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Commercial Account Manager III – Syndication

Interior Savings is a locally-based financial institution serving the Interior Region of British Columbia; we are one of the largest credit unions in the province. Our customers are our members, our members are our owners, and our success begins and ends with you.  Our Way Forward is to make a positive difference in people’s lives and enrich each member’s life journey while keeping the human touch in a digital world. Interior Savings takes pride in the fact that we operate in a socially responsible manner and are highly visible supporters of the communities we serve. That’s local money for local good.

If you would like to be part of a team that makes a positive difference in people’s lives, check out this great opportunity.

We are seeking a Full Time Commercial Account Manager III – Syndication in our Kelowna area. The Commercial Account Manager III – Syndication, supports Interior Savings’ vision of sales & service excellence by developing valuable long-term relationships with Syndication Partners, pro-actively determining and fulfilling their commercial credit needs. The Commercial Account Manager III will assist other Commercial Account Managers find non lead syndication partners when necessary.

Through proven sales and service ability combined with your ability to meet and exceed assigned goals and objectives you will develop the commercial portfolio by pro-actively managing assigned accounts. You will also actively pursue internal referral opportunities and external business opportunities. Utilizing your attention to detail and accuracy you will recognize member needs and promote lending products & deposit services and refer more complex requests to respective Credit Union professionals.  Additionally, you will develop a syndicated loan origination strategy and will coordinate credit union system partner relationship coverage to maintain an ongoing flow of incoming syndicated loan opportunities.

With strong judgement and problem-solving skills, you will foster business development through service excellence and product knowledge and recommend and present loans within the lending limits of the credit union to businesses to finance commercial activity. Your professionalism, tact and courtesy will help you while assisting the Senior Manager Credit Risk in maintaining credit quality. You will provide guidance to account managers to ensure syndicated loan applications and annual reviews are prepared to appropriate standards. The Commercial Account Manager III – Syndication would work with collection solicitors to the advantage of the Credit Union in asset realization or legal situations.  

Through personal strengths in communication, leadership, and initiative you will mentor Account Managers with syndication files (both lead and non-lead) by identifying skill gaps and provide mentoring that relates to syndications; provide subject matter expertise to administrative staff; developing performance standards with input from the Regional Manager(s), Commercial Services; creating opportunities for employee growth and satisfaction. You will also perform other duties as assigned.

Education

  • Bachelor’s Degree or a diploma requiring 3-4 years of full-time study or equivalent.

 Experience/Knowledge

  • 7-10 years of job-related experience in the commercial lending field.
  • 3-5 years of management or supervisory experience.
  • Working knowledge of the writing and adjudication of small business and commercial credit.
  • Incumbent must have his/her own vehicle and be willing to travel.

“For more information or to apply for this position please visit our website: www.interiorsavings.com”

We thank all applicants for their interest and will contact short-listed candidates only.

Small Business Commercial Account Officer

We invite you to be part of a team where you can feel good about the work you do and the positive impact on the communities we serve in the Shuswap region. We believe in fostering a work environment that is the perfect blend of friendliness, support and professionalism, not to mention, fun!

The Commercial Account Officer (Small Business) provides customized lending service to an assigned portfolio of business members. This position is responsible for the growth and administration of the commercial loan portfolio, acting as business members’ financial partner through the delivery of timely and relevant financial advice.

 

What you’ll do:

  • Conduct loan interviews with business members to uncover needs and advise on commercial lending products and services to best meet their needs.
  • Evaluate securities and analyse commercial financial statements and various factors affecting loan viability.
  • Negotiate loan terms and interest rates relative to risk within assigned lending limits and established policy.
  • Deepen member relationships through site visits to proactively gather insights into member needs, changing circumstances, and to ensure ongoing satisfaction with SASCU.
  • Resolve complex or contentious issues with business members with “win/win” solutions.
  • Identify opportunities to meet member needs through SASCU’s full line of products and services and connect members to appropriate specialists.
  • Take a positive and active part in business development activities to promote SASCU’s commercial account services.

What you’ll bring:

  • Two years of post-secondary education or equivalent.
  • 3-4 years of lending and financial advisory experience.
  • A valid driver’s license and ability to travel within our community.

You’re perfect for this role if you:

  • Have a history of sales success.
  • Understand standard commercial lending products, services, and practices.
  • Possess strong organizational, time management, and communication skills.
  • Display a high level of ownership, accountability, and initiative.
  • Are comfortable with technology, including banking systems, CRMs, and other programs.
  • Are committed to continuous learning and self-development.

