Archives: Job Postings

Mortgage Specialist (Mobile)

Mortgage Specialist (Mobile) – Two Positions – (Yorkton and Area & Emerald Park and Area)

Closes January 12, 2024

Do you value strong business relationships, and do you like to try new things? At Cornerstone Credit Union we are expanding our team by introducing a mobile Mortgage Specialist role, and this could be you! Be the first person to take on a dynamic new role.

We’re looking for a subject matter expert in all areas of mortgage lending, including both construction and ready to move (RTM) financing to join our team at Cornerstone Credit Union! We are looking for a total of two Mortgage Specialists – one will provide service to Yorkton and area, and the other will provide service to Emerald Park and area.

As a Mortgage Specialist 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 goals. As a Mortgage Specialist your main objective will be to grow Cornerstone Credit Union’s residential mortgage lending portfolio. You will do this by delivering flexible mortgage lending solutions, providing professional expertise, and presenting timely mortgage advise all while creating exceptional member experiences for both new and existing members.

Specifically, we are looking for someone who has the ability to provide innovative and creative mortgage lending solutions and advise and who has/is:

  • working knowledge of CHMC and Sagen guidelines
  • a deep understanding of local markets and client base
  • strong working relationships with realtors, home builders and centers of influence
  • a flexible work schedule and location; is mobile and accessible to member needs – to meet when and where the member chooses
  • a self-motivated individual with an aggressive sales and service attitude
  • will work independently and effectively in a remote work environment

Post-secondary education in Business or a related discipline, with 3 to 7 years of progressive sales and service experience managing a diverse lending portfolio in a consumer banking environment and/or agriculture or small business lending (including mortgages) or an equivalent combination of both education and experience is the minimum requirement for this position. Having taken individual lending products & services courses and legislative training would be beneficial and if you know what makes Cornerstone Credit Union different or about the products and services we provide, that’s even better!

You’ll receive competitive compensation (base salary plus commissions), great benefits, and matched pension contributions along with other performance incentives and wellness perks. You have the advantage of working remote from either your own home or other office location of your choice within the community. You will set your own schedule but based upon serving member needs.

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.

~When applying, please select the posting directly related to the area you are interested in working from

Manager, Financial Services

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 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 a dynamic leader who loves to coach and help others succeed to come on board as a Manager, Financial Services (MFS) supporting the branch in Lemberg, Saskatchewan.

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 working in a sales growth environment
  • 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

Salary Range

  • $67,440 – $84,300 with 10% Short Term Incentive Target

Benefits and Perks

Our employees’ performance and achievements are critical to the success of our members’ credit union. It’s the reason we ensure that our employees have access to various perks and benefits that support them in bringing and being at their best. Not just at work, but in life.  Some of these extra’s include, but are not limited to, the following:

  • Preferred rates for all your banking needs helping to make life more affordable
  • Generous vacation benefits with 10 additional paid days off giving you time to spend on what’s most important to you
  • Competitive benefit package options covering off all aspects of personal wellness
  • 7% pension matching after 1 year of employment to support you towards retirement

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. Come, join our crew, and find out just how sweet the rewards can be:

  • Industry leading work-life balance and rewards
  • Formal and informal employee development
  • Meaningful work that makes a real difference in our members’ lives
  • Being part of the vibrant community of Lemberg! To learn more about this crossroads community, visit the links below:

We are excited to welcome candidates who bring a blend of academic, professional, and volunteer experience that sets them apart. Research shows that many applicants tend to apply only when they meet every qualification of the role. However, we encourage you to explore opportunities that closely match your skillset and experience. We truly value diverse backgrounds and varied experiences, as we are dedicated to creating inclusive and diverse workplaces. You might just be the ideal addition to our team that we’ve been searching for! This opportunity closes on January 7, 2024, so apply now! If you have questions about this position, please contact Shaulen Lang at jobs@conexus.ca.

 

Commercial Lender

Unity Credit Union has a growth opportunity for a lender who is keen to develop their career and enthusiastically connect with Unity Credit Union members to understand and support their financial goals and success.

 

Initiative, self-assurance, and the confidence to purposely drive toward results while constantly problem-solving and engaging the commitment of others is essential.  The emphasis on building rapport and relationships with individuals and groups requires an outgoing, poised and persuasive communication style.  Because the pace of the work is faster than average, the ability to learn quickly and thoroughly while continually recognizing and adapting to changing conditions is critical.  The job environment is flexible, constantly changing and provides growth opportunity, recognition and reward for the achievement of business results.

