Occupation Types: Financial Services/Financial Analysis

Finance Manager / Controller – Full Time Temporary (12 month)

Columbia Valley Credit Union (CVCU) is a member owned financial institution in Golden, BC, serving members since 1955. With $190 million in assets, we serve our 4,500 members according to our guiding principles:

  • Serving members is the primary purpose of our existence.
  • We provide exceptional, customized service.
  • We act with integrity and sincerity.
  • We never stop learning.
  • We continuously innovate.

To learn more about our credit union visit https://www.cvcu.bc.ca/.

The Opportunity

CVCU is looking for an experienced Finance Manager / Controller to manage the finance and accounting functions of the credit union.  This is a 12-month employment opportunity working either remotely or in our office in Golden, BC.

Reporting directly to the CEO, the Finance Manager is a member of the credit union management team, contributing to our success in achieving organizational goals.  This role is responsible for the financial planning, accounting, financial analysis and financial reporting for the credit union, and manages financial systems, process and controls.  Ultimately this position provides value by mitigating risk and ensuring the integrity of the credit union’s financials.

Some of the specific accountabilities of this role include:

  • 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.
  • Leads the annual budget process.
  • Manages the full financial year accounting cycle for the credit union.
  • Manages accounts payables, receivables and pre-paids.
  • Monitors and analyses operating results versus the budget; provides interpretation and investigates, corrects and/or recommends corrective action to management concerning budget variances.
  • Provides oversight of payroll.
  • 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.

Qualification and Skill Requirements:

We’re looking for someone with a post-secondary education in Accounting, Finance, Business Administration or related field, and CPA designation completed or in progress.  Previous experience in progressively senior accounting positions within the financial services industry is required, ideally within a credit union.  An equivalent combination of education and experience will be considered.

To be our ideal candidate, you will also have:

  • 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,
  • Sound understanding of credit union operations.

The Reward

  • Chance to make a big impact in a small organization
  • Competitive compensation package and benefits program
  • Opportunity to be a part of an organization that gives back to the community through credit union services and initiatives

Financial Service Advisor

We’re hiring a Financial Service Advisor!

The Financial Service Advisor (FSA) is dedicated to assisting members with their financial needs. Building trust and loyalty with each member interaction, the FSA gains a deeper understanding of member needs and delivers financial solutions, including investments and lending products to enhance the members’ financial well-being. They understand the importance of empowering members with the right advice, tools, services, and products they need to reach their financial goals.

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Key responsibilities

Member experience Build member relationships and deliver an excellent member experience.
Sales and service Share knowledge about various products and serve as a subject matter expert for products and services.
Employee and community experience Develop and grow strong peer relationships and community connections.

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Skills and attributes

Passion and dedication Deliver exceptional member service and build strong member relationships
Communication Demonstrate strong interpersonal skills and effective verbal and written communication skills
Growth mindset Committed to professional growth and willingness to tackle new challenges

Experience and education

  • Minimum three years financial service industry experience
  • Investment and lending experience is preferred
  • Combined experience and post-secondary education in the areas that are directly related to financial services will be considered

How to apply

If you’re interested in this position, please email your cover letter and resume to careers@aldergrovecu.ca.

Senior Financial Advisor

Senior Financial Advisor

Location – Fort St John

2 Positions Available

North Peace Savings and Credit Union, serving Northern British Columbia, is recruiting for a permanent full time Senior Financial Advisor for our Fort St John Branch.

Reporting to the Senior Manager Retail Advisory, the Senior Financial Advisor must quickly and efficiently probe to uncover and assess overall needs of all members (at every contact) and identify opportunities to further deepen the engagement with the member.  The Senior Financial Advisor is able to provide appropriate education, advice, products and services to meet the varied need of Senior Financial Advisor will be responsible for maintaining up to date knowledge on all NPSCU deposit and lending products for appropriate referral opportunities.  In all activities, ensures prudent risk management is followed to protect the Credit Union.

The successful candidate will be an enthusiastic, outgoing individual who works well on their own, takes initiative, is self-motivated, is effective at developing business through relationship building, and has strong communication skills to present ideas and information in a clear and easy to understand manner.

If you are you a goal orientated individual with an aptitude for business development and relationship building, excellent sales and service skills, are detail oriented, and have the ability to work independently with a strong passion for sales and a commitment to superior member service we want to hear from you!

If interested please submit cover letter and resume to careers@npscu.ca

 

Olivia Young, Senior Manager, People and Culture

North Peace Savings and Credit Union

10344-100th St

Fort St. John, BC, V1J 3Z1

E-mail: careers@npscu.ca

For a complete role description, visit: www.npscu.ca

North Peace Savings thanks all applicants for their interest; however, only those selected for an interview will be contacted.

