Financial Services/Financial Analysis – Page 7

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.

Trust Officer

About Us

First Nations Bank of Canada is a federally chartered bank primarily focused on providing financial services to the Indigenous marketplace in Canada. Over 87% Indigenous owned and controlled, FNBC is a leader in advocating for the growth of the Indigenous economy and the economic well-being of Indigenous people. Headquartered in Saskatoon, SK and named one of Saskatchewan’s Top Employers, FNBC takes pride in its workforce of over 64% Indigenous employees working at locations across Canada.

FNB Trust is FNBC’s wholly owned trust company providing Indigenous Trust Services to Indigenous governments and organizations across Canada. FNB Trust strengthens the capacity of its customers, in alignment with FNBC’s mission toward the long-term economic well-being of Indigenous Peoples.

Candidates from all Canadian regions will be considered, with preference given to those able to work out of either Saskatoon, Vancouver or Winnipeg offices. Saskatoon and Vancouver are both located on First Nation lands.

About The Role

The Trust Officer will be accountable for delivering high quality, ethical trust client services to existing and prospective trust clients.

About You

As a Trust Officer, you are a trusted and experienced client services manager. You are responsible for supporting trust client service goals by profitably delivering a best-in-class client experience that reflects the clients’ needs and expectations while complying with policies and procedures. You are also directly involved with the pursuit of new business opportunities within FNB Trust.

You are client-centric and entrepreneurial, with a strong sense of proactivity and effective at building and maintaining deep relationships with clients as well as internal and external partners. You are a proven, highly skilled professional with experience in Trust client services of varying complexity, and within the scope of your role you will need to prepare for and attend client trust meetings in accordance with the terms and conditions of client trust agreements.

Through an intimate understanding of clients’ goals, needs and circumstances, you are responsible for engaging FNB Trust’s team of experts as needed, to deliver on our high quality, ethical client service standards.

You must have:

Undergraduate degree in Commerce or Business Administration and at least three (3) years of relevant experience
Effective at building and maintaining client and team collaboration
Proven ability to manage competing priorities
Strong interpersonal, verbal communication and negotiation skills and professionalism
Deep understanding of the Indigenous trust services and administration landscape and a demonstrated ability to work in an environment that demands tact, objectivity and sensitivity
Strong change management skills and ability to adopt technology and reporting platform changes to support operational improvements, sales management process improvements etc.
Proven ability to execute against financial targets and profitability measures
Strong change management skills and the ability to adopt technology and reporting platform changes to support operational improvements, sales management process improvements, etc.
Minimum of 3-5 years of relevant experience
Proven success in Indigenous client relationship management
Travel may be 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 either of these opportunities, 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 the positions are filled.

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

Manager Credit Risk

WE’RE HIRING!

Manager, Credit Risk

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 Bank 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 a Manager, Credit Risk, you will be overseeing the Bank’s credit granting process by primarily adjudicating, reporting and tracking procedures for commercial, personal and mortgage lending nationwide. 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 First Nations land.

Here’s what you’ll be doing:

Support the commercial and personal lending process through adjudication of credit applications
Contribute to bank customer service standards through timely turnaround of deals
Work with the VP to develop solutions, such as new products to address business and personal banking needs
Enhance and maintain the Bank’s Credit Risk Management policies and procedures and lending platforms
Remain current with Credit Risk Management best practices and procedures
Assess commercial applications ensuring they provide a high quality of risk assessment, credit structure, due diligence, and credit presentation
Adjudicate personal and mortgage loan applications ensuring a high quality of risk assessment
Approve credits within delegated limits and make recommendations on others that require approval from the VP or CEO
Regulatory compliance management and testing of commercial and retail credit business functions
Comply with FNBC credit policies, procedures, guidelines, and best practices regarding all credit related matters
Liaise with Internal Audit to identify areas of concern with Credit and Monitoring and Control
Coordinate monthly, quarterly, and annual credit risk reporting
Coach and assist the Commercial Group and Retail Group in maintaining and implementing credit risk controls
Share expertise and knowledge with the Commercial and Retail Groups and other business units
Act as a reference and source of expertise to the Bank and management teams

