Job Postings – Page 26 – Credit Union Careers

Director of Finance (Full-time; Hybrid)

About You

Are you a strong leader with confidence in driving forward thinking strategies?

Do you have the proven ability to lead our team in all things Finance related?

If you are a well-rounded financial professional who is looking for a great opportunity, we have the role for you!

Mainstreet Credit Union is actively recruiting for a Director of Finance to join our team!

We believe we have the best team in the business due to our leadership philosophy of excellence, and team development. If you are an experienced financial professional with values that align with ours and want a new opportunity at a cooperative organization where employees, clients, and our communities’ matter, we would like to hear from you!

Why Join Our Team?

At Mainstreet we believe in investing in you – whether it is our employees or our incredible members. At Mainstreet we are committed to providing exceptional service, advice and improving and making a difference in the lives of our members.

Mainstreet offers its employees:

Work-life balance and flexible work arrangements
Opportunities for training and advancement
Generous salary, vacation and benefits (Mainstreet is a Living Wage employer)
Opportunity to work at a values-based cooperative

Our Values:

Personalized: High quality personalized advice with flexible solutions.

Supported: Highly responsive through empowered professionals.

Known: Meaningful impact and connected to community.

Easy: Easy and in the way our members prefer.

The Role

Salary: $98, 654.00 – $123,318.00

Job Function:

Reporting directly to the CFO, the Director of Finance participates in the support of corporate strategies and provides leadership and advice on all matters related to finance. This role develops and drives forward-thinking strategies for finance that protect members and Mainstreet’s interests through creative problem-solving, teamwork, innovation, and continuous improvement. This role provides leadership to Finance, Treasury and Accounting functions, including financial operations, internal and external financial reporting, policy and procedure enhancements, budget and forecast preparation, asset liability management, liquidity and capital management, treasury management and internal controls. With a strong commitment to growth and sustainability, we are seeking a talented Director of Finance who will play a key role in driving our financial success.

Key Duties & Responsibilities:

Leadership & Communication

Provide strong leadership for the finance and accounting team, including setting team goals, evaluating performance, providing mentoring, coaching and feedback, and promoting team effectiveness. Ensure operating procedures and structures are appropriate, integrated, and seamless to create the best member experience.

Accounting

Prepare and publish timely monthly financial statements, follow up on discrepancies and implement solutions to ensure accurate reporting. Support month-end and year-end close process.
Coordinate and direct the preparation of the budget and financial forecasts and report variances.
Manage all accounting operations including Billing, A/R, A/P, General Ledger, Cost Accounting, Inventory Accounting and Revenue Recognition.
Analyze accounting and financial records and systems to ensure compliance with established accounting standards, regulations, procedures, and internal controls.
Ensure quality control over financial transactions and financial reporting and assess all credit union activity to ensure financial accounting compliance with IFRS.
Develop, recommend, and implement financial policies, procedures, and controls to ensure compliance to regulatory requirements and industry best practices.
Develop and document business processes and accounting policies to maintain and strengthen internal controls.
Manage the IFRS 9 Expected Credit Losses model and provide recommendation on appropriate loss estimates.
Provide reporting, analysis, and recommendations on various issues, communicate resolution of compliance issues and other complex reporting figures.
Monitor and evaluate the financial performance of the credit union, identify areas for improvement and implement corrective actions as needed.

Financial Reporting & Audit Management

Manage the preparation of financial statements, reports, and presentations for executive management, the board of directors, and regulatory bodies.
Develop and provide quality assurance for all monthly, quarterly, and annual reports submitted to regulators (ICAAP, ILAAP, MIR/AMIR) and/or external parties (CMHC, PICUZ)
Stay abreast of industry trends, market developments, and regulatory changes that may impact the credit union’s financial position.
Coordinate the preparation of the external financial statements and external audit.
Coordinate timing on all external audit work, discuss in depth process issues and audit findings and implement analysis for audit conclusion and implement corrective actions.

