Job Postings – Page 52 – Credit Union Careers

Senior Advisor, Business Development and Sales Support – Financial Cooperative Outside Quebec

About the job

Desjardins Group is the largest cooperative financial group in Canada, and one of the largest employers in the country. It offers a full range of financial products and services and is home to a wealth of expertise in property and casualty insurance, life and health insurance, wealth management, services for businesses of all sizes, securities brokerage, asset management, venture capital, and secure, leading-edge virtual access methods.

Job Level NV11 – A

As a Senior Advisor, Sales and Business Development, you work with the Vice President of business development for financial cooperative outside Quebec, critical to the expansion of our business across Canada. As a member of the Acquisition, Growth and Development division supporting Ontario, Atlantic and Western Canada, you support the mandate to grow our footprint and increase Desjardins’ presence and visibility across the country. You identify organic growth opportunities and, respecting the multiple distribution channel environment, present Desjardins’ products and services to B2B clients, business partners and organizations based on member/client needs and current strategies and practices. Demonstrating exceptional relationship management, you serve as a liaison, developing close ties with specific Desjardins sectors or business units. Taking a proactive, professional approach, your responsiveness and experience instills momentum and results in the development of cross-organizational business and market presence.

You take the lead on business development initiatives, events and activities that involve and impact multiple business sectors. You apply a strategic mindset in the selection, planning, and execution of events and market development activities aimed to grow our brand and revenue while contributing to tasks at all levels to a successful outcome and working collaboratively with a diverse team of business development stakeholders.

You draw on your networking skills and interpersonal savvy to develop and maintain business partnerships with important clients who have complex, diverse needs. You analyze highly complex problems and develop and implement personalized solutions tailored to client needs.

You serve as specialist and resource person for your unit, members and clients and represent your unit before decision-making bodies. You help represent Desjardins and enter the organization into important agreements with clients.

In this fast-paced environment, you affect the trajectory of growth across all lines of business, and you are integral to the planning and execution of proposals and programs that will increase our market share and brand awareness.

You have strategic thinking skills, build partnerships easily and work with others to achieve shared objectives. Highly developed interpersonal skills are therefore essential.

Role Overview

As a Senior Advisor, reporting to the Vice-President, Business Development, Financial Cooperatives Outside Quebec, you will develop and manage initiatives to:

Support an exciting mandate to strategically grow Desjardins’ market share and brand visibility across Ontario, Atlantic and Western Canada
Develop a pipeline of cross-sector growth opportunities working in conjunction with the Pan Canadian business development committee
Present cross-selling prospects and recommend an approach for joint offers
Identify existing synergies to maximize the potential of Desjardins’ major accounts and actively pursue new mutually beneficial agreements
Participate in the submission of RFPs for the B2B business development portfolio – developing material, researching and writing proposal content
Support business development activities including event planning and execution, conference and tradeshow participation, and creation of new tools, databases, shared resources, and best practices
Represent and engage Desjardins within the framework of agreements with partners or external organizations always ensuring professional and responsive engagement with clients
Organize material for meetings with major clients capitalizing on our ONE Desjardins objective and approach
Act as an intermediary in initial discussions between managers and specialists in business sectors and clients
Represent your unit on various committees made up of senior management and on decision-making bodies including the Pan Canadian Leadership Team and its sub-committees as required
Establish growth measures, document objectives, and provide regular reporting on results of the action plan
Build and maintain connections with lines of business that represent growth levers in OAW
Monitor the industry to understand and anticipate trends in your specialty area and make recommendations
Drive continual improvements in workspace / process / technology to enable highest efficiency.

You are an excellent communicator, a generous listener, analytical and organized. You will work with all areas of the organization. Coordination is critical, so you frequently interact with stakeholders working in a wide range of other fields. Interpersonal savvy is essential.

How You Work

You engage with purpose to find the right solutions and go the extra mile, because it is the right thing to do. You enjoy making sense of, gathering, and restructuring information to build initiatives from a variety of sources. You are confident in your ability to communicate detailed information in an impactful way and know that collaboration can transform a good idea into a great one. You understand the power of an inclusive team that enjoys working together towards a shared vision. Your influence makes an impact because you know that relationships and networks are essential to success.