What we’re looking for:

Bachelor’s degree in Business Administration (Finance or Accounting), Commerce or related field
Five (5) years’ experience working in a commercial banking role and three (3) years credit related
Three (3) years’ experience in a management role
Understanding of loans and lending procedures
Demonstrated sound judgement to make decisions
Attention to detail
Exceptional organizational and interpersonal skills,
Ability to manage a high volume of work with tight deadlines
Acceptable criminal record and credit checks

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

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

Farm & Business Advisor

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 Wynyard branch of Cornerstone Credit Union!

As a Farm & Business Advisor 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 financial goals. 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 diverse accounts, you will manage an assigned Farm & Business portfolio consisting of small market enterprise accounts.

Post-secondary education in Business or a related discipline with at least 2 to 5 years lending or progressive sales and service experience is the minimum requirement for this position, but you’ll have a leg up if you have actual commercial or agricultural lending experience and have managed a diverse portfolio in a farm and business banking environment. If you know what makes Cornerstone Credit Union different and the products and services we provide, that’s even better! Plus, this position offers plenty of opportunity for on-the-job learning and career development.

You’ll receive competitive compensation, great benefits, and matched pension contributions. We also offer performance incentives and wellness and employment perks. This is an in-scope position and union membership is required.

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.

Member Experience Specialist

Are you looking for an exciting opportunity to move into a new career path? We are looking for a results-oriented individual with excellent communication and leadership skills and who is not afraid to coach, mentor, develop and motivate a team of professionals to become our new Member Experience Specialist.

As the Member Experience Specialist, you will play an integral role in building full financial relationships with our members. You will design, implement, and monitor innovative MemberFirst experience strategies and initiatives that advance member loyalty and advocacy. You will enable and support retail leaders and employees in achieving business results through oversight of the sales performance framework and coaching culture, sales related tracking systems, and provision of sales coaching and skill development. You will monitor sales pipeline and sales activities to ensure effective and proficient use of technology tools by employees, that support member service and ensure seamless delivery between different credit union service channels. You will lead our Customer Relationship Management (CRM) software vendor management, application support, and future development plan to maximize the value of our CRM system. You will participate in and promote programs that enhance business development and our MemberFirst strategy.

Post-secondary education in Business with at least 4 to 6 years of retail leadership experience or sales coaching experience or an equivalent combination is the minimum requirement for this position. You’ll have a leg up if you have certification in coaching, project management or design-thinking. If you know what makes Cornerstone Credit Union different and the products and services we provide, that’s even better! Plus, this position offers plenty of opportunity for on-the-job learning and career development.

You’ll receive competitive compensation, great benefits, and matched pension contributions. We also offer performance incentives and wellness and employment perks. This position may be staffed at any of Cornerstone Credit Union’s 15 branches, depending upon office space availability. Depending upon location of work, union membership may be required.

Choose a rewarding career at Cornerstone Credit Union.

Manager, Financial Services

Are you ready to make a move?

Come work for a company who puts the financial well-being of its members first? It’s not just something we say at Conexus. It’s a promise delivered by our 900 employees each day. We are passionate about our members’ financial health, and our employees reflect that passion. At Conexus it’s about more than conducting a banking transaction, it’s about providing members with insightful content, tools, advice and products that help them look at their financial choices in new ways. We do this by keeping it simple and lending an ear to each member’s individual needs throughout Saskatchewan.

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) in Assiniboia.

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
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
Being part of the vibrant community of Assiniboia! To learn more about this forward-thinking, close-knit community, visit the links below:

Community site HERE
Facebook HERE
Google Maps

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 June 6, 2023, so apply now! If you have questions about this position, please email jobs@conexus.ca.

Farm and Business Advisor

Farm & Business Advisor – Wynyard Branch

Join the Cornerstone Crew!

