Financial Services/Financial Analysis – Page 20

Investment Specialist

This is a great opportunity to join and 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, investment and retirement solutions that builds 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.
Set and meet sales, growth and professional development targets.
Build both 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.
Provision of ongoing client service, financial goal review, needs analysis, and portfolio rebalancing as appropriate to proactively identify existing and emerging needs.
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.
Work closely with credit union peers to provide members with next level financial products and advice and to help clients establish sound financial habits, eventually referring them to a SASCU Financial Planner based on account size, life stage or complexity of needs.
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:

A 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. Willingness to attain designation within a 3-year period.
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 $900 million in assets. In addition, SASCU stewards $235 million in client investments. Learn more at www.sascu.com

A note on COVID-19:

Additional safety precautions have been put in place to protect SASCU staff and the public. More details can be found here: sascu.com/covid-19-response. Further information will be provided later in the recruitment process.

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

Member Services Specialist, Transfers and Withdrawals

Company Description:

Pioneered in 1939, the Co-operative Superannuation Society (CSS) Pension Plan, located in Saskatoon,
Saskatchewan, is one of the oldest and largest defined contribution pension plans in Canada. With
approximately $5 billion in assets, CSS Pension Plan has grown to serve over 300 employers and 51,300
current and past co-operative and credit union employees across Canada, including more than 8,200
retirees.

Summary:

We are seeking a motivated and conscientious person to join our team as a Member Services Specialist
focusing on serving our members who are making transfer and withdrawals decisions.
Join the CSS Pension Plan and its Member Experience Department as a Member Services Specialist. You
will care for our members’ journeys by:

Taking responsibility and ownership of pension administration responsibilities focusing on
decision points along a member’s journey related to transfers, withdrawals and payments (e.g.,
decisions to consolidate funds, decisions at termination of employment, death benefit
payments, etc.),
Analyzing detailed financial and membership information to identify opportunities for
improvements in the overall member experience and journey with the CSS Pension Plan, and
Responding to inquiries on matters related to CSS rules and regulations, member rights and
obligations, and regulatory requirements.

The successful candidate will be a technically inclined high performer who thrives in a busy
environment, strives to think outside of the box, and can pivot between competing priorities and
complex matters. A strong sense of quality member service, belief in empowering others, and
understanding of the value of the co-operative system will be positive attributes that you bring to the
team. The Member Services Specialist is required to develop an expert understanding of our pension
benefit provisions, policies, and procedures.

You will work effectively in a team environment guided by the team-developed “Pillars of Collaboration”
which represents the values of “Respect, Commitment and Communications”.

Key Responsibilities

Responsibility for pension administration processes, with a focus on transfers, withdrawals and
payments:

Explain all Plan requirements for the transaction and guide the member through the
completion and submission of appropriate forms.
Enter properly completed requests into the Plan’s pension administration system and
generate payments, complete required transfer documentation and forward to receiving
financial institutions, as necessary.
Ensure compliance with policies and procedures, perform quality assurance testing.

Responsibility to team and culture

Accountable for supporting an environment and culture of collaboration, learning, and service
which respects diversity, encourages all teammates to work together to achieve results and
contribute to a healthy, rewarding, and productive working environment where personal and
team accountability are key to meeting CSS’ strategic and operational goals.

Other responsibilities

Generates and analyzes reports and information from our information systems and identifies
opportunities to support and enhance the member experience.
Performs user testing for technological assets to ensure operational and strategic needs and
goals are met.
Assist with projects (e.g., information technology, member experience, member education and
member engagement).
Develops and maintains knowledge and application of CSS policies and procedures. and CSS’ vision, mission and values.
Provides back-up support for the Department and organization as required and carries out other duties as assigned.

Skills and Abilities

Excellent customer service and communication skills, including the ability to communicate complex information in a straightforward manner.
Superior organization, administrative, and problem-solving skills.
Sound knowledge of pension, retirement, and other relevant products and industries.
Advanced computer and analytical skills with proficiency using Microsoft Office (e.g., Word, Excel, PowerPoint), information technology and systems, pension databases and workflow systems, as well as the ability to generate reports and information.
Must be flexible and able to manage high work volumes and conflicting priorities to meet deadlines.
Self-directed, but recognizes the importance of relationship building within the team and across the organization.