What you’ll bring to this role

Excellent interpersonal relations, verbal and written communication skills, ability to work on the ground floor through senior levels, and with conflicting views and opinions.
Ability to use analysis, experience, and judgment to develop meaningful insights and recommendations
Ability to work in a fast-paced environment with sometimes ambiguous, unpredictable circumstances or changes, and comfortable making informed decisions without all the information.
High degree of detail orientation with the ability to research and analyze, transforming information into actionable insights and processes
Autonomy, initiative, judgment, and known for teamwork
The ability to synthesize and make sense of large volumes of information

Additional Responsibilities

Work closely with our partners to understand business requirements and facilitate solution discussions to ensure you meet project needs.
You build strong relationships, lead discussions, listen and ask the right questions to ensure our work meets requirements.
Maintain a collaborative work environment and support Desjardins team members to optimize and reach our partners goals.
Maintain lasting, personal business relationships with important partners to promote services
Manage accounts by serving as the link between partners and the organization and ensuring that partners have the products and services they need, are using them correctly, and are satisfied with them.
Recommend strategies and solutions to meet targets, such as sound risk management, portfolio profitability and improved business relationships
identify and analyze members/partner’s needs; develop custom solutions; prepare integrated service offers that balancemember/partner satisfaction, profitability and risk; and negotiate terms
Watch for business opportunities that would add a competitive edge to existing products and services.
Take an active role in public relations activities and maintain a presence in the Canadian cooperative community.

Other Working Conditions

Number of jobs available: 1
This position may work remotely from a location in Canada.

Qualifications

Bachelor’s degree in Business Management or in a related field or experience as noted
A minimum of eight years’ experience in preferably a combination of operational, partner facing, process management, marketing, customer success and/or stakeholder engagement fields, preferably in the credit card or payments industry
Credit union or banking experience preferred
Bilingual (French and English) is essential

Please note that other combinations of qualifications and relevant experience may be considered
Specific knowledge

Demonstrated ability to learn and succeed in a fast-paced high change environment
Strong verbal and written communication and presentation skills
Superior skills using MS Office tools, particularly PowerPoint and Teams
The ability to clearly convey concepts and services internally and to partners
Strong interpersonal and relationship management within a cross functional environment
Proven ability to set priorities, meet goals, work independently, and to contribute to a team effort
Proven problem solving and analytical skills
Proven organizational and time management skills and the ability to handle multiple tasks and prioritize duties

Desjardins Cross-sector Skills

Action oriented, Collaborates, Customer Focus, Innovation

Key competencies for the job

Business insight, communicates effectively, Organized, Strategic mindset

Work Location

Currently work from home, aligned with the nearest Desjardins office (Vancouver, Calgary, Winnipeg, Toronto, Montreal)

Senior Advisor, Business & Ag

New Community Credit Union in conjunction with Synergy Credit Union is seeking a full-time, permanent, Senior Advisor.

Do you have a mind for business / agribusiness and a passion for finding solutions that help business owners realize their vision? Are you a relationship builder? Going above and beyond customer expectations comes naturally to you!

As part of a cohesive team of passionate and skilled professionals, the Senior Advisor, Business & Ag is responsible for the management and growth of an assigned portfolio of primarily commercial banking customers (members), with potential to expand ag banking customers. You uncover and understand member needs by asking the right questions and analyzing information to connect members with the current and future financing they need to achieve success. You consistently deliver exceptional high-quality service and advice in your areas of expertise and are integral in proactively pursuing and attracting new business.

If building long-term relationships, problem solving, and advising members interest you…this dynamic lending career is what you’re looking for!

A typical day may look like:

Engaging with business and agribusiness members and potential members to understand their business goals and advise on lending & other financial needs.

Analyzing financial information, issuing loans and reviewing accounts within your portfolio to ensure terms and conditions continue to be met.
Promoting our credit union within the community in a variety of ways including support for business development activities, volunteerism, phone calls, emails, and participation in campaigns.
Mentoring and supporting team members for success.

