Occupation Types: Lending – Retail

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

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.

 

Credit Risk Analyst

WE’RE HIRING!

Credit Risk Analyst

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 Credit Risk Analyst, you will be recommending new credit, existing credit and extensions of credit through research and analysis of financial documents. 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
  • Enter, update and retrieve information for credit applications
  • Determine credit worthiness of applicants
  • Designate degree of risk involved in extending credit by performing cash flow analysis of businesses
  • Ensure all approved applications comply with lender criteria
  • Respond to inquiries from lenders
  • Review deals and field questions from Commercial and Retail teams
  • Assist with company and client audits
  • Keep abreast of financial news and trends
  • Practice due diligence

What we’re looking for:

  • Bachelor’s degree in Finance, Accounting or related field
  • Three (3) years’ experience working in a credit or financial analyst related role
  • Understanding of loans and lending procedures
  • Understanding of business, economic, and industry risk
  • Demonstrated sound judgement
  • Attention to detail
  • Organizational and interpersonal skills,
  • Ability to manage a high volume of work with tight deadlines
  • Strong analytical skills
  • Sense of discretion and willingness to maintain strict confidentiality of pertinent and sensitive information
  • 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 it is filled.

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

Account Manager Level I /II

Are YOU the right person to join our LENDING team?

 

We have a permanent full-time Account Manager Level I/II position in our Lending Department available to the right person. This position reports to the Credit Manager. Your focus will be to build lasting relationships with our members to serve their lending needs. You’ll be part of a strong and supportive team and have opportunity for personal and professional growth.

 

Required qualifications may include experience and education in the fields of agriculture, business, or commerce.  Previous lending experience is an asset but not required. We provide paid continuing education, networking, and development opportunities to ensure that our account managers are set up to provide the best possible lending service to our members.

 

Why work here?

 

We offer a competitive compensation structure, 8% matched superannuation, and comprehensive group benefits, with a Health Care Spending Allowance. We offer flexibility in the workplace to ensure our staff have a balanced lifestyle. We are passionate about our communities and support our staff in building better communities. Most of all, you’ll get to work with our members – people who made our communities their homes.

 

If you want to be part of our team, please submit your resume and cover letter by June 22, 2023, to: humanresources@biggarcu.ca or drop it off at any of our branches.

 

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

 

Relationship Manager

The Opportunity
We’re looking for an energetic retail lender who is savvy in agricultural, commercial and consumer lending to join our team!  This position provides lending service to both our Raymore and Dysart branches, as well as the surrounding area.

At Raymore Credit Union, we think differently.  As a financial co-operative, we’re guided and inspired by principles that aim to advance the well-being of our members and communities.  We’re motivated to do more for them by deepening relationships and delivering a remarkable experience – and we count on our talented employees to get us there!  We offer a stunning benefit and pension package, including rewards, work-life balance, and many opportunities to get involved in our local communities.  You’ll share our core value of putting people before profits and guided by our vision of building a stronger community. You’ll be part of a collaborative team sharing your commitment, energy, and passion for delivering an exceptional member experience.

How you’ll spend your time

  • Building relationships by supporting and providing solutions to our ag and commercial members’ goals and concerns, including unique and complex financial needs.
  • Participating in a goal-oriented environment, assisting members in branch, and from time to time getting out of the office and going to visit the member at their place!
  • Proactively promoting our products and services to meet/exceed our member expectations, ensuring compliance and member follow-up.
  • On you… learning and spending time on personal and career development!

Who we’re looking for
The ideal candidate is already lending and has at least some background knowledge of the agriculture world.  The candidate would have related post-secondary (ex. Business Diploma), or an equivalent combination of education and work experience; however, we are willing to train the right candidate!  A current understanding (or desire to learn) lending requirements is needed.  Successful candidates will be very personable and carry excellent organizational and time management skills.

What you get in return

  • Life-work balance; an organization that really treats you like family
  • Spectacular benefits package including health and dental coverage, life insurance, and one of the best pension plans around!
  • Variable compensation that rewards you for your personal outstanding performance
  • Meaningful work that really makes a difference in our members’ lives
  • A birthday cake on your birthday 🙂

Our Family
To be a part of our RCU team we’re looking for someone that carries our values:

  • Caring & Integrity – respectful and providing help to others
  • Co-operation – works together and willing to put others’ needs first when necessary
  • Leadership & Prosperity – always encouraging and working towards greater success!
  • Commitment – a can do attitude – reliable, dependable, and dedicated
  • Communicating – clearly, honestly, and with positive intent
  • Flexible – tour to meet with members or ready for a quick convo at the ball field or rink!