 We invest in our employees by offering:

  • A competitive base salary plus performance-based incentive pay, and a pension plan with SASCU matching all funds.
  • Comprehensive group benefits coverage including extended health and dental care, travel insurance, and life insurance, and an Employee and Family Assistance Program.
  • Flexible spending account for additional health and personal wellness activities and expenses.
  • Flexible work arrangements and paid time off including vacation, medical/care time, a flexible “Floater Day”, and paid community volunteering.
  • Opportunities for career growth, financial assistance for training and development, and rewards and recognition.
  • Additional benefits including waived or reduced banking fees and reduced rates on personal loans and mortgages.

 

This is a full-time Monday to Friday position. It is 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.

 

Our Commitment to Diversity and Inclusion:

SASCU is an equal opportunity employer committed to supporting Diversity and Inclusion. We recruit and select applicants for employment solely based on their qualifications, with emphasis on selecting the best-qualified person for the job. We support an inclusive environment where employees feel empowered to share their experiences, ideas, and perspectives.

 

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 $1 billion in assets. In addition, SASCU stewards $235 million in client investments and serves more than 5,000 insurance customers. Learn more at www.sascu.com

 

The successful candidate will be required to meet fidelity bonding requirements, including completion of references, a criminal record check, and credit check.

Director, Finance

af·fin·i·ty (noun):

  1. the name on our doors
  2. a quality that makes things suited to each other

We want our employees to feel great coming to work. That’s why we give our talent the tools to excel. After all, an exceptional employee experience leads to extraordinary experiences for our members. If you have an affinity for working in a vibrant environment where your achievements are celebrated, then a career with us sounds like the perfect fit.

We’re looking for a Director, Finance to join our progressive Accounting & Finance team. The ideal candidate will direct and guide the organization’s treasury management functions in the areas of liquidity, market risk, and capital.

 What you’ll do

  • Lead the credit union’s treasury functions related to the management of liquidity, capital, and interest rate risk
  • Lead the team to act as the first line of defense related to Treasury Risk Management, including directing the development and maintenance of various financial models and stress testing methodologies related to Treasury Risk Management
  • Provide leadership and responsibility for establishing interest rates (pricing) for all deposit and lending products in support of overall profitability and growth targets
  • Chair the Asset Liability Committee to lead the development of forward-looking balance sheet management strategies and implement action plans to align with the Board’s approved risk appetite and policies
  • Oversee the statutory liquidity and excess liquidity investment portfolios to maximize investment returns within the risk parameters established by policy and regulatory requirements
  • Establish appropriate pricing for the credit union’s loan and deposit products to support asset-liability management strategies and financial performance targets

 What you’ll get

  • The support to grow in your career with ample opportunities to advance
  • A competitive salary plus bonuses for your hard work
  • A total rewards package including health and dental benefits, pension and health spending account
  • Vacation time, personal days off and a paid volunteer day so you can maintain a healthy life/work balance
  • A referral bonus when you scout great talent and they’re hired to join our team

 What you’ve got

  • A post-secondary diploma or degree in a related field, plus 10 years of related experience or an equivalent combination of education and experience
  • Advanced expertise in financial risk management practices related to the financial services industry

How to throw your hat in the ring:

Review all of our current job opportunities at www.affinitycu.ca/careers/opportunities and submit your application there using our new Application Portal!

Credit Underwriter

We invite you to be part of a team where you can feel good about the work you do and the positive impact you have on the communities we serve in the Shuswap region. We believe in fostering a work environment that is the perfect blend of friendliness, support and professionalism, not to mention, fun!

The Credit Underwriter reviews, processes, approves, and refers SASCU’s retail credit applications up to $500,000 within authorized limits and specified turnaround times. The Credit Underwriter ensures that proposed loans adhere to existing policies and guidelines to maintain the loan portfolio’s quality and profitability while enabling portfolio growth and mitigating potential risks. The Credit Underwriter contributes to the development and maintenance of accounts and maintains strong relationships with internal and external partners and makes recommendations for continuous improvements on processes to ensure member satisfaction.

