Occupation Types: Financial Services/Financial Analysis

Lending Service Representative

Are you committed to helping others while working to grow and develop your own career path? Do you want to work with a great team who is here to support you every step of the way? Are you an energetic team member who is confident in consumer and agricultural lending? We might be biased but we think Radius would be a GREAT place for you to work!

The Opportunity:

We are seeking an experienced, full-time Lending Service Representative to be based out of our Earl Grey Branch.  Reporting to the Business Development Manager, responsibilities include interviewing members and potential members, analyzing loan applications, granting and/or recommending consumer, agricultural and commercial loans and mortgages and ensuring compliance with relevant legislation, regulations, policies, and procedures. The position is also responsible for cross selling the full range of Credit Union products.

The ideal candidate will possess the following qualifications:

  • 2-4+ years of experience in consumer, agricultural, and/or commercial lending.
  • One year of related post-secondary education. (a combination of education and experience will be considered)
  • Ability to interpret complex member financial information, assess risk and determine product/service opportunities.
  • Proven success working in a client (member) service and goal-oriented environment.
  • Highly motivated with excellent interpersonal, communication, and time management skills.
  • A demonstrated commitment to ongoing professional development.

 

The Incentives:

  • Competitive compensation plan, including Variable Incentive Pay
  • Comprehensive benefits package, plus a 7% matched pension
  • Career Development & Advancement Opportunities
  • Work/Life balance with paid vacation, sick leave and family leave

 

About our Credit Union: 

Radius Credit Union is a rural based community focused credit union with eight (8) branches, assets over $600 million and nearly 60 employees serving 5700 members. Radius Credit Union builds relationships by providing financial solutions and supporting its communities.  Employee engagement is valued and there are many opportunities for growth for career minded individuals. Our organization has branches in Avonlea, Ceylon, Earl Grey, Ogema, Pangman, Radville, Tribune and Torquay.

The Community:

Located approximately 70km north of Regina, the village of Earl Grey is a small farming community with several local amenities and activities to keep you busy year-round. The community boasts a ballpark, curling rink, skating rink, community hall, library, and several local businesses. The community of Southey, just 10 minutes to the east, provides many of the required services such as a K to 12 school, shopping, Health Center, RCMP, groceries and gas station.

 

If you are interested in becoming a part of our team, please submit your resume, in confidence, on or before February 7, 2024 via email or mail to:


Radius Credit Union
Box 339
Ogema, SK S0C 1Y0
Attn: Michelle Leonard, HR & Marketing Coordinator
michelle.leonard@radiuscu.com

 

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

Contact Centre Advisor

At ABCU Credit Union Ltd. (ABCU) our culture is based on our passion to be financial professionals dedicated to doing what is right for our credit union and members. We embrace employee strengths and strive to empower employees to make the right decisions quickly and accurately every day. Our team members are provided with the tools to deliver a meaningful member experience in an environment that values and supports their contributions.

The Contact Centre Advisor is responsible for building, maintaining, and deepening relationships with members who are on default portfolio through interactions by phone, online or email in an enthusiastic and proactive member focused manner. This role is responsible for delivering an advice-based experience to our members by understanding their financial needs and goals and subsequently recommending member solutions for all their personal banking needs. They must be well informed of every product and service offered and know how to educate and resolve the members’ needs and be an expert at introducing members who qualify for Advisory Services. This role works closely with the advisory team to ensure that members’ needs are met, and referrals are taking place.

This role is a full-time position located in the Beaumont branch.

 Job Duties:

  • Use your strong advice and relationship building skills to engage existing members to enhance member participation levels using:
    • Monthly contact plan based on maturities and lead lists.
    • Establish a methodical approach to member calls.
    • Document in the RMA tool all member conversations for consistency.
    • Deal with member needs and problems quickly and effectively.
    • Educate members on why members should consider ABCU for their financial needs.
    • Identify and sell products and services that benefit the member.
  • Provide a holistic approach to understanding members’ financial goals and needs.
  • Build and develop relationships with members with the objective of moving them onto a managed portfolio.
    • Master the wealth and commercial product suite and seek every opportunity to refer to Investment Specialist/CSI Investment Advisor and commercial services.
    • Administer and grant consumer loans, line of credit and overdrafts within established limits or recommend for approval to credit risk management.
    • Perform data entry and other tasks required for the administration and processing of banking transactions and the maintenance of account records.
    • Normal judgment and decision making are required in choosing among a wide variety of guidelines.