You will be successful in this role if you:

Are an effective and adaptable communicator. Your people skills come through in the ease with which you connect with members in person, by phone or electronically. You believe in Synergy’s products and services and promote them effortlessly.
Enjoy growing relationships through conversations with members, understanding their business objectives, then balancing those objectives within the framework in which we work (i.e. legislative requirements, policy, and procedure).
Have strong time management and organizational skills with the ability to adapt and flex with changing climates.

Demonstrate the abilities to work well independently and in a team.

Are a hungry learner. You stay ahead of trend when it comes to financial products and services, and technology. You are adaptable! You seek to bring our members the best the industry has to offer.
Are passionate…..for your career, your members, our Credit Union, and our community.

We encourage you to apply as an equivalent combination of education or experience is also considered. Applicants with different levels of education and experience may be considered for developmental roles within our Credit Union.

Qualifications:

Related post-secondary education (e.g. Business Diploma) and 5 years of commercial lending experience are required. Equivalencies may be considered.
Must have work experience / education in the area(s) of business &/or agricultural lending with an understanding of lending requirements, rules and regulations.
A solid working knowledge of MS Office Suite and Microsoft Teams or other virtual meeting tools. Preference for applicants with customer management software experience.
Credit Union experience is considered an asset

What you should know:

This is a unique opportunity to join New Community Credit Union team as they transition to becoming a Synergy Credit Union team. We are on an amalgamation journey, and you will have the opportunity to contribute to a successful change effort. This will be an exciting time to join a team. Learning is guaranteed! You will learn the role as it supports the members today and then keep learning as systems and processes evolve to unify the teams.

What do we offer?

We were named one of Saskatchewan’s Top Employer for the 5th consecutive year. This reflects our workplace culture and commitment to building relationships beyond banking with our members, and our team.

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. Please quote competition #226301 in the Subject Line. This position will be posted until a suitable candidate is hired.

More details:

Hours: 37.5 hours weekly. Permanent full-time

Hours: 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 25,000 members and have reached over $2.16 billion in assets.

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.

New Community & Synergy aspire 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

MoneyWorks Wealth Advisor

MoneyWorks Wealth Advisor – Nelson or Cranbrook Area

Position Name

MoneyWorks Wealth Advisor

Position Description

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

For more than a decade, East Kootenay Community Credit Union, Grand Forks Credit Union and Nelson & District Credit Union have been partners in providing wealth management services to members. We are MoneyWorks, doing business as EKC MoneyWorks, GFCU MoneyWorks and NDCU 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 EKC MoneyWorks or NDCU MoneyWorks in the communities it serves. 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, working a flexible schedule and meeting clients/members needs on their timelines. Hybrid arrangements will be considered. Travel 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 five 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 about to complete the Certified Financial Planner (CFP) designation or equivalent and licensed to sell securities as well as life insurance within BC. Preference will be given to those candidates who hold a post-secondary designation.

Closing Date

When Filled

Job Location

East Kootenay region, West Kootenay region, BC

How to Apply

To learn more about EKC MoneyWorks, please visit our website at www.ekccu.com. To learn more about NDCU MoneyWorks, please visit our website at www.nelsoncu.com. 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. If you are intrigued by this opportunity, please send a current resume and cover letter in confidence to:

Human Resources at MoneyWorks:

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

Associate Manager, Regulatory Policy & Prevention

Who we are:

Credit Union Deposit Guarantee Corporation (the Corporation) is the deposit guarantor for Saskatchewan credit unions and the primary regulator for Saskatchewan credit unions and SaskCentral, together, Provincially Regulated Financial Institutions (PRFIs). We work closely with these institutions to ensure they employ sound business practices to enhance the strength and stability of the Saskatchewan credit union system. Our employees benefit from gaining experience and exposure to a wide variety of aspects within the financial services industry.

