Investment Advisor, Qtrade Advisor; Financial Planner, TCU Wealth Management

We are expanding our team to help us evolve through the next stage of our growth journey, and we hope that you can help shape our future.  We now have a career opportunity for a Full Time Investment Advisor/Financial Planner.  This position may work within a flexible work environment (home and in office hybrid) and will be required to be onsite at our Saskatoon locations regularly.

As the Investment Advisor/Financial Planner you will….

Deliver full service brokerage and comprehensive financial and estate planning. This includes:

  • Building a book of business through the sale of all eligible investment products available.
  • Managing investment portfolios.
  • Providing analysis, advice, counseling and recommendations in all financial planning aspects.

As the Investment Advisor/Financial Planner you are ….

  • A highly motivated self-starter with an extensive knowledge of wealth management and financial products and services, financial planning concepts and current legislation.
  • A results oriented professional motivated by helping your clients achieve financial success.
  • A team player accustomed to working collaboratively with Business and Retail partners to provide solutions for your clients’ unique and complex financial situations.
  • A sales and service focused expert who thrives in a fast-paced, challenging environment and is inspired by achieving and exceeding both personal and team goals.

If you are motivated by the thought of this challenge ….

And can demonstrate success through a minimum of 4-6 years of related experience with a full service brokerage firm along with a Certified Financial Planner Designation or Personal Financial Planner Designation, then this opportunity may be the one for you!

Get to know us

TCU Financial Group is a Saskatchewan credit union who, for over six decades, has been dedicated to helping our members and our own TCU Team reach their goals. Our roots and our commitment to fostering financial health in our communities run deep.

Rewarding times ahead

We’re growing and evolving our organization – and we need talented people who are passionate about creating and delivering meaningful financial solutions for our members. In addition to providing competitive compensation (base salary plus variable pay), benefits and pension programs, we support our TCU Financial Group Team and their families by providing an enhanced vacation program to enjoy time doing what they love outside of work.

Thank you for your interest in exploring your future with us!

The deadline for this career opportunity is Monday, May 30, 2022.

Please submit your resume and cover letter to:

Human Resources Department
TCU Financial Group
Email: hr@tcu.sk.ca
Web site: www.tcufinancialgroup.com

 

Mutual funds, other securities and securities related financial planning services are offered through Qtrade Advisor, a division of Credential Qtrade Securities Inc.

Commercial Banking Analyst

The Company:

First Nations Bank of Canada (www.fnbc.ca) is a federally chartered bank servicing Indigenous and non-Indigenous customers throughout Canada. We are focused on delivering superior customer service and offering a full range of personal and business banking products. First Nations Bank has a strong history of growth and profitability with a clear strategy of expansion in the Canadian marketplace and provides ongoing career opportunities for our employees.

Location:

We are looking for an experienced, highly motivated and organized individual to fill the role of Commercial Banking Analyst on a Monday through Friday work week. This position has the option to be based in either our Saskatoon, Saskatchewan or Winnipeg, Manitoba office. Our Saskatoon office is located on First Nations land.

The Challenge: 

Reporting to the Senior Commercial Banking Analyst you are accountable for providing support to Account Managers in the risk management of customers; preparing competitive credit package with a high quality of risk assessment, due diligence and credit presentation; understanding pricing models and applying them effectively; identifying business opportunities amongst existing customers; while adhering to the Bank’s guidelines, policies and procedures.

Qualifications:

  • Experience related to business lending, financial analysis and administration
  • Must have post-secondary education in business (BComm, MBA)
  • High proficiency with software programs (Excel and MS Word)
  • Analytical with ability to pay close attention to detail and prioritize work routine
  • Highly motivated and enthusiastic self-starter who takes an outgoing and enthusiastic approach to their work
  • Ability to adjust to changing work priorities and meet time sensitive deadlines
  • Highly adaptable, professional and efficient
  • A strong desire to learn, grow and succeed

Make First Nations Bank of Canada Your First Choice

Please submit your cover letter and resume to: Email: hr@fnbc.ca  

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

Executive Administrator

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 Executive Administrator in our Kelowna Corporate Office. The Executive Administrator supports Interior Savings’ vision of sales & service excellence by providing a wide range of advanced level confidential support to the Executive team including scheduling appointments and developing written communications with minimal guidance.

With high attention to detail and accuracy you will be responsible for proofreading and/or editing management reports to ensure quality and adherence to standard format. You will also draft, consolidate, prepare, and distribute various Management Committee reports prior to meetings. You will prepare agendas, take minutes, and follow up on directives.

