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Director, Wealth & Insurance

Are you the kind of leader that can move from operational to strategic “mode” – and vice versa – quickly and confidently? Does the prospect of having a positive impact on the communities we serve in the Shuswap region align with your vision of building on an already successful career? If so, we have a lot to discuss.

We invite you to be part of a team where you can feel good about the work you do. At SASCU, we believe in fostering a supportive work environment that is the perfect blend of friendliness and professionalism. Add in a competitive compensation package and excellent benefits, along spectacular natural scenery, and it’s easy to see why we are an award-winning employer.

This is a uniquely interesting and challenging mandate for someone who enjoys switching from one business area to another – and can move with agility between our Wealth and Insurance lines of business. As the Director, Wealth & Insurance, you will provide leadership to SASCU’s subsidiaries, i.e., a multi-branch Insurance agency and a Wealth division – from recommending and implementing strategies and programs to grow the business, to ensuring that these areas achieve objectives, operate efficiently, and deliver on the SASCU Member Experience. Leveraging your senior management experience, you will also coach direct reports to achieve results, and implement SASCU’s sales and service strategy and tactics.

 

What you’ll do:

More specifically, as Director of Wealth & Insurance, you can expect to:

  • Proactively develop and present Wealth and Insurance strategies to the Vice President, Experience & Brand, that preserve and grow the lines of business, and work with the VP to determine sales targets and Key Accountability Areas for each division;
  • Manage and direct the overall operation of the Wealth division, and monitor Insurance branch activities, ensuring adherence to established policies, procedures and standards;
  • Work with the Branch Managers, Insurance, to identify opportunities to introduce new products and services, make recommendations to maximize business growth, build employee engagement, develop plans, and take action to identify any gaps;
  • Work to identify, negotiate and acquire insurance company contracts, and monitor volume commitments;
  • Develop and recommend operational plans, budgets, and staffing levels to ensure that the needs of SASCU are met;
  • Take a strategic approach to analyzing data to identify opportunities and risks;
  • Champion service standards, providing coaching to ensure consistent behaviours and experiences, taking ownership of Member concerns, and resolving, or supporting staff in resolving, complex and/or difficult service situations;
  • Represent Wealth and Insurance within the business community, and work within SASCU to promote these lines of business to employees and Members;
  • Establish positive, productive relationships with external stakeholders in the industries represented by the subsidiaries, across trade associations, in government and regulatory bodies, and within the broader community to ensure successful operations;
  • Role model SASCU’s organizational values and leadership competencies, and ensure strong, open channels of communication and collaboration within the subsidiaries and across SASCU departments.

 

What you’ll bring:

As the qualified professional we seek for the key role of Director, Wealth & Insurance, you will have the following profile:

  • Post-secondary degree, preferably an MBA, and experience in progressively more complex roles in the Wealth or Insurance field, with 7 to 10 years’ combined industry/sales experience, most recently in a senior management role.
  • Completion of a Senior Financial Planning designation (CFP, CIM) or a minimum of a Canadian Accredited Insurance Broker (CAIB), Chartered Insurance Professional (CIP), or Fraternal Insurance Counselor (FIC) designation, preferably with eligibility to act as Nominee.
  • Advanced knowledge of all insurance and wealth products, services, and regulatory requirements, including detailed understanding of revenue streams.
  • Ability to manage complexity, multiple tasks, and priorities for maximum personal and organizational success.
  • Completion of the Life Licence Qualification Program (LLQP), Certified Life Underwriter (CLU) designation, and Branch Compliance Officer Accreditation are assets.

 

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, and an insurance office in Enderby. Established in 1946, SASCU has more than 19,000 members, 150 staff, and over $900 million in assets. Learn more at www.sascu.com.

 

To apply:

This is an exceptional opportunity to take your career to the next level and be part of our exciting future at SASCU! If you are both community-minded and prepared to contribute to a successful and growing organization, please email a cover letter and résumé to hr@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 (vaccination records or receipts issues by the Province), subject only to valid legal or medical exceptions, and complying with all pandemic/epidemic control measures affecting the workplace.

Lending Service Representative

Job Profile:

We are seeking an experienced, full-time Lending Service Representative to be based out of our Tribune Branch.  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.

Minimum Qualifications:

  • 2-4+ years of experience, consumer, agricultural, and/or commercial lending and 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.
  • Experience in investments and/or mutual funds an asset. Strong preference to applicants with investment experience as this role has the potential to transition to a Financial Service Representative.

The Credit Union / Organization:

Radius Credit Union is a rural based community focused credit union with seven (7) branches, assets over $442 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 Community:

Located in the heart of the Souris Valley, Tribune is a small community located approximately 25 km from the Canada-US Border. The area and communities surrounding Tribune offer ample recreational opportunities including a full service campground, 9-hole sand green golf course, hockey & curling rinks, indoor swimming pool, ball diamonds, fishing, boating and more! The nearby Lyndale School offers classes from Grade K-9, with bus service available for Grade 10-12 students.

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, by October 7, 2021 via email or mail to:

Radius Credit Union
PO 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 Analyst, Digitization

SASCU is an increasingly digital organization, and we invite you to apply your technical competencies and analyst skills to this position as a next step in your career!

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 the Business Analyst, Digitization, you will provide collaborative service to internal business units to maximize the use of technology within SASCU as it relates to process automation and digitization. Working and partnering on cross functional projects, procedures, and initiatives, the Business Analyst, Digitization will support projects, perform analysis to determine current and future business requirements, and identify opportunities to contribute to an overall superior member and employee experience. Using digital tools, the role will consistently apply teamwork and leverage technology to solve business challenges.