Other Finance Activites

Manage all financial activities of the company, including financial planning, budgeting, forecasting, and reporting.
Lead the finance team in analyzing financial data, identifying trends, and providing insights to support strategic decision-making.
Collaborate with other departments to optimize financial performance, drive efficiencies, and support business objectives.
Manage relationships with external stakeholders, including auditors, investors, and financial institutions.
Prepare presentations and reports for senior management and board meetings, highlighting key financial metrics and performance indicators.
Stay abreast of industry trends, market developments, and regulatory changes that may impact the company’s financial position. Lead the development, implementation and monitoring of policies, procedures, and practices for Mainstreet’s liquidity and funding management, cash and investment portfolio management, asset-liability management, capital management interest rate management, and financial profitability modeling and analysis.
Deliver appropriate key performance indicators (KPI’s), required metrics, budgets and forecasting, financial reporting, and analytics to support business units, executives and board level committees as required.
Contribute and assist where required with committees and project teams to contribute to knowledge sharing and development.
Collaborate with the manager of treasury to administer the credit union’s liquidity, investments, and funding endeavors with the aim of maximizing returns.
Learn appropriate systems and tools to engage in leading, reporting and executing responsibilities such as Vantage, Prologue, ALM system, etc.
Other duties as assigned.

Education & Experience

Bachelor’s Degree in Finance, Accounting, Economics, or related field; CPA required.
Minimum work experience of 5 years financial services industry; with at least 3 years in a leadership position.
Thorough understanding of financial principles, practices, and regulations specific to credit unions or financial institutions, including experience with regulatory bodies such as the Financial Services Regulatory Authority (FSRA).
Proven track record of strategic financial management, including budgeting, forecasting, and financial analysis, with a focus on optimizing financial performance and ensuring regulatory compliance.
Experience in developing and implementing financial policies, procedures, and controls to uphold compliance with regulatory requirements and industry best practices. In-depth knowledge/experience with IFRS accounting standards is required.
Experience with FSRAO Regulations considered an asset.

Requirements

Strong leadership abilities with a demonstrated aptitude for building and managing high-performing teams, fostering a culture of accountability, collaboration, and professional development.
Excellent communication and interpersonal skills, with the ability to effectively engage and influence stakeholders at all levels, including senior management, board members, regulators, and external partners.
Ability to thrive in a dynamic, fast-paced environment and adapt to changing priorities while maintaining a focus on delivering results and driving continuous improvement.
Strategic thinker with the ability to anticipate challenges, identify opportunities, and develop innovative solutions to support Mainstreet Credit Union’s growth and success.
Commitment to personal and professional growth, with a strong desire to advance into the role of Chief Financial Officer (CFO) within Mainstreet Credit Union and contribute to its long-term strategic objectives.

Join Mainstreet Credit Union and be part of a workplace that values diversity, promotes equity, and fosters inclusion. We actively seek diverse perspectives, ensure equal opportunities for all, and cultivate a culture where every individual feels valued. Our commitment to continuous learning ensures an environment where everyone can thrive.

Mainstreet Credit Union is an equal opportunity employer. We welcome applications from candidates of all backgrounds and experiences.

Associate Manager, Deposit Compliance

National Consulting Limited is looking for a deposit compliance expert to advise credit unions in the areas of deposit compliance and business requirements for deposit forms and related material. This role works closely with credit unions, legal counsel, government and CCUA to research issues, analyze information and recommend operational guidance for credit unions. This position reports to the Manager, Deposit Compliance.

The Job

The successful candidate must be able to work independently as this is a remote (work-from-home) position. In addition to deposit compliance advisory services, this role participates in the delivery of deposit 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, Project Management, or a related discipline.
Minimum 5 years’ deposit compliance experience in a credit union.
Solid understanding of credit union operations.
Advance working knowledge of legislation affecting deposit functions in credit unions.
Project Management skills.
Experience with product development.
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, healthcare spending allowance and wellness program), 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, May 10, 2024.

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.