With professionalism, tact, and courtesy you file confidential regulatory information for the Credit Union within required timeframes. You develop and maintain strong relationships with the Management and the Executive team and provide executive assistance to members. You can work to tight deadlines and coordinate information from a variety of sources.

With the ability to multitask effectively, you assist with the coordination of corporate employee functions. You will also perform other duties as assigned.

 

REQUIRED QUALIFICATIONS

 Education

  • High School diploma/grade 12, supplemented by completion of a recognized Executive Administrator program

 Experience/Knowledge

  • 4-6 years of job-related experience in an administrative environment
  • Familiarity with the Financial Institutions Act and Credit Union policies, restrictions and approval of procedures relating to FICOM
  • Dictation/shorthand or other transcription expertise and advanced skills in the presentation and dissemination of documentation, both in hard copy and by electronic means
  • Experience working with a Board of Directors

 “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.

Assistant Manager

Kootenay Savings, the region’s leading credit union with over $1 billion in assets, over 39,000 members and over 200 employees, continues 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.

ASSISTANT MANAGER: KIMBERLEY, BC

Do you… embrace change and thrive in an ever-evolving work environment? Are you a natural leader who aspires to make a positive difference each and every day? Are you a motivated self-starter with a proven track record of success in sales leadership and business development?

If so… we should talk.

We’re looking for a leader who thinks strategically, who can plan for today and who can envision future opportunities that align with our long-term strategies.

The Assistant Manager is a key member of the branch management team, providing input and support for branch goals and being accountable for achieving branch growth.  The ideal incumbent drives for results and success while ensuring the delivery of quality sales & service. The Assistant Manager supports their staff in reaching individual and corporate goals by providing effective coaching, leadership and guidance.

With a diploma in business studies, combined with four or more years’ financial industry experience, including some at a supervisory level, you’ll be well-positioned to lead your team in a sales & service-oriented environment.  Your knowledge of all facets of branch banking operations, along with strong retail lending skills and the ability to create and act upon business opportunities will contribute to the continued growth and profitability of the branch.  Proven leadership, communication and sales skills will allow you to work effectively with members and employees at all levels and in all departments within Kootenay Savings.  Your proficiency in computer technology and your understanding of policy administration will enhance your ability to manage information and processes.  Your understanding of change management principles and the ability to adapt to changes in the external environment and organization allows you to support and lead your team through the rapid evolution of financial service delivery.

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 and benefits
  • Paid vacation, sick time and floating holidays
  • Health care spending account
  • Continual training, development and coaching
  • Confidential employee and family assistance program
  • Flexible work options to support work-life balance
  • 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

For more information about the Kimberley area, please visit the Kimberley Chamber of Commerce site.

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

To apply: Please visit the careers section of our website at kscu.com to complete the application questions and submit your cover letter and resume.

Closing date:  Open until filled

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

Community Branch Manager

Bulkley Valley Credit Union, serving over 14,500 members from Hazelton to Burns Lake, prides itself on employing empowered staff committed to delivering high quality personalized service.

This is an exciting opportunity for the right candidate to meet their career goals while balancing their lifestyle with the many amenities our community has to offer as can be seen at www.tourismsmithers.com.

If you want to join a dynamic management group dedicated to cooperative values and member service, this is the right career move for you. You will report to the Chief Operating Officer and as a member of the management team you will actively manage the operation of the Smithers Branch. You will be responsible for providing leadership and coaching to reporting staff; initiating action to improve growth and development of the branch loan and deposit portfolio; and establishing and maintaining relationships with business and community contacts.

The successful candidate will have a business degree or diploma and a minimum of five years of management experience in the financial industry or an equivalent combination of education and experience. This is an ideal opportunity for someone currently holding a supervisory or lending/account management position interested in gaining branch management experience.

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

Qualified applicants can apply through our webpage at https://can62e2.dayforcehcm.com/CandidatePortal/en-US/bulkleyvalley/Posting/View/100 or directly to:

Mohamed Ladak, Chief Operating Officer

mladak@bvcu.com.

Bulkley Valley Credit Union

PO Box 3637 Smithers BC V0J 2N0

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

Cloud Engineer

Join the Cornerstone Crew!

Cloud Engineer Permanent Full Time – Cornerstone Credit Union (Saskatchewan)

Be Part of Something . . . .

Are you inquisitive and do you love developing innovative solutions? If so, we may have the position for you! We are looking for an exceptional team member to join our dynamic and solutions-focused group of IT professionals supporting staff with a commitment to exceptional service.

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

We are seeking the best candidate who can handle whatever is thrown their way. We want someone who is driven, sharp, and an adaptable communicator. If it sounds like we expect a lot, we do. We’ve created a “MemberFirst” workplace that we are passionate about.