Interested?
We encourage you to apply now by sending your resume to Ellen Phillips at ephillips@raymorecu.com
Be sure to get your application in – we can’t wait for you to join us!
This opportunity will remain open until filled.

We appreciate the interest of all applicants; however, only those selected for interviews will be contacted.

Branch Manager

The Position:

The Branch Manager shall direct and manage all branch activities in order to achieve specific goals and targets. Serve our members to the highest standards so that Vision Credit Union Ltd. can increase brand equity and reputation. Invest time and money in our organization’s personnel to ensure high retention rates, and attract qualified applicants. This position oversees that the staff performs all operational functions while conveying a feeling of trust, security and satisfaction to members and staff.

This is a full time permanent position.

For complete job posting details, please visit our website www.visioncu.ca/personal/aboutus/careers

The Person:

  • Agriculture Industry experience or 2-3 years of agricultural lending experience.
  • Minimum 5 years of credit granting or other financial institution lending experience.
  • Proven management, coaching and motivational skills including exposure to all areas of lending, banking floor and accounting.
  • Ability to deal with people sensitively, tactfully, diplomatically, and professionally at all times.
  • Superior time management skills, multitasking skills, and the ability to prioritize tasks with minimal supervision.
  • Exceptional conflict resolution, negotiation, and objection handling skills.
  • Cooperative or Credit Union industry experience is a benefit.

Compensation:

  • Salary range $85,000 to $110,000/annually
  • Comprehensive benefits package.

SUBMIT RESUME AND COVER LETTER TO:

Jennifer Hormann,
Vice President of Human Resources
Vision Credit Union Ltd.
Corporate Office
5007 – 51 Street
Camrose, Alberta T4V 1S6
Fax 780-679-0569
jobs@visioncu.ca

Only those individuals invited for an interview will be contacted.

Corporate Development Specialist

CORPORATE DEVELOPMENT SPECIALIST
Permanent Full Time & Temporary Full time (expected until December 2024)
Open to any location in Saskatchewan

Closes April 28

Annual Salary:  $61,734 – $84,885

 

The Corporate Development Specialist is a digitally capable, creative thought leader who will be facilitating, developing and maintaining various internal training programs for our organization. We come to work to simplify banking for all Canadians. That’s our purpose. As such, we are looking for somebody who can emulate this in their approach. Somebody who wants to make training and development fun and meaningful. Our expectations for all leaders to Model, Coach and Care are part of our culture and will be necessary in delivery of our programs.

FIRST, (WIIFY) Here is what’s in it for you:

  • Competitive Salary.
  • Diverse and Inclusive Culture that continues to evolve.
  • Flexible work options.
  • Strong benefit package.
  • Superannuation matched contribution program.
  • Wellness Days to create appropriate work/life balance.
  • Paid Education opportunities to ensure our members have the most equipped staff helping them.
  • A purpose driven organization that focuses on the values of Accountability, Integrity and Respect.
  • And lots more reasons to love where you work and what you do.

What our team is looking for:

  • A growth mindset that emulates Model, Coach and Care behaviors in every activity and approach.
  • Solution mindset that feeds inertia.
  • Ambassador who’s willing to promote our team inside and outside organization.
  • Somebody not looking for ‘a job’. Our team and members deserve somebody who thinks bigger than that.
  • Somebody who can work with occasional ambiguity with focus on process evolution.
  • Somebody to sweat the small stuff but also see the big picture. Calm under pressure. And deadline focused.
  • Personality and Energy. A flair for polish.

Some things that would impress us:

  • A CPHR or facilitation delivery certification/designation demonstrates commitment to the field/career.
  • Lending or retail banking experience is an asset to help develop relevant & conceptual training.
  • Experience in Microsoft O365 tools including Dynamics CRM and Viva.
  • Experience in Program design and facilitation.
  • Project Management experience can help when implementing new changes moving forward.
  • Proven examples of process improvement that you initiated or were key in delivering. Extra marks for digital, AI or automation enhancements.

Apply at www.innovationcu.ca/careers

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