What you’ll do:

  • Underwrite retail credit applications up to $500,000 while ensuring adherence to SASCU’s policies, guidelines, and external lender and insurer guidelines (CMHC).
  • Manage risk within credit-granting approval limits, minimize exposure to risk, and control losses arising from delinquency and overdrafts.
  • Respond to inquiries from employees, provide updates on loan statuses, and serve as a point of contact for credit policy, procedure, pricing, and guidelines interpretation.
  • Work closely with retail lending staff to gather necessary information and resolve underwriting scenarios.
  • Assist with the development of lending staff training materials as required, and aid with ongoing training and coaching for lending staff.
  • Adhere to pricing (discounting) within guidelines to ensure profitability.
  • Consider, recommend and, when appropriate, implement updates to SASCU’s credit processes to meet service standards.

What you’ll bring:

  • A Business Administration degree or diploma is preferred.
  • 3-5 years of retail lending and/or credit adjudication experience.
  • A strong understanding of credit adjudication principles, policies, and procedures, and a proven track record of responsible credit preparation.
  • Thorough knowledge of principles of credit analysis and risk management.

You’re perfect for this role if you:

  • Are an excellent verbal and written communicator, to provide service-oriented solutions to internal customers.
  • Have the ability to manage a high volume of work within tight deadlines.
  • Are detail-oriented with strong decision making and analytical skills.
  • Can maintain awareness of the external economic environment.
  • Are committed to continuous learning and self-development.

 We invest in our employees by offering:

  • A competitive base salary plus performance-based incentive pay, and a pension plan with SASCU matching all funds.
  • Comprehensive group benefits coverage including extended health and dental care, travel insurance, and life insurance, and an Employee and Family Assistance Program.
  • Flexible spending account for additional health and personal wellness activities and expenses.
  • Flexible work arrangements and paid time off including vacation, medical/care time, a flexible “Floater Day”, and paid community volunteering.
  • Opportunities for career growth, financial assistance for training and development, and rewards and recognition.
  • Additional benefits including waived or reduced banking fees and reduced rates on personal loans and mortgages.

 

This is a full-time Monday to Friday position. It is 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.

 

Our Commitment to Diversity and Inclusion:

SASCU is an equal opportunity employer committed to supporting Diversity and Inclusion. We recruit and select applicants for employment solely based on their qualifications, with emphasis on selecting the best-qualified person for the job. We support an inclusive environment where employees feel empowered to share their experiences, ideas, and perspectives.

 

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 $1 billion in assets. In addition, SASCU stewards $235 million in client investments and serves more than 5,000 insurance customers. Learn more at www.sascu.com

The successful candidate will be required to meet fidelity bonding requirements, including completion of references, a criminal record check, and credit check.

Senior Agricultural/Commercial Lender (BRA III)

Diamond North Credit Union is currently recruiting for a Business Relationship Advisor III, to serve our East Region.   Please note that this position is regionally based and will require travel.

The Business Relationship Advisor III is accountable for the growth, development, and oversight of the lending and financial needs of a number of relationship managed members.  This portfolio consists primarily of a variety of agriculture and commercial members whose needs are complex and require innovative and creative solutions to support their operations.  The Business Relationship Advisor III’s primary accountability is to generate growth through the acquisition of new members, deepen member relationships, and to know the agriculture and commercial market to develop new and valuable opportunities for the Credit Union.  Finally, the Business Relationship Advisor III will deliver results through partnership with a variety of Credit Union departments and partners by maintaining referral relationships with personal, commercial, and wealth partners when broader or more complex financial needs are required.  Given that the Business Relationship Manager III’s members reside and operate throughout the Credit Union’s region, travel is a definite requirement.

Diamond North Credit Union is a progressive, member-owned financial institution located in northeast Saskatchewan. Our team of dedicated staff focuses on developing relationships and providing unparalleled service to all of our members and our communities. We offer a competitive compensation package which includes health and dental benefits, plus an employee deposit and loan program, and are proud to match your superannuation contribution up to 7%. Diamond North Credit Union offers an environment that empowers our employees to continuously learn and thrive.

QUALIFICATIONS

Diamond North Credit Union is looking for an enthusiastic team player who possesses strong interpersonal and analytical skills. The successful candidate will demonstrate a commitment to continuous development and delivering exceptional service.  A post-secondary degree in Agriculture or Business will be a valuable asset.  A minimum of 7-9 years of job-related experience with a demonstrated track record for success in the implementation and achievement of sales goals.

