Job Postings – Page 45 – Credit Union Careers

Senior Director, Advisory Services

af·fin·i·ty (noun):

the name on our doors
a natural liking or compatibility

We want our employees to feel great coming to work so 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 is the perfect fit.

We’re seeking a highly engaged and strategic senior leader to execute our organizational goals and objectives. As Senior Director, Advisory Services of our south region (with a preferred location of Regina, Estevan, Kamsack, Davidson or Watrous), you’ll lead a team of professionals who are known for delivering exceptional service and advice that’s personal, honest and simple to our valued Affinity members so they can reach their full financial potential.

With a passion for coaching and extensive experience in sales management, your strength as a leader shapes a team who actively seeks opportunities and is fueled by fostering growth through new and long-term relationships. As a leader in a co-operative financial institution, you’ll be instrumental in developing strategic outcomes through collaboration with leaders across the organization. You’ll share our core value of putting people before profits and be guided by our vision of building a better world for everyone, every day.

Our work environment is collaborative, progressive and rewarding. You’ll be part of a team who shares your commitment, energy and passion for delivering the most exceptional member experience.

What you’ll do:

Lead execution toward Affinity’s sales targets and objectives for the south region through the delivery of seamless experience across all product lines and work units to deliver a remarkable member experience
Champion a member-centric, sales and advice culture as well as operational excellence across the region
Ensure consistency of workflows, performance, capacity, efficiency, cross-functional collaboration, and risk management while recommending member experience channel improvements
Communicate, coach and guide a team of exceptional people leaders towards the understanding and execution of organizational plans and results

What you’ll get:

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 to help you maintain a healthy life/work balance
Referral bonuses when great talent you’ve scouted is hired to join our team

What you’ve got:

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 the financial services industry and leading sales and advisory practices
Advanced knowledge in the development, implementation, and execution of divisional strategy which incorporates leading practices and innovative developments
Experience creating collaborative working relationships and leading a team to achieve results in a member centric sales and advice environment

MoneyWorks Wealth Advisor

An Exceptional Career & Vibrant Lifestyle. Have it all at NDCU MoneyWorks

For more than a decade, three like minded Credit Unions have been partners in providing wealth management services to their members. We are MoneyWorks. Through this partnership, we provide a holistic approach to financial planning, matching members’ financial needs with the best solutions tailored to their situation. We provide a variety of product and service options to members throughout the Kootenay-Boundary region.

CAREER OPPORTUNITY

Wealth Advisor

If you want to join a team who are dedicated to building long term relationships with members, this exciting opportunity is the right career move for you. Reporting directly to the Executive Leader, the successful candidate will play a significant role in providing financial advice and assistance to clients, while strengthening the overall presence of NDCU MoneyWorks in the communities it serves which include the beautiful areas of Nelson, Rossland and Crawford Bay. This unique opportunity also provides the opportunity to work with an existing book of business as well as partner with branch staff in identifying referral opportunities.

The incumbent will be self-motivated, and results driven, Hybrid arrangements will be considered, and travel within the local area is required.

Qualifications Required

You are a results-oriented professional and effective decision maker with a commitment to furthering the reputation of the organization in the community. Your positive, adaptable approach equips you with strong relationship building skills and the interpersonal skills to be an effective team member. You are dedicated to a holistic planning approach working with our members.

A minimum of three years’ experience in providing holistic financial advice to clients in the areas of financial planning, investment, risk assessment and insurance options is preferred. In addition, you will hold or are working towards completion of the Certified Financial Planner (CFP) designation or equivalent. Preference will be given to those candidates that hold a post-secondary designation.

Additional details about this position are available through the contact information below. We welcome applications from all interested applicants looking to further their career in a dynamic, team-oriented environment.

Desktop Support Specialist

Desktop Support Specialist
Administration Branch
January 27, 2023

Williams Lake and District Credit Union serves the communities of Williams Lake, 100 Mile House and Bella Coola, having over $400 million in assets and 11,000 members. Reporting to the Senior Systems Lead, you will provide user support, installation and maintenance of the credit union’s desktop computer systems and network, including training staff on use of the systems and other administrative support as required.

Responsibilities include workstation hardware and software support, printer hardware and software support, WAN, LAN and internet support, telephony support, and ticket tracking.