Qualifications

  • Minimum of 2-3 years’ of job-related experience.
  • Post-secondary education required.
  • A combination of post-secondary education and work experience will be considered.
  • Comfort and ability to work with a high paced contact center environment.
  • Have a passion for detail/accuracy.
  • Proficient use of Microsoft Office Suite (Word, Excel, Outlook).
  • Comfort in working within a high Member Engagement Role.

Interested candidates please provide a cover letter, salary expectations and resume to Human Resources at myhr@abcu. ca

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

Closing date: February 12, 2024

Director, Finance

An exciting and immediate new career opportunity is currently available at WFCU Credit Union to support our continued the growth.

DIRECTOR, FINANCE

As the Director, Finance, you will provide day-to-day support in the area of finance and accounting. You will be responsible for accurate and timely financial reporting, and preparing materials for management discussion and analysis on a monthly basis.  In addition, you will be required to provide ad-hoc analysis and review of specific accounting or financial information and report on the results.

In summary, the Director, Finance will:

  • Provide ongoing coaching and mentoring to the Finance and Accounting team to maintain a strong, motivated team.
  • Promote a strong team culture of inclusivity, collaboration and continuous improvement.
  • Lead by example showing interest and energy to “roll up your sleeves” to get the job done.
  • Performing month end duties such as account review, variance analysis and statement preparation.
  • Overseeing the accounting function to ensure that all reporting activities are completed in an accurate and timely manner.
  • Assisting in the preparation, analysis and interpretation of monthly financial reports to support decision making for all divisions.
  • Ensuring successful completion of all divisions tax filings.
  • Reviewing monthly information reports for regulatory reporting to ensure accuracy and completeness.
  • Supporting the budget and forecasting processes with both preparation and oversight.
  • Monitoring financial and regulatory metrics and reporting trends and status to executive management.
  • Analyzing accounting and financial records, and systems to ensure compliance with established accounting standards, regulations, procedures, and internal controls.
  • Assisting in the preparation of the annual consolidated financial statements and note disclosures.
  • Planning, organizing and coordinating the year-end close process with both internal and external audits.
  • Developing and implementing accounting policy changes and procedures to ensure accurate financial reporting; including IFRS research where applicable.
  • Assisting with governance reporting including drafting whitepapers and memorandums as necessary.
  • Any other duties as assigned.

The “must-have” skills and qualifications that we’re looking for are:

  • The successful candidate must be certified as a Chartered Professional Accountant with a minimum of six to ten years of progressive experience in an accounting/finance role in a financial institution with a minimum of three years in a management capacity.
  • Analytical and problem-solving skills are critical.
  • The applicant must be well-organized with a refined attention to detail.
  • Strong verbal and written communication skills, including the ability to grasp complex issues and effectively report financial results and issues in a clear and concise manner.
  • The ability to analyze data using Excel functionality is vital. The successful applicant will demonstrate excellent proficiency in the MS Office suite of applications, and have the technological flexibility to learn and utilize new software applications unique to the organization.

If you feel you’re a great fit, let us know why!

We appreciate the interest of all applicants, however, only those candidates selected for an interview will be contacted. Applications may be sent to the attention of:

Suzanne Leonard
Associate Vice President, Human Resources – WFCU Credit Union
3000 Marentette Avenue, Windsor, Ontario N8X 4G2
careers@wfcu.ca

WFCU Credit Union will accommodate the needs of candidates with disabilities through our recruitment process as we are made aware of these requests.  The accommodation will be based on the individual needs of the job candidate.

Working at WFCU Credit Union

For the fourth consecutive year, WFCU Credit Union has been certified as a Great Place to Work®, as well as repeatedly been named one of the Best Workplaces in Canada™. Joining WFCU means you will be part of a team committed to providing members with a high level of service, while also supporting the communities we serve to be the best places to live and work.

As an employee of WFCU, you’ll have the opportunity to work in a positive, goal-driven, and professional environment. Our award-winning HR philosophy to “hire the best, treat them well, and see them stay” is a point of pride and a key factor in our employees’ success and WFCU’s success.