Data Engineer

Data Engineer – Yorkton or Emerald Park (Regina area) Branch

Closes May 1, 2024

Are you a creative problem solver who thrives on tackling big data challenges? If so, we may have the position for you! We are looking for a skilled Data Engineer to join our team at Cornerstone Credit Union.

You will be one of a team of professionals behind the scenes that helps our organization with all of its technology needs. We embrace a culture of continuous learning and are adapting to new technological advances. Our team is always evolving and embracing of change. If you have a passion for supporting staff and finding new and more efficient ways of doing things, we want you!

Reporting to the Director of Digital Enablement, the Data Engineer will play a crucial role in designing, developing, and maintaining our data infrastructure to support data-driven decision-making and enhance our digital capabilities.

We are seeking the best candidate who can handle whatever is thrown their way. We want someone who is driven, sharp, and an adaptable communicator. 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.

To be considered for our Data Engineer position, you must have:

Bachelor’s degree in Computer Science, Engineering, or a related field.
3 to 5 years proven experience as a Data Engineer or similar role, preferably in the financial services industry.
Strong proficiency in SQL and experience with relational and non-relational databases.
Experience with data modeling, ETL development, and data warehousing concepts.
Familiarity with data pipeline orchestration tools such as Azure Fabric, Synapse, Domo, Oracle Goldengate.
Knowledge of cloud platforms such as Azure, AWS or Google Cloud Platform.
Strong analytical and problem-solving skills with attention to detail.
Excellent communication and collaboration skills, with the ability to work effectively in a team environment.
Experience with PowerShell or other standard programming language.
Experienced with API programming and coding.
Experience with Microsoft Development Tools, Microsoft 365, Microsoft Power Apps.
Exposure to technology and cyber security concepts.
Experience in procedure and documentation development.
A proven dedication to providing quality member service, and values teamwork with the ability to work independently.
A thinker who is always looking to improve things with the ability to clearly express their ideas.
A proven task manager who is able to organize and prioritize.

If you already know about the features and benefits of a credit union that’s an extra bonus!

A commitment to continuous learning and development is an important part of being on our team, as well as taking pride in caring for our internal members and providing top-notch member service!

You’ll receive competitive compensation based upon your level of experience and qualifications, great benefits, and matched pension contributions. We also offer performance incentives and wellness and employment perks. The successful candidate to this position may select to work from either of Cornerstone Credit Union’s Yorkton or Emerald Park branches. For the right candidate, the potential for a Hybrid Work from Home arrangement exists. This position is considered “out of scope”.

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 eighth straight year.

Choose a rewarding career at Cornerstone Credit Union.

Wealth Management Advisor (Full-time; Sarnia region)

Wealth Management Advisor

Location: Mainstreet Credit Union

Reports To: Director of Wealth Experience

Job Grade: 7, competitive salary and benefits

About the Role:

As a Wealth Management Advisor at Mainstreet Credit Union, you will have the pivotal role of delivering expert financial planning and advice, primarily focusing on mutual fund investment solutions. Your efforts will directly align with our strategic vision and mission, enhancing the financial wellbeing of our members.

Key Responsibilities:

Member Financial Analysis: Conduct in-depth analyses to understand member needs and deliver tailored financial planning advice to help achieve their financial goals.

Engagement and Referral Development: Engage proactively with members to uncover further service opportunities, refer to appropriate departments, and foster both new and existing relationships.

Collaborative Growth: Work alongside retail and commercial advisory teams to achieve growth targets and contribute to our credit union’s strategic goals.

Community Involvement: Drive business development through community engagement, seminar leadership, and content creation, raising Mainstreet’s profile as a preferred financial institution.

Ethical Standards: Uphold the highest standards of integrity and compliance with all policies and procedures.

Skills & Qualifications:

Certifications:

Must be a Certified Financial Planner (CFP®), Qualified Associate Financial Planner (QAFP™), or Personal Financial Planner (PFP®). MFDA licensure or eligibility is required.

