Occupation Types: Member/Customer Services

Financial Planner

This is a great opportunity to join an established and well-respected wealth management team!

We invite you to be part of a team where you can feel good about the work you do and the positive impact you will have in the Shuswap community. We believe in fostering a work environment that is the perfect blend of friendliness, support, and professionalism (not to mention fun)! Add in a competitive compensation plan, and perks such as reduced banking fees, comprehensive benefits, and spectacular natural scenery, and you’ll see why SASCU is an award-winning employer.

As a Financial Planner, you will deliver professional financial advice, primarily in the form of investment, retirement, and estate planning, to SASCU members and clients. The Financial Planner enacts the SASCU Member Experience by identifying member needs, building sound financial plans, and partnering to actively promote the growth of all SASCU products and services.

 

What you’ll do:

  • Build and maintain a book of business by sourcing new business, building relationships with other SASCU business lines, and developing existing member and community relationships.
  • Prepare and present financial strategies appropriate for the achievement of clients’ specific goals and objectives.
  • Provide comprehensive investment, insurance, and financial advice to educate the client and enable them to make sound financial choices.
  • Sell investment, insured investment, and life insurance products.
  • Build high-trust member relationships by consistently following through on commitments, being proactive with client contact efforts, and providing value-added financial advice that enables the client to improve their financial position over time.
  • Partner with credit union peers through referral or joint client meetings to consolidate business held elsewhere and provide the right product at the right time.
  • Support branch initiatives to build membership base, attract new business, and have a positive impact on the community.
  • Understand and apply all internal and regulatory policy, procedures, and controls to meet compliance requirements and mitigate risk.

 

What you’ll bring:

  • Completed post-secondary education.
  • At least 5 years of financial industry experience in a fast-paced professional sales role.
  • CFP, IFIC, and LLQP qualifications (or equivalents). Additional industry designations or specializations are an asset.
  • Professional level knowledge of Canadian investment, insurance, and financial planning products, strategies, and concepts.

 

You’re perfect for this role if you have:

  • A proven record of achieving and exceeding sales objectives.
  • Understanding of regulatory and compliance policies and procedures.
  • Strong organizational and time management skills.
  • Excellent communication and interpersonal skills.
  • High levels of ownership, accountability, and initiative.

 

This is a full-time Monday to Friday position. It an excellent opportunity for a community-minded individual to further their career within a successful and growing organization. If this sounds like you, let us know! To apply, please email a cover letter and résumé to us at hr@sascu.com.

 

A bit about SASCU:

SASCU Financial Group offers a broad range of personal and business financial services through SASCU Credit Union and its three lines of business: SASCU Insurance, SASCU Wealth, and Commercial banking. SASCU Credit Union branches are in Sicamous and Sorrento, plus two in Salmon Arm. Established in 1946, SASCU has more than 19,000 members, 150 staff, and over $900 million in assets. In addition, SASCU stewards $235 million in client investments. Learn more at www.sascu.com

 

We thank all candidates for their interest, however, only those selected for an interview will be contacted. The successful candidate will be required to meet fidelity bonding requirements, including completion of references, a criminal record check, and credit check. Employment offers will be conditional on the candidate providing satisfactory proof of COVID-19 vaccination, subject only to valid legal or medical exceptions, and complying with all pandemic/epidemic control measures affecting the workplace.

Investment Specialist

We are seeking an experienced, full-time Investment Specialist to be based out of our Torquay & Tribune Branches. Reporting to the Manager of Wealth & Investment Services, the Investment Specialist will deliver financial planning and investment solutions to our members, helping to secure their financial future. Responsibilities include meeting with current & potential members to provide investment advice, relationship management, and administering estate accounts. This position will proactively develop and manage a portfolio of member relationships, growing business through providing exceptional member service, ensuring all legislative, compliance and policy guidelines are adhered to. The Investment specialist will cross-sell the full range of credit union products and submit referrals to other departments or specialists as necessary.