 

The Commecial Lender  serves members through the lifetime of the loan and this position will be exposed to a wide range of lending, including consumer, agriculture and commercial, with emphasis on building commercial lending expertise.  The portfolio and related compensation for this position will be tailored to the needs of the organization as well as the current skills and anticipated career growth trajectory of the selected candidate.

 

Qualifications:  The successful candidate will have at least two years of relevant post-secondary education and 1-2 years of lending experience.  Equivalent education/experience may be considered.

Working knowledge and thorough understanding of the legal and legislative requirements related to lending, advanced ability in interpreting complex financial statements, and proven proactive relationship building abilities will set the successful candidate apart.

 

The Credit Union: Unity Credit Union is a successful rural-based credit union with assets over $350 million and 34 employees serving 5000 members.  Our vision is, “Partnering to Achieve Success and Build a Better Community” and that is how we work and serve every day.

 

The Community: Unity is a progressive community of approximately 2500 people located in West – Central Saskatchewan.  Services include K-12 schools, full health center facility, skating and curling rinks with artificial ice, a regional park with a 9-hole grass green golf course, camping, new swimming pool.  Economic drivers include salt mining, manufacturing, agriculture, inland grain terminals, oil and gas industry and a grain alcohol and spirits plant.  For more information on the town of Unity, visit www.townofunity.com.

 

 

Interested?  Submit a cover letter and resume to:

Christy Walker
Email: christy.walker@unitycu.ca

 

 

This position will remain open until a suitable pool of applicants has been received.

 

The successful applicant will be required to undergo a bonding process that includes a reference check, criminal record check and credit check. 

 

This is a primarily on-site position, located in Unity, Saskatchewan.

 

We thank all applicants in advance for their interest.  Only those under consideration will be contacted.

Vice President of Credit

The Position:

The Vice President of Credit is responsible for management of all credit functions which includes leading a modern distribution network of financial services to meet members’ expectations, via retail and commercial services, credit functions and loss prevention. This position is also responsible for sound lending, loan growth, policies and procedures in all areas of credit including consumer, commercial, agricultural and collection functions. This position along with the Senior Vice President of Credit, will oversee the Loan Adjudication department to ensure it is functioning to full efficiency.

This position has regular and frequent contact with the CEO, other Vice Presidents, Management, and Branch Staff. External contact and good relations are required with lawyers, accountants, appraisers, members, prospective members, the Credit Union Deposit Guarantee Corporation, CUMIS, CUCA, and other similar sized Credit Unions. Contact with leading edge credit unions is essential for insight into developments in the industry.

The most important decisions made include those relative to: leadership, personnel selections, credit policies, loan products, services, maintaining a credit sales culture, loan recoveries, productivity and monitoring of corporate results.

The authorities delegated to this position include approvals as outlined in the “Signing Policy and Approval Limits” as determined annually.

The main focus of this position is agriculture, commercial and consumer lending.

It is the responsibility of the Vice President of Credit to create and oversee effective teams to satisfy the above.

This is a full time permanent position.

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

The Person:

  • University degree in business discipline or acceptable alternatives.
  • 10 years’ progressively responsible lending experience in financial institutions with a minimum of 5 years in management and a network of financial institutions branches.
  • Excellent management, negotiating and organizational skills.
  • Demonstrated ability to lead a team and achieve results.
  • Experience in budgeting, project management, and supervision of all organizational operations.
  • Strong interpersonal and communication skills.
  • Can relieve the Senior Vice President of Credit or other Vice Presidents on a large number of administrative and managerial duties.
  • Must be comfortable and competent in a range of venues when there is a need to represent the organization at the request, or in the absence, of the Senior Vice President of Credit.

Compensation:

  • Comprehensive benefits package.

Position open until filled.

 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

 

Only those individuals invited for an interview will be contacted.

Chief Information Officer

Bulkley Valley Credit Union, serving over 14,000 members from Hazelton to Burns Lake, prides itself on employing empowered staff committed to delivering high quality personalized service. This is an exciting opportunity for the right candidate to meet their career goals while balancing their lifestyle with the many amenities our community and the Bulkley Valley has to offer.