Qualifications

Experience with customer service, retirement and wealth services, registered products and
transactions,
A post-secondary diploma (e.g., Polytech 2-year diploma, University 2 or 3 year certificate) in
business administration or office management,
Possession of a Pension Plan Administration Certificate (or equivalent), and
Five years or more experience with financial transactions or pension or benefit administration.

A combination of equivalent education, training and experience may be considered. Process improvement experience and education considered an asset.

To Apply:

Please forward your resume and cover letter (including your salary expectations) to:

CSS Pension Plan
Attn: Manager, Quality Assurance and Administration
Email: hr@csspen.com

Competition closes: July 23, 2021 (The position may be filled sooner)

We offer a fun, challenging and inclusive work environment, along with a competitive salary and benefits package.

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

Senior Accountant

Williams Lake and District Credit Union

Williams Lake, BC

Senior Accountant

Williams Lake Administration Branch

Williams Lake and District Credit Union has an exciting opportunity for an energetic, service-focused Senior Accountant to work out of our Williams Lake Branch.

The Community

Williams Lake is just a one-hour flight or a scenic day trip (546 km) north on Highway 97 from Vancouver, making it very easy to access. Within a three-hour drive, residents can also access the major cities of Prince George to the north and Kamloops to the southeast. Whatever cannot be found locally is accessible within easy driving distance on major highways. Williams Lake has many amenities, including a modern recreation centre and pool, an extensive trail network for mountain biking and hiking, arts and culture activities delivered through many clubs and societies, the largest shopping area in the Cariboo Chilcotin Coast, and the opportunity for post-secondary education offered through Thompson Rivers University’s Williams Lake Campus. http://www.tru.ca/williamslake.html

Affordable real estate offers an opportunity to own land only minutes from town and the ability to purchase a home within city limits at very affordable prices compared to many Canadian cities. With all four seasons represented and significant sunshine hours (308 days on average), Williams Lake is ranked number 5 across Canada by weatherstats.ca for the highest number of sunny days during warm months. There is plenty to keep outdoor enthusiasts busy. Surrounded by over 800 lakes, the area is a fishing hotspot. The dry climate makes it more likely to experience the outdoors in the sunshine when hunting, hiking, mountain biking, kayaking or enjoying winter sporting activities.

Overall, Williams Lake offers an affordable lifestyle for the family or the young adventurer.

The Opportunity

Reporting to the Manager Accounting and Centralized Services you will possess proven interpersonal and communication skills and the ability to work as part of the Administration department while serving our internal and external members.

A track record of taking a project from inception to completion is clearly an asset. You will ideally have a strong background in financial services and will be responsible for:

the bi-weekly payroll, preparation of financial statements and daily reports, provincial and regulatory reporting (GST / PST remittances);
assist in the preparation of year-end financial statements and auditing functions;
maintain and develop reporting; and
administer compliance and privacy processes.

Experience working with the Fiserv DNA banking system and Microsoft Dynamics Business Central will be a definite recommendation for the position.

As the ideal candidate you will have relevant tertiary education, possess excellent communication skills and have a commitment to delivering outstanding service.

We offer a competitive compensation package, including benefits, commensurate with experience and qualifications.

Interested applicants may submit a resume and cover letter, in confidence by, July 21, 2021, to:

Manager, Human Resources

Williams Lake and District Credit Union

139 North 3rd Avenue

Williams Lake, BC V2G 2A5

Fax: (250) 392 4361

E- mail: resume@wldcu.com

Williams Lake and District Credit Union thanks all applicants for their interest. Only those applicants being considered will be contacted.

For more information on Williams Lake and District Credit Union, please visit our website at

www.wldcu.coop.

Systems Support Analyst

VantageOne Credit Union is seeking an experienced Systems Support Analyst. This position is based out of our Vernon BC office (3108 33 Avenue, Vernon BC).