What you’ll do:

  • Analyze business and user needs and document requirements. Assist in formulating and defining systems scope and objectives. Advise on business implications of the application of digitization to the current business environment.
  • Translate organization requirements into functional documentation and participate in technical designs and testing.
  • Collaborate and liaise with internal stakeholders and external consultants/vendors to achieve digital initiatives and project objectives.
  • Collect documentation and maintain functional requirements and modeling.
  • Partner with business units to initiate the problem-solving process by using root cause analysis and other problem-solving techniques, and by proactively developing alternatives or potential solutions.
  • Identify potential change management impacts of digitized processes to ensure effective implementation.
  • With support from external partners as necessary, design, prototype, code, and test new or enhanced applications, including Robotic Process Automation (RPA) solutions. This includes the creation of User Acceptance Testing (UAT) scripts.
  • Analyze current procedures and workflows and develop recommendations for automation revising existing system pain points as necessary.
  • Update, report, and communicate initiatives and project progress on a regular and timely basis to appropriate stakeholders.
  • May assist in the gathering of requirements for systems and software. Monitors the efficiency and effectiveness of automated operations and troubleshoot problems as necessary.

What you’ll bring:

  • Minimum 3 – 5 years’ experience in an analyst role.
  • Business Process Design Certification in LaserFiche.
  • Demonstrated understanding of the project management lifecycle.
  • Prior experience in the financial services industry.
  • Ability to obtain Certified Business Analysis Professional (CBAP) or Certification of Competency in Business Analysis (CCBA) designation.

You’re perfect for this role if you:

  • Have the ability to convey complex information so that it is understood by a broad range of stakeholders.
  • Are able to multitask, and can work on multiple projects at a given time.
  • Are comfortable interacting with business stakeholders and external vendors.
  • Possess the ability to work to deadlines and manage expectations.
  • Have strong analytical and problem-solving skills.

 

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

 

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.

Manager, Financial Services

Help Improve our Member Centricity and Grow our business!

We have an exciting opportunity for someone to oversee our 3 branches advisory services operations of the delivery system and branch channels, to improve a member’s financial wellbeing while providing a rewarding member experience.

 

We offer a highly competitive wage, career progression, ongoing learning and development, and an impact on our local community.  Join us on the beautiful Sunshine Coast and enjoy a relaxing lifestyle filled with recreational activities including boating, hiking, and much more, while only a short 40-minute ferry trip from Vancouver.

 

What You’ll Do

Under Executive Direction, the Manager Financial Services supports the development and implementation of transformational service and drives the achievement of sales and performance targets in the delivery system to support the growth and sustainability of the credit union, which enriches the members financial wellbeing.   As a member of the management team the position has shared accountability for the overall health and effectiveness of the organization and Member’s financial wellbeing

 

What Does the Ideal Candidate Bring?

The preferred candidate has completed a bachelor’s degree in business or a related field along with a minimum of 5 years of progressive experience in a financial industry including a minimum of 3 years in a leadership role, with a minimum of advisory sales management. You will have experience with managing direct reports, providing coaching and guidance to maintain skill levels and enhance staff growth by promoting motivation, enthusiasm, service excellence, product knowledge and professionalism. We are looking for an individual who will be adept at problem solving, decision making, establishing strong working relationships, and demonstrating excellent sales and communication skills.

 

About Sunshine Coast Credit Union (SCCU)

For 80 years, Sunshine Coast Credit Union and their members have been helping build a healthy, strong, vibrant Coast community. We are a full-service financial institution with assets exceeding $850 million, serving 17,600 plus members in three growing coastal communities in British Columbia. Sunshine Coast Credit Union is committed to enriching the financial well-being of our members and our community.

 

How to Apply
If you are interested in this exciting opportunity, please submit a current resume and cover letter in confidence to:  yourfuture@sunshineccu.net.  The posting is open until filled.  We thank all candidates for their interest, however, only those selected for an interview will be contacted.

Chief Executive Officer

Teachers Plus Credit Union, located in Bedford, NS is a member owned, full-service financial institution with assets of $69 million providing superior banking and commercial services to approximately 2900 members.  Being locally owned and operated, Teachers Plus Credit Union prides itself on playing a major role in fostering community well-being by keeping profits in the province and reinvesting in local economies, supporting local suppliers and businesses.

The Board of Directors of Teachers Plus Credit Union is seeking a new Chief Executive Officer (CEO).  Reporting to the Board of Directors, the CEO is accountable for sound strategic leadership that enables the development and growth of the credit union, and underpins its financial strength, viability and its responsiveness to members’ needs.   Excellence in people leadership while coordinating daily operations and the delivery and promotion of financial services that uphold and achieve the mission of the credit union are primary responsibilities.  The CEO also supports and advises the Board in fulfilling its fiduciary and strategic responsibilities.

The Ideal CEO Candidate is:

Strategic.  You see the big picture and are able to effectively convey a vision.  You boast a proven track record of implementing long term strategies, executing plans, improving ROI, and using data and metrics to drive an organization forward.

Skilled at Business Development.  You excel at spotting opportunities for growth, specifically in the area of small business and understand the value of building strong relationships and partnerships.  Being active in the community is important to you, and having a solid understanding of the culture, and economic concerns within and around your market are key to your success. You ‘get’ marketing and promotion, and can show results in those areas.

Industry Savvy.  You’ve worked in a financial institution and have a keen understanding of relevant policies, procedures and legislation governing it.  You have solid experience in lending, liquidity and asset/liability management and are are a pro at analyzing and interpreting financial reports.

A Motivational Leader.  You have a team-first mentality,  set high standards of excellence, and are clear about the plan to get there