Occupation Types: Financial Services/Financial Analysis

Director, Finance

af·fin·i·ty (noun):

  1. the name on our doors
  2. a quality that makes things suited to each other

We want our employees to feel great coming to work. That’s why we give our talent the tools to excel. After all, an exceptional employee experience leads to extraordinary experiences for our members. If you have an affinity for working in a vibrant environment where your achievements are celebrated, then a career with us sounds like the perfect fit.

We’re looking for a Director, Finance to join our progressive Accounting & Finance team. The ideal candidate will direct and guide the organization’s treasury management functions in the areas of liquidity, market risk, and capital.

 What you’ll do

  • Lead the credit union’s treasury functions related to the management of liquidity, capital, and interest rate risk
  • Lead the team to act as the first line of defense related to Treasury Risk Management, including directing the development and maintenance of various financial models and stress testing methodologies related to Treasury Risk Management
  • Provide leadership and responsibility for establishing interest rates (pricing) for all deposit and lending products in support of overall profitability and growth targets
  • Chair the Asset Liability Committee to lead the development of forward-looking balance sheet management strategies and implement action plans to align with the Board’s approved risk appetite and policies
  • Oversee the statutory liquidity and excess liquidity investment portfolios to maximize investment returns within the risk parameters established by policy and regulatory requirements
  • Establish appropriate pricing for the credit union’s loan and deposit products to support asset-liability management strategies and financial performance targets

 What you’ll get

  • The support to grow in your career with ample opportunities to advance
  • A competitive salary plus bonuses for your hard work
  • A total rewards package including health and dental benefits, pension and health spending account
  • Vacation time, personal days off and a paid volunteer day so you can maintain a healthy life/work balance
  • A referral bonus when you scout great talent and they’re hired to join our team

 What you’ve got

  • A post-secondary diploma or degree in a related field, plus 10 years of related experience or an equivalent combination of education and experience
  • Advanced expertise in financial risk management practices related to the financial services industry

How to throw your hat in the ring:

Review all of our current job opportunities at www.affinitycu.ca/careers/opportunities and submit your application there using our new Application Portal!

Financial Services Advisor

The Synergy Experience – what is it exactly?  Just ask our employees. Their dedication to our customers (members) and each other has created an incredible place to work. We’re local, we offer personalized and competitive products & services. We are proud to be a part of a local and community focus and are seeking a Financial Services Advisor to help us continue our rich tradition of serving our community – since 1943!

What do our Financial Services Advisors do?

As an FSA, you will work in a retail banking environment where you have a meaningful impact on the financial wellness of members. You connect with existing and prospective members, understand their financial and personal goals, provide informative and personalized advice, and recommend the right products and solutions to achieve their goals and enable their financial success.

Our ideal candidate is a relationship builder. You’re motivated, with strong problem-solving and organizational skills. You’ll be a part of a team of knowledgeable professionals who share a genuine commitment to working with and delivering exceptional service to our membership, including account and deposit products, investments, and consumer lending products and services with some potential for small business/ag loans.

If building relationships, problem solving, and meeting challenges interests you…this dynamic career is what you’re looking for!

 

As a Financial Services Advisor, you will:

  • Manage a portfolio of members, partnering with current and potential members to understand their goals and priorities
  • Advise on and deliver a variety of products and services to successfully meet members’ needs
  • Engage in outreach, marketing, and follow-up opportunities to proactively seek out new business and deepen existing relationships, and
  • Promote Synergy Credit Union within our communities, including engaging in business development activities, volunteerism, phone calls, emails, and participating in campaigns.

 

What you need for this role:

  • Related post-secondary education (such as a Diploma or Degree in Business) and one to four years of job-related experience, or an equivalent combination of education and experience
  • Strong experience in consumer lending is required
  • Relationship and business development skills
  • Previous sales experience working with goals, strong closing/referral techniques, and pipeline development is desired
  • Mutual Fund Accreditation or successful completion of accreditation within 3 months of hire

 

We encourage you to apply. We have two levels in this role. Placement within these levels is dependent on experience and education.

 

What do we offer?

  • Preferred rates on our products and services
  • Benefits and Pension
  • Competitive salary
  • Investment in your professional development
  • Community involvement

 

If the above describes you, we want to hear from you. Submit your cover letter and resume to careers@synergycu.ca, by end of day on July 30, 2023, referencing competition #235606 in the subject line.

More details:

  • Hours: 37.5 hours weekly.  Permanent full-time. Currently Monday to Friday, 8:30 a.m. to 5:00 p.m.  Flexibility to work outside various hours is required for travel, events, and member meetings.