If you want to join a dynamic management group dedicated to cooperative values and member service, this is the right career move for you. You will report directly to the CEO and, as a member of the executive team, you will be responsible to provide leadership, strategic direction and coordination of digital and information technology within Bulkley Valley Credit Union, including its subsidiaries. You will participate in the development of corporate strategies and policies and identify short and long-term objectives. You will be accountable to plan, design, implement, monitor, advise and report on Bulkley Valley Credit Union’s use of technology to support internal operations, risk management operations, and member-facing services. You will be accountable to ensure the organization’s technology assets are used efficiently and effectively in meeting its strategic and member service commitments. You will be responsible for all digital and information technology systems and services to ensure exemplary member service, provide for engagement of employees, manage the operations to be efficient and effective, and take action to mitigate current and emerging risk.

You will provide leadership and coaching to the technology team of BVCU. You will support the creation of an Enhanced Service Commitment by encouraging the technology team to professionally demonstrate BVCU’s Enhanced Service Commitment by efficiently providing technical support to the organization, establish and maintain strong employee relationships, work as a member of the team, and set a personal example of service and professionalism.

Qualifications

The successful candidate will have a Diploma/Bachelor Degree specializing in Technology, a minimum 3 years’ experience in a complex work environment and a minimum of 5-7 years of management and leadership experience in the financial industry, or an equivalent combination of education and experience.

Bulkley Valley Credit Union has a competitive compensation package including an attractive base salary and an excellent benefit and pension package.

To learn more about Bulkley Valley Credit Union, please visit our website at www.bvcu.com. We welcome applications from all interested applicants looking to further their career in a dynamic, supportive and team oriented environment.

Qualified applicants can apply through our webpage at https://can232.dayforcehcm.com/CandidatePortal/en-US/bulkleyvalley/Posting or directly to:

Jana Lukasek, CEO

jlukasek@bvcu.com

Bulkley Valley Credit Union

PO Box 3637 Smithers BC V0J 2N0

Bulkley Valley Credit Union encourages all qualified persons to apply. However, only those who are being considered for an interview will be contacted.

Manager of Risk & Compliance

The Manager of Risk & Compliance is a senior management role that reports directly to the Chief Risk Officer (CRO). Given the prominence of this position, we are seeking a seasoned risk and compliance professional who is experienced both in subject matter and in leading a team of professionals. This is an exciting opportunity for a forward-thinking leader who wants to contribute to the evolution of our risk and compliance activities working with different business partners throughout Synergy.

You are responsible for the second line of defense activities for enterprise risk management (ERM) and regulatory compliance (excluding privacy) by identifying, assessing, measuring, and monitoring risks inherent to our business activities and the controls in place to manage them. You will be an integral part of expanding Synergy’s risk management culture while contributing your expertise to different initiatives. Your talent and leadership will help us continue to move the needle forward as a second line of defense, while fostering growth within the team.

This position is designated as Synergy’s Chief Anti-Money Laundering Officer (CAMLO) and therefore, an understanding of AML requirements and experience in their application is necessary. This role will also lead and participate in various activities and initiatives, some of which include:

  • Fraud risk management
  • Third party risk management
  • ICAAP
  • Data governance
  • Business continuity planning
  • Regulatory compliance management

Your team engages with teams in different business areas to proactively discuss risk and compliance matters applicable to their operations. You respond to inquiries, complaints, and incident investigation requests with urgency for the circumstance. Where gaps are identified, your team will collaborate to develop action plans that effectively mitigate risks. You will use a forward-looking / dynamic risk approach to assist the CRO in evolving our ERM framework and strengthen the corporate risk profile.

You lead the development, documentation, and periodic review of policies and procedures and proactively improve our risk and compliance reporting. Creation of board reports and participation in government policy consultation to CUDGC and/or different levels of government are additional responsibilities that will be required.

You excel in strong written and verbal communication which demonstrates your ability in creating effective presentations to all levels of the organization. You have excellent sensitivity to a range of circumstances, along with sound analysis and judgment to act accordingly. You can identify emerging risks and understand their impact to determine what is a threat vs. an opportunity. Your ability to collaborate and look at risk based on severity and scale allows you to be a successful partner with our first line of defense.

Qualifications:

  • Bachelor’s degree in business, law, finance, or a related field.
  • A minimum of five (5) years of risk management, fraud prevention, AML, audit, and compliance experience.
  • Preference will be given to relevant risk management and/or compliance certifications/designations.
  • Substantial knowledge of related legislation/regulations and their practical use in the financial services industry.
  • Knowledge with components of privacy protection, including but not limited to data protection, IT governance, cyber security, etc. are valuable assets.
  • A combination of education and experience will also be considered.
  • Proven people management, relationship building, and leadership skills.
  • Strong attention to detail.

If the above describes you, we want to hear from you. Submit your cover letter and resume to careers@synergycu.ca. Please quote competition #241701 in the Subject Line. This position will be posted until a suitable candidate is hired.