Education:

A diploma/degree in Commerce, Business Administration, or a related field is highly advantageous.

Experience and Skills:

Proven expertise in relationship management and sales with a deep understanding of the investment industry.

Exceptional interpersonal, communication, and presentation skills.

Strong analytical capabilities and a results-driven approach.

Ability to work independently with minimal supervision and a commitment to continuous professional development.

Why Join Us?*

At Mainstreet Credit Union, you’re not just an employee; you’re part of a community that values integrity, collaboration, and member-first service. Here, every role contributes to a shared mission: enhancing our members’ financial well-being and strengthening our community bonds.

We offer a unique workplace environment where your work is impactful and acknowledged. You’ll enjoy the stability of a financial institution with the heart of a non-profit, committed to ethical practices and personalized member service. Join us for competitive benefits, opportunities for growth, and the chance to make a real difference. At Mainstreet, we’re more than a team—we’re a family, and we’re looking for individuals who are ready to grow, inspire, and lead. Ready to be a part of something bigger? Join us, where your career is community-centered and your growth is our priority.

Mainstreet Credit Union is an equal opportunity employer. We welcome applications from candidates of all backgrounds and experiences.

Senior Compliance Consultant, AML/ATF

Senior Compliance Consultant, AML/ATF

National Consulting Limited (NCL) is looking for a seasoned professional to assist in the implementation and delivery of required compliance initiatives with Anti-Money Laundering (AML) and Anti-Terrorist Financing (ATF) compliance programs to meet the needs of our credit union clients. This position reports to the VP Business Solutions and works closely with credit unions, legal counsel, government and CCUA to research issues, analyze information and develop procedures for credit unions.

The Job

The successful candidate must be able to work independently as this is a remote (work-from-home) position. Key responsibility areas of the position include maintenance and application of comprehensive compliance policies and procedures, providing AML/ATF guidance and form support, risk assessments related to money laundering and terrorist financing and developing and implementing risk mitigation measures where the risk is high, monitoring medium to high-risk accounts and AML reporting requirements. In addition to compliance advisory services, this role participates in the development and delivery of specialized training for our clients to ensure an on-going compliance training program is available for employees as it relates to their job functions.

This is a permanent, full-time position (37.5 hours per week). Occasional travel and in-person attendance may be required. Computer equipment is supplied.

The Candidate

The ideal candidate will possess:

Minimum 5 years’ experience in the credit union or co-operative system providing operational support in the areas of Anti-Money Laundering (AML) and Terrorist Financing (ATF), Canadian Anti-Spam Legislation (CASL), and Privacy.
Experience with AML Software. Verafin experience would be beneficial.
A Canadian Anti-Money Laundering and Terrorist Financing designation
Other regulatory compliance or risk management experience or designations
Strong interpersonal skills, you will build trusting relationships with credit union management and deliver excellent client experience.
Strong communication, organizational and facilitation skills.

The Compensation

If being part of our team interests you, please submit a resume and cover letter, in confidence, to hr@nationalconsultinglimited.com by Tuesday, April 23.

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

Member Service Officer Financial Wellness MFDA PFP

Position Overview:

The individual in this position is passionate about connecting with people, building trust and providing a level of expertise that is unmatched in the industry. Internally the MSOW2 works in close collaboration with the retail branch network and commercial division to establish trusted internal relationships and raise the awareness and knowledge level of YCU’s employees with respect to wealth management products, services, and strategies — leading to a steady stream of customer referrals. Externally, the MSOW2 will have an active community presence, helping build YCU’s profile in the community as a professional and preferred provider of wealth management products, services, and expertise — leading to new wealth management customers and banking relationships.

Job Specifications:

MFDA license required.
Personal Financial Planner (PFP designation;) required. Incumbent will be a licensed PFP.
Minimum 3 years’ experience in financial planning/investment sales with the ability to prepare written financial plans in accordance with the six-step financial planning process;
Superior knowledge of the investment industry and products;
Comfortable with industry standard financial planning tools/software;
Post-secondary diploma/degree, ideally in Commerce or Business Administration would be an asset
Must be able to work well with a minimum of supervision and able to organize and effectively manage priorities and deadlines.
Able to understand and utilize procedures/work tools that are necessary for general security and risk management for YCU.

