Career Opportunity
REGIONAL MANAGER
Occupation Types: Financial Services/Financial Analysis
Senior Commercial Service Advisor
Senior Commercial Service Advisor
Help Improve our Member Centricity and Grow our business!
We have an exciting opportunity to work with our business members and grow our commercial portfolio.
We offer a highly competitive wage, career progression, ongoing learning and development, and an impact on our local community. We are open to a remote work arrangement, with travel to the Sunshine Cost as business needs require or join us on the beautiful Sunshine Coast and get the best of both worlds – a relaxing lifestyle filled with recreational activities including boating, hiking, and much more, while only a short 40-minute ferry trip from Vancouver.
What You’ll Do
Reporting to the Commercial Department leader, the Commercial Services Advisor contributes to enriching member’s lives by enhancing the member’s business value, by providing the appropriate products and excellent advice and service to help the member operate a financially profitable and successful business. This position is responsible for business development, managing a portfolio of accounts and providing lending services to commercial/ business clients and potential business clients. This position requires a results-oriented individual with strong communication, problem solving, time management and prioritizing skills.
What Does the Ideal Candidate Bring?
The preferred candidate has completed two years of post-secondary in a general business program with three to six years of experience in the financial industry is required. The incumbent will be required to enroll or have completed the CUIC Accredited Business Lending program.
About Sunshine Coast Credit Union (SCCU)
For 80 years, Sunshine Coast Credit Union and their members have been helping build a healthy, strong, vibrant Coast community. We are a full-service financial institution with assets exceeding $850 million, serving 17,600 plus members in three growing coastal communities in British Columbia. Sunshine Coast Credit Union is committed to enriching the financial well-being of our members and our community.
How to Apply
If you are interested in this exciting opportunity, please submit a current resume and cover letter in confidence to: yourfuture@sunshineccu.net. The posting is open until filled. We thank all candidates for their interest, however, only those selected for an interview will be contacted.
Chief Executive Officer – Newfoundland and Labrador Credit Union
Location: St. John’s, Newfoundland
Newfoundland and Labrador Credit Union (NLCU) is a full-service financial institution operating 12 branches in major hubs across Newfoundland and Labrador. With assets of over $680 million, NLCU is the largest credit union in Newfoundland and one of the largest in Atlantic Canada. Over 20,000 members rely on NLCU’s 140 staff for expertise in how to help them prosper.
Due to the retirement of the long-standing incumbent, NLCU is seeking its next Chief Executive Officer (CEO).
Reporting to NLCU’s Board of Directors, as CEO you are responsible for the strategic leadership and management of the credit union. Through your strong vision for the future, you will drive NLCU through sustainable business development and growth while fostering a corporate culture that is agile, growth-oriented and embodies NLCU’s vision, mission, values, and value proposition. You will lead and develop a high-performance senior management team who work collaboratively to turn strategy into action to achieve short- and long-term business goals. As the public face of NLCU, you will maintain positive relationships with NLCU’s regulator, business community, partners, associations, government and the communities NLCU serves. The CEO also acts as Corporate Treasurer and Chairperson of the NLCU Charitable Foundation Corporation.
As an ideal candidate you are a seasoned, trusted, and forward-looking financial industry leader with a proven record of making sound business decisions that have achieved organizational growth and improvements to member service. Extremely visible and engaging both internally and externally, people value you for your energy, authenticity, positivity and strong negotiation and influencing skills. You are an inspiring people leader who is naturally inclusive, passionate about coaching and mentorship, and empowers staff to be all they can be in pursuit of a culture of innovation, accountability and performance excellence. NLCU will benefit from your comfort and experience with the impacts of new technology and its effect on staff and members. Your sound governance knowledge and previous experience reporting to, or serving on, a board of directors will be of great value, as will your skill in identifying opportunities for efficiency, partnership and growth. Previous experience working within the credit union system is an asset.
For further information on this exciting credit union CEO position, please contact Andrew Dumont (adumont@boyden.com) or Cameron Morrison (cmorrison@boyden.com) at 613-742-3219.
We thank all applicants for their interest, however only those under consideration for the role will be contacted.