If you have a business/finance or computer science degree or diploma and 4-6 years’ experience in a business/systems analyst role in a Credit Union or Financial Institution environment, we would love to meet you!.

Who we Are: We are a credit union dedicated to the financial well-being of our members, clients, employees, and communities. Part of what sets VantageOne apart from others is that while we offer traditional banking and borrowing solutions, we have also strategically diversified our services to meet our members’ expanding financial needs by offering
Financial Ability with a Human Touch.

Our history as a credit union reaches all the way back to 1944 when we opened our first branch in Vernon. Since that time, we are proud to have become a vital part of the local business economy. From the very start, we have seen ourselves as a local business, owned by our members and operated by people who live here and are deeply invested in our communities.
VantageOne has a network of branches located in the beautiful Okanagan Valley. Our Vernon location offers waters sports, skiing and world class golf within 20 minutes of our branch location and Vernon is a great community to raise a family. It does not get any better than this!

Compensation includes a solid training program committed to your career development, full health, dental and disability benefits and a corporate RRSP contribution.

Full position details can be found on the careers page of our website.

Senior Advisor

This is a great opportunity to take the next step in your career and create a future at SASCU!

We invite you to be part of a team where you can feel good about the work you do and the positive impact on the communities we serve in the Shuswap region. We believe in fostering a work environment that is the perfect blend of friendliness, support and professionalism, not to mention, fun! Add in competitive salary and benefit packages, along with perks such as an employee incentive plan, reduced banking fees and spectacular natural scenery, and you’ll see why SASCU is an award-winning employer.

As a Senior Advisor at one of our Salmon Arm branches, you will build deep relationships with members, first, by seeking to understand what is important to them, and then by providing customized, advice-driven solutions that will guide them on their financial journey as it relates to their overall financial picture.

What you’ll do:

Advise members on a full range of deposit and investment products, including new personal and business accounts, cards, term deposits, registered products, and mutual funds and associated services.
Advise members regarding personal and small business lending products and services, including mortgages, personal loans, lines of credit, MasterCard application and associated insurance products.
Service and manage estate accounts within an assigned portfolio.
Interview loan applicants, analyze credit information, assess credit and make recommendations to Centralized Credit.
Identify and pursue opportunities within the assigned portfolio or through referrals, and, when appropriate, connect the member to another colleague within your team to ensure all of the member’s financial needs are met.
Demonstrate a strong knowledge of the financial planning process by partnering with organizational specialists who can assist members with customized financial solutions.
Take a lead role in various marketing promotions and other activities to build the membership base and have a positive impact on the community.
Take personal responsibility for delivery of the SASCU Member Experience and contribute to the team creation of a warm and welcoming environment.

What you’ll bring:

Two (2) years’ post-secondary education or equivalent
4 to 6 years’ progressive experience, including cash, investments and lending services.
Registration as a Mutual Funds Representative, or enrollment in the Investment Funds in Canada (IFC) course within 3 months of attaining position, with the intention to register as a Mutual Funds Representative.
Strong sales record, with an aptitude for business development and relationship building.
Ability to quickly acquire an advanced understanding of SASCU products and services, policies and procedures, as well as branch and specialist roles.
Demonstrated leadership ability.
High level of ownership, accountability and initiative.

This is a full-time Monday to Saturday position working 5 days per week within the operating hours of the branch. It is 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:

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.

Contact Centre Specialist

This is a great opportunity to join a growing and enthusiastic team!

Create your future at SASCU. 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 communities we serve in the Shuswap. 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 salary, and perks such as our employee incentive plan, reduced banking fees, and spectacular natural scenery, and you’ll see why SASCU is an award-winning employer.

As a Contact Centre Specialist, you assist our members over a variety of communication channels, providing greater service, uncovering their service needs and life events, and making the appropriate connections within the SASCU team. With no in-person contact, this position requires exceptional interpersonal skills.

