Job Postings – Page 72 – Credit Union Careers

Financial Analyst

Prairie Centre Credit Union, Saskatchewan’s largest rural-based credit union, is expanding the Finance Division by adding another permanent full-time Financial Analyst opportunity available. Reporting to the Vice President Finance, the Financial Analyst is responsible to provide expert resources related to all corporate investments, liquidity, cash flow, budget, and financial reporting. The successful candidate will be naturally inquisitive and analytical, have a love for numbers, and be extremely detail oriented.

Responsibilities:

Implement liquidity adequacy through preparation of reports, ensuring regulatory requirements are adhered to
Influence profitability through cash flow management and investment management
Based on the annual business plan, assist in the development of annual budget, and ensure approved budget is followed
Identify and recommend concepts and innovative approaches that leverage corporate resources and provide productivity efficiency improvements

Qualifications:

Diploma or Degree in Finance/Commerce or other relevant degree; or a combination of education and experience
Experience in budgeting, analysis, investing, and cash management are beneficial
Ability to create and interpret financial reports
Excellent interpersonal, oral, and written communication skills
Exceptionally strong organizational, critical thinking, problem solving, and decision-making skills
Expert level Microsoft Excel skills

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 including relocation assistance, and a matched superannuation plan.

For additional information on this opportunity, please contact Kath Frazer, Vice President Finance, at 306-882-5568. To apply, please submit an electronic copy of your cover letter and resume on or before Wednesday, January 19, 2022 to: careers@pccu.ca.

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

Information Technology Analyst

Prairie Centre Credit Union, Saskatchewan’s largest rural-based credit union, currently has a new permanent full-time Information Technology Analyst opportunity available. At Prairie Centre, we do things differently. Technology is changing the way we serve our members, and the Information Technology Analyst takes pride in offering complex technical support to non-technical people. Reporting to the Manager Information Technology, this position advocates for and provides an innovative level of support for all technology users across the organization.

Responsibilities:

Provide ongoing support for all technology stakeholders through proactive problem solving and responsive service delivery
Deliver optimized functionality to allow end users to provide world-class service in a timely fashion
Empower technology users to learn, be curious, and become energized by your passion to exceed expectations and maximize the value technology provides in the member service experience
Build value-based relationships with people around you, as you understand the importance of relating well with people across and outside of the organization
Provide technical support over the telephone, instant messaging, and in person to 22 locations and over 150 employees
Deploy, maintain, and support all types of hardware and technology infrastructure across the organization
Manage Windows server and VMWare virtual and physical server environments
Support local area networks, voice over IP, and IP networking
Provide guidance and support on internal applications and systems within the Credit Union
Ensure modern and sound practices around information security, data backups and restoration are implemented
Recommend and implement competitive and breakthrough technology strategies consistent with Prairie Centre’s strategic direction

Qualifications:

Post-secondary degree or diploma in Information Technology or related field or equivalent experience
Good working knowledge of Microsoft Windows, Microsoft Server, Microsoft Exchange, Microsoft Active Directory, Voice over IP, VMWare, and Networking infrastructure
Solid troubleshooting skills complemented by exceptional analytical abilities and attention to detail
Project management experience is an asset, notably with a goal of simplifying the end user experience
Eagerness to learn and acquire new skills through professional experience and technical training

Flexible and/or extended work hours may be required at times. Travel is required to support the organization’s systems and infrastructure and ensure a solid understanding of branch operations is maintained.

For additional information on this opportunity, please contact Scott Cheston, Vice President Information Technology at 306-882-5643. To apply, please submit an electronic copy of your cover letter and resume on or before Monday, January 17, 2022 to: careers@pccu.ca.

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

Senior Advisor

This is a great opportunity to build your professional career and create a future at SASCU!

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! Add in competitive salary and benefit packages, along with perks such as an employee incentive plan, reduced banking fees and spectacular natural scenery, and you’ll see why SASCU is an award-winning employer.