We seek the best and brightest professionals and provide them with ample opportunity for advancement. Our industry-leading compensation package includes comprehensive benefits and training programs, plus a fantastic wellness program with several distinctive perks. A few highlights include:

  • An annual monetary benefit equivalent to a percentage of an employee’s salary intended to enhance physical and mental well-being. This can be used towards a vacation package, spa services, gaming equipment, and more!
  • Discounts on WFCU’s financial products and services, including a $10,000 Line of Credit at 0% interest.
  • A bank of up to 10 annual personal days, as well as 13+ paid holidays.
  • A voluntary RRSP matching program at 5% of an employee’s annual salary.

Experience our Employee Advantage Program which demonstrates our unmatched commitment to opportunities for professional and self-development, employee wellness, competitive compensation, and a culture of celebration!

It’s an exciting time to join our team. To find out more, apply today!

About WFCU Credit Union

WFCU Credit Union has been recognized as a leading, progressive financial institution headquartered in Windsor and Essex County since 1940. Proudly serving Ontario residents, community organizations, small businesses, commercial entities, and public institutions for over 80 years, WFCU Credit Union is the sixth largest credit union in Ontario, and twenty first largest credit union in Canada.

WFCU Credit Union operates nine retail locations across Windsor-Essex, one in Chatham, one in London, and three in the Waterloo Region through ECU – A Division of WFCU Credit Union. WFCU also operates the digital entity, Omnia Direct. Through its variety of service channels including online and mobile banking, live telephone banking, and ATM services, WFCU Credit Union and its divisions have become the financial institutions of choice for more than 65,000 members across Ontario.

 

Mortgage Specialist (Mobile)

Mortgage Specialist (Mobile) – Two Positions – (Yorkton and Area & Emerald Park and Area)

Closes January 12, 2024

Do you value strong business relationships, and do you like to try new things? At Cornerstone Credit Union we are expanding our team by introducing a mobile Mortgage Specialist role, and this could be you! Be the first person to take on a dynamic new role.

We’re looking for a subject matter expert in all areas of mortgage lending, including both construction and ready to move (RTM) financing to join our team at Cornerstone Credit Union! We are looking for a total of two Mortgage Specialists – one will provide service to Yorkton and area, and the other will provide service to Emerald Park and area.

As a Mortgage Specialist you’ll be an important part of a team of knowledgeable salespeople who share a genuine commitment in partnering with our members to achieve their goals. As a Mortgage Specialist your main objective will be to grow Cornerstone Credit Union’s residential mortgage lending portfolio. You will do this by delivering flexible mortgage lending solutions, providing professional expertise, and presenting timely mortgage advise all while creating exceptional member experiences for both new and existing members.

Specifically, we are looking for someone who has the ability to provide innovative and creative mortgage lending solutions and advise and who has/is:

  • working knowledge of CHMC and Sagen guidelines
  • a deep understanding of local markets and client base
  • strong working relationships with realtors, home builders and centers of influence
  • a flexible work schedule and location; is mobile and accessible to member needs – to meet when and where the member chooses
  • a self-motivated individual with an aggressive sales and service attitude
  • will work independently and effectively in a remote work environment

Post-secondary education in Business or a related discipline, with 3 to 7 years of progressive sales and service experience managing a diverse lending portfolio in a consumer banking environment and/or agriculture or small business lending (including mortgages) or an equivalent combination of both education and experience is the minimum requirement for this position. Having taken individual lending products & services courses and legislative training would be beneficial and if you know what makes Cornerstone Credit Union different or about the products and services we provide, that’s even better!

You’ll receive competitive compensation (base salary plus commissions), great benefits, and matched pension contributions along with other performance incentives and wellness perks. You have the advantage of working remote from either your own home or other office location of your choice within the community. You will set your own schedule but based upon serving member needs.

The cherry on top is the great people who work at Cornerstone. Our team is caring and supportive, and community is at the heart of everything we do. We are proud to be one of Saskatchewan’s Top Employers for the seventh straight year.

Choose a rewarding career at Cornerstone Credit Union.