The preferred applicant will have a minimum of two years post-secondary education in information systems and three to five years of related experience. Completion of or working towards Microsoft Certification will be an asset.

Effective organizational, oral and written communication skills; demonstrated ability to work independently and to communicate technical practices and procedures to individuals having varying degrees of technical knowledge is also preferred.

We offer a competitive salary and benefit package. Interested applicants should forward their resume and cover letter, in confidence to:

Manager, Human Resources
Williams Lake and District Credit Union
139 North 3rd Avenue
Williams Lake, BC, V2G 2A5
Fax: (250) 392 4361
E- mail: resume@wldcu.com
(Open until filled)

Williams Lake and District Credit Union thanks all applicants for their interest. Only those applicants being considered will be contacted.
For more information on Williams Lake and District Credit Union, please check our website at www.wldcu.com.

Senior Advisor

Create your future with SASCU Credit Union! 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!

As a Senior Advisor at SASCU, you will build deep relationships with members, first by seeking to understand what is important to them, and then by providing customized, advice-driven solutions that will guide them on their financial journey as it relates to their overall financial picture.

What you’ll do:

Advise members on a full range of deposit and investment products (including new accounts, mutual funds, registered products, and term deposits).
Advise members on personal and small business lending products and services (including mortgages, loans, lines of credit, credit cards, and associated insurance products).
Service and manage an assigned portfolio of estate accounts.
Identify and pursue opportunities within an assigned portfolio and through referrals, connecting members to colleagues when appropriate to ensure the members’ financial needs are fully met.
Take a lead role in promotions and other activities to build the membership base and have a positive impact on the community.

What you’ll bring:

Two years of post-secondary education or equivalent.
At least 4-6 years of progressive financial services with demonstrated sales skills.
Registration as a Mutual Funds Representative, or enrollment in the Investment Funds in Canada (IFC) course within 3 months of attaining position, with the intention to register as a Mutual Funds Representative.

You’re perfect for this role if you:

Have demonstrated sales skills – promoting and selling financial products and services
Have strong organizational and time management skills
Are an excellent communicator with strong interpersonal skills and demonstrated leadership ability
Possess a high level of ownership, accountability, and initiative
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. Learn more at www.sascu.com

We thank all candidates for their interest, however, only those selected for an interview will be contacted. The successful candidate will be required to meet fidelity bonding requirements, including completion of references, a criminal record check, and credit check.

Risk Analyst

Open to anywhere in Canada

Simplifying banking for Canadians – it’s simple but bold. Here at Innovation Credit Union we reward forward thinking, results driven, digital risk takers who are looking to break barriers in traditional banking. As a Risk Analyst has a good knowledge of operational risk management practices and possesses an inquisitive and investigative mindset to initiate risk discussions and improve risk mitigation strategies. The ability to plan, prioritize and execute assigned tasks comes naturally to this person.

A Risk Analyst supports the Manager, Operational Risk with the implementation of the Operational Risk Management Framework; reviews risk registers/event logs; supports the VP, Risk & Compliance with the implementation of the Model Risk Governance Framework for Innovation. They understand the importance of RCSAs, Operational Risk Taxonomy, Risk Events, Risk Awareness and KRIs. They are committed to continuous learning and professional development while maintaining knowledge of legislation, regulations, standards and best practices for the effective management of operational risk.

(WIIFY) What’s in it for you:

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

Visit the CAREERS page of our website www.innovationcu.ca to learn more and apply!

Advice Coach

This is a great opportunity to contribute to a dynamic and community-minded organization!

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

The Advice Coach is a subject matter expert and source of support for all aspects of SASCU’s advice/sales programs, skills, and expectations. The Advice Coach reports to the Director, Banking and continually enhances and advances SASCU’s Coaching Program, including being a resource to the Training Department (e.g., classroom training, webinars, supportive communications, job aides). This position leads the ongoing sales management disciplines of coaching (including observational) and on-demand training to sales positions in SASCU’s branches and Contact Centre.

*This is a new position at SASCU, and its accountabilities and the reporting relationship may evolve over the course of an initial one-year pilot. The successful candidate will be integral to the outcome and success of the pilot.