Looking to expand your career? We will consider hiring the right candidate for an Investment Specialist Trainee position. An Investment Specialist trainee must be a motivated individual with some financial education/experience and a commitment to the financial services industry & credit union system. A Trainee will work with our experienced Investment Team and management to kickstart their career. A trainee will also commit to attaining an approved mutual fund license within a specified time period.

Preferred/Ideal Qualifications:
• 2-4+ years of experience
• 1+ years Post-Secondary Education in related field (a combination of education and experience will be considered)
• Mutual Funds License (or willing to obtain)
• Proven success working in a sales, service and goal oriented environment.
• Highly motivated with excellent interpersonal, communication, and time management skills.
• A demonstrated commitment to ongoing professional development.

The Credit Union / Organization:
Radius Credit Union is a rural based community focused credit union with seven (7) branches, assets over $465 million and nearly 50 employees serving 4700 members. Radius Credit Union builds relationships by providing financial solutions and supporting its communities. Employee engagement is valued and there is ample opportunity for growth for career minded individuals.

The Communities:
Radius Credit Union has seven branch locations in Avonlea, Ceylon, Pangman, Ogema, Radville, Torquay and Tribune. We have been serving the area for over 60 years! All branch locations are based in rural southern Saskatchewan Towns and Villages. Each of our communities have varying amenities, recreational facilities and services. With major shopping and service centers within a 1- 1.5 hour drive.

Compensation:
Radius Credit Union offers a competitive compensation package including a 7% matched defined contribution pension plan administered by the Co-operative Superannuation Society, participation in a Variable Incentive Program, a full range of employee benefits including medical, dental, EAP and life/disability insurance.

If you are interested in becoming a part of our team, please submit your resume, in confidence, on or before December 24, 2021 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.

Digital Wealth Specialist

Permanent Full – Time 

Closes December 3

Annual Salary: $57,453.60 to $71,817.00

Anywhere in Saskatchewan

Flexible hours, career development opportunities,
exceptional benefits and pension plan!


Would you like to earn above average pay helping members meet their financial goals, maintain a strong work life balance, a flexible schedule and have the security of a career – path supported by your organization? We offer that and so much more.

THE COMPANY – Our Purpose is to redefine banking by helping Canadians simplify their lives and reach their financial goals by reinvesting profits into our members, communities and our people. Now that Responsible Banking!

Click the link below to see what Innovation Credit Union is about! Trust us, you are going to want to learn more about who we are!

Innovation Credit Union – About Us (innovationcu.ca)

THE POSITION: Reporting to the VP of Wealth Services, this position will form part of a digital/virtual team that provides investment solutions and delivers advice to members from anywhere, using various platforms. At the same time, establishes and maintains the existing small book relationships. The focus of this role is to grow and develop investments as well as refer retail business for those members in the building phase of their life. This role will work closely with the Consumer advisors as well as integrate our digital robo advisor platforms.
Innovation Credit Union supports a mobile workforce, some travel may be required within Regina and regional area.

Why Should You Apply?

  • You want to be an ambassador of a forward-thinking, member focused organization
  • you are passionate about providing world class financial services, growing member relationships, and are comfortable with building a portfolio
  • You want to help simplify our members lives by offering proactive advice to their day-to-day banking needs in person and digitally
  • Have completed some Post-Secondary plus 3 to 5 years job related experience; or an equivalent combination of education and experience
  • Organized and detail oriented
  • Proven results in strong sales and service skills along with refined relationship building skills
  • Completion of the following courses would be considered an asset: Credit Union Products and Services, Credit Union System, Introduction to Financial Planning, Consumer and Residential Mortgage Lending Course

Interested?