~When applying, please select the posting directly related to the area you are interested in working from

Manager, Financial Services

At Conexus, we are focused on supporting our members with their needs of today, while also helping them work towards their goals for the future.  It’s more than conducting a banking transaction, it’s about providing our members with insightful content, tools, expert advice, and a full suite of products to empower them and inspire confidence in their financial decision-making. We prioritize growth and efficiency while never compromising on the financial well-being of our members. We do this by lending an ear to each member’s unique needs throughout Saskatchewan, ensuring personalized solutions.

Our employees are authentic, bold, creative, and responsible. They are the reason we consistently deliver outstanding member experiences. They’re more than just individuals who come to work each day, each employee is a vital part of Conexus.

We acknowledge that our Conexus offices and facilities are located on Treaty 2, 4, 5, 6, 8 and 10 lands. These are the traditional lands of the Cree, Dakota, Dene, Lakota, Nakota and Saulteaux peoples, as well as the homeland of the Métis.

The bigger picture

We’re looking for a dynamic leader who loves to coach and help others succeed to come on board as a Manager, Financial Services (MFS) supporting the branch in Lemberg, Saskatchewan.

How you’ll be spending your time

  • Leading your team to ensure our members receive financial solutions to meet their needs and improve their financial well-being
  • Coaching and supporting your team to achieve individual and company sales goals working in a sales growth environment
  • Empowering your team to build meaningful, supportive relationships with their members
  • Collaborating with leadership peers to achieve objectives and targets

The way people describe you

  • A motivator who supports individuals, teams, projects, and initiatives within their department and the organization
  • A collaborator who continuously seeks, identifies, and shares ideas for improvement to increase efficiency
  • A strategic thinker with strong technical knowledge in financial products and services.
  • A strong facilitator who demonstrates an ability to communicate effectively and build relationships with others.

The experience you bring

  • 5 years’ experience in complex consumer lending and investments
  • 2 years’ experience in a formal or informal leadership role
  • Sales or sales coaching experience

Salary Range

  • $67,440 – $84,300 with 10% Short Term Incentive Target

Benefits and Perks

Our employees’ performance and achievements are critical to the success of our members’ credit union. It’s the reason we ensure that our employees have access to various perks and benefits that support them in bringing and being at their best. Not just at work, but in life.  Some of these extra’s include, but are not limited to, the following:

  • Preferred rates for all your banking needs helping to make life more affordable
  • Generous vacation benefits with 10 additional paid days off giving you time to spend on what’s most important to you
  • Competitive benefit package options covering off all aspects of personal wellness
  • 7% pension matching after 1 year of employment to support you towards retirement

What you get in return

Our team works tirelessly to ensure the financial success of each of our members. We think such dedication deserves recognition. Come, join our crew, and find out just how sweet the rewards can be:

  • Industry leading work-life balance and rewards
  • Formal and informal employee development
  • Meaningful work that makes a real difference in our members’ lives
  • Being part of the vibrant community of Lemberg! To learn more about this crossroads community, visit the links below:

We are excited to welcome candidates who bring a blend of academic, professional, and volunteer experience that sets them apart. Research shows that many applicants tend to apply only when they meet every qualification of the role. However, we encourage you to explore opportunities that closely match your skillset and experience. We truly value diverse backgrounds and varied experiences, as we are dedicated to creating inclusive and diverse workplaces. You might just be the ideal addition to our team that we’ve been searching for! This opportunity closes on January 7, 2024, so apply now! If you have questions about this position, please contact Shaulen Lang at jobs@conexus.ca.

 

Supervisor, Member Services

The Supervisor, Member Services supports Interior Savings’ vision of sales & service excellence by developing and facilitating a professional team that is efficient and effective in serving member needs and achieving branch goals & objectives.

Through personal strengths in communication, leadership, and initiative you will assist the Branch Manager in fostering a positive team environment of employee performance excellence by coaching, training and mentoring Member Service Advisors. You possess the ability to work under pressure with a keen attention to detail and accuracy and will ensure high service standards are achieved by all staff.

Through your coaching and leadership, you will assist your Branch Manager in leading the team to increase member participation levels and ensure Interior Savings is their primary financial institution. You are responsible for assisting with sales and services strategies in support of your branch business goals. As a coach and leader, you are actively engaged with your team on strategies to meet the immediate needs of the members while looking for additional opportunities to grow the business and to educate members on alternative channels. You foster a positive team environment through proactive participation in providing assistance to your staff and take an active role in their career development activities.