Duties & Responsibilities:

Sales & Service

Analytical skills that take into account the big picture of our members’ whole wealth portfolio, when to refer, when to amalgamate the portfolio.

Business development activities through outbound calls, networking and other sales opportunities.
Build Member Relationships and is Member Focused. Creates and establishes trust by building relationships and actively discovers the right investment solutions for Members.
Decision Quality – Understands the Member’s best interest is first; understands that this may not always be the same as what the members ask for; demonstrates decisions which are based on creating the best possible outcome for the member; makes decisions based on a mixture of analysis, wisdom, experience, and judgment.
Creates well founded and rounded financial wellness plans for existing, and new, members
Ensures KYCs are conducted in accordance with regulations and thus ensuring that members receive outstanding care. This could include moving from named products to nominee shelf items and amalgamating portfolios.
Analyzes, and learns from redemptions that occur to reduce future losses and improve net sales.
Exceeds standards for member loyalty, observations, development plan action items, and one on one coaching sessions.
Builds rapport, ask questions to uncover needs, research details available, to help recommend solutions, educate our members about our convenient service options and make appropriate recommendations.
Converts all points of contact into relationship banking. Uses CRM to prompt member milestones, new baby, new car, university education etc
Problem Solving – Uses rigorous logic and methods to solve difficult problems with effective and innovative solutions; is resilient and will own the solution and the problem; can see hidden problems; is excellent at honest analysis; looks beyond the obvious and doesn’t stop at the first answers.
Cooperation and Teamwork – Relates well to all kinds of people; builds appropriate rapport; works harmoniously with others; uses and understands diplomacy and tact; encourages collaboration; seeks opinions; is candid with peers; values working relationships.

Skills Knowledge and Attribute Requirements:

Proven networking, relationship building, client acquisition and asset gathering abilities;
Superior sales abilities (active listening, identifying business opportunities, influencing & negotiating, asking for the business);
Outstanding communication and presentation skills;
Commitment to continuous education (CE credits).
Proven organizational and time management abilities
Experience with public speaking and comfortable with community engagement activities.

Other duties as assigned from time to time by manager or their designate.

Lending Administrator

Exciting Opportunity Alert!

Are you passionate about delivering top-notch member service? Do you thrive in a dynamic and supportive work environment? If so, we want YOU to join our team at Sandhills Credit Union!

We’re on the lookout for a talented individual to fill the role of Lending Administrator. As a key member of our team, you’ll play a vital role in supporting our Lending and Financial Services team and ensuring that our members receive the exceptional service they deserve.

What You’ll Do:

Process loan documentation and administration with precision and efficiency.

Conduct credit file investigations and ensure compliance with regulations.

Communicate with members to provide clear information, assistance and support.

Collaborate with team members to foster a positive and productive work environment.

Qualifications:

High school diploma or equivalent (Business or Finance education preferred).

Previous experience in lending or administrative roles is a plus. Strong attention to detail and organizational skills.

Excellent communication and interpersonal abilities.

Apply Now! If you’re ready to take the next step in your career and become a part of our dedicated team, send your resume to Pam Ristau, Manager of Lending and Financial Services, at pam.ristau@sandhillscu.com.

Don’t miss out on this fantastic opportunity! Deadline to apply is April 22, 24.

#JoinOurTeam #NowHiring #LendingAdministrator #SandhillsCreditUnion #CareerOpportunity

Lending Administrator Job Profile

SANDHILLS CREDIT UNION MISSION:

“Providing excellence in financial services to enrich our community.”

SANDHILLS CREDIT UNION VISION:

“Built on trust, committed to excellence.”