Financial Specialist

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 region consisting of the Elbow, Loreburn, and Outlook branches. 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 April 19, 2021 to: careers@pccu.ca.

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

Mobile Financial Specialist

Prairie Centre Credit Union, Saskatchewan’s largest rural-based credit union, currently has a permanent full-time Mobile Financial Specialist opportunity available. The successful candidate will be a proactive, self-motivated individual who will provide exceptional support to the team of Financial Specialists within PCCU.  Reporting to the Manager Financial Specialists, the Mobile FS will have a strong aptitude for relationship-building and will deliver expert advice and mentorship to staff and internal teams, as well as current and prospective members to achieve overall growth.

Responsibilities:

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

Qualifications:

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

Prairie Centre Credit Union provides employees with the opportunity for personal and professional growth within an environment that promotes continuous learning. We offer a competitive compensation package, excellent employee benefits, and a matched superannuation plan.

For additional information on this opportunity, please contact Tammy Pregizer Legge, Manager Financial Specialists, at 306-882-5588. To apply, please submit an electronic copy of your cover letter and resume on or before April 19, 2021 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

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 region consisting of the Beechy and Dinsmore branches. 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 April 19, 2021 to: careers@pccu.ca.

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

Business Account Manager

Northern Savings Credit Union has an opening for a full time Business Account Manager for our Prince Rupert branch.

If you are passionate about improving people’s financial health and have experience with sales and service we’d like to hear from you.

The Business Account Manager is a key position in the branch providing business financial solutions and exemplary member service. This role is the primary point of contact to a portfolio of members whose basic business needs expand both the lending and investment spectrum. The Business Account Manager also demonstrates strong relationship management and business development skills in order to bring new business members to Northern Savings Credit Union.

The Business Account Manager is to demonstrate positive and professional leadership within the Credit Union and externally in the community. The Business Account Manager collaborates with the employees of Business Services to achieve their maximum potential and produce results in the best interest of the credit union while respecting and delivering the needs of members.

Minimum Qualifications:

Education:

  • Completion of post-secondary education is required.
  • Completion of sales and service training required.
  • Completion of business credit lending program is preferred.

Experience:

  • Previous business lending experience required.
  • Previous retail lending experience preferred.
  • Previous financial services experience is required.

Skills:

  • Business acumen and understanding of demands of running a business.
  • Demonstrated sales and service skills.
  • Experience in research and negotiation is an asset.
  • Expert financial system knowledge and skills required.
  • Expert knowledge of business lending products and services required.
  • Ability to prioritize and organize work within time constraints
  • Ability to communicate and liaise professionally with all members, potential customers and co-workers while maintaining confidentiality.
  • Excellent written and verbal English communication skills.
  • Working knowledge, skills and experience in Microsoft Office.

Financial Analyst

Do you strive to be part of a team that is working to strengthen the financial knowledge of our organization in the areas of Finance and Risk by providing business intelligence that will support the decision-making process to solve business problems? Do you love analyzing and interpreting data and numbers and thrive in a team environment that provides accurate high-level information and translates that information into plain English? Do you know your individual contributions and communication skills make a difference and do you love removing complexity and frustration from people’s lives? We’re seeking a motivated individual who has an energetic and exciting approach to life, that works independently, as well as part of a team, and demonstrates these qualities:

• A mature approach to Problem Solving by digging deeper and considering broader implications

• Analytical skills to dissect business data to identify trends, problems and win-win solutions

• Ability to move projects along with a sense of urgency

• Sense of responsibility in upholding confidentiality and protecting the company assets

• A service attitude that guides interactions within and outside the organization

Crossroads Credit Union was founded on understanding the real needs of our member-owners, this has been at our core, so our purpose and our value proposition have been developed based on our member-owners voice. Our members are the center and their needs drive everything we do. We want to help our members make decisions at each of their personal and financial “CROSSROADS” and help them chapter by chapter.

Some of the key responsibility areas are to assist in the identification of areas of concern and seek opportunities to maximize return while maintaining acceptable levels of risk; ensure compliance with all regulations, bylaws, accounting standards, policies and procedures. This position is responsible for financial analysis that supports the financial reporting, business projections and budgeting processes for the credit union.

This position will be located in our Head Office in Canora. Not everyone can be a Financial Analyst. To be considered for this role, we are looking for someone with:

Experience: At least 4 years in a similar role with comparable goals and responsibilities (a financial services background preferred)

Education: Post-secondary education in finance, accounting and/or information technology or an equivalent combination of education and experience. Completion of or enrolment in a professional accounting designation (CPA) or Chartered Financial Analyst (CFA) is preferred. A demonstrated on-going commitment to life-long learning.