You will assist the Branch Manager in maximizing the results of your team by developing, communicating and executing monthly business plans that are aligned with the corporate strategies and contribute to the overall success of the Credit Union by demonstrating behaviours that are consistent with Interior Savings’ Vision, Mission, and Values.

You will participate in the interviewing and hiring process for new staff, as required while ensuring proper scheduling of employees in order to provide excellent member service. You will coach to and follow the organizational business model when referring members, preparing for meetings and uncovering needs. You will work in conjunction with the Branch Manager to develop performance standards and conduct performance appraisals and address member complaints and inquiries as required. You will also perform other duties as assigned.

What we offer:

  • Employer paid vacation
  • Benefits Program
  • Retirement Plan
  • Employee Assistance Program
  • Employer paid training/education
  • Special banking perks
  • Work-life balance

The salary range for this position is $62,549 to $74,266 and starting salary will be based on related education, training and experience. This position will work 37 hours per week. 

 Qualifications

  Education

  Required

High School Diploma or better.

Experience

Required

Knowledgeable in a full range of investment products.

Comprehensive understanding of credit products and procedures.

4-6 years: Job-related experience in a financial sales & services environment.

Preferred

Supervisory experience considered an asset.

Senior Commercial Advisor

Senior Commercial Advisor – Emerald Park Branch

Do you want to be a part of an organization where you can empower your members to succeed in life and business? Do you want to work somewhere where you can take the time to listen and understand each person’s story? At Cornerstone Credit Union we are looking for a proactive Senior Commercial Advisor who will identify an opportunity and know how to run with it.

As a Senior Commercial Advisor, you will be a champion for our members’ businesses, you will be committed to delivering flexible business solutions, providing professional business expertise and presenting timely business advice to help our members realize their short- and long-term goals. You will have the opportunity to grow the commercial lending portfolio, by creating your own sales pipeline by building relationships within the communities we serve. No day is ever the same! Whether it’s providing proactive client solutions, stellar service and support, consultation sessions or financial advice, putting our members first is what we are all about.

We are looking for someone who is:

  • A subject matter expert in the area of commercial business; providing innovative and creative solutions and being there every step of the way for our members to ensure they reach their business and personal dreams.
  • In-depth knowledge of lending with progressive experience in a sales and service industry of 7 to 10 years backed by post-secondary education in business, finance, accounting or equivalent combination of education and experience.  Additional designation in a professional business or accounting designation would be beneficial.
  • Experience in managing an assigned portfolio consisting of large market enterprise accounts.
  • The ability and confidence to anticipate opportunities, turn them into an action plan and then into reality.
  • A self-motivated and driven individual able to take on challenges that are a stretch but not unrealistic.
  • A track record of dealing with high complex business developing situations ensuring a healthy balance between opportunity and risk, growth and profitability while guiding our members along in their decision making and being open to what they have to say.
  • Going above and beyond in providing exceptional member service; members will want to tell their family and friends all about you!

You’ll receive competitive compensation, great benefits, and matched pension contributions. We also offer performance incentives and wellness and employment perks.

The cherry on top is the great people who work at Cornerstone. Our team is caring and supportive, and community is at the heart of everything we do. We are proud to be one of Saskatchewan’s Top Employers for the seventh straight year.

Choose a rewarding career at Cornerstone Credit Union.

Financial Analyst

Do you have experience in financial analysis? Do you embrace change and thrive in an ever-evolving work environment? Do you have exceptional communication skills with a proven track record of accuracy and attention to detail? Do you know what it takes to succeed in the competitive financial services market?

If so, we’d like to hear from you!

We’re seeking a Financial Analyst to join our team. Reporting directly to the Senior Manager: Treasury & Risk Analytics, the Financial Analyst fulfills a senior support role in the Finance Department, with shared responsibility for various Finance, Treasury and Accounting functions. This role provides information to support Kootenay Savings Credit Union’s Asset and Liability management strategies and policies, and verifies data integrity for numerous reports. In addition, the incumbent is responsible for preparing various financial and profitability reports, including completing various projects requiring interpretive analyses.