Be Part of Something . . . .

As a Farm & Business Advisor 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 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 diverse accounts, you will manage an assigned Farm & Business portfolio consisting of small market enterprise accounts.

What We Are Looking For . . . .

To be considered for a Farm & Business Advisor at this level you must have a minimum of 2 to 5 years of progressive experience in sales and service managing a diverse portfolio in a farm and business banking environment along with professional qualifications by degree or combination of education and experience.

We are seeking a candidate who can handle whatever is thrown their way. We want someone who is driven, sharp, figures out problems and enjoys talking to people. A sense of humor is required. If it sounds like we expect a lot – we do. We’ve created a “MemberFirst” workplace that we are passionate about.

What You will Receive . . . .

Our employees enjoy a competitive compensation and benefit package that includes matched pension contributions and wellness and employment perks that contribute to a healthy work-life balance!

On top of earning a bi-weekly paycheque, you will also be eligible to receive additional pay for outstanding individual performance through our incentive pay program!

Formal & informal development opportunities offering challenge and growth.

The opportunity to be an integral member of a team of professionals in a supportive and collaborative environment motivated to do the best for their team and their members.

This is an in-scope position, and union membership is required.

Opportunity to create connections that will establish you as the go-to-expert in the community.

We Say We Care, and We Mean It ♥

Cornerstone Credit Union has been named one of Saskatchewan’s Top Employers for 2023! This is the 7th consecutive year we have received this recognition.

We serve approximately 37,000 members in 15 branches, employ around 270 people and manage assets of about $2.3 billion.

Working for Cornerstone Credit Union means you are part of something bigger. No matter your position, you are helping real people with their real financial lives, and by extension, helping your community. We are a Cornerstone family – fun, inclusive, supportive and respectful.

Wouldn’t you want to be a part of that!

Check out our website a www,cornerstonecu.com

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/257543-37571.html

Vice President, Credit Risk

Are you ready to make a move?

Work for a company who puts the financial well-being of its members first. It’s not just something we say at Conexus. It’s a promise delivered by our 900 employees each day. We are passionate about our members’ financial health, and our employees reflect that passion. At Conexus it’s about more than conducting a banking transaction, it’s about providing members with insightful content, tools, advice and products that help them look at their financial choices in new ways. We do this by keeping it simple and lending an ear to each member’s individual needs throughout Saskatchewan.

Our leaders and 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.

The bigger picture

We’re looking for a forward-thinking individual with a passion for the lending business and risk management to come on board as our Vice President, Credit Risk. This is the perfect opportunity for an innovator that is ready to challenge our status quo and willing to disrupt our current practices.

How you’ll be spending your time

Coaching and empowering your team to take calculated risks that balance member service with responsible risk management.
Ensuring that your team is in the know and can clearly communicate lending decisions to our members.
Developing new strategies and lending policies that are easy to understand, efficient, faster, and outside the box.
Leading the Portfolio Risk Management function including credit risk modeling.
Sharing insight, helping inform decisions, approving complex loans and occasionally resolving conflict around conditional approvals and credit declines.
Credit lead for the National network of Credit Union and Non-Credit Union lending syndications.

The way people describe you

A credit risk pro with business, agriculture and consumer lending experience.
A disruptor that looks beyond credit risk and incorporates enterprise risk into your decision-making.
A dedicated coach who guides teammates to grow and work through complex credit requests and sets them up with tools and knowledge for responsible risk management.
An influencer who’ll make a meaningful difference on our member and employee experience by supporting and leading change.
A knowledge seeker who stays on top of the lending industry and looks for emerging risks and new opportunities for healthy business development.

The experience you bring

Senior professional in business and consumer lending.
Formal leadership experience with demonstrated ability to effectively lead a team.
Post-secondary degree in finance, economics, business administration or related discipline. Post-graduate education is an asset.

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 May 30, 2023 so apply now on Conexus Careers page . If you have questions about this position, please contact us at jobs@conexus.ca