet the member’s and organization’s goals!

Education & Qualifications

· University Degree or Professional Designation	· Working knowledge of computer systems
· Seven – Ten Years of job-related experience	· Credit Union experience considered an asset
· Bondable	· Commitment to continuous self-development

Accent Credit Union has branches in Quill Lake, Kelvington and Jansen. We are a financially strong organization with assets of over $270 million, and we continue to grow! We are dedicated to our members, and our communities. We respect our people and their contribution to our success. We encourage employee involvement and participation. We reward our people for their teamwork and for achieving objectives. Compensation is competitive and will be based upon qualifications and experience. Accent Credit Union offers a full range of benefits, an employee incentive program, including a wellness program.

Qualified applicants are invited to submit their resume and cover letter in confidence by February 28, 2022, to:
Guy Martin, Chief Executive Officer | Quill Lake Branch – Box 520, 78 Main St., Quill Lake, SK, S0A 3E0
hr@accentcu.ca
We appreciate the interest of all applicants; however, only those selected for interviews will be contacted.

Supervisor Member Advisor

SUPERVISOR MEMBER ADVISOR

Permanent Full-Time

Closes February 8

North Battleford Advice Centre

* Varied shifts that include evenings, Saturdays and Sundays

Annual Wage: $57,454 – $71,817

Would you like to earn above average pay helping members meet their financial goals, maintain a strong work life balance, a flexible schedule and have the security of a career – path supported by your organization? We offer that and so much more.

THE COMPANY – Our Purpose is to redefine banking by helping Canadians simplify their lives and reach their financial goals by reinvesting profits into our members, communities and our people. Now that Responsible Banking!

Click the link below to see what Innovation Credit Union is about! Trust us, you are going to want to learn more about who we are!

Innovation Credit Union – About Us (innovationcu.ca)

THE POSITION: This position would appeal to anyone who strives to go above and beyond in providing world class financial services by building trust to help simplify our members lives. How does one do this? Glad you asked!

A Supervisor of Member Advisors does the following:

Coach and mentor staff to exceed member experience standards, while developing a strong team environment
Lead team in the adoption of the Omni-Channel Delivery System
Oversee sales plan, ensuring targets and service standards are met
Oversee effective portfolio management
Manage all Member Advisors scheduling
Ensure all Member Advisor activities are originated within legislation, policy, practices and organizational values
Ability to manage employees in the Advice Centre and Virtually
Perform the duties of a Member Advisor

The ideal candidate has a solid understanding of the duties and functions of Member Advisor roles (digital and front-line) to aid in identifying areas to provide top end solutions to the organization. A natural desire to want to teach and share knowledge is associated with someone in this role. An investigative mindset is at play to be able to resource solutions to issues that are arising with a proactive approach for resolving for the future. Inherently, this person seeks to find efficiencies, to produce sales and thrives in change situations. This individual loves technology, uses our alternate/omni channels personally, and aspires to be an impactful leader.

Why Should You Apply?

Minimum of one year of related post-secondary education and 4 – 6 years’ of financial services experience or an equivalent combination of education and experience
Diploma or degree in a related discipline (Business Administration, Commerce, Technology Management, Marketing, etc.) would be an asset
Proven success in leading teams
Completion of sales and/or supervisory training would be considered an asset
Strong computer and technology skills (Microsoft Office 365 programs, Skype, Omni solutions etc)
Demonstrated commitment to continuous education and personal development

Interested?

CLICK the Apply Today button 🙂

Chief Operating Officer

Prairie Centre Credit Union, Saskatchewan’s largest rural-based credit union, currently has a permanent full-time opportunity available for the position of Chief Operating Officer. Reporting to the CEO, the Chief Operating Officer is a key member of the executive leadership team and is responsible for all retail-related functions including Advisory Services, Retail Deposits, Retail Credit, Retail Support, and Corporate Credit. The successful candidate will be a self-motivated, dynamic leader and will play an integral role in supporting effective retail operations that result in an outstanding member experience.

Responsibilities:

Promote and support a relationship-based service environment by delivering sound advice that benefits both members and the credit union

Participate in the development, implementation, and achievement of corporate strategy

Provide oversight in the credit portfolio, approval process and loan administration
Lead merger activities and special projects in support of strategic initiatives

Provide leadership in the development and monitoring of annual operating plans and budgets, and transfer of such to division managers
Promote the credit union, participate in member and community events, and support community economic development initiatives
Ensure compliance with all federal and provincial legislative requirements
Oversee the development of policy and procedures in accordance with PCCU established guidelines
Coach, develop, mentor, and motivate direct reports

Qualifications:

Relevant degree, Associate of the Credit Union, or a combination of education and experience in the financial services industry (preferably credit union) with a minimum of 10 years industry experience
Demonstrated analytical abilities and operational knowledge with a sound understanding of retail operations and the sales process
Proven leadership and management at a senior level with escalating responsibilities and strategic involvement
Ability to lead, develop, and implement sales and service initiatives with a proven background in achieving sales/growth targets
Excellent interpersonal, oral, and written communication skills with an aptitude for relationship and team building

For additional information on this opportunity, please contact Blair Wingert, Chief Operating Officer at 306-882-5562. To apply, please submit an electronic copy of your cover letter and resume by 5:00pm on Friday, January 14, 2022, to: Blair.Wingert@pccu.ca.