Personal Loans Officer
Northern Savings Credit Union is seeking a full time Personal Loans Officer for our Terrace, BC location. This key position in the branch provides financial solutions and exemplary member service in personal loans and mortgages. This position is often the primary point of contact for existing and new members and can foster relationships through service excellence and product knowledge specific to retail lending.
Duties:
- Delivers financial solutions to new and existing members by offering a suite of personal lending and mortgage products.
- Is knowledgeable in all Northern Savings financial products and services to enable referrals to Financial Services Representatives, Business Services, financial advisory services and insurance (life, property and casualty).
- Collaborates with staff in addressing services issues and member concerns.
- Has expert knowledge of lending processes and procedures.
- Identifies process improvements and escalates to supervisor.
- Ensures that all interactions with members and fellow staff are completed in a professional and timely manner.
- Meets compliance, confidentiality and regulatory requirements and abides by management policy and branch procedures.
- Works within prescribed lending limits, referring applications as necessary.
- Uses pricing matrix at all times for personal lending products.
- Understands authorities with respect to overrides, waiving service charges and the pricing matrix.
Education:
- High School diploma is a requirement. Completion of post-secondary education is an asset.
- Completion of sales training is an asset.
- Completion of Personal Lending course.
Experience:
- Previous lending, sales and service experience is required.
- Previous financial services experience is required.
Skills:
- Demonstrated sales skills.
- Expert knowledge of products and services required.
- Ability to communicate and liaise professionally with members, potential customers, community groups and co-workers while maintaining confidentiality.
- Working knowledge, skills and experience in Microsoft Office
Financial Solutions Manager
For over 75 years, Prospera Credit Union has been a successful financial institution because of an unwavering focus on meeting the needs of our members, providing fulfilling careers for employees, and giving back to the communities we serve. Westminster Savings and Prospera Credit Union officially merged, January 1st, 2020. We continue to be a purpose-driven organization involved in our communities and a true financial partner to our local business members.
This is an outstanding opportunity to further develop your career in financial services by joining Prospera as a Financial Solutions Manager (FSM), open at multiple branch locations. This is an all-encompassing, customer-facing role that includes lending, investment and cash-related functions, as well as offers tremendous service delivery flexibility to the Branch. It’s also a fantastic opportunity to utilize your customer service acumen, passion for the team and commitment to delivering results!
Other organizations may call this role: Financial Advisor, Senior Financial Advisor, Client Advisor, or Account Manager
If this sounds like something that you’d like to be a part of, apply today!
What you’ll do:
- Maintain high service quality standards, incorporate the strategic selling process in customer interactions, build rapport with customers, and seek opportunities to deepen customer relationships
- Seek opportunities to demonstrate value proposition, uncover needs, and recommend appropriate products, services, and solutions
- Provide lending, investments, and cash-related expertise support
- Develop maintain, and grow the branch wealth management portfolio, including both mutual funds and term deposits
- Interview clients to identify needs and ensure products meet identified needs, demonstrate opportunities to generate sales leads. Refer customers to other lines of business experts as needed, collaborating to ensure a seamless and rewarding customer experience
- Interview clients, analyze current wealth management products and prepare required documentation for the purchase of recommended mutual funds
- Prepare documentation and approve loans within current limits; refer loans above limits or exceptions to branch management or corporate with rationale as to why the loan should be approved
- Ensure consistent follow-up on existing clients and provide ongoing advice and solutions
What you bring:
- 2 years’ front-line, proven sales experience within an operations or financial services environment; must have exposure to retail lending or deposits
- Mutual fund license or ability to become licensed within 6 months of hire date
- Completion of Prospera’s Investment Funds and Strategies course within 12 months of hire date
- Proven ability to uncover customer needs through establishing rapport and listening to the customer
- Effective selling, cross-selling and referral skills
- Excellent verbal and written communication and negotiation skills with the ability to interact with a variety of people
- Self-motivated, outgoing, confident, and sales-oriented
- Detailed knowledge of deposit-related products, personal lending, mortgages, registered and non-registered investments and mutual funds
- Proficient with technology, including banking and Customer Relationship Management systems and Microsoft Office programs
What’s in it for you?
Inclusive, equitable and accessible workplace: All team members are valued, respected, and heard. We learn from each other’s differences, gaining strength through our people and our perspectives.