PURPOSE OF DEPARTMENT/WORK UNIT:

Empowering and engaging the lending team through Seamless Lending Administrative Support

PURPOSE OF POSITION:

As a Lending Administrator, you play a crucial role in providing loan administrative support to the Loans Department, with a primary focus on Consumer, Agriculture & Commercial Lending. Under general supervision, you will ensure that all lending activities are conducted with a member-centric approach and are in compliance with legislations, regulations, policies, and procedures. Your role involves active listening to member needs, promoting credit union products and services, and contributing to a positive and efficient lending environment.

KEY RESPONSIBILITY AREAS:

KRA #1 – Delivery of Lending Support Service:

Efficient Processing: Process loan applications and related documentation, posting loan entries and initiating the generation of various loan reports.

Annual Line of Credit Reviews: Prepare and complete annual Line of Credit Reviews, ensuring compliance and readiness for sign-off by the Credit Manager or designate.

Credit Investigations: Conduct PPSA investigations, handle credit inquiries from other institutions, and collaborate on credit investigations with financial institutions and Credit Bureau.

Reporting and Documentation: Prepare monthly reports such as overdraft reports, monthly loan delinquency reports, and maintain organized loan files and related documentation.

Compliance Adherence: Adhere to legislation and security procedures relevant to the position.

KRA #2 – Member-Centric Solutions, Marketing and Promotion:

Clear Communication: Communicate credit union product and service information clearly and concisely, answering basic questions and referring complex inquiries.

Business Development: Foster business development through service excellence and product knowledge.

Continuous Learning: Maintain up-to-date knowledge of credit union lending products and services through regular literature reviews and attendance at credit union update meetings.

KRA # 3 – Credit Union and Departmental Support:

Training and Support: Train and support team members as required, contributing to a collaborative and supportive work environment.

Relief Support: Provide relief for other positions as required, ensuring continuity of operations.

Active Participation: Actively participate in department/work unit and credit union meetings.

Compliance Training: Complete annual Anti-Money Laundering/PCMLTFA training as required.

EDUCATION AND EXPERIENCE:

Possess a Grade 12 diploma, with four to six years of experience, or an equivalent combination of education and experience.

Vice President, Finance and Risk

Primary Location Head Office – 209 Limeridge Rd East Hamilton ON. Hybrid Work Environment Available. The in-person office time is to create meaningful and lasting connections with our members, staff and our HMECU community.

Introduction

Healthcare and Municipal Employees Credit Union (HMECU) is a financial institution with a long history of providing superior financial services to local members. We are looking for an experienced and dedicated Vice President, Finance and Risk to join our organization in our Hamilton Head office.

Position Overview

The Vice President, Finance and Risk will be responsible for leading and managing all financial, accounting, regulatory compliance, and risk management functions of the organization. This role is critical to the success of HMECU and requires a high degree of accuracy and attention to detail. This position will report to the President and CEO and will work closely with the Senior Management team and other stakeholders.

The Vice President, Finance and Risk, will manage the corporate financial performance of the Credit Union by developing and implementing short- and long-term strategies. As part of the Executive Management Team, this position will work actively with the board in the development and implementation of Credit Union strategic goals; work with management to develop tactical plans designed to achieve strategic goals; and will prepare the necessary business plan and budgets to achieve the tactical plans.