More details:

  • Location: Lloydminster, or any of our rural branch locations in Saskatchewan. A hybrid or remote work arrangement will be considered for a suitable candidate.
  • Hours:5 hours weekly, Permanent full-time
  • This position will be required to travel and is expected to work with a high degree of flexibility in hours of work and travel abilities. The successful candidate must have access to reliable transportation.
  • Salary: $103,300 – 129,200/annually

A little more about us:

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

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

The Location:

Synergy operates on the lands referred to as Treaty 6 Territory, which encompasses the unceded lands of Indigenous Nations and Peoples, including the Plains Cree, Woodland Cree, Saulteaux, Nakota, Dene and Metis.

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

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

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

www.synergycu.ca

 

Insurance Specialist

CUSO Wealth Strategies Inc.  

Insurance Specialist Contractor Service Opportunity

 

About CUSO Wealth Strategies Inc.

 

Its Head Office is in Kelowna, BC.  CUSO Wealth Strategies Inc. provides wealth management strategic and best practices support to credit unions. CUSO was established in 2012 with the purpose of assisting small to mid-sized credit unions create, maintain, and assist with the day-to-day management of a sustainable, profitable, and compliant wealth management subsidiary.  CUSO works with 7 BC and Alberta credit unions partners with combined assets of more than $1 billion.

 

Service Opportunity

 

CUSO Wealth Strategies Inc. is looking to engage an experienced insurance specialist to provide coaching and case consultation services to the Financial Planners/Advisors in BC and Alberta based credit unions. The specialist will serve as a subject matter expert for the wealth management teams including providing advanced knowledge of tax and estate rules and strategies.  The specialist will identify risk management to better serve credit union members and be familiar with concepts, insurance company products, illustration software, and processes.

 

Specific services to be provided include:

  1. Coaching and case consultation with Financial Planners/Advisors
  2. Relationship building with other credit union departments
  3. Case work management and joint presentation with Financial Planners/Advisors to credit union members, individuals, families, business partners and small business owners

 

This is a self-employed/contractor relationship with CUSO for an initial 3-month contract with the possibility of extension based on the mutual agreement. The schedule of hours and location are flexible within BC or Alberta. Fee for services will be established with an hourly rate plus commission arrangement.

 

Qualifications and Credentials  

 

  • 10 years’ recent related experience preferably in consultative sales role(s)
  • A university degree in a related field is an asset.
  • Comprehensive understanding of wealth preservation and wealth transfer strategies for families, business owners, farmers, mass affluent, and HNW individuals
  • Experience with financial planning, tax, and estate knowledge and applications
  • Strong written, verbal communication, presentation, and interpersonal skills
  • Excellent time management, organization with attention to detail, problem solving and analytical skills.
  • Demonstrated ability to coach and mentor Financial Planners/Advisors
  • Proficiency with the MS Office suite of products, Microsoft Teams, and Zoom
  • Must be personable to connect and build rapport with credit union members and staff.
  • Current Insurance Council licensing in Life and Accident & Sickness is required.
  • Chartered Life Underwriter (CLU) designation or Certified Financial Planner (CFP) is required.

 

Other Requirements

  • Occasional travel will be required to locations in BC and Alberta.

 

Why CUSO Wealth Strategies?

  • We are a small, dedicated team of professionals committed to doing our best work in an inclusive, respectful, and supportive environment.
  • We encourage work & life integration and offer flexibility with hours and work location tailored to individual needs.
  • Our leadership team encourages growth, independence, service excellence and team camaraderie.
  • We believe in the cooperative model and work to support the sustainability and profitability of the credit unions we serve which in turn make a direct economic, social, and cultural impact in our communities.

 

How to Apply:

If you are interested in exploring this contractor opportunity, please submit your service proposal including resume/qualifications/bio in confidence to Ann Wong, Vice President, Business Development at awong@cuwealth.ca by December 15, 2023.

We thank you in advance for your interest in this opportunity. All proposals under consideration will be contacted.

Supervisor, Member Services

The Supervisor, Member Services supports Interior Savings’ vision of sales & service excellence by developing and facilitating a professional team that is efficient and effective in serving member needs and achieving branch goals & objectives.

Through personal strengths in communication, leadership, and initiative you will assist the Branch Manager in fostering a positive team environment of employee performance excellence by coaching, training and mentoring Member Service Advisors. You possess the ability to work under pressure with a keen attention to detail and accuracy and will ensure high service standards are achieved by all staff.