As a Senior Advisor, you will build deep relationships with members by learning what is important to them and then providing customized, advice-driven solutions that will guide them on their financial journey.

What you’ll do:

Advise members on a full range of deposit and investment products, including new personal and business accounts, mutual funds, registered products, and term deposits.
Offer personal and small business lending products and services, including mortgages, personal loans, lines of credit, credit cards, and associated insurance products.
Service and manage an assigned portfolio of estate accounts.
Interview loan applicants, analyze credit information, and make recommendations on creditworthiness.
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.
Demonstrate a strong knowledge of the financial planning process by partnering with organizational specialists who can assist members with customized financial solutions.
Take a lead role in promotions and other activities to build the membership base and have a positive impact on the community.
Take personal responsibility for delivery of the SASCU Member Experience and contribute to creating a warm and welcoming environment.

What you’ll bring:

Two years of post-secondary education or equivalent.
4 to 6 years of progressive experience, including cash, investments, and lending services.
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.
Strong sales record, with an aptitude for business development and relationship building.
Ability to quickly learn SASCU products and services, policies and procedures, as well as branch and specialist roles.
Demonstrated leadership ability.
High level of ownership, accountability, and initiative.

This is a full-time position working 5 days per week within the operating hours of the branch. 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.

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 $900 million 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.

Financial Planner

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 a Financial Planner, you will deliver professional financial advice, primarily in the form of investment, retirement, and estate planning, to SASCU members and clients. The Financial Planner enacts the SASCU Member Experience by identifying member needs, building sound 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.
Prepare and present financial strategies appropriate for the achievement of clients’ specific goals and objectives.
Provide comprehensive investment, insurance, and financial advice to educate the client and enable them to make sound financial choices.
Sell investment, insured investment, and life insurance 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.
Support branch initiatives to build membership base, attract new business, and have a positive impact on the community.
Understand and apply all internal and regulatory policy, procedures, and controls to meet compliance requirements and mitigate risk.

What you’ll bring:

Completed post-secondary education.
At least 5 years of financial industry experience in a fast-paced professional sales role.
CFP, IFIC, and LLQP qualifications (or equivalents). Additional industry designations or specializations are 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. 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:

Branch Manager

Grand Forks Credit Union (GFCU) is a member owned financial institution in Grand Forks, BC, serving over 8,000 members since 1949. Our assets exceed $275 million and we offer our members full service financial needs including chequing accounts, demand and term deposits, personal mortgage and business loans, and many other services offered by banks and brokers. We are owned and controlled by the very people who use our services – our members. At GFCU, we have a values-based banking approach. That means we operate with integrity, we celebrate innovation, and we work to make a meaningful difference for our members and our community – every day.

Grand Forks is the perfect backdrop for families and retirees, with a strong commitment to healthy living, affordability, and great quality of life. Located between the Okanagan Valley and the Kootenays, our community is surrounded by fresh, pristine water from the Granby and Kettle Rivers and is nestled in a breathtaking and unique east/west running Valley. Grand Forks offers it all – to learn more, please visit:

https://www.investgrandforks.com

THE OPPORTUNITY

We are looking to hire a Branch Manager – reporting to the CEO, who will be directly responsible for effective day to day operations, thinking strategically, planning for today, and envisioning future opportunities that align with the Credit Union’s strategic goals and corporate vision. The ideal incumbent is a leader who drives forward results and success, and brings a leadership presence and core values that will influence, motivate, and inspire our people.