What you’ll do:

Take personal responsibility for delivery of the SASCU Member Experience and contribute to a warm and welcoming environment over telephone, electronic, and digital channels.
Use member information to not only effectively and accurately answer member questions and concerns, but proactively make recommendations on products and services.
Acknowledge and address member concerns and take appropriate action to resolve them.
Respond to and process member transactions for non-cash related deposit products and services.
Engage the member in conversation to uncover opportunities for SASCU to assist them with reaching their goals; connect the member to the appropriate person for more complex requests.
Support networking activities to build membership base and have a positive impact on the community.

What you’ll bring:

Secondary school diploma, plus 1-3 years of sales experience in a service-oriented environment, with at least one year in a Service Representative role with demonstrated sales success.
Excellent communication skills including the ability to listen, hear, and convey information in a clear and welcoming manner.
Strong problem-solving and analytical ability.
Strong comfort level with technology and proficiency with digital systems.
Demonstrated ability to multi-task in a fast-paced environment.
Commitment to continuous learning and self-development.

This position provides 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.

This is a part-time, Monday to Saturday position requiring flexibility to work within the business hours of SASCU’s Contact Centre.

A bit about SASCU:

A note on COVID-19:

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

Manager, Regulatory Policy and Prevention – 12 Month Term

Manager, Regulatory Policy & Prevention – 12 Month Term

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.

How you will spend your time:
Reporting to the Associate Vice-President, Regulatory Policy and Prevention, this position manages the research, development, implementation, and communication of regulatory policy and prevention initiatives.

You will:
• Develop regulatory policy to ensure an effective and responsible framework for the regulation of PRFIs
• Manage the Corporation’s preventive and guarantee fund strategies by assessing ongoing monitoring and reporting of credit union financial and non-financial performance, trends, developments, and emerging risks
• Work collaboratively with various cross-functional teams within the Corporation and manage relationships with peer regulators, credit union system partners, and the office of the Registrar of Credit Unions
• Provide operational leadership to the department to ensure corporate goals and objectives are achieved

What you’ll need:
• Undergraduate degree in accounting, finance, or business, supplemented with a graduate degree or professional designation
• Five years of experience in a related field; experience in the financial services industry or a regulatory environment would be an asset
• The ability to interpret and apply policy, legislation, and regulatory standards are key requirements for this position
• Demonstrated success in facilitating discussions that leverage advanced presentation and negotiation skills

We offer competitive compensation and benefits. The salary range for this position is $93,117 to $116,394. For more information on the Corporation, please visit our website www.cudgc.sk.ca.

The Corporation values and supports workplace diversity. We believe diverse ideas, opinions and perspectives are good for building business.

Please submit your cover letter and resume stating competition number RPP-TERM by June 25, 2021 to HR@cudgc.sk.ca. We thank all applicants for their interest; however, only those selected for an interview will be contacted.

Manager Risk

North Peace Savings and Credit Union is now recruiting for the role of Manager, Risk. Managing risk and promoting compliance across all regions and lines of business in a financial institution is a significant undertaking. The framework, tools, processes and controls in place to monitor enterprise risk, oversee anti-money laundering & terrorist financing, privacy, fraud, security and insurance require on-going attention and adapt and change regularly with our changing risk environment.

Reporting to the Chief Financial Officer (CFO), the Manager, Risk is responsible for managing and enhancing NPSCU’s Enterprise Risk Management Framework and developing strategies and tactics to enhance that framework and culture. The Manager, Risk is directly responsible for overseeing the areas of Anti-Money Laundering & Terrorist Financing, Privacy, Fraud, Security and Insurance Management. The Manager plays a significant role in compliance and risk mitigation through design, implementation and monitoring of controls, facilitation of internal audit processes, following up on compliance deficiencies, ensuring practices align with policies and procedures and making recommendations for change to further improve efficiencies and manage risk. The position oversees and /or is directly responsible for organizational risk reporting and promotes compliance across all regions and lines of business. The Compliance Officer will report directly to the Manager, Risk.