What you’d be doing

Develop and maintain a sound internal control environment.
Oversee the preparation of financial statements and provide interpretation and analysis to the Executive Management Team.
Oversee the preparation of regulatory reporting.
Develops, recommends, and implements changes to policies and procedures in the areas of administration to ensure compliance with application regulations and laws.
Develop and maintain a strong relationship with external auditors and stake holders.
Monitor and manage the Credit Unions financial risk, including but not limited to: Interest Rate Risk, Capital Risk, Liquidity Risk, and Foreign Exchange Risk
Develop and implement strategies for increasing profitability and reducing costs.
Develop and maintain the budget and forecasting processes and monitor the overall credit union performance.
Manage and evaluate the financial and operational systems of the Credit Union.
Analyze investment opportunities and manage the overall investment portfolio.
Participates actively at the senior management level and Board of Director level in the development and implementation of strategic plans.
Sets and administers the rate structure in conjunction with the CEO.
Supervises, mentors, and coaches the Finance, Compliance and Accounts Payable Teams.
Responsible for providing overall direction, control and planning for the audit, risk, and internal controls for the credit union.
Key executive management representative to Board Audit Committee and other Board Committees as assigned.
Reports to the Board of Directors regarding the finances of the Credit Union.
Lead the Asset Liability Committee (ALCO).
Oversees compliance function.
Manages corporate enterprise risk relating to areas such as anti-money laundering/terrorist financing compliance, and other related legislation; keeps current with and ensures credit union compliance to legislation.
Develops and implements risk policies and programs relating to areas such as loss prevention and business continuity.
Oversees the monitoring, investigation, and tracking of internal control processes and losses due to fraud, forgery, and theft.
Manages relationships with external regulators.
Other duties as assigned.

Skill Requirements

Accounting designation (CPA) required.
Minimum of 7-9 years in accounting and financial experience.
Proven experience managing financial and risk functions.
Proficiency in financial modelling, forecasting, and budgeting.
Knowledge of banking regulations and compliance requirements.
Knowledge of DNA Banking System would be considered an asset.
Excellent organizational, interpersonal and communication skills
Ability to work independently and take initiative.
Excellent planning, budgeting, and organizational skills.
Strong people skills in working and developing relationships with stakeholders, staff and members.
Sound analytical thinking, planning, prioritization and execution skills and strategic leadership ability.
A team player with the ability to work collaboratively.
Experience creating policies and procedures.
Must be bondable.

If you have the required skills and experience and are looking to join a dynamic and growing financial institution and team, we would love to hear from you.

Please note: Healthcare and Municipal Employees Credit Union has an accommodation process in place and provides accommodations for employees with disabilities. If you require a specific accommodation because of a disability or a medical need, please contact HR at 905-575-8888 ext 145 or hr@HMECU.com so that arrangements can be made.

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

Job Type: One (1) Full – time vacancy

Primary Location: Head Office / Remote Hybrid Work Environment Available

Hours of Work: Flexible Work Week

Benefits: YES. We offer a very comprehensive Benefits Package.

100% Employer Paid Benefits for STD, LTD, Life Insurance, Extended Health, Dental Coverage and Employee Family Assistance Program.

Pension: Defined Contribution Pension Plan; with 9% Employer Contribution’s.

Chief Executive Officer

Location: Kitchener, ON/Hybrid

Your Neighbourhood Credit Union (YNCU) is a member-owned financial cooperative that prioritizes community and personalized financial solutions. One of the ten largest credit unions in Ontario, YNCU’s success is rooted in building strong relationships, fueling local growth through investments into the communities it serves and an award-winning culture that invests in its people and its members. YNCU is dedicated to creating a thriving organization that promotes positive change and an unwavering commitment to diversity, social and environmental values.

It is within this exciting context that YNCU is seeking a visionary leader to serve as its next Chief Executive Officer (CEO).

The CEO of YNCU is responsible for shaping the strategic direction of the organization, working closely with a committed Board of Directors and a skilled executive team to develop and implement YNCU’s corporate strategy. With a deep commitment to the organization’s core values and principles, the successful incumbent must boldly ensure that YNCU continues to provide outstanding member experience, explores technological innovations to enhance competitiveness in the digital banking landscape, and identifies opportunities for ongoing growth and profitability.

YNCU’s next CEO must be highly respected for their outstanding strategic capability, strong business acumen, and dedication to continuous improvement and client service excellence. With a leadership style characterized by empowerment, collaboration and a high level of emotional intelligence, the CEO’s outstanding communication skill and willingness to listen and proactively engage will inspire trust among partners while fostering a positive organizational culture that values diversity, inclusivity, and awareness. Sound governance knowledge and previous experience reporting to, or serving on, a board of directors will be of great value, as will demonstrable change leadership skill and experience navigating the continuing impacts of new technology on staff and members. An organizational ambassador adept at identifying opportunities for partnership and shared success, the CEO must consistently uphold high ethical standards including acting with integrity, transparency, and humility in all things.