Career Advancement! We are committed to our employee’s growth and development and we want to see you soar.
Fun & Camaraderie. We care deeply about our members and our employees and we want the hours you spend with us to be fun, rewarding and sometimes lighthearted. We like to work hard, play hard, have fun and be there for each other.
Show me the money! We offer competitive pay, a personalized benefits program, and a generous defined contribution pension plan.
Community Focused. We care about giving back to the communities we live, work and play in. We participate in many community-minded activities throughout the year.
Please apply for this single opportunity on www.prospera.ca/Careers or www.wscu.com/careers
Assistant Manager
For over 75 years, Prospera Credit Union has been a successful financial institution because of an unwavering focus on meeting the needs of our members, providing fulfilling careers for employees, and giving back to the communities we serve. Westminster Savings and Prospera Credit Union officially merged, January 1st, 2020. We continue to be a purpose-driven organization involved in our communities and a true financial partner to our local business members.
Looking for the next step in your career? Look no further. We are currently seeking an Assistant Manager to join multiple branches. The Assistant Manager supports the Branch Manager in overseeing, developing, and empowering a proactive sales and service workforce that engages customers. The Assistant Manager also participates in special projects, committees, implementation teams and other related assignments as required for operational, cross-divisional, or corporate initiatives.
If you are ready to make a difference as a leader, apply today!
What you’ll do:
- Manage the staffing requirements for the branch—hiring, onboarding, training, supervising, measuring performance, coaching, and disciplining.
- Participate in and represent the branch at consumer banking leadership meetings.
- Proactively manage branch performance by monitoring and analyzing operational reports and information from CRM, Insight, mystery shops, etc.; by facilitating regular and meaningful coaching sessions; and by assisting with the creation and implementation of personal development plans.
- Proactively seek customer feedback, initiate and participate in customer consultation and monitoring activities.
- Collaborate with employees in identifying opportunities to enhance or correct service delivery; establishing targets or standards; and developing and implementing action plans.
- Review new loan applications and supporting documents, ensure credit-granting quality, and approve mortgages, HELOCs, loans, lines of credit and overdrafts within lending limits.
- Provide input towards budgeting and strategic planning discussions.
- Act as security and safety officer for the branch, communicate emergency procedures, ensure team’s completion of annual security and safety, anti-money laundering, and respectful workplace training and assessment, and monitor adherence to protocols.
- Generate sales leads and develop new customer relationships through sales calls, personal contacts, networking, community events and other activities.
- Refer customers to other experts and external business partners as needed, collaborate to ensure a seamless and rewarding customer experience.
What you bring:
- 3-5 years’ progressive, customer-facing experience within a financial institution, which includes 1 year in a supervisory role or as part of a management associate program
- Superior interpersonal and communication skills, including the ability to interact with a diverse and varied audience i.e. both internal and external customers and stakeholders
- Strong leadership skills including coaching, supervising, training, decision-making and judgement
- Proven business development, sales, service, and negotiation skills
- Excellent time management and organizational skills
- Detailed knowledge of deposit, personal lending, mortgage, and wealth management products
- Working knowledge of various computer programs, including Microsoft Office, banking and customer relationship management systems
- Willingness to engage in a flexible schedule (e.g. some evenings and weekends outside of branch hours)
What’s in it for you?
Inclusive, equitable and accessible workplace: All team members are valued, respected, and heard. We learn from each other’s differences, gaining strength through our people and our perspectives.
Career Advancement! We are committed to our employee’s growth and development and we want to see you soar.
Fun & Camaraderie. We care deeply about our members and our employees and we want the hours you spend with us to be fun, rewarding and sometimes lighthearted. We like to work hard, play hard, have fun and be there for each other.
Show me the money! We offer competitive pay, a personalized benefits program, and a generous defined contribution pension plan.
Community Focused. We care about giving back to the communities we live, work and play in. We participate in many community-minded activities throughout the year.
Great Place to Work. We are committed to employee engagement and have achieved the Great Place to Work certification 3 years in a row.