What you’ll do:

Observe, coach, and develop live interactions to ensure sales staff are following the service program to deliver a consistent experience throughout SASCU branches and the Contact Centre.
In collaboration with branch leaders, work to support individual development plans as they relate to sales and service.
Support branch leadership through development and provision of ongoing coaching material and ensure alignment with existing sales models.
Contribute to the performance review process by providing input into staff performance reviews through regular updates, feedback, and post-coaching debriefs.
Collaborate with internal partners (e.g., the Marketing Department) to develop and deliver internal sales campaigns that support business development and growth.
Actively and continually seek and identify opportunities for continuous improvement and increased efficiencies; recommend and share ideas for improvements.

What you’ll bring:

A post-secondary degree or diploma is preferred.
4 to 6 years’ experience within financial services and/or sales leadership.
Registered as a mutual funds representative or willing to be licensed within a three-month period.

You’re perfect for this role if you have:

Knowledge of the features and benefits of lending and investments, including mutual funds.
Demonstrated leadership ability, including experience mentoring, coaching, and change management.
Strong organizational and time management skills.
Excellent communication and interpersonal skills.
High level of ownership, accountability, and initiative.

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

A bit about SASCU:

Our Commitment to Diversity and Inclusion:

We thank all candidates for their interest; however, only those selected for an interview will be contacted. The successful candidate will be required to meet fidelity bonding requirements, including completion of references, a criminal record check, and credit check.

Mortgage Specialist

Mortgage Specialist

Swift Current and Area

Simplifying banking for Canadians – it’s simple but bold. Here at Innovation Credit Union we reward forward thinking, results driven, digital risk takers who are looking to break barriers in traditional banking. As a Mortgage Specialist you’ll fully immerse yourself in our cloud-based VeriPark environment, offering doorstep banking options with the flexibility to meet your members unique schedules while having access to collaborative tools & training at your fingertips. Our goal for the future is to promote and maximize the development of our residential mortgage portfolio. To do this we need to get creative…

If we happened to meet you at a community event, how would you catch our attention? Do you consider yourself to be entrepreneurial, an emerging leader in communications and technology, an influencer or someone who lives for a strong company culture? This fluid position will require you to be more, but trust us, the rewards are there. Our Mortgage Specialists pride themselves on being relationship & rapport experts with proven success in lending. They work as a team, not competing for commission but to do right by our members as we SERVE. SOLVE. SELL. This role is not a job, it’s a career opportunity with a total compensation package!

Here is what’s in it for you:

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

Visit the CAREERS page of our website www.innovationcu.ca to learn more and apply!

Manager, Member Impact

At Conexus, it’s not what we do, it’s how we do it.

Are you ready to make a move and work for a company who puts the financial well-being of its members first? It’s not just something we say at Conexus. It’s a promise delivered by our 900 employees each day. We are passionate about our members’ financial health, and our employees reflect that passion. At Conexus it’s about more than conducting a banking transaction, it’s about providing members with insightful content, tools, advice and products that help them look at their financial choices in new ways. We do this by keeping it simple and lending an ear to each member’s individual needs throughout Saskatchewan.

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 collaborative, curious, strategic and forward-thinking person to come on board as our Manager, Member Impact for up to an 18-month term.  Candidates will be considered at various Conexus locations across Saskatchewan. You will lead the Member Impact team to support projects and initiatives that directly impact our members. This includes identifying ways in which we can enhance our ability to improve our members overall financial well-being. You will also look at ways to achieve efficiencies across the organization that align to our overall corporate strategy.

How you’ll be spending your time

Coaching, empowering and leading a team of direct reports to successfully achieve individual targets and team goals
Collaborate with internal and external stakeholders on subjects related to member impact mitigation
Leading the operationalization of new and updated processes, and system applications
Breaking down processes to understand the root cause for the work in order to drive efficiencies
Identifying and managing risks and opportunities while ensuring adherence to company policies and legislation
Support a team through research, development and implementation to ensure delivery of member impact service solutions

The way people describe you

You have a deep understanding of the core business lines within the Credit Union system
You are a driven individual who strives to grow the success of your team through continuous coaching and empowerment
You possess excellent interpersonal, relationship building and communication skills
You promote and cultivate an environment that continually seeks and identifies areas to increase efficiencies

The experience you bring

5 years financial services experience
1 year formal or informal leadership experience
Proficient in Microsoft Office Suite
Effective presentation and communication skills
Experience working with systems used within Financial Institutions

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 February 5, 2023 so apply now! If you have questions about this position, please contact Toni Demorest at toni.demorest@conexus.ca

Farm and Business Advisor

Farm & Business Advisor – Emerald Park Branch

Join the Cornerstone Crew!