If you believe that you could be the next member of our team, please forward a cover letter, resume and work-related references to humanresources@diamondnorthcu.com. We thank everyone for their interest, however, only those selected for an interview will be contacted.

Financial Services Advisor

The Synergy Experience – what is it exactly?  Just ask our employees. Their dedication to our customers (members) and each other has created an incredible place to work. We’re local, we offer personalized and competitive products & services. We are proud to be a part of a local and community focus and are seeking a Financial Services Advisor to help us continue our rich tradition of serving our community – since 1943!

What do our Financial Services Advisors do?

As an FSA, you will work in a retail banking environment where you have a meaningful impact on the financial wellness of members. You connect with existing and prospective members, understand their financial and personal goals, provide informative and personalized advice, and recommend the right products and solutions to achieve their goals and enable their financial success.

Our ideal candidate is a relationship builder. You’re motivated, with strong problem-solving and organizational skills. You’ll be a part of a team of knowledgeable professionals who share a genuine commitment to working with and delivering exceptional service to our membership, including account and deposit products, investments, and consumer lending products and services with some potential for small business/ag loans.

If building relationships, problem solving, and meeting challenges interests you…this dynamic career is what you’re looking for!

 

As a Financial Services Advisor, you will:

  • Manage a portfolio of members, partnering with current and potential members to understand their goals and priorities
  • Advise on and deliver a variety of products and services to successfully meet members’ needs
  • Engage in outreach, marketing, and follow-up opportunities to proactively seek out new business and deepen existing relationships, and
  • Promote Synergy Credit Union within our communities, including engaging in business development activities, volunteerism, phone calls, emails, and participating in campaigns.

 

What you need for this role:

  • Related post-secondary education (such as a Diploma or Degree in Business) and one to four years of job-related experience, or an equivalent combination of education and experience
  • Strong experience in consumer lending is required
  • Relationship and business development skills
  • Previous sales experience working with goals, strong closing/referral techniques, and pipeline development is desired
  • Mutual Fund Accreditation or successful completion of accreditation within 3 months of hire

 

We encourage you to apply. We have two levels in this role. Placement within these levels is dependent on experience and education.

 

What do we offer?

  • Preferred rates on our products and services
  • Benefits and Pension
  • Competitive salary
  • Investment in your professional development
  • Community involvement

 

If the above describes you, we want to hear from you. Submit your cover letter and resume to careers@synergycu.ca, by end of day on July 30, 2023, referencing competition #235606 in the subject line.

More details:

  • Hours: 37.5 hours weekly.  Permanent full-time. Currently Monday to Friday, 8:30 a.m. to 5:00 p.m.  Flexibility to work outside various hours is required for travel, events, and member meetings.

 

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 Employer for the 6th consecutive year. This reflects our workplace culture and commitment to building relationships beyond banking with our members, and our team.

 

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 Credit Union 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

Senior Investment Advisor

Purpose of Position 

At ABCU Credit Union Ltd. (ABCU) our culture is based on our passion to be financial professionals that are dedicated to doing what is right for our credit union and our members. We embrace employee strengths and strive to empower employees to make the right decisions quickly and accurately every day. Our team members are provided with the tools to deliver a meaningful member experience in an environment that values and supports their contributions.

The Senior Investment Advisor is a member of the Wealth Advisory Team. The primary responsibilities include direct management and growth of a complex investment portfolio and providing insight as the wealth subject matter expert to our employees.

This role works out of multiple locations Beaumont and Edmonton, based on member needs.

Ownership & Accountabilities

  • Work in partnership with the branch leadership team and commercial services to drive awareness of ABCU’s Wealth Services offer.
  • Hold yourself accountable to ensure that your advice is unbiased and based on each individual member’s financial goals.
  • Hold yourself accountable to achieve your individual goals, support and reward and recognize performance when required.
  • Engage branch employees and local centers of influence for referrals.
  • Be aware of potential referral opportunities for credit and insurance.

Be the Expert:

  • Be aware of all the roles of the organization.
  • Be current and have superior knowledge of wealth products offered.
  • Seek ways to increase performance by reducing inefficient processes.
  • Partner effectively with Aviso Wealth.