Please apply for this single opportunity on www.prospera.ca/Careers or www.wscu.com/careers
Customer Service Specialist
For over 75 years, Prospera Credit Union has been a successful financial institution because of an unwavering focus on meeting the needs of our members, providing fulfilling careers for employees, and giving back to the communities we serve. Westminster Savings and Prospera Credit Union officially merged, January 1st, 2020. We continue to be a purpose-driven organization involved in our communities and a true financial partner to our local business members.
Do you love providing great service? We are currently seeking Customer Service Specialists for multiple branch locations. This outstanding opportunity can start or further develop your career in Financial Services. The Customer Service Specialist (CSS) delivers exceptional customer service, is responsible for proactively developing positive relationships, and satisfying our members’ product and service needs.
What you’ll do:
- Greet customers, establish rapport, address service inquiries and customer concerns, and seek opportunities to deepen customer relationships
- Proactively seek occasions to demonstrate our value proposition, uncover needs, and recommend appropriate services and solutions
- Refer customers to account managers and external business partners as needed, collaborating to ensure a seamless and rewarding customer experience
- Handle transactions, open personal and business profiles, demand accounts, term deposits, ATM cards, and other banking products and services
- Perform administrative tasks, cash desk duties, and assist with branch opening and closing processes
- Participate in sales meetings and maintain an accurate history of sales and service activity on the customer relationship management system
- Support and participate in community initiatives
What you bring:
- Experience in a frontline role within a financial services environment is preferred
- Exposure to retail lending would be an asset
- You have a ‘can do’ front line/customer service mindset, a strong interest in a career in financial services, a capacity and passion for learning, strong team orientation, excellent communication and relationship-building skills, and a keenness to grow and help others
- You are a self-described ambassador for the ultimate customer experience, and you love to connect with customers and build lasting business relationships
- A demonstrable interest in community involvement is a must-have!
What’s in it for you?
Inclusive, equitable and accessible workplace: All team members are valued, respected, and heard. We learn from each other’s differences, gaining strength through our people and our perspectives.
Career Advancement! We are committed to our employee’s growth and development and we want to see you soar.
Fun & Camaraderie. We care deeply about our members and our employees and we want the hours you spend with us to be fun, rewarding and sometimes lighthearted. We like to work hard, play hard, have fun and be there for each other.
Show me the money! We offer competitive pay, a personalized benefits program, and a generous defined contribution pension plan.
Community Focused. We care about giving back to the communities we live, work and play in. We participate in many community-minded activities throughout the year.
Please apply for this single opportunity on www.prospera.ca/Careers or www.wscu.com/careers
Associate Manager – Regulatory Oversight (2 Positions)
Who are we?
Credit Union Deposit Guarantee Corporation (the Corporation) is the deposit guarantor for Saskatchewan credit unions and the primary regulator for Saskatchewan credit unions and SaskCentral, together, Provincially Regulated Financial Institutions (PRFIs). We work closely with these institutions to ensure they employ sound business practices to enhance the strength and stability of the Saskatchewan credit union system.
We are seeking confident, highly motivated professionals who enjoy working in a fast‑paced co-operative environment to join the Regulatory Oversight division.
Position 1 – Associate Manager, Risk-Based Supervision: Permanent
This position is responsible for the oversight of institutions within the Saskatchewan credit union system. You will monitor institution performance to proactively identify, assess, and mitigate risk to depositors’ funds and the guarantee fund. Your knowledge in the areas of corporate governance, finance, and credit risk management will support the execution of on-going monitoring, in-depth reviews, and intervention processes for PRFIs. You will assess regulatory approval requests from institutions to ensure compliance with legislation and regulatory requirements while also supporting the maintenance of the risk-based supervisory framework.
Position 2 – Associate Manager, Regulatory Policy & Prevention: 12 Month Term
This position is responsible for supporting the research, development, implementation, and communication of regulatory policy and prevention initiatives. You will participate in the development of regulatory policy to ensure an effective and responsible framework for the regulation of PRFIs. You will assist in the evaluation of guarantee fund strategies by assessing ongoing monitoring and reporting of credit union financial and non-financial performance, trends, developments, and emerging risks.
What you’ll need:
The ideal candidates will have a degree in business administration/commerce with three years of related experience in accounting, finance, policy development, financial services, or a regulatory environment. A designation or enrollment in a professional designation would be an asset. Core competencies include teamwork, communication, relationship management, conflict resolution, and problem solving.