Additionally the Manager, Risk is responsible for supporting the development of all risk related policies and procedures including, but not limited to, those related to disaster recovery, business continuity and pandemic planning to ensure the ongoing success of the organization. The Manager, Risk is also a key stakeholder, bringing best practices for risk design and mitigation practices to corporate projects and initiatives.

The successful candidate will have their CPA or degree in business, have a minimum 3 years experience in risk management including a minimum 1 year experience in a leadership or management capacity. Experience in Anti-money laundering, fraud, enterprise risk, security, business continuity planning along with advanced comprehension of risk methodologies, industry practices and risk reporting required.

Please visit www.npscu.ca for full role description.

Interested applicants are to submit resume and cover letter to Olivia Young at careers@npscu.ca by Thursday June 30th. Applications will be accepted until the role is filled.

Farm & Business Advisor

Farm and Business Advisor – Yorkton Branch

Join the Cornerstone Crew!

Be Part of Something . . . . .

Are you an outgoing individual who is great with numbers, and even better at building relationships? We’re looking for a dedicated Farm & Business Advisor who thrives in a fast-paced work environment and prides yourself on helping others to join our team at the Yorkton branch of Cornerstone Credit Union!

As a Farm & Business Advisor you’ll be an important part of a team of knowledgeable sales people who share a genuine commitment to partner with our members to achieve their financial goals.

Reporting to the Manager, Farm & Business, you will create exceptional member experiences for both new and existing members by delivering smart financial advice, solutions and alternatives through proactive needs-based sales and services. Through the management of a complex portfolio, you will manage an assigned Farm & Business portfolio consisting of mid-market accounts and Farm & Business accounts of high complexity.

What We Are Looking For . . . . .

To be considered for a Farm & Business Advisor you must have a minimum of 5-7 years of progressive experience in sales and service managing a diverse portfolio in a farm and business banking environment along with post-secondary education in a related discipline or combination of education and experience.

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

We Say We Care, and We Mean It ♥

Cornerstone Credit Union is a caring and compassionate organization. We offer a competitive total compensation package that includes a great employee benefits program, matched pension contributions along with wellness and employment perks!

We also offer an incentive program that rewards employees for outstanding individual performance!

The salary will reflect your experience and qualifications.

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/166433-37571.html

Manager, Risk-Based Supervision

Credit Union Deposit Guarantee Corporation

How you will spend your time:
Reporting to the Associate Vice-President, Risk-Based Supervision, this position will provide leadership to a team of professionals and manage the application of the supervisory framework which proactively identifies, assesses, and mitigates risk to depositor funds and the guarantee fund.
You will:
• Manage and participate in the execution of on-going monitoring, review, and intervention processes for PRFIs, including analysis of financial performance and assessing the effectiveness of risk management activities
• Assess regulatory approval requests to ensure compliance with legislative and regulatory requirements
• Manage strategic relationships with PRFI boards of directors and senior management
• Lead and support the maintenance of components of the risk-based supervisory framework
• Work closely with other departments to support effective regulation of PRFIs
Flexible hours and some travel is required as this business unit works with PRFIs across Saskatchewan.

What you’ll need:
• Undergraduate degree in accounting, finance or business supplemented with a graduate degree or professional designation
• Five years of experience in a related field. Experience in the financial services industry and exposure to governance and risk management would be an asset
• Demonstrated success in presenting information and facilitating discussions with key stakeholders
• The ability to interpret and apply policy, legislation, and regulation are key requirements for this position

The core competencies include teamwork, change leadership, effective communication, impact and influence, conflict resolution, problem solving and decision making. Lending to your success is your ability to demonstrate your people leadership skills as a coach and mentor committed to developing the talents of others.
We offer competitive compensation and benefits. The salary range for this position is $93,117 to $116,394. For more information on the Corporation, please visit our website www.cudgc.sk.ca.

The Corporation values and supports workplace diversity. We believe diverse ideas, opinions and perspectives are good for building business.

Please submit your cover letter and resume stating competition number MGR-RBS by June 23, 2021 to HR@cudgc.sk.ca. We thank all applicants for their interest; however, only those selected for an interview will be contacted.