What you’ll do:

As an Associate Manager, you will join a team of professionals that collaborates with internal and external stakeholders to support regulatory policy and prevention initiatives. You will:

research, develop, and implement regulatory policy initiatives for credit unions, including inputs to the Corporation’s crisis management framework and deposit guarantee fund initiatives
monitor, analyze, and report on consolidated PRFI financial and non-financial performance trends
conduct ongoing research and analysis of the financial services industry, Saskatchewan credit union system, and the regulatory and economic environment
build and maintain effective relationships that support achievement of the Corporation’s objectives, such as proactive loss prevention and PRFI self-regulation

What you’ll need:

three to five years of experience in a related field, preferably with exposure to financial services or a regulatory environment
experience in the oversight of financial institutions, either internally through an institution’s oversight function (e.g., audit, compliance, risk, etc.) or externally through a regulatory body, would be considered an asset
undergraduate degree in commerce or business or an equivalent combination of education and experience
proven knowledge in policy development, risk management, and financial analysis and reporting; strong research, communication, and writing skills are required

Core competencies focus on decision making, problem solving, teamwork, communication, relationship management, and conflict resolution.

What we offer:

The salary range for this position is $75,000 to $93,749. We also offer competitive benefits including immediate coverage of health and dental insurance, matched pension contributions, an employee wellness program, maternity/paternal benefits and education, training, and development opportunities. For more information on the Corporation, please visit our website www.cudgc.sk.ca. The Corporation is currently piloting a hybrid remote work arrangement option for employees and more details can be provided during the interview process.

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

Ready to Apply?

Please submit your cover letter and resume stating competition number RPP-ASMGR by October 7, 2022 to HR@cudgc.sk.ca. We thank all applicants for their interest; however, only those selected for an interview will be contacted. Preference will be given to those located within Regina or willing to relocate.

Senior Marketing Advisor

As a Senior Marketing Advisor, you analyze market needs to develop and lead marketing strategies to meet partner/client requirements, supporting business development.

You work along side our Marketing and Client Experience teams to serve as a resource person to partners to provide strategic advice and assist them with tailored marketing strategies to build their credit card portfolio. You recommend solutions to improve or optimize standards, policies, and programs. Your projects and initiatives require extensive knowledge of your line of work.

You prepare marketing recommendations, solutions and action plans based on the organization’s objectives and priorities. You help solve complex problems using your analytical skills and extensive knowledge of your line of business. Coordination is critical, so you frequently interact with stakeholders working in other fields. Interpersonal savvy is therefore essential.

General Information on the Position

This position is within a division of the Desjardins Group called Collabria Financial.

Collabria Financial is a Canadian credit card issuer offering customized card programs for Canadian credit unions, serving their consumer and business members in a B2B2C framework. Collabria is a client-centric, payment solutions provider created expressly to help financial institutions and Credit Unions gain the benefits of increased operational control and improved member relationships.

At its core, what sets Collabria apart is its foundation in partnership, collaboration, and responsiveness. The successful candidate will have a strong desire to learn and collaborate with internal and external stakeholders, be very organized and detail oriented and willing to dig deep to analyze and solve problems.

Main responsibilities

Analyze partner profiles, operations, and portfolios to understand their marketing needs
Lead the development and the implementation of partner tailored marketing campaigns, from brief stage to in-market execution
Lead projects, initiatives and activities and diagnose issues, challenges, and needs to determine target outcomes
Develop and help implement objectives, solutions, and action plans
Analyze data, conduct studies, make recommendations, and write summaries.
Keep abreast of emerging trends and share best practices knowledge and insights.

Other working conditions

Workplace: Position located in Toronto, Montreal, Calgary, Burnaby or Winnipeg, depending on the applicant selected. The work arrangement for the position is hybrid work #LI-Hybrid Work from Home may be available for the right candidate.
Number of jobs available : 1

Qualifications

Bachelor’s degree in a related field
A minimum of 4 years of relevant experience
Previous experience in the credit union system and/or payment industry is preferable

Please note that other combinations of qualifications and relevant experience may be considered

For vacant positions available in Quebec, please note that knowledge of French is required

Specific knowledge

Strong communication skills in French and English, both oral and written (an asset)

Desjardins Cross-sector skills

Action oriented, Customer Focus, Differences, Nimble learning

Key competencies for the job

Business insight, Interpersonal Savvy

Unposting Date

2022-10-2

To apply to this job, please visit: Careers (myworkdayjobs.com)

Financial Advisor

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.