We offer competitive compensation and benefits. The salary range for these positions is $73,529 – $91,911. For more information on the Corporation, please visit www.cudgc.sk.ca.
To Apply:
Please submit your resume and cover letter stating Competition Number AM-CUDGC by August 4, 2021 to HR@cudgc.sk.ca. Please indicate which position(s) you are applying for. We thank all applicants for their interest; however, only those selected for an interview will be contacted.
The Corporation values and supports workplace diversity. We believe diverse ideas, opinions, and perspectives make our organization stronger.
Finance Manager / Controller
Located in the coveted Kootenay region, Heritage Credit Union (HCU) is proud to be one of the longest running community-based credit unions in BC’s Kootenay region. HCU is dedicated to providing full financial services to the local community with branches in Castlegar, Slocan Valley, and the West Boundary. We are committed to being a progressive, financially strong, goal-orientated organization always placing our members and cooperative philosophy first and foremost.
The Opportunity
HCU is currently recruiting for the position of Finance Manager / Controller to manage the finance and accounting functions of the credit union including its subsidiaries and partnerships. This is a permanent, full-time employment opportunity working from the administration offices located in Castlegar, BC.
Reporting to the CEO, and as a member of the senior management team, this position will provide leadership and direction for the accounting and financial requirements of HCU and its subsidiaries. Key areas of focus will include financial planning, regulatory reporting, accounting, investing, budgeting, and management of financial systems and controls.
Specific responsibilities include but are not limited to:
- Participates in the development of annual business plans and goals aligned to the strategic plan, and ensures successful achievement of all objectives.
- Monitors industry trends and maintains current knowledge of credit union financial systems, and legislative and regulatory requirements.
- Manages the full financial year accounting cycle for the credit union.
- Acts as the primary contact for the external audit process.
- Monitors and analyses operating results versus the budget; provides interpretation and investigates, corrects and/or recommends corrective action to management concerning budget variances.
- Provides all required financial reporting – documenting and presenting current and projected financial performance for management, board members, regulators, and other stakeholders.
- Responsible for all financial tools, processes, procedures and ensuring appropriate financial controls are in place; makes recommendations to the CEO where changes in policy are required to address gaps or strengthen existing practices.
- Manages the credit union investment portfolio
- Manages the accounting administration team
Qualification and Skill Requirements
The successful candidate will possess post-secondary education in Accounting, Finance, Business Administration or related field, and CPA designation completed or in progress. An equivalent combination of education and experience will be considered.
Our successful candidate will also demonstrate:
- Knowledge of finance, accounting, budgeting and cost control principles, and an understanding of credit union regulatory requirements,
- Excellent interpersonal skills and the ability to interact with staff, members, and suppliers in an effective and diplomatic manner,
- Strong understanding of computer technology, including advanced spreadsheet skills and experience with automated financial and accounting reporting systems,
- Ability to analyze and interpret simple and complex financial data; detail orientated, and demonstration of a high level of accuracy,
- Good organizational skills; demonstrated ability to manage multiple priorities and meet deadlines,
- Exceptional verbal and written communication skills.
At Heritage Credit Union we are pleased to offer an excellent compensation package as well as the benefits of living in the highly desired Kootenay region. https://www.destinationcastlegar.com/
To learn more about our credit union please visit https://www.heritagecu.ca/
To Apply
Interested candidates can by apply by quoting posting #21-01 and submitting a cover letter and resume via email by August 8, 2021: hr@heritagecu.ca
We thank all applicants for their interest, however only those selected for an interview will be contacted.
Wealth Advisor, Summerland Financial Services
Position Overview
Summerland Financial Services (SFS) Wealth Advisor plays an essential role in providing holistic financial advice and assistance to members and clients while strengthening SFS presence in the region. Building trust and loyalty with each member interaction, the Wealth Advisor utilizes their expertise in the delivery of a financial solutions to enhance member’s overall financial well-being. The Wealth Advisor has a positive and adaptable approach with strong relationship building and leadership skills that leads to successful and effective relationships both within the organization and externally with members and clients.
A key function of the role is to leverage relationships with credit union employees to contribute to and ensure an exceptional level of service for members as well as networking and enhancing the brand of SFS throughout the region as a respected leader of financial solutions.