Through your coaching and leadership, you will assist your Branch Manager in leading the team to increase member participation levels and ensure Interior Savings is their primary financial institution. You are responsible for assisting with sales and services strategies in support of your branch business goals. As a coach and leader, you are actively engaged with your team on strategies to meet the immediate needs of the members while looking for additional opportunities to grow the business and to educate members on alternative channels. You foster a positive team environment through proactive participation in providing assistance to your staff and take an active role in their career development activities.

You will assist the Branch Manager in maximizing the results of your team by developing, communicating and executing monthly business plans that are aligned with the corporate strategies and contribute to the overall success of the Credit Union by demonstrating behaviours that are consistent with Interior Savings’ Vision, Mission, and Values.

You will participate in the interviewing and hiring process for new staff, as required while ensuring proper scheduling of employees in order to provide excellent member service. You will coach to and follow the organizational business model when referring members, preparing for meetings and uncovering needs. You will work in conjunction with the Branch Manager to develop performance standards and conduct performance appraisals and address member complaints and inquiries as required. You will also perform other duties as assigned.

What we offer:

  • Employer paid vacation
  • Benefits Program
  • Retirement Plan
  • Employee Assistance Program
  • Employer paid training/education
  • Special banking perks
  • Work-life balance

The salary range for this position is $62,549 to $74,266 and starting salary will be based on related education, training and experience. This position will work 37 hours per week. 

 Qualifications

  Education

  Required

High School Diploma or better.

Experience

Required

Knowledgeable in a full range of investment products.

Comprehensive understanding of credit products and procedures.

4-6 years: Job-related experience in a financial sales & services environment.

Preferred

Supervisory experience considered an asset.

Manager, System Credit

About Credit Union Central of Manitoba

Credit Union of Manitoba (CUCM) is the trade association and service provider for the province’s 17 autonomous credit unions. CUCM’s purpose is to provide strategic leadership for credit unions, and to deliver high-value solutions that help each credit union achieve its vision.

The role

Reporting to the Vice President, Lending & Compliance, the incumbent plays a lead role managing all aspects of system credit, risk management, and loan adjudication while serving the growth and competitive needs of credit unions. As the Manager, System Credit, your role will encompass the following:

  • Directly manage, lead, guide, engage, develop, and encourage the adjudication team.
  • Form part of the system credit committee, responsible for managing system credit risk.
  • Provide input to strategies that support the Lending Services, Compliance, and Manual Departments business goals and objectives.
  • Provide consulting services to credit unions lending personnel and, where necessary, meet with Central’s legal counsel to discuss options.
  • Play a critical role in delivery of lending conferences and workshops.
  • Demonstrate loan portfolio management and risk mitigation for complex credit applications.
  • Provide input into Lending Services components of CUCM Enterprise Risk Management program.
  • Review and make recommendations to Model Loan Policy and credit union lending policies.
  • Develop industry resources to be available to credit union lending staff and keep apprised of all industry and market developments.
  • Communicate with all lending relationships inclusive of industry partners, credit union personnel, Deposit Guarantee Corporation of Manitoba, and other internal/external stakeholders.
  • Make recommendations to process improvements in Lending Services

The person

You bring strong relationship building skills, sound analysis and decision-making competencies and have a thorough knowledge of legislation pertaining to lending and of the commercial/agricultural marketplace.  You are a strong communicator. You are an expert negotiator with strong interpersonal skills with ability to diplomatically manage and attempt to reconcile conflicting demands and viewpoints, combined with personable and effective client management skills.

You a natural collaborator; driven by the challenge of change, with the ability to adapt your focus or approach based on what the situation requires. You are technologically savvy and up to date with technological developments as it relates to financial services.

Education & Experience

Your background includes a minimum of 5 years’ experience working in a similar capacity with a focus on Commercial Credit Adjudication. Experience with Agriculture Lending would be of benefit. Education equivalent to completion of three- or four-year bachelor’s degree, ideally in commerce or business administration, or related experience is required.

The Company

We offer an excellent total compensation and benefits package including an incentive pay program, an extensive community service program, training and development opportunities, and a work environment that engages and enables our employees to serve our members. The salary will relate to qualifications and experience.

We are committed to providing a safe, respectful, and inclusive environment where your unique background, perspectives and talent are valued.

Our office is located in downtown Winnipeg close to the Canada Life Centre.  In the current environment, employees have the ability to work from home.