Skills: You must be self-motivated, self-directed, take initiative and be a team player by displaying a positive attitude and lead by example. Must be inquisitive and passionate as well as have the ability to exercise tact, discretion, and good judgment with confidential and sensitive information.

Does it sound like we are describing you? If you’re not already with us in Crossroads Country, then you need to join us! To us Crossroads Country is not just a place, its a feeling. A close-knit community of people, regardless of physical location, who through all seasons are united by prairie values. It’s about grassroots, home towns, and cooperation. This feeling of belonging to a family that is always willing to lend a helping hand is part of what makes Crossroads a direction worth choosing.

At Crossroads Credit Union, we ask a lot of our employees, which is why we give so much in return. In addition to your competitive salary, medical/dental/vision plan, and one of the best matching pension plans, we’ll provide you with perks, including:

▪ Vacation that increases beyond legislated requirements

▪ Wellness program

▪ Work / Life Balance

▪ Flex Time ▪ Sick Leave – Duty of Care

▪ Volunteer Time ▪ Training & development

▪ Education Day / Paid Education

▪ Credit unions perks / free accounts

▪ Service awards and recognition

▪ Crossroads Clothing

▪ Annual bonus based on your results

Please don’t delay in submitting your resume to Human Resources. We will begin reviewing submissions immediately and continue until we find the right hire. Our employees are very important to us; our staff work hard, and we are committed to making first-rate hires (just like them).

Advisor

Create your future with 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 benefits package, along with 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 an Advisor at our Sicamous Branch, 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 and services (including new accounts, cards, term deposits, and registered products) for an assigned portfolio.
  • Advise members on personal and small business lending products and services (including mortgages, personal loans, lines of credit, MasterCard application and associated insurance products).
  • Interview loan applicants, analyze their finances, and make recommendations.
  • Service and manage estate accounts within an assigned portfolio.
  • Undertake assigned administrative duties including regular and ad hoc reporting, audits, and preparing routing correspondence.
  • Perform front line duties as required.
  • 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:

  • One year of post-secondary education or equivalent, plus 2-4 years financial services experience with demonstrated sales skills.
  • A solid understanding of financial services policies and procedures, and branch and specialist roles is an asset.

 

You’re perfect for this role if you:

  • Have demonstrated sales skills – promoting and selling financial products and services
  • Have strong organizational and time management skills
  • Are an excellent communicator with strong interpersonal skills
  • Possess a high level of ownership, accountability, and initiative
  • Are committed to continuous learning and self-development

 

This position is full-time, Tuesday to Saturday. 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 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. 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.

Vice President, Risk & Finance

Stabilization Central Credit Union (SCCU) is a proactive agency that has been supporting and strengthening BC credit unions facing regulatory difficulties since 1989. It works in partnership with credit unions providing proactive, customized solutions and valuable tools to strengthen their business practices with a focus on stability and sound financial and risk management. SCCU provides proven leadership and direction to member credit unions via its service offerings of Governance, Regulatory Compliance, Risk Management, and Strategic Planning, to ensure a healthy, self-sustaining credit union system.

The Vice President, Risk & Finance (VP) works closely with the CEO and the board of directors to define, deliver, and improve SCCU services that enhance member credit union sustainability, regulatory compliance in governance and risk management, as well as supporting overall growth. The VP develops relationships and builds trust across the industry, ultimately becoming a key partner of member credit union boards and senior leaders. Travelling throughout the province when required, the VP provides effective relationship management in addition to consistent and impactful program delivery.

The individual will analyze economic, business, and financial conditions and their impact on individual and industry-wide credit union operations. They will then identify opportunities to proactively enhance member credit union performance or to mitigate losses through SCCU’s comprehensive suite of services including the Master Bond Program. This support will encompass providing guidance and direction in the application of policies, standards, best practices, and business continuity plans for member organizations as well as SCCU itself.

The ideal candidate is a highly successful and confident professional who brings a strong understanding and application of risk mitigation and financial management for effective and efficient business operations. Possessing multiple years of broad financial senior leadership experience, plus a post-secondary degree in a business or risk management-related field, the successful candidate will demonstrate a proven ability to forge productive partnerships and to create and contribute to a positive and enthusiastic work environment. A detailed understanding of enterprise risk management and an ability to communicate effectively with a wide range of partner groups, including the regulator and the credit unions SCCU works with, will be key to this individual’s success.

If this is the next step in your professional career, please visit our website and submit your application to Shaun Carpenter and Matthew Bell at www.pfmsearch.com.

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