Manager, Corporate Services

Manager, Corporate Services

Who are we?
Credit Union Deposit Guarantee Corporation (the Corporation) is the deposit guarantor for Saskatchewan credit unions, and the primary regulator for credit unions and SaskCentral. Our objective is to instill confidence in Saskatchewan credit unions. We promote responsible credit union governance, and the strength and stability of the credit union system.
We are seeking a confident, forward-thinking leader with strong human resources, governance, planning, vendor management and communications skills who enjoys working in a fast-paced environment and aspires to make an impact on shaping our future, to join the Corporate Operations team.

How you will spend your time:
Reporting to the Vice-President Corporate Operations, you will manage human resources, including benefits and payroll, ensuring alignment with the culture and talent needs of the Corporation. You will manage corporate communications and image strategies to build awareness of the Corporation’s brand and purpose. In addition, the position is responsible to manage the Corporation’s governance framework, corporate planning, policy/procedures, records, and relationships with third party suppliers. Working closely with senior management, you will recommend board policies and practices, execute strategic initiatives, plan, and allocate resources for corporate activities to achieve business plans.

What you’ll need:
• Degree in Business Administration/Commerce
• Professional designation and/or membership in CPHR/IABC
• Several years’ progressive leadership experience in corporate operations
• Exposure to corporate governance, planning, human resources management, communications, and project management and records are required.
• Experience leading a team of direct reports would be considered an asset.

The core competencies include teamwork, change leadership, effective communication, impact and influence, facilitation, negotiation, conflict resolution, problem solving and decision making. Lending to your success is your ability to demonstrate your people leadership skills as a coach and mentor committed to developing the talents of others.
We offer competitive compensation and benefits. The salary range for this position is $93,117-$116,394. For more information on the Corporation, please visit our website www.cudgc.sk.ca.

To Apply:
Please submit your cover letter and resume stating competition number MGR-CS by November 30, 2021 to HR@cudgc.sk.ca. We thank all applicants for their interest; however, only those selected for an interview will be contacted.
Credit Union Deposit Guarantee Corporation values and supports workplace diversity. We believe diverse ideas, opinions and perspectives make our organization stronger.

Operations Coordinator, Corporate Operations

Operations Coordinator, Corporate Operations – 20 Month Term

Who are we?

Credit Union Deposit Guarantee Corporation is the deposit guarantor for Saskatchewan credit unions and the primary regulator for Saskatchewan credit unions and SaskCentral, together, Provincially Regulated Financial Institutions (PRFIs). We work closely with these institutions to ensure they employ sound business practices to enhance the strength and stability of the Saskatchewan credit union system.

We are seeking a confident, highly motivated professional who enjoys working in a fast-paced co-operative environment.

How you will spend your time:

As Operations Coordinator – Corporate Operations you will provide administrative support and contribute to the coordination of workflows required by individual teams and vendors to ensure ongoing operations and initiatives are met in a timely, accurate, and efficient manner.

This position is responsible to:

  • provide administrative support including the coordination, development, formatting, editing/proofreading and distribution of reports, board items and materials.
  • provide coordination across multiple departments and with vendors, for the development, preparation and distribution of corporate documents and materials
  • support for human resource functions including recruitment, benefits, payroll and compensation
  • support the records management process; archiving electronic and physical documents and coordinating the storage and destruction of offsite records
  • provide back-up to the Executive Assistant and other Operations Coordinators
  • provide support to Corporate Operations team and VP Corporate Operations as required

What you’ll need:

  • Office Education or Business Administration and/or administrative experience
  • Intermediate to advanced proficiency with Microsoft Office Suite including Outlook, Word, PowerPoint, and Excel
  • exceptional proofreading and editing skills with a high degree of attention to detail
  • ability to set priorities and manage multiple assignments within deadlines
  • excellent communication and interpersonal skills
  • ability to understand and execute oral and written instruction
  • ability to create, compose, proof and edit written materials

The core competencies for these positions focus on initiative, analytical thinking, concern for quality, teamwork, communication, and relationship building.

We offer competitive compensation and benefits. The salary range for this position is $42,992 – $53,741. For more information on the Corporation, please visit our website www.cudgc.sk.ca.