To apply for this position, please visit: boyden.thriveapp.ly/job/2427. For more information, please contact Cameron Morrison at cmorrison@boyden.com and state the title of the position in the subject line of your e-mail.

YNCU strives to be a diverse workplace reflective of the communities that we live in. We are committed to a diverse workforce and invite everyone to apply. YNCU makes hiring decisions solely on qualifications, merit, and business needs at the time.

YNCU is an equal opportunity employer that is committed to diversity and inclusion in the workplace. We prohibit discrimination and harassment of any kind based on race, colour, sex, gender, religion, sexual orientation, national origin, disability, pregnancy, or any other protected characteristic as outlined by national, provincial, or municipal laws. This applies to all employment practices within our organization, including hiring, recruiting, promotion, termination, leave of absence, compensation, benefits, and training. Your Neighbourhood Credit Union will provide accommodations for persons with disabilities, where needed, to support their participation in our recruitment process. Please contact Human Resources at careers@yncu.com.

We thank all applicants for their interest, however only those under consideration for the role will be contacted.

Digital Wealth Specialist

Permanent Full-Time

Closes April 26th

Anywhere in Saskatchewan

Annual Salary: $64,000 – $76,000

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

Innovation Wealth has a bold ambition. We will be the most digital, member-centric organization in our industry. We are on a journey to embrace the core tenants of the digital business model like ideation, the network effect, personalized segmentation, coopetition, and agile ways of working.

We come to work to simplify banking for all Canadians – that’s our purpose.

How does this position help fulfill Innovation’s purpose? Glad you asked!

Reporting to the Manager 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.

WIIFY (what’s in it for you):

Competitive Salary
Diverse and Inclusive Culture that continues to evolve
Flexible work arrangement options
Strong benefit package
7% Superannuation matched contribution program
Attractive variable incentive program
Wellness Days to create appropriate work/life balance
Paid Education opportunities to ensure our members have the most equipped staff to help 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 behaviours in every activity and approach
A solution mindset that feeds inertia
An ambassador willing to promote our team inside and outside the organization.
Somebody who is digitally capable and wants to dig into new technology with enthusiasm!
Somebody who can work with occasional ambiguity with a focus on process evolution.
A mindset of Solve, Serve, Sell – a problem solver, serving our members directly or indirectly, and selling our brand!
Somebody to sweat the small stuff, but also see the big picture.
Personality and Energy – a flair for polish, and you bring your personal, creative touch to everything you do!

What will you do?

Identify member and potential member investment needs by analyzing investment portfolio, ascertaining their needs, and analyzing investment opportunities and market conditions and trends.
Provide a high level of sales and service of Credential Asset Management and Innovation Wealth investment products, and retirement income investment options to existing and potential members by supporting members virtually by phone, using digital channels, etc.
Provide members with individual portfolio planning which identifies the specific diversification strategy that fulfills the member’s needs
Support corporate strategies by building relationships with all members of the organization in the area of investments and retirement income investment options, including interaction with the Retail Sales area towards achievement of corporate goals.
Support development and the achievement of sales targets, marketing plans, and member service standards supporting achievement of targets and plans.
Complete annual review and regular client follow-up to ensure member’s needs are continuing to be met
Assess risk when making decisions, ensuring compliance with all regulatory requirements

Some things that would impress us:

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,
IFIC or Canadian Securities Course
The ability to relate well to members and coworkers
A passion for learning and growth

Interested?

Apply Today at www.innovationcu.ca.

Innovation Credit Union acknowledges that Indigenous peoples are the traditional guardians of this land that we call Canada. In Saskatchewan we are on treaty lands and these treaties serve to govern our relationships with Indigenous people. We are dedicated to ensuring that the spirit of Reconciliation and treaties are honoured and respected.