The bigger picture

We’re looking for an agile and adaptive person with a strategic mindset to come on board as a Financial Advisor. 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

Experience working in the financial industry
Experience working in a customer care/customer service role
Experience in portfolio management
License and experience in selling Mutual Funds is required; or working towards designation
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 October 16, 2022 so apply now! If you have questions about this position, please contact Shaulen Lang at shaulen.lang@conexus.ca.

Financial Specialist

Do you have an entrepreneurial spirit and can easily build positive relationships with your team and those you serve? Would you thrive in an environment committed to providing exceptional service and individualized financial advice? Are you a motivated professional driven by results with a genuine interest in helping others achieve their financial goals?

_______________________________________________________________________________________

Prairie Centre Credit Union, Saskatchewan’s largest rural-based credit union, currently has a permanent full-time Financial Specialist opportunity available. The successful candidate will be a proactive, self-motivated individual who will provide exceptional service to our members within the LeRoy branch. Reporting to the Manager Financial Specialists, the Financial Specialist will have a strong aptitude for relationship-building and will deliver expert advice to both current and prospective members to assist them in meeting their financial objectives.

Responsibilities:

Build value-based relationships with colleagues and members
Provide solutions that support the financial wellbeing of members, through the delivery of deposit, investment, and loan products, including specializing in the function of investment planning
Promote, sell, and manage the mutual fund and term deposit book of business for the region, and ensure that growth targets are achieved
Collaborate with the regional team to develop creative and innovative approaches to achieving results
Develop and implement business development, growth, and community engagement strategies

Qualifications:

Certified Financial Planner (CFP) or Personal Financial Planning (PFP) designation, or willingness to obtain
Mutual Fund License including Labour Sponsored Funds, or willingness to obtain
Industry experience preferred, with a demonstrated ability to gather assets
Sales-oriented background with a strong understanding of the sales process and business development

Prairie Centre Credit Union provides employees with the opportunity for personal and professional growth within an environment that promotes continuous learning. We offer a competitive compensation package, excellent employee benefits, and a matched superannuation plan.

For additional information on this opportunity, please contact Tammy Pregizer Legge, Manager Financial Specialists, at 306-882-5588. To apply, please submit an electronic copy of your cover letter and resume on or before October 10, 2022, to: careers@pccu.ca.

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

Financing Specialist

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 creating a personalized experience for each member. We do this by keeping it simple and lending an ear to each member’s individual needs throughout Saskatchewan.

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 self-motivated individual to come on board as a Financing Specialist in Saskatoon. We are also open to consider candidates in Prince Albert or Humboldt. You must be passionate about helping local businesses succeed and comfortable working both independently and as a part of the team. You will contribute as a key member of our team alongside business advisors by utilizing your strong business, financial and credit analysis skills to identify opportunities for enhanced solutions and providing recommendations that support our members financial well-being.

How you’ll be spending your time

Providing high quality business and financial analysis to support the underwriting of member credit needs and annual reviews
Demonstrating responsible credit and risk analysis and assessment to provide strong credit recommendations
Collaborating with business advisors to identify opportunities to provide enhanced advice that supports and improves the financial well-being of our business members
Keeping up-to-date on industry trends

The way people describe you

Highly analytical with a proven track record in financial and credit/risk analysis
Attentive to detail, strong organizational and multi-tasking skills and ability to deliver on timelines
A collaborator who supports individuals, teams, projects and initiatives within our organization to help us build and grow member relationships
An ace at details, who’s highly accountable and delivers on expectations

The experience you bring

2+ years in a business lending role
Well-developed credit underwriting and risk assessment ability
Financial statement analysis including ratio analysis and cash flow
CSI Moody’s Certificate in Commercial Credit (CICC) or willingness to obtain this designation
Post-secondary education in Business, Finance, or Economics is an asset

What you get in return

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 October 4, 2022 so apply now! If you have questions about this position, please contact Heather Howland at heather.howland@conexus.ca.

Branch Leader – Coach, Mentor & Lead our Front Line Team

Are you looking for a career that will allow you to motivate and lead a team of ambitious and dedicated employees. Are you driven to bring out the best in employees that you would coach, mentor and lead to ensure that their branches are meeting their deposit, investment, and growth targets all while staying compliant under the Anti Money Laundering Regulations? This is a critical and high impact role requiring a strong leader with the ability to effectively multi-task problem solve, adapt to change and have a willingness to travel.