Understand What Success Means:

  • Measure your own success through achievements in net portfolio growth, member growth, and member satisfaction.
  • Take an active role in ensuring that risk is mitigated by ensuring policies and procedures are adhered to be compliant.
  • Focus on what you can do to ensure success is achieved at the corporate level, your level, and the member level.
  • Work collaboratively to accomplish common goals.
  • As a key member of the ABCU team, you are expected to be a role model and, while responsible for a portfolio, you may be called upon to participate and or lead strategic projects.

Problem Solving:

  • Be a champion at identifying and solving problems within your area of scope.
  • Do not pass the problem off even if it is not within your scope, understand it, document it, and either solve it or make recommendations to your one up for resolution.
  • Seek out ways to drive process improvements to increase efficiency.
  • Be time sensitive to solving member complaints or problems.

Experience Required:

  • Minimum of 8 years’ experience in the wealth industry including securities, compliance, life insurance and financial planning.
  • University Degree in Commerce, Business of Economics preferable or similar experience.
  • IIROC (Investment Industry Regulatory Organization of Canada) license requirement.
  • A combination of post-secondary education and work experience will be considered.

Internal/External Contacts:

  • Incumbent will have contact with all employees and members of ABCU, Alberta Central, related businesses, and the public.
  • Incumbent will have contact with other credit unions, banks, trust companies, Aviso Wealth Management, other industry related businesses and government and regulatory bodies and referral sources.

Interested applicants should send their resume and cover letter to:

general@abcu.ca

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

Relationship Manager

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

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

How you’ll spend your time

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

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

What you get in return

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

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

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

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

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

Senior Financial Advisor

At Conexus, we are focused on supporting our members with their needs of today, while also helping them work towards their goals for the future.  It’s about more than conducting a banking transaction, it’s about providing our members with insightful content, tools, expert advice, and a full suite of products to empower them and inspire confidence in their financial decision-making. We prioritize growth and efficiency while never compromising on the financial well-being of our members. We do this by lending an ear to each member’s unique needs throughout Saskatchewan, ensuring personalized solutions.

Our employees are authentic, bold, creative, and responsible. They are the reason we consistently deliver outstanding member experiences. They’re more than just individuals who come to work each day, each employee is a vital part of Conexus.

We acknowledge that our Conexus offices and facilities are located on Treaty 2, 4, 5, 6, 8 and 10 lands. These are the traditional lands of the Cree, Dakota, Dene, Lakota, Nakota and Saulteaux peoples, as well as the homeland of the Métis.

The bigger picture

We’re looking for two agile and adaptive people with a strategic mindsets to come on board as a Senior Level Financial Advisor at our Sherwood Place branch in Regina. You will work diligently to build solid and trusting relationships with our members. Through conversations and ongoing support, you will provide members with personalized insights and options, empowering them to make informed choices about their money.

How you’ll be spending your time

  • Working closely with our members on a day-to-day basis to assist them in setting goals and making informed decisions that improve their financial well-being.
  • Building solid relationships and become a trusted financial partner, who proactively uncovers and identifies member needs through meaningful conversations.
  • Providing solutions and alternatives, including accounts and complex-level consumer investments and lending products and services (consumer loans, mortgages, terms, registered products, mutual funds) to meet new and existing needs of our members.
  • Growing and adapting your skills and knowledge in order to consistently perform with confidence.

The way people describe you

You are a people person and a skilled coach who develops relationships based on understanding and trust. You have deep knowledge in the psychology of money and understand the behaviours that often underlie members’ choices regarding their finances. You proactively step into conversations with courage and empathy. You are bold and demonstrate creative strength, continually exploring new paths to seek opportunities for improvements and efficiencies. You are a team player who welcomes diversity and can work effectively with others. You successfully handle multiple projects at the same time while staying committed to building your knowledge and skills.

The experience you bring

  • 24 Months of Financial Industry Experience in an Advisory Capacity
  • Experience working in a customer care/customer service role
  • Experience in portfolio management
  • License and experience in selling Mutual Funds are required
  • Experience in Underwriting Loans is required
  • First Canadian Title Training
  • Registered Retirement Consultant designations; or working towards this designation

What you get in return

Our team works tirelessly to ensure the financial success of each of our members. We think such dedication deserves recognition. That’s why we’re proud to offer some of the most competitive job perks of any employer around. Come, join our crew, and find out just how sweet the rewards can be:

  • Competitive compensation and benefits package
  • Industry leading work-life balance and rewards
  • Formal and informal employee development
  • Meaningful work that makes a real difference in our members’ lives