Reporting to the Manager, Cloud Solutions & Enterprise Security you will identify opportunities to build out or streamline systems, eliminating redundant solutions and maximizing investments in existing solutions by utilizing your deep subject matter expertise to design, deploy, and migrate systems for IaaS, PaaS and SaaS environments. Based on requirements and restraints, you are able to evaluate new technologies for fit in our current infrastructure architecture while ensuring the protection, integrity and security of the credit union’s electronic data.

What you will be focusing on . . . .

  • Proposing and presenting recommendations for cloud based solutions
  • Build and manage an IT cloud infrastructure capacity plan
  • Design, transform and administer all cloud based solutions including but not limited to Microsoft Azure, Microsoft 365, Domo, etc.
  • Develop, document, communicate and enforce a cloud technology framework and standards policy
  • Working with the team and other stakeholders to manage the design, implementation, development, documentation and maintenance of the credit union’s local and software defined wide area network and technology
  • Work collaboratively with the team to design and oversee access for local and software defined networks including configuration and monitoring of virus protection and secure remote access; ensure all software is properly licensed and documented for maintenance and insurance purposes
  • Maintain legacy servers, services, networking, backup and end point protection systems
  • Contribute to the maintenance of the information technology cybersecurity, disaster recovery and business continuity plans
  • Provide Tier 3 support effectively serving our internal members

What we are looking for . . . .

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

  • Post-secondary education in Computer Science, Computer Engineering and Information Systems
  • A minimum of 5 + years of experience with Microsoft & other cloud technologies, or an equivalent combination of education or experience
  • Advanced knowledge of Microsoft Azure ecosystem; Microsoft Azure admin certification is an asset and will be a requirement to obtain within 2 years
  • Experience with core LAN/WAN/SDWAN network technologies
  • Experience with Enterprise Architecture and Process Automation experience is an asset
  • Agile/Scrum certification is an asset
  • Advanced analytical and creative problem-solving skills
  • A highly self-motivated and directed individual
  • A proven dedication to providing quality member service, while valuing teamwork, yet also having the ability to work independently
  • A thinker who is always looking to improve things with the ability to clearly express their ideas
  • A proven task manager who is able to organize and prioritize

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

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

We Say We Care, and We Mean It ♥

We offer a competitive total compensation package that includes a great employee benefits program, matched pension contributions along with wellness and employment perks! We also offer an incentive program that rewards employees for outstanding individual performance! The salary will reflect your experience and qualifications. Union membership may be necessary depending upon location of work.  For the right candidate, the opportunity exists for remote work (within Saskatchewan only)

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 are a caring and compassionate organization; our Cornerstone family is fun, inclusive, supportive and respectful. Wouldn’t you want to be a part of that!

Check out our website at www.cornerstonecu.com

Director, IT Examinations

Organization: Credit Union Deposit Guarantee Corporation, Newfoundland & Labrador
Position Title: Director, IT Examinations
Reports to: Chief Executive Officer
Location: St. John’s, NL
Travel: 20%
Closing Date: May 23, 2022

Who we are
The Mandate of the Credit Union Deposit Guarantee Corporation (CUDGC) is to provide risk-based regulatory oversight and deposit guarantees to enable a safe and sound credit union system in Newfoundland & Labrador.

The primary role is to:
• Provide a guarantee of deposits held with NL credit unions
• Regulate NL credit unions and enforce the Credit Union Act, 2009
• Review, advise and direct credit unions on matters related to legislative compliance and sound business practices
• Monitor credit union performance and implement appropriate actions to improve performance and reduce risks

The Opportunity
We are seeking an experienced individual who can bring new knowledge and skills to the Examination Team and take the lead role in assessing, planning and executing the assessment of credit unions in the areas of Information Technology and Cybersecurity which manage/mitigate the risk to depositor funds and the deposit guarantee funds.
The Director, Information Technology Examinations is a key member of the senior management team and operates with a high degree of autonomy reporting to the Chief Executive Officer. The position develops the risk based Examination plan and the identifies emerging IT security risks to ensure that risk-based supervision activities are applied according to the Corporation’s values and operating principles. In addition, the position is responsible for legislation and regulations interpretations and the effective strategic management of relationships with credit union CEOs and senior management.