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

Financial Analyst

Prairie Centre Credit Union, Saskatchewan’s largest rural-based credit union, is expanding the Finance Division by adding another permanent full-time Financial Analyst opportunity available. Reporting to the Vice President Finance, the Financial Analyst is responsible to provide expert resources related to all corporate investments, liquidity, cash flow, budget, and financial reporting. The successful candidate will be naturally inquisitive and analytical, have a love for numbers, and be extremely detail oriented.

Responsibilities:

Implement liquidity adequacy through preparation of reports, ensuring regulatory requirements are adhered to
Influence profitability through cash flow management and investment management
Based on the annual business plan, assist in the development of annual budget, and ensure approved budget is followed
Identify and recommend concepts and innovative approaches that leverage corporate resources and provide productivity efficiency improvements

Qualifications:

Diploma or Degree in Finance/Commerce or other relevant degree; or a combination of education and experience
Experience in budgeting, analysis, investing, and cash management are beneficial
Ability to create and interpret financial reports
Excellent interpersonal, oral, and written communication skills
Exceptionally strong organizational, critical thinking, problem solving, and decision-making skills
Expert level Microsoft Excel skills

For additional information on this opportunity, please contact Kath Frazer, Vice President Finance, at 306-882-5568. To apply, please submit an electronic copy of your cover letter and resume on or before Wednesday, January 19, 2022 to: careers@pccu.ca.

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

Financial Planner

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 a Financial Planner, you will deliver professional financial advice, primarily in the form of investment, retirement, and estate planning, to SASCU members and clients. The Financial Planner enacts the SASCU Member Experience by identifying member needs, building sound 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.
Prepare and present financial strategies appropriate for the achievement of clients’ specific goals and objectives.
Provide comprehensive investment, insurance, and financial advice to educate the client and enable them to make sound financial choices.
Sell investment, insured investment, and life insurance 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.
Support branch initiatives to build membership base, attract new business, and have a positive impact on the community.
Understand and apply all internal and regulatory policy, procedures, and controls to meet compliance requirements and mitigate risk.

What you’ll bring:

Completed post-secondary education.
At least 5 years of financial industry experience in a fast-paced professional sales role.
CFP, IFIC, and LLQP qualifications (or equivalents). Additional industry designations or specializations are 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. 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 $900 million in assets. In addition, SASCU stewards $235 million in client investments. 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.

Investment Specialist

We are seeking an experienced, full-time Investment Specialist to be based out of our Torquay & Tribune Branches. Reporting to the Manager of Wealth & Investment Services, the Investment Specialist will deliver financial planning and investment solutions to our members, helping to secure their financial future. Responsibilities include meeting with current & potential members to provide investment advice, relationship management, and administering estate accounts. This position will proactively develop and manage a portfolio of member relationships, growing business through providing exceptional member service, ensuring all legislative, compliance and policy guidelines are adhered to. The Investment specialist will cross-sell the full range of credit union products and submit referrals to other departments or specialists as necessary.

Looking to expand your career? We will consider hiring the right candidate for an Investment Specialist Trainee position. An Investment Specialist trainee must be a motivated individual with some financial education/experience and a commitment to the financial services industry & credit union system. A Trainee will work with our experienced Investment Team and management to kickstart their career. A trainee will also commit to attaining an approved mutual fund license within a specified time period.

Preferred/Ideal Qualifications:
• 2-4+ years of experience
• 1+ years Post-Secondary Education in related field (a combination of education and experience will be considered)
• Mutual Funds License (or willing to obtain)
• Proven success working in a sales, service and goal oriented environment.
• Highly motivated with excellent interpersonal, communication, and time management skills.
• A demonstrated commitment to ongoing professional development.

The Credit Union / Organization:
Radius Credit Union is a rural based community focused credit union with seven (7) branches, assets over $465 million and nearly 50 employees serving 4700 members. Radius Credit Union builds relationships by providing financial solutions and supporting its communities. Employee engagement is valued and there is ample opportunity for growth for career minded individuals.

The Communities:
Radius Credit Union has seven branch locations in Avonlea, Ceylon, Pangman, Ogema, Radville, Torquay and Tribune. We have been serving the area for over 60 years! All branch locations are based in rural southern Saskatchewan Towns and Villages. Each of our communities have varying amenities, recreational facilities and services. With major shopping and service centers within a 1- 1.5 hour drive.

Compensation:
Radius Credit Union offers a competitive compensation package including a 7% matched defined contribution pension plan administered by the Co-operative Superannuation Society, participation in a Variable Incentive Program, a full range of employee benefits including medical, dental, EAP and life/disability insurance.

If you are interested in becoming a part of our team, please submit your resume, in confidence, on or before December 24, 2021 via email or mail to:
Radius Credit Union Box 339 Ogema, SK S0C 1Y0 Attn: Michelle Leonard, HR & Marketing Coordinator michelle.leonard@radiuscu.com

Posting will remain open until a suitable candidate has been hired. We appreciate the interest of all applicants; however only those under consideration will be contacted.