Qualifications:
Experience and education in the financial industry is an asset. Ideal qualities include knowledge of the financial system, strong leadership skills and or supervisory experience. A motivated and confident individual able to adapt to change. You can efficiently and effectively prioritize and organize what needs to be done with high attention to detail. You believe in coaching and mentoring employees to success, growing and training individuals. You are committed to continuous learning.

The Credit Union/Organization:
Cypress Credit Union is a rural based community focused credit union with 6 branches assets over 200 million nearly 40 employees serving over 4000 members. Employee engagement is valued and there is always ample opportunity for career minded individuals. Our organization has branches in Burstall, Fox Valley, Richmound, Maple Creek, Tompkins and Consul all located in the Southwest corner of Saskatchewan.

The Communities:
Our main branch(Maple Creek) is located just minutes away from the beautiful Cypress Hills and the Alberta Border. The area and communities we serve have recreational opportunities ranging from full-service campgrounds, indoor pools, splash parks, 9-hole grass green golf courses, hockey and curling rinks ball diamonds and more. Schools are in all locations except Richmound and busing is available in that community.

If you are interested in becoming a part of our team please submit a resume on or before the 30th of September 2022, via email or mail to:

Cypress Credit Union Limited
PO Box 1060
Maple Creek, SK S0N 1N0 Canada
Attention: Cheryl Sulz
Cheryl.sulz@cypress.cu.sk.ca

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

Wealth Management Administrative Associate

Title: Wealth Management Administrative Associate

Reports to: Vice President of Business Development

About CUSO Wealth Strategies Inc.

With a Head Office located 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 currently works with 6 BC and 3 Alberta credit unions partners with combined wealth management assets of more than $1.2 billion.

Basic Purpose of the Role

Currently, within the 9 credit unions that the CUSO serves, there are 12 wealth management administrators. The Wealth Management Administrative Associate will serve as the first point of contact for the wealth management administrators in both a support and mentoring capacity. This will include being a power user of the CRM (Customer Relationship Management) program, currently Maximizer Wealth for our credit union client group.

This position will also provide administrative and governance support to the CEO.

About the Role

This is a permanent part-time position of three days per week (22.5 hours) with an opportunity for additional hours as mutually agreed. The hours are flexible within the standard work week and the location is the Kelowna office or a remote work arrangement within BC or Alberta.

Major Responsibilities

Be the main point of contact for the wealth management administrators located in various credit unions in BC and Alberta. In this capacity the Wealth Management Administrative Associate will support all levels of skill sets and work experience with the focus to help each office become efficient and effective in the administration support for the Wealth Advisors. Duties include:
1. Providing guidance, training, and support to increase comfort and proficiency with CRM
2. Acting as an intermediary with dealer back-office administrative issues
3. Coordinating and conducting regular team meetings with the administrators, encourage collaboration, support and sharing of information
4. Providing support and training to new wealth management administrators
Undertake all governance related activities to support the CEO and Board of Directors in the regular day to day, monthly quarterly and annual business requirements.
Complete other related tasks and special initiatives consistent with the scope and purpose of the position.

Qualifications

A minimum of five years’ recent, related experience in an administration capacity working with financial advisors is required
Proficiency with Excel and the MS Office suite of products
Background in using and supporting a CRM program (preferably Maximizer)
Excellent administrative skills including experience with, or an interest in learning, board governance administration
Strong written, verbal communication, and interpersonal skills
Proficiency with technology and enthusiasm for learning and adopting technology innovations and tools to enhance proficiency
Strong organizational, time management and problem-solving skills
Excellent service and relationship building skills including the ability to interact one-on-one and facilitate small groups to share knowledge, mentor, and train
Proven ability to be a self-starter and work independently with minimum supervision
Familiarity with 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

Other Requirements

Ability and willingness to travel to Kelowna to be onsite at CUSO office 3-4 times per year
If working remotely, a workspace which provides for personal health and safety and ensures the safety 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 October 14, 2022.

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