To Apply:

Please submit your resume and cover letter stating Competition Number OC-CUDGC by November 23, 2021 to HR@cudgc.sk.ca. We thank all applicants for their interest; however, only those selected for an interview will be contacted.

The Corporation values and supports workplace diversity. We believe diverse ideas, opinions and perspectives make our organization stronger.

Manager Associate Business Advisors

Manager Associate Business Advisors

Permanent Full-Time 

Closes November 8

Open to any Innovation Advice Centre Location

Innovation Credit Union – Find Branch(innovationcu.ca)

Annual Salary: $89,729 – $112,162


Would you like to earn above average pay helping members meet their financial goals, maintain a strong work life balance, a flexible schedule and have the security of a career – path supported by your organization? We offer that and so much more.

THE COMPANY – Our Purpose is to redefine banking by helping Canadians simplify their lives and reach their financial goals by reinvesting profits into our members, communities and our people. Now that Responsible Banking!

Click the link below to see what Innovation Credit Union is about! Trust us, you are going to want to learn more about who we are!

Innovation Credit Union – About Us (innovationcu.ca)

THE POSITION:  Reporting to the Senior Vice President, Business Advisors, this strategic position will develop, train and motivate a team to provide a mix of lending and administrative duties to supporting Business Advisors; provide exceptional members service in all areas of banking; succession plan into a Business Advisor position that would maintain a consumer or business solutions loan portfolio, and to develop long term relationships with members.

How does one do this?  Glad you asked!

The Manager Associate Business Advisors does the following:

  • Coach, mentor and manage staff, providing performance and behavioral feedback, discipline, encouragement and championing the overall principles of a constructive culture that is conducive to team achievement, productivity improvement and professionalism
  • Coach staff to create a network of enthusiastic employees who support service excellence and utilize Memberfirst techniques to create exceptional member experiences
  • Leads a team responsible for ensuring accurate and timely administration of credit files from creation to disbursement, including 2nd checks
  • Provide leadership and direction in business development through service excellence and product knowledge
  • Ability to coach and mentor staff in alignment with the goals of Innovation Credit Union
  • Organize, schedule and monitor service provision to ensure maximum service levels are being provided and that work flows smoothly
  • Identify and recommend opportunities for improving processes

Why Should You Apply?

  • You want to be an ambassador of a forward-thinking, member focused organization
  • You have 2 Years post-secondary education in related field and all courses required of the Relationship Manager/Credit Specialist roles
  • You have a minimum 5-7 years’ experience in relationship banking with knowledge and experience in all areas of lending and credit analysis with experience in commercial and agricultural loans being considered an asset
  • You have completed Consumer, Residential Mortgage, Agricultural and Commercial Lending education or equivalent combination of education and experience.
  • Proven high standard of verbal and written communication skills and attention to detail
  • Proven collaboration skills with the ability to build relationships with various stakeholders
  • Proven ability to manage cross functional projects and prioritize deliverables to meet deadlines
  • Knowledge and understanding of the regulatory environment that impacts the financial services industry
  • Demonstrated commitment to continual professional development


Interested?  Visit www.innovatoncu.ca to apply

Manager, Corporate Services

Who are we?

Credit Union Deposit Guarantee Corporation (the Corporation) is the deposit guarantor for Saskatchewan credit unions, and the primary regulator for credit unions and SaskCentral. Our objective is to instill confidence in Saskatchewan credit unions. We promote responsible credit union governance, and the strength and stability of the credit union system.

We are seeking a confident, forward-thinking leader with strong human resources, governance, planning, vendor management and communications skills who enjoys working in a fast-paced environment and aspires to make an impact on shaping our future, to join the Corporate Operations team.