Be Part of Something . . . .

Are you an outgoing individual who is great with numbers, and even better at building relationships? We’re looking for a dedicated Farm & Business Advisor who thrives in a fast-paced work environment and prides yourself on helping others to join our team at the Emerald Park branch of Cornerstone Credit Union!

As a Farm & Business Advisor 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 financial goals.

Reporting to the Manager, Farm & Business, you will create exceptional member experiences for both new and existing members by delivering smart financial advice, solutions and alternatives through proactive needs-based sales and services. Through the management of diverse accounts, you will manage an assigned Farm & Business portfolio consisting of medium market commercial enterprise and agriculture accounts.

What We Are Looking For . . . .

To be considered for a Farm & Business Advisor at this level you must have a minimum of 5 to 7 years of progressive experience in sales and service managing a diverse portfolio in a farm and business banking environment along with professional qualifications by degree or combination of education and experience.

We are seeking a candidate who can handle whatever is thrown their way. We want someone who is driven, sharp, figures out problems and enjoys talking to people. 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.

What You will Receive . . . .

Our employees enjoy a competitive compensation and benefit package that includes matched pension contributions and wellness and employment perks that contribute to a healthy work-life balance!

On top of earning a bi-weekly paycheque, you will also be eligible to receive additional pay for outstanding individual performance through our incentive pay program!

Formal & informal development opportunities offering challenge and growth.

The opportunity to be an integral member of a team of professionals in a supportive and collaborative environment motivated to do the best for their team and their members.

Opportunity to create connections that will establish you as the go-to-expert in the community.

We Say We Care, and We Mean It ♥

Cornerstone Credit Union has been named one of Saskatchewan’s Top Employers for 2022! This is the 6th consecutive year we have received this recognition.

We serve approximately 39,000 members in 15 branches, employ around 280 people and manage assets of about $2.1 billion.

We are a Cornerstone family; fun, inclusive, supportive and respectful.

Wouldn’t you want to be a part of that!

Check out our website at www.cornerstonecu.com.

For more information, or to apply now, you must go to the website below. Please DO NOT email your resume to us as we only accept applications through our website.

https://cornerstonecu.prevueaps.com/jobs/245017-37571.html

Treasury Analyst

Treasury Analyst
1 year Term Position
Location: Canadian home office or Regina corporate office

SaskCentral provides a balance of energy and support to employees and is on a multi-year enterprise-wide transformational journey with continued focus on ensuring the success and financial viability of Saskatchewan credit unions. The role of the Treasury Analyst in this journey is to provide subject-matter expertise on several strategic projects to deliver exceptional liquidity management services to credit unions.

The Job:
Working in a project team setting, the Treasury Analyst will support the scoping, planning, testing, and implementation of workflow requirements related to products and services provided to credit unions. You will collaborate with Front, Middle and Back Office workgroups to complete required testing associated with international wire payments and to identify, stage, and report on a variety of capital markets transactions. As someone with a thorough understanding of capital markets transactions, asset types, and settlement procedures you will apply this knowledge to ensure all operational workflows follow industry best practices and contribute to the success of the projects.

The Candidate:

You will have a degree in business/commerce and/or solid experience with these functions and have or are working towards the completion of a professional financial designation (i.e. CFA, CA/CPA, CIM). You have a minimum of 5 years’ experience within banking and/or financial reporting and analysis, policies and practices and advanced knowledge of balance sheet, capital, liquidity and risk management concepts and practices. To be successful in the role, you will have experience in the structure and settlement of secured lending and/or loan products and strong knowledge of banking systems and related deposit products. Previous Credit Union experience is an asset.

Interested applicants are invited to submit their cover letter and resume in confidence by Friday February 3, 2023 on our career page Recruitment (adp.com)

We thank all applicants for their interest; however, only those selected for an interview will be contacted. Please be advised that SaskCentral will be using virtual and in-person methods to connect with candidates and conduct interviews during the recruitment process.

Our employees tell us SaskCentral is a great place to work. It’s more than the competitive salaries and excellent benefits we offer. We believe you can have a challenging, rewarding career and work life balance, too. We value and support workplace diversity.