Salary: Commensurate with experience, includes commissions, pension program and robust benefits packages.
Key Responsibilities
Sales & Service Leadership
Creating value; growing member relationships; learning and development
- Working with the leadership team of Wealth Strategies Inc, adopt, implement and maintain the best practices from the “playbook”. Work with Wealth Strategies (CUSO Wealth) to ensure ongoing personal/professional development.
- Develop and maintain positive relationships with existing and potential Clients, SCU management and staff and colleagues that are part of the CUSO Wealth network of wealth management professionals
- Engage with internal / external partners and networks to identify business opportunities and best practices
- Understand, uncover and meet the needs of members/clients by delivering customized financial solutions which includes a full suite of investment and life insurance products
- Proactively contact members to retain existing business and to identify new opportunities
- Contact Clients and potential Clients to arrange appointments, carry out financial needs analyses and updates of same, review existing portfolio and make recommendations
- Serve, inform and educate Clients with respect to their financial goals and opportunities through the provision of ongoing financial services, KYC annual reviews and other applicable compliance-mandated processes, and/or other Client contact processes
- Monitor and deliver exceptional performance with agreed upon goals including effective cross referrals to ensure member’s/clients’ needs are fully met.
Member & Community Experience
Building member loyalty; staying informed; building community connections
- Build member loyalty and trust by exercising sound judgement and thoughtful consideration in delivering exceptional member experience
- Understand and demonstrate commitment to our enterprise wide Vision, Mission and Values
- Cultivate new opportunities and enhance long term relationships that contribute to a positive member experience
- Enhance own profile and professional image in the community by participating in community events, associations and/or partnerships
Employee Experience
Engagement; teamwork; leadership; learning; commitment; accountability
- Maintain and expand technical knowledge of financial products, systems, and
- Promote teamwork and cooperation as a peer leader; act as a mentor and role model to share knowledge and skills to assist and support talent development
- Support staff and encourage collaboration to accomplish common goals
- Attend industry related product shows industry related courses (as directed by the Employer and as required by applicable governing bodies under continuing education credits)
- Recognize and celebrate team successes; encourage teamwork and collaboration
Risk Management
Member confidence; risk/loss mitigation
- Ensure all documentation pertaining to investments and accounts is prepared and/or executed in accordance with established policies, procedures and relevant legislation
- Demonstrate a high level of risk management knowledge and ensure adherence to all legislative and regulatory requirements
- Maintain up to date and complete Client files with documentation in hardcopy and/or electronic form as
- Electronic files are maintained utilizing approved contact management software, approved Client relationship management software and any other required and approved software
- Display confidence and exercise sound judgement in decision making
- Take necessary action on issues or concerns arising from internal / external reviews and audits
Skills & Attributes
- Passion for delivering exceptional member/client service and dedicated to building strong relationships and connections in the community
- Committed to professional growth and development. Responsible for ensuring skills and knowledge are up to date to meet industry and position requirements
- Instills confidence and trust of others through thoughtful, clear and open communication
- Delivers strong business development and advisory services skills
- Demonstrates strong interpersonal skills and the ability to communicate effectively both verbally and in writing
- Ability to quickly adapt to changing priorities and a willingness to tackle new challenges
- Displays strong awareness of the financial service industry, keeps abreast of the changing environment and understands the components for organizational success
- Acts as a trusted advisor to members/clients, ensuring their financial well-being is top priority
- Demonstrates strong attention to detail and accuracy in completing work and providing information
- Takes a proactive and respectful approach in addressing problems, issues or conflict with a positive view to reaching new and better solutions
- Commitment to life-long learning
- Organizes work and assignment of tasks to maximize efficiency, clearly communicates expectations, roles and responsibilities
Experience & Education
- minimum of five years’ experience in providing financial advice to clients in the areas of financial planning, investment, risk assessment and insurance options
- CFP designation, life insurance and mutual fund licenses required
- Combined experience and post-secondary education in the areas that are directly related to industry will be considered.
HOW TO APPLY
Interested applicants can submit cover letter and resume to careers@sdcu.com. Please visit our website at www.sdcu.com/careers for the complete role description.