The ideal incumbent will possess:

  • A bachelor’s degree in accounting, finance, or business administration
  • A minimum of three years’ experience of progressive, relevant financial analysis, reporting experience in a related environment
  • Completion of a professional accounting program (CPA, CA, CMA, CGA, CFA, or CTP)
  • Experience with Asset Liability Management
  • Strong analytical skills with the ability to extrapolate pertinent information from reports and spreadsheets to provide sound business recommendations
  • Strong understanding of computer technology, including advanced Excel spreadsheet skills and hands-on experience using standard accounting package and reporting software
  • Demonstrated accuracy and attention to detail
  • Ability to communicate well with others, both verbally and in writing
  • Ability to work effectively as part of a team by demonstrating a high regard and respect for colleagues and a willingness to support the efforts of others
  • Ability to organize work and meet deadlines in an environment of constantly changing priorities

Or equivalent education and/or experience.

Why work for us?

We know that our dedicated employees give us a lot and are key to our success; in return, we offer a total rewards package that includes:

  • Competitive salary of $68K – $80K based on skills and experience
  • Competitive benefits including extended health, dental and vision coverage
  • Health care and personal spending accounts
  • Paid vacation, sick time, and floating holidays
  • Confidential employee and family assistance program
  • Continual training, development, and coaching
  • Unique staff benefits on products such as bank accounts, loans and mortgages
  • The opportunity to build a satisfying career in an organization that incorporates many leading-strategic initiatives
  • Being part of an organization that puts their community and employees first
  • Being part of a talented and dedicated team who improve our members’ financial lives

KOOTENAY SAVINGS CREDIT UNION

We’re the region’s leading credit union with over $1 billion in assets, over 35,000 members and over 200 employees. Our Corporate Office is in Trail, BC, along with our Member Service Centre and we have eleven branches throughout the Kootenays offering retail and commercial banking services. We’re community-minded and continue to strive to fulfill our vision to be the best provider of financial services and the best place to work in the communities we serve.

For more information about Kootenay Savings, please visit kscu.com.

For more information about the Kootenay regions, please visit imaginekootenay.com.

Please apply online through the careers section of our website at kscu.com to upload your resume and complete the application questions.

Closing date:  November 19, 2023

We thank all applicants for their interest; however, only short-listed applicants will be contacted.

Director, Payments

SaskCentral is owned by Saskatchewan credit unions to serve and represent their collective interests. We add value through the sound investment of credit union funds on deposit. Our employees tell us SaskCentral is a great place to work where you can have a challenging, rewarding career with a competitive salary and excellent benefits.

Our commitment to inclusion, diversity, equity, and accessibility: We celebrate strength in diversity as it contributes to our collective success. We encourage applicants with diverse backgrounds and experiences to apply for roles that interest them. Your individuality is welcome here.

Director, Payments 

SaskCentral is focused on an enterprise-wide journey dedicated to ensuring the success and financial viability of Saskatchewan credit unions. Acting as a utility, we are dedicated to ensuring access to clearing and settlement functions through our own clearing capability as well as that of owned and partner entities.

The Job

The Director of Payments is responsible for overseeing and optimizing all payment operations at SaskCentral. You work collaboratively with a talented team and various stakeholders to develop and implement strategies that enhance efficiency and effectiveness for our member credit unions.

Reporting to the Chief Executive Officer (CEO), this role works closely with both internal and external cross-functional teams, representing SaskCentral with partner organizations to lead payment strategies in alignment with the organization’s major initiatives.

You will develop and execute a payments strategy aligned with SaskCentral’s purpose, vision, and strategy that addresses the risks and opportunities through payments modernization. You will develop and lead change management initiatives, fostering a culture of customer-centricity across the organization.

The Candidate

We want to hear from you if you are regarded in the industry as subject matter expert with deep professional knowledge on Payments products, payments modernization in Canada. The successful candidate will have exceptional interpersonal skills and 10 years of experience with demonstrated success at leading, planning and managing business and operational performance. You will be adept at thinking long term, identifying risks and opportunities for both the immediate and longer-term horizons.

Interested applicants are invited to submit their resume in confidence by the end of day Friday, November 24, 2023 on the SaskCentral Career Page.

We thank all applicants for their interest.  Those selected for an interview will be contacted.

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