Credit Union Central of Manitoba (CUCM) is the trade association for Manitoba’s credit unions and as such manages liquidity reserves, monitors credit granting procedures and provides trade services in areas such as corporate governance, government relations, representation, and advocacy. CUCM also provides human resources services, research, communications, planning, lending, compliance, and risk management services to credit unions. Manitoba credit unions jointly own CUCM and it is financed through assessments and fee income derived through its operations.

CUCM welcomes applications from people with disabilities.  Accommodations are available upon request during the assessment and selection process.

The salary will relate to qualifications and experience. The annual base salary range for this position is $115,000-$137,000.

Closing Date: Wednesday, December 31, 2023

To apply please go to: https://cucm.applicantpro.com/jobs/3144605

Wealth Services Associate

CUSO Wealth Strategies  

Position Description

 

Title:                                 Wealth Services Associate

 

Reports to:                     Vice President of Business Development

 

Date created:                November 2023

 

Salary range:                Between $25.60 to $28.00 per hour

                                                                                                                                                                            

 

About CUSO Wealth Strategies Inc.

 

Its Head Office is in Kelowna, BC.  CUSO Wealth Strategies Inc. provides wealth management strategic and best practices support to credit unions. CUSO was established in 2012 with the purpose of assisting small to mid-sized credit unions create, maintain, and assist with the day-to-day management of a sustainable, profitable, and compliant wealth management subsidiary.  CUSO works with 7 BC and Alberta credit unions partners with combined assets of more than $1 billion.

 

About the Role

 

This is a permanent part-time position with a minimum of up to three full days (22.5 hours) or 5 part-time days depending on business needs. The work hours and location are flexible within BC or Alberta.   CUSO is a “best” hire employer and is fully open to remote work.

 

Basic Purpose of the Role

 

The successful candidate will provide administrative support to the VP and Regional Leaders and governance support to the CEO.  They will serve as first point of contact for wealth management office admin team members in both a support and mentoring capacity. This will include having a working knowledge of the CRM (Customer Relationship Management) program, currently Maximizer Wealth for our credit union client group.   The ideal candidate will have intermediate to advanced skills in the full suite of Microsoft office products.

 

Major Responsibilities

 

  1. Assume responsibility for governance related activities to support the CEO and board of directors as the business demands.

 

  1. Will serve both the VP and Regional Leaders in an administrative capacity which includes but is not limited to the following tasks:

 

  • Onboarding and offboarding all registrants at the dealer level – CIRO (MFDA/IIROC) and Insurance
  • Maintaining an effective record-keeping process of tracking invoices for our accounting team
  • Downloading and creating management and end user reports.
  • Onboarding and offboarding all users from various 3rd party software programs.
  • Maintaining and administrating our internal member/client experience programs and portals.
  • Regular day to day duties commonly associated with running a small to mid-size business office.
  • Other related duties as assigned.

 

Qualifications

 

  • Five years recent related experience preferably in an administration capacity working within the financial industry
  • Proficiency with the MS Office suite of products especially Excel and database Power BI programs
  • Background in using and supporting a CRM program (Maximizer)
  • Experience with, or an interest in learning board governance administration
  • Strong written, verbal communication, and interpersonal skills
  • Excellent time management and organization skills
  • Enjoys using and a desire to keep learning new technology
  • Strong organizational, time management and problem-solving skills
  • Must enjoy personal one to one interaction in a business setting to mentor other administrators
  • Preference will be given to self-starters who require minimum supervision
  • The use of Adobe and website admin functionality would be welcomed
  • Current or previous licensing with MFDA, IIROC, and/or Insurance Council is an asset but not required
  • Current or previous virtual assistant experience is an asset

 

Other Requirements

  • If working remotely, a workspace which provides for personal health and safety and ensures the safekeeping and confidentiality of information

 

Why CUSO Wealth Strategies?

  • We are a small, dedicated team of professionals committed to doing our best work in an inclusive, respectful, and supportive environment
  • We encourage work & life integration and offer flexibility with hours and work location tailored to individual needs
  • We offer comprehensive benefits to support and sustain the mental and physical health of our employees and their families
  • Our leadership team encourages growth, independence, service excellence and team camaraderie
  • We believe in the cooperative model and work to support the sustainability and profitability of the credit unions we serve which in turn make a direct economic, social, and cultural impact in our communities

 

How to Apply:

If you consider this position a match to your skills, please submit your resume and cover letter in confidence to Ann Wong, Vice President, Business Development at awong@cuwealth.ca by December 8, 2023.

We thank all applicants in advance for their interest in this opportunity. All applications under consideration will be contacted.

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