5+ years management experience providing retail and commercial loan, deposit, and wealth management services preferably in a Credit Union or banking environment.
University degree in commerce, business administration or related field, or completion of the CUIC Management Studies Program.
Proven proficiency in the development and implementation of sales and service strategies and tactical plans with sales leadership and coaching experience.
Strong understanding of change management principles and excellent time management skills with a demonstrated ability to work independently, prioritize, meet deadlines, and exercise sound judgement.
Previous experience managing in a unionized workforce environment.
Candidates with a combination of education and experience may be considered

KEY RESPONSIBILITIES

Partner with the leadership team and organization to ensure successful execution of corporate strategy with emphasis on the member experience, financial performance, and operational excellence.
Be a leader and role model focusing on the retail branch sales, service, and support teams to deliver outstanding member service and growth while seeking continuous process improvement
Foster a positive work environment where employees are inspired, coached, encouraged, motivated, and developed to achieve their individual goals and corporate strategic objectives.
Own and manage effective day to day operations, overseeing quality work standards, internal and external audit standards, and regulatory compliance, achieving sales targets within a member centric environment.
Provide consistent focus and direction of the organization’s objectives, establishing milestones and benchmarks for success, celebrating accomplishments while effectively communicating and sustaining the vision and values.
Act as advisor in your areas of expertise while participating in a variety of related activities including but not limited to strategic and operational planning and budgeting, human resources development and enterprise risk management.

REWARDS

At GFCU you have the ability to bring your ideas and express your opinions in an industry where change and innovation is constant. As an employer, GFCU provides challenging and innovative work, competitive salary and benefits, and the opportunity for professional career growth.

We believe our greatest asset is our people and we work hard to support and empower them. If you are a team player, goal-oriented and looking to build a career in the financial services industry, we would like to hear from you!

Grand Forks Credit Union is an equal opportunity and living wage employer. Only applicants who are legally entitled to work in Canada can be considered for employment. We thank all candidates for their interest; however, only those under consideration will be contacted.

Investment Specialist

We are seeking an experienced, full-time Investment Specialist to be based out of our Torquay & Tribune Branches. Reporting to the Manager of Wealth & Investment Services, the Investment Specialist will deliver financial planning and investment solutions to our members, helping to secure their financial future. Responsibilities include meeting with current & potential members to provide investment advice, relationship management, and administering estate accounts. This position will proactively develop and manage a portfolio of member relationships, growing business through providing exceptional member service, ensuring all legislative, compliance and policy guidelines are adhered to. The Investment specialist will cross-sell the full range of credit union products and submit referrals to other departments or specialists as necessary.

Looking to expand your career? We will consider hiring the right candidate for an Investment Specialist Trainee position. An Investment Specialist trainee must be a motivated individual with some financial education/experience and a commitment to the financial services industry & credit union system. A Trainee will work with our experienced Investment Team and management to kickstart their career. A trainee will also commit to attaining an approved mutual fund license within a specified time period.

Preferred/Ideal Qualifications:
• 2-4+ years of experience
• 1+ years Post-Secondary Education in related field (a combination of education and experience will be considered)
• Mutual Funds License (or willing to obtain)
• Proven success working in a sales, service and goal oriented environment.
• Highly motivated with excellent interpersonal, communication, and time management skills.
• A demonstrated commitment to ongoing professional development.

The Credit Union / Organization:
Radius Credit Union is a rural based community focused credit union with seven (7) branches, assets over $465 million and nearly 50 employees serving 4700 members. Radius Credit Union builds relationships by providing financial solutions and supporting its communities. Employee engagement is valued and there is ample opportunity for growth for career minded individuals.

The Communities:
Radius Credit Union has seven branch locations in Avonlea, Ceylon, Pangman, Ogema, Radville, Torquay and Tribune. We have been serving the area for over 60 years! All branch locations are based in rural southern Saskatchewan Towns and Villages. Each of our communities have varying amenities, recreational facilities and services. With major shopping and service centers within a 1- 1.5 hour drive.

Compensation:
Radius Credit Union offers a competitive compensation package including a 7% matched defined contribution pension plan administered by the Co-operative Superannuation Society, participation in a Variable Incentive Program, a full range of employee benefits including medical, dental, EAP and life/disability insurance.