We are excited to consider candidates with combined academic, professional and volunteer experience unique to them. Research shows that many applicants only apply if they meet every qualification of the role and we encourage you to consider the roles that most closely align with your skillset and experience. As we value diverse backgrounds and experiences and are focused on meaningfully building inclusive and diverse workplaces, you may be the new team member we’ve been looking for! This opportunity closes on July 30, 2023 so apply now! If you have questions about this position, please contact Shayla Riche at  jobs@conexus.ca

Controller

Are you seeking an opportunity to build a satisfying career with an organization that puts their community and employees first? If you’re a natural leader who strives to make a positive difference every day and have advanced knowledge and experience in accounting and finance and know what it takes to succeed in the competitive financial services market, we encourage you to read on!

THE AREA: ‘Come for a visit, stay for a career!’

Nestled in the natural beauty of the Selkirk and Monashee mountain ranges, next to the mighty Columbia River, the Greater Trail area offers year-round activities for the outdoor enthusiast from golfing to skiing, mountain biking, kayaking, fishing, hiking and much more. Amenities include the region’s largest hospital, Selkirk College and an aquatic and leisure centre, all surrounded by inviting neighbouring communities that are within easy commuting distance. Affordable, safe and volunteer-oriented communities provide all the modern technology and amenities to keep you connected. Here you will find outstanding opportunities for living life well and to its fullest.

For more information about the Greater Trail region, please visit imaginekootenay.com

KOOTENAY SAVINGS CREDIT UNION

We’re the region’s leading credit union with over $1 billion in assets, over 35,000 members and over 200 employees. Our Corporate Office is in Trail, BC along with our Member Service Centre and we have eleven branches throughout the Kootenays offering retail and commercial banking services. We’re community-minded and continue to strive to fulfill our vision to be the best provider of financial services and the best place to work in the communities we serve.

For more information about Kootenay Savings, please visit kscu.com

THE OPPORTUNITY:

We’re seeking a Controller to join our team. As Controller, you will be accountable for the overall accounting function and systems, which involves the management and administration of the Finance Department, department leadership and employee development, accounts payable, property management and corporate purchasing.

This includes being responsible for the distribution of accurate and timely financial, management and regulatory information and acting as a resource for the Board and Senior Management Team. You will also act as a primary advisor to the Asset & Liability Committee and will facilitate complex Committee decision-making through the provision of technical advice, support and recommendations on a broad range of treasury and financial activities.

The ideal incumbent will possess:

  • Undergraduate degree and an accredited professional designation (CPA)
  • Five to seven years of related experience in professional accounting, some at a supervisory level, including essential experience in creating, formulating and leading long-term strategic plans
  • Advanced knowledge of financial products and International Financial Reporting Standards
  • Advanced analytical, planning and project management skills
  • Advanced knowledge of spreadsheet software
  • Advanced knowledge of banking systems and financial reporting systems
  • Proficient knowledge of human resource policies and procedures
  • Working knowledge of financial markets
  • Demonstrated ability to act creatively by searching out new ideas, means, and methods of accomplishing things
  • Ability to develop and maintain a high degree of credibility with the Board, senior management team, regulators and auditors
  • Proven ability in exercising good judgment by making difficult decisions in a balanced way
  • Demonstrated high performance standards and professionalism
  • Works effectively as part of a team by demonstrating a high regard and respect for colleagues and a willingness to support the efforts of others as needed
  • Strong leadership, communication and presentation skills
  • Strong organization and time management skills with the ability to work within exceedingly tight deadlines

Why work for us?

We know that our dedicated employees give us a lot and are key to our success; in return, we offer a total rewards package that includes:

  • Competitive salary of $100K – $126K based on skills and experience
  • Competitive benefits including extended health, dental and vision coverage
  • Health care & Personal spending account
  • Paid vacation, sick time and floating holidays
  • Confidential employee and family assistance program
  • Continual training, development and coaching
  • Unique staff benefits on products such as bank accounts, loans & mortgages
  • The opportunity to build a satisfying career in an organization that incorporates many leading-strategic initiatives
  • Being part of an organization that puts their community and employees first
  • Being part of a talented and dedicated team who improve our members’ financial lives

Please apply online through the careers section of our website at kscu.com to upload your resume and complete the application questions.

Closing date: Open until filled

We thank all applicants for their interest; however, only short-listed applicants will be contacted.

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