Primary Responsibilities
• Leads the design and execution of the risk-based monitoring program that serves in the protection of deposits and recognition of emerging risks
• Creates positive change in IT and risk management practices by facilitating the understanding of review results, making recommendations for improvement and gaining the commitment of the credit union’s board of directors and senior management to evolve their practices
• Manage strategic relationships with credit unions to align with corporate values of co-operation and collaboration
• Identify and advise management on the use of data analytics and other advanced techniques and tools in order to improve efficiency and effectiveness of examination assessments
• Maintains information security competency through ongoing professional development and staying abreast of emerging technologies, risks and controls in information and cyber security

Experience and Qualifications
• 7 years of information and cyber security experience
• 5+ years’ experience as an IT Auditor and strong understanding of IT audit methodologies.
• Minimum post-secondary degree or diploma in computer science, information systems, business or a related field
• CISA, CISSP or equivalent is preferred
• Experience in the assessment of threats and risks over IT processes and assets.
• Experience and knowledge working with security frameworks, including NIST and CIS.
• Experience working in a highly computerized environment and demonstrates an understanding of information technology functionality, architecture, structure and controls.
• Experience working with Technology platforms and must be familiar with performing audits of network, operating systems, applications, databases and other technical areas such as 3rd Party Management
• Knowledgeable in areas such as network security architecture, vulnerability assessments, Data Loss Prevention and web application security
• General understanding of the Canadian financial services regulatory environment would be considered an asset
• Advanced team leadership, relationship management and change management skills
• Excellent relationship building skills with the ability to communicate both verbally and in writing with a wide variety of people
• Demonstrated ability to exercise sound judgement and apply an analytical approach to problem solving and decision making
• An equivalent combination of education and experience will be considered

Salary Information:
Commensurate with qualifications and experience

Conditions of Acceptance
• The Credit Union Deposit Guarantee Corporation values diversity in the work place and is an equal opportunity employer.
• Disability related accommodations and alternate formats are available upon request at any stage of the recruitment process
• The successful candidate will be required to provide a recent Certificate of Conduct.
• Please note that, while we appreciate the interest of all candidates, only those selected for an interview will be contacted.
• Applicants agree that by providing personal information in response to this ad, they consent to the collection, use and disclosure of personal information required for the purposes of recruitment. Personal information will be used solely for the purpose of recruitment considerations for a period of one year following closing date of this competition, unless otherwise noted by the applicant.

Please apply via email to anitawilkins@gov.nl.ca with resume and salary expectations.

Investment Specialist

This is a great opportunity to join an established and well-respected wealth management team!

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 Shuswap community. We believe in fostering a work environment that is the perfect blend of friendliness, support, and professionalism (not to mention fun)! Add in a competitive compensation plan, and perks such as reduced banking fees, comprehensive benefits, and spectacular natural scenery, and you’ll see why SASCU is an award-winning employer.

As an Investment Specialist, you will deliver professional financial advice to SASCU members and non-members, primarily focused on savings, investments, and retirement solutions that build a bridge for members as their needs progress towards full financial planning. The Investment Specialist delivers on the SASCU Member Experience by identifying member needs, building sound modular financial plans, and partnering to actively promote the growth of all SASCU products and services.

 

What you’ll do:

  • Build and maintain a book of business by sourcing new business, building relationships with other SASCU business lines, and developing existing member and community relationships.
  • Build internal and external networks to capitalize on business referral opportunity.
  • Prepare and present financial strategies appropriate for the achievement of the client’s specific goals and objectives.
  • Provide comprehensive investment, insurance, and financial advice in a way that educates the client and enables them to make sound financial choices.
  • Sell SASCU on- and off-book (mutual fund) investment products.
  • Build high-trust member relationships by consistently following through on commitments, being proactive with client contact efforts, and providing value-added financial advice that enables the client to improve their financial position over time.
  • Partner with credit union peers through referral or joint client meetings to consolidate business held elsewhere and provide the right product at the right time.
  • Serve as an internal resource for SASCU peers in the provision of financial products and services.

 What you’ll bring:

  • Completed post-secondary education.
  • At least 3 years of investment-related experience in a fast-paced professional sales role.
  • Valid and current BC Mutual Funds License (IFIC/Canadian Securities). CFP (or PFP) designation or specialization is an asset.
  • Professional level knowledge of Canadian investment, insurance, and financial planning products, strategies, and concepts.

You’re perfect for this role if you have:

  • A proven record of achieving and exceeding sales objectives.
  • Understanding of regulatory and compliance policies and procedures.
  • Strong organizational and time management skills.
  • Excellent communication and interpersonal skills.
  • High levels of ownership, accountability, and initiative.

 

This is a full-time Monday to Friday position (flexibility is required to meet member needs). 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:

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 over $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. Employment offers will be conditional on the candidate providing satisfactory proof of COVID-19 vaccination, subject only to valid legal or medical exceptions, and complying with all pandemic/epidemic control measures affecting the workplace.

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