If you are interested in becoming a part of our team, please submit your resume, in confidence, on or before December 24, 2021 via email or mail to:
Radius Credit Union Box 339 Ogema, SK S0C 1Y0 Attn: Michelle Leonard, HR & Marketing Coordinator michelle.leonard@radiuscu.com

Posting will remain open until a suitable candidate has been hired. We appreciate the interest of all applicants; however only those under consideration will be contacted.

Lending Service Representative

We are seeking three experienced, full-time Lending Service Representatives to be based out of our Ogema, Tribune and/or Radville Branches. Reporting to the Business Development Manager, responsibilities include interviewing members and potential members, analyzing loan applications, granting and/or recommending consumer, agricultural and commercial loans and mortgages and ensuring compliance with relevant legislation, regulations, policies, and procedures. The position is also responsible for collection activity and cross-selling the full range of Credit Union products.

Looking to expand your career? We will consider hiring the right candidates for a Lending Service Representative Trainee position. An LSR trainee must be a motivated individual with some financial education/experience and a commitment to the financial services industry and credit union system. An LSR Trainee will work with our experienced Lending Team and management to kickstart their career.

Preferred/Ideal Qualifications:
• 2-4+ years of experience, consumer, agricultural, and/or commercial lending.
• One year of related post-secondary education. (a combination of education and experience will be considered)
• Ability to interpret complex member financial information, assess risk and determine product/service opportunities.
• Proven success working in a sales, service and goal oriented environment.
• Highly motivated with excellent interpersonal, communication, and time management skills.
• A demonstrated commitment to ongoing professional development.

If you are interested in becoming a part of our team, please submit your resume, in confidence, by December 24, 2021 via email or mail to:
Radius Credit Union Box 339 Ogema, SK S0C 1Y0

Attn: Michelle Leonard, HR & Marketing Coordinator michelle.leonard@radiuscu.com
Posting will remain open until a suitable candidate has been hired. We appreciate the interest of all applicants; however only those under consideration will be contacted.

Business Advisors

Would you like to earn above average pay helping members meet their financial goals, maintain a strong work life balance, a flexible schedule and have the security of a career – path supported by your organization? We offer that and so much more.

THE COMPANY – Our Purpose is to redefine banking by helping Canadians simplify their lives and reach their financial goals by reinvesting profits into our members, communities and our people. Now that Responsible Banking!

Click the link below to see what Innovation Credit Union is about! Trust us, you are going to want to learn more about who we are!

Innovation Credit Union – About Us (innovationcu.ca)

THE POSITION: This position would appeal to anyone who strives to go above and beyond in providing world class financial services by building trust to help simplify our members lives. How does one do this? Glad you asked!

A Business Advisor does the following:

Provides knowledgeable and timely advice; and provides assistance in utilizing our Agricultural and Commercial products, services and omni channels to best meet our member’s needs.
Provides flexibility and outside the box thinking to help areas Farm and Commercial business ventures. In touch with day to day realities for the members they now serve and will serve.
Is extremely organized and has a very strong attention to detail and driven to create results for the members they serve.

Why Should You Apply?

You want to be an ambassador of a forward-thinking, member focused organization
you are passionate about providing world class financial services, growing member relationships, and are comfortable with building a portfolio
You want to help simplify our members lives by offering proactive advice to their day-to-day agriculture and commercial banking needs in person and digitally

Visit the CAREERS page or our website to learn more about this position and to apply. www.innovationcu.ca Only those applications received through our job board will be considered.

Chief Executive Officer — Northern Savings Credit Union

Northern Savings Credit Union plays a prominent leadership role as the largest financial institution in northwestern British Columbia. Community-based, member-owned and democratically governed, Northern Savings serves more than 14,000 members in Prince Rupert, Terrace, Haida Gwaii and areas. The business is well run, has a strong team, and –with the economy burgeoning due to the Port’s expansion and other massive infrastructure projects underway – is looking to the future with excitement.