How you will spend your time:

Reporting to the Vice-President Corporate Operations, you will manage human resources, including benefits and payroll, ensuring alignment with the culture and talent needs of the Corporation. You will manage corporate communications and image strategies to build awareness of the Corporation’s brand and purpose. In addition, the position is responsible to manage the Corporation’s governance framework, corporate planning, policy/procedures, records, and relationships with third party suppliers. Working closely with senior management, you will recommend board policies and practices, execute strategic initiatives, plan, and allocate resources for corporate activities to achieve business plans.

What you’ll need:

  • Degree in Business Administration/Commerce
  • Professional designation and/or membership in CPHR/IABC
  • Several years’ progressive leadership experience in corporate operations
  • Exposure to corporate governance, planning, human resources management, communications, and project management and records are required.
  • Experience leading a team of direct reports would be considered an asset.

The core competencies include teamwork, change leadership, effective communication, impact and influence, facilitation, negotiation, conflict resolution, problem solving and decision making. Lending to your success is your ability to demonstrate your people leadership skills as a coach and mentor committed to developing the talents of others.

We offer competitive compensation and benefits. The salary range for this position is $93,117-$116,394. For more information on the Corporation, please visit our website www.cudgc.sk.ca.

To Apply:

Please submit your cover letter and resume stating competition number MGR-CS by October 26, 2021 to HR@cudgc.sk.ca. We thank all applicants for their interest; however, only those selected for an interview will be contacted.

Credit Union Deposit Guarantee Corporation values and supports workplace diversity. We believe diverse ideas, opinions and perspectives make our organization stronger.

Senior Financial Advisor

Senior Financial Advisor

Location – Fort St John

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

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

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

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

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

 

Olivia Young, Senior Manager, People and Culture

North Peace Savings and Credit Union

10344-100th St

Fort St. John, BC, V1J 3Z1

 

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

Customer Success Representative

Concentra Bank is a purpose-based organization, striving to create the future of banking. We are embarking on a bold plan to evolve and grow a diversified, top tier performing company delivering greater value to employees, customers, and owners.

As an innovative and future-focused company, we form partnerships to deliver industry-leading financial solutions to our customers. We offer a wide range of financial solutions including specialized banking, consumer finance, treasury, wealth and trust services and more. We strive to be among the most trusted organizations in Canada by solving problems for our customers and offering a positive, seamless clients experience.

Concentra employees enjoy a competitive total rewards package and flexible work environment. We are looking for a results-oriented individual to join our team in one of our corporate locations (Regina, Saskatoon, Surrey, Toronto) or in a home office environment.

Customer Success Representative (Full-time Permanent)

This position’s primary purpose is to assist credit unions, commercial clients, internal and direct clients with their service needs within a call centre environment.

Key Outcomes:

The Customer Success Representative is responsible to deliver a positive client experience by answering a diverse range of incoming client inquiries pertaining to financial and trust products including providing information, clarification and interpretation of program agreements, pricing, program requirements, administration instructions, product legislation and regulatory/compliance requirements, and analyzing client needs and providing solutions to meet those needs.

This role proactively support credit unions by managing time frames to most effectively support incoming and outbound service requests and escalating client issues or problems for resolution.

The Customer Success Representative supports the department in the achievement of its business plan by maintaining consistent personal upgrading of required knowledge, providing high quality client service, and providing recommendations for efficiencies.

Qualifications:

  • One year of post-secondary education with 2-4 years comprehensive knowledge and experience working with registered plans and mortgages
  • Resourceful team player with excellent communication and interpersonal skills, complemented by proven time management and problem solving skills
  • Good working knowledge of the Portfolio data system would be an asset

Applications for this opportunity accepted until end of day October 4, 2021. To apply, please visit our Career page at www.concentra.ca

At Concentra, our goal is to achieve a workforce as diverse as the people we partner with. We encourage all members of the designated groups; aboriginal people, persons with disabilities, women, visible minorities and others to join our team. Concentra strives to provide a safe and respectful work environment free of discrimination and harassment and is committed to an inclusive, barrier-free recruitment and selection processes. 

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

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