 

A little more about us:

At Synergy, our members are owners who profit when we do and who get a say in how we are run. We also live in the communities we serve. This matters to us. We invest locally by offering sponsorships, donations, and scholarships, and through volunteerism. We connect with groups looking to improve overall financial literacy by providing presentations and tailoring them for educational opportunities – for families, schools, youth groups – you name it. We are proud to serve more than 29,000 members and have reached over $2.5 billion in assets.

We were named one of Saskatchewan’s Top Employer for the 6th consecutive year. This reflects our workplace culture and commitment to building relationships beyond banking with our members, and our team.

 

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

 

Synergy Credit Union aspires to have a workforce that is representative of the diversity of our country and encourages applications from everyone.

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

www.synergycu.ca

Senior Financial Advisor

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 about 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 two agile and adaptive people with a strategic mindsets to come on board as a Senior Level Financial Advisor at our Sherwood Place branch in Regina. You will work diligently to build solid and trusting relationships with our members. Through conversations and ongoing support, you will provide members with personalized insights and options, empowering them to make informed choices about their money.

How you’ll be spending your time

  • Working closely with our members on a day-to-day basis to assist them in setting goals and making informed decisions that improve their financial well-being.
  • Building solid relationships and become a trusted financial partner, who proactively uncovers and identifies member needs through meaningful conversations.
  • Providing solutions and alternatives, including accounts and complex-level consumer investments and lending products and services (consumer loans, mortgages, terms, registered products, mutual funds) to meet new and existing needs of our members.
  • Growing and adapting your skills and knowledge in order to consistently perform with confidence.

The way people describe you

You are a people person and a skilled coach who develops relationships based on understanding and trust. You have deep knowledge in the psychology of money and understand the behaviours that often underlie members’ choices regarding their finances. You proactively step into conversations with courage and empathy. You are bold and demonstrate creative strength, continually exploring new paths to seek opportunities for improvements and efficiencies. You are a team player who welcomes diversity and can work effectively with others. You successfully handle multiple projects at the same time while staying committed to building your knowledge and skills.

The experience you bring

  • 24 Months of Financial Industry Experience in an Advisory Capacity
  • Experience working in a customer care/customer service role
  • Experience in portfolio management
  • License and experience in selling Mutual Funds are required
  • Experience in Underwriting Loans is required
  • First Canadian Title Training
  • Registered Retirement Consultant designations; or working towards this designation

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. That’s why we’re proud to offer some of the most competitive job perks of any employer around. Come, join our crew, and find out just how sweet the rewards can be:

  • Competitive compensation and benefits package
  • Industry leading work-life balance and rewards
  • Formal and informal employee development
  • Meaningful work that makes a real difference in our members’ lives

We are excited to consider candidates with combined academic, professional and volunteer experience unique to them. Research shows that many applicants only apply if they meet every qualification of the role and we encourage you to consider the roles that most closely align with your skillset and experience. As we value diverse backgrounds and experiences and are focused on meaningfully building inclusive and diverse workplaces, you may be the new team member we’ve been looking for! This opportunity closes on July 30, 2023 so apply now! If you have questions about this position, please contact Shayla Riche at  jobs@conexus.ca

Controller

Are you seeking an opportunity to build a satisfying career with an organization that puts their community and employees first? If you’re a natural leader who strives to make a positive difference every day and have advanced knowledge and experience in accounting and finance and know what it takes to succeed in the competitive financial services market, we encourage you to read on!

THE AREA: ‘Come for a visit, stay for a career!’

Nestled in the natural beauty of the Selkirk and Monashee mountain ranges, next to the mighty Columbia River, the Greater Trail area offers year-round activities for the outdoor enthusiast from golfing to skiing, mountain biking, kayaking, fishing, hiking and much more. Amenities include the region’s largest hospital, Selkirk College and an aquatic and leisure centre, all surrounded by inviting neighbouring communities that are within easy commuting distance. Affordable, safe and volunteer-oriented communities provide all the modern technology and amenities to keep you connected. Here you will find outstanding opportunities for living life well and to its fullest.

For more information about the Greater Trail region, please visit imaginekootenay.com

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

THE OPPORTUNITY:

We’re seeking a Controller to join our team. As Controller, you will be accountable for the overall accounting function and systems, which involves the management and administration of the Finance Department, department leadership and employee development, accounts payable, property management and corporate purchasing.

This includes being responsible for the distribution of accurate and timely financial, management and regulatory information and acting as a resource for the Board and Senior Management Team. You will also act as a primary advisor to the Asset & Liability Committee and will facilitate complex Committee decision-making through the provision of technical advice, support and recommendations on a broad range of treasury and financial activities.

The ideal incumbent will possess:

  • Undergraduate degree and an accredited professional designation (CPA)
  • Five to seven years of related experience in professional accounting, some at a supervisory level, including essential experience in creating, formulating and leading long-term strategic plans
  • Advanced knowledge of financial products and International Financial Reporting Standards
  • Advanced analytical, planning and project management skills
  • Advanced knowledge of spreadsheet software
  • Advanced knowledge of banking systems and financial reporting systems
  • Proficient knowledge of human resource policies and procedures
  • Working knowledge of financial markets
  • Demonstrated ability to act creatively by searching out new ideas, means, and methods of accomplishing things
  • Ability to develop and maintain a high degree of credibility with the Board, senior management team, regulators and auditors
  • Proven ability in exercising good judgment by making difficult decisions in a balanced way
  • Demonstrated high performance standards and professionalism
  • Works effectively as part of a team by demonstrating a high regard and respect for colleagues and a willingness to support the efforts of others as needed
  • Strong leadership, communication and presentation skills
  • Strong organization and time management skills with the ability to work within exceedingly tight deadlines

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 $100K – $126K based on skills and experience
  • Competitive benefits including extended health, dental and vision coverage
  • Health care & Personal spending account
  • 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 & 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

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

Closing date: Open until filled

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

Executive Assistant to the President, Trust

Are you interested in a meaningful career where you can contribute to the financial well-being and economic growth of Indigenous people and communities in Canada? The Trust is at an exciting time in its’ history, we’re growing, and as a result, we’re increasing our workforce with bright, energetic, purposeful individuals of all walks of life.

As an Executive Assistant to the President for the First Nations Bank of Canada’s wholly owned trust company, FNB Trust, you will be assisting the Trust team with client activities and reports. This is a permanent full-time position. We are open to hybrid or in-office at one of our main office locations in Saskatoon or Vancouver. These locations are on urban First Nations land.

Here’s what you’ll be doing:

  • Assist the President of the Trust with organization of calendar, meetings and travel
  • Researches, prioritizes, and follows up on incoming issues and concerns addressed to the President.
  • Works closely with other internal departments
  • Open new accounts and prepare trust initiation documents
  • Conduct on-going file maintenance and update account information
  • Coordinate client meetings including invitations/notices, distribution lists and logistics
  • Prepare client meeting agenda packages
  • Take minutes
  • Draft resolutions for review by Trust Officers
  • Store all documents properly
  • Prepare written procedural documents, policies, and memos
  • Prepare monthly client work in progress statements and quarterly client invoices
  • Assist with preparation of the annual client reports
  • Assist with preparation of client presentations
  • Develop and maintain professional client relationships
  • Interact regularly with clients, prospective clients, members and clients’ lawyers, accountants, and financial planners
  • Assist with preparation of prospective proposals and presentations
  • Assist with event planning, social media posts, publications and other promotional activities

 What we’re looking for:

  • Undergraduate degree in Business or related field and at least two (2) years’ experience working in an office setting in a coordination role
  • Experience in and understanding of terms of trust accounts and agreements
  • Effective at building and maintaining client and team collaboration
  • Proficient in Microsoft Office (Outlook, Word, Excel, and Power Point) and Adobe Acrobat
  • Strong interpersonal, verbal, and written communications
  • Exceptional ability to pay attention to detail
  • Working financial experience
  • Understanding of Indigenous trust administration and a demonstrated ability to work in an environment that requires tact, objectivity, and sensitivity
  • Travel is required; possess a Class 5 Driver’s License
  • Acceptable criminal record and credit checks

We are passionate about creating an inclusive workplace and value and respect diversity of our staff.

We offer a comprehensive total rewards package, including group benefits, savings plan, professional development, and opportunities for career growth. If you are interested in this opportunity, meet the qualifications, and are eligible to work in Canada, please visit our website at www.fnbc.ca or send your resume and cover letter by email to apply@fnbc.ca. The posting will remain open until September 8, 2023.

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

Associate Manager, Lending Compliance

National Consulting Limited is looking for a lending expert to advise credit unions in the area of lending compliance and business requirements for the lending forms and related material.  This role works closely with credit unions, legal counsel, government and CCUA to research issues, analyze information and develop procedures for credit unions. This position reports to the VP Business Solutions.

 

The Job

 

The successful candidate must be able to work independently as this is a remote (work-from-home) position. In addition to lending compliance advisory services, this role participates in the delivery of lending training and may occasionally require in-person attendance and travel.  This is a permanent, full-time position (37.5 hours per week). Computer equipment is supplied.

 

The Candidate

 

The  ideal candidate will possess:

  • Post-secondary education in Business Administration, Finance, Accounting, Technology, or a related discipline.
  • Minimum 5 years’ lending experience in a credit union
  • Solid understanding of all areas of lending (consumer, commercial, agriculture, mortgage)
  • Advance working knowledge of legislation affecting lending functions in credit unions
  • Project Management skills
  • Knowledge of financial systems and technology used by credit unions
  • Excellent communication and relationship management skills

 

The Compensation

 

NCL offers a competitive compensation package.  Salary will depend on qualifications and experience. Benefits include a matched superannuation pension plan; group benefits (health, dental, life and disability insurance, and a Healthcare Spending Allowance), and paid personal days off.

 

If being part of our team interests you, please submit a resume and cover letter, in confidence, to hr@nationalconsultinglimited.com by Friday, July 21, 2023.

 

We appreciate the interest of all applicants; however only those under consideration will be contacted.

National Consulting Limited is owned by a consortium of 25 Saskatchewan credit unions and partners with credit unions across Canada to provide expertise in Risk Services such as Compliance, AML, Fraud Protection, Privacy, Procurement, Banking and Card Services.

 

Retirement and Pension Associate (RP-Associate)

Company Description:

Pioneered in 1939, the Co-operative Superannuation Society (CSS), located in Saskatoon, Saskatchewan, provides pension and retirement services to its membership. The CSS is the Administrator of the CSS Pension Plan, one of the oldest and largest defined contribution pension plans in Canada. With approx. $5 billion in assets, CSS Pension Plan has grown to serve over 300 employers and 55,000 current and past co-operative and credit union employees across Canada, including more than 8,200 retirees (receiving variable benefit payments and/or a monthly pension).

Summary:

We have had an internal promotion and are now seeking to fill the position of Retirement and Pension Associate! Join the CSS Pension Plan and its Member Experience Department as a Retirement and Pension Associate. You will care for our employer and employee members’ journeys by:

  • Providing senior administrative leadership and support for our pension and retirement planning professionals,
  • Taking responsibility for a wide range of pension and retirement activities (e.g., from pension and retirement administration to meeting with members to assisting with virtual and in-person educational and engagement events),
  • Analyzing detailed financial and membership information to identify opportunities for improvements in the overall member experience and journey with the CSS Pension Plan and
  • Assisting the Director, Member Experience with regular budget and operational planning needs.

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 Retirement and Pension Associate is required to develop an expert understanding of our pension benefit provisions, policies, and procedures.

The successful candidate will have obtained a Pension Plan Administration Certificate, or is able to complete it within their first year.

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

Provide and Support the Delivery of Pension and Retirement Information

  • Answers inquiries and provides information through various communication channels regarding CSS Pension Plan provisions.
  • Meets with members on an individual basis to explain the retirement income options they are entitled to; engages the senior pension and retirement planning professionals as appropriate given the member’s needs and objectives.
  • Extracts and gathers the pertinent information needed to 1) determine the member’s eligibility for the various retirement income options and other rights and entitlements; and 2) support our pension and retirement planning services.
  • Supports the pension and retirement planning professionals by 1) ensuring that all required information is provided to and received by members, 2) assisting members with their pension plan inquiries, 3) forwarding complex inquiries to the appropriate professionals or specialists, and 4) preparing, reviewing and submitting complete retirement income application packages to our member account specialists for processing.
  • Establishes a positive mutual relationship between themselves, the pension and retirement planning professionals and the members.
  • Assists with the development and continuous improvement efforts of our educational and engagement workshops, seminars, and courses.

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.
  • Develops and maintains knowledge and application of the CSS’ vision, mission and values.
  • Provides back-up support for the Department and organization as required and carries out other duties as assigned.

Skilks and Abilities

  • Passion for providing excellent member service
  • Excellent member service and communication skills, including communicating complex information straightforwardly.
  • Superior organization, administrative, and problem-solving skills.
  • Superior knowledge of pension, retirement, and other relevant products and industries.
  • Superior computer 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 and analyze reports and information.
  • Must be flexible and 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

  • Must have five years or more experience with financial transactions or pension or benefit administration, with a focus on customer service and quality data analysis.
  • Must have a university degree in human resources, business administration or commerce.
  • Must have superior defined contribution and defined benefit pension knowledge, typically obtained through experience and achieving industry designations.
  • If not already completed, must complete PPAC within one year of the date of hire.
  • Experience with supporting financial advisors an asset.

A combination of equivalent education, training and experience may be considered. On the path to earning the Certified Financial Planner® designation is an asset.

To Apply:

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

CSS Pension Plan

Attn: Director, Member Experience

Email: hr@csspen.com

Competition closes: July 15, 2023

(The position may be filled sooner)

We offer a fun, challenging and inclusive work environment, a competitive salary, a pension (CSS Pension Plan), and benefits package.

Applicant information is collected and maintained pursuant to CSS’ Privacy Policy (please see website for more information).  Background checks will be completed on successful candidates.

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

 

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