Due to a retirement, the Board is seeking a new Chief Executive Officer to bring energy and drive to pursue the Credit Union’s vision. Reporting to the Board of Directors you will provide inspirational leadership and direction to Northern Savings and its subsidiaries. You have responsibility for all credit union operations and will enable innovation, growth and change as the organization explores advances in technology, member services, product offerings and other growth areas. As the face of the organization, you have the opportunity to be a visible leader and play an active and impactful role in the community.

You are a seasoned business leader with a reputation for building and leading an evolving business in a senior management or executive capacity in an organization of similar complexity. Experience that includes credit unions, banking, financial services or related is an asset, but not required. Armed with superior interpersonal skills and business acumen, you will bring a history of innovation and financial stewardship that will enable profitable growth and change.

This role is located in Prince Rupert, on British Columbia’s North Coast. This is an exceptional opportunity to combine an impactful leadership role with a fulfilling coastal lifestyle.

To explore this opportunity further, please click Apply.

We thank all applicants for their interest in this position. Please note that we will only be in contact with those individuals moving forward with our client.

Manager, Accounting & Reporting (Term position)

SaskCentral is owned by Saskatchewan credit unions to serve and represent their collective interests. We add value through the sound investment of credit union funds on deposit, as well as providing a wide range of products and services to maintain credit union leadership in the marketplace.

Manager, Accounting & Reporting – Term Position to March 31, 2023

SaskCentral is on a multi-year enterprise-wide transformational journey with continued focus on ensuring the success and financial viability of credit unions. The role of the Accounting and Reporting team in this journey is to provide accurate financial reporting for stakeholders and high-quality financial support for the organization. We are searching for an experienced individual to provide leadership and direction to a team of professionals delivering accounting and reporting services to SaskCentral. This opportunity requires someone with an analytical nature with passion for delivering accurate and timely results, as well as someone with strong interpersonal communication skills who enjoys developing others as our transformational journey continues.

The Job

In this role, you are responsible to oversee the preparation and completion of SaskCentral’s monthly, quarterly and annual financial reporting. This includes reporting for key stakeholders, managing the year-end reporting and annual audit process, and leading continuous business improvements. You will lead management reporting which includes development of the annual budget and quarterly projections while identifying and managing change initiatives to accommodate the evolving landscape of SaskCentral and credit unions.

SaskCentral provides an environment for employees to thrive and find purpose and meaning in their work. As a leader, you are accountable to ensure alignment to that type of environment for accounting and reporting so the team is engaged and inspired. You will provide effective coaching and direction to allow understanding of each individual and how their role contributes to the organization’s vision, purpose and values. Demonstrating change leadership behaviours and supporting employees during change will continue to build commitment and engagement toward change initiatives. You encourage your team to collaborate with others in the organization to collectively accomplish goals.

This role also provides leadership on projects by developing financial reporting requirements for highly technical projects, including accounting, tax and capital requirements. You will work to balance the needs of project and operational demands to ensure project milestones are met; focusing on appropriate resource utilization, leveraging internal resources, and coordinating work of professional consultants.

The Candidate

You have a Chartered Professional Accountant (CPA) designation, five years of progressive leadership experience, and advanced understanding of International Financial Reporting Standards (IFRS) as well as tax and regulatory requirements. You have strong problem solving, analytical, and communication skills with an ability to scale/apply knowledge in a manner appropriate to SaskCentral’s size and complexity. You have strong prioritization abilities and can be relied on to manage multiple deliverables within tight timelines with a high degree of accountability. You value building and maintaining positive relationships and will contribute to the strategic vision and business plan of the organization.

Please include in your cover letter examples of how you meet the qualifications for this position. Interested applicants should submit a resume in confidence by Monday, December 20 on our career page: SaskCentral Careers – Manager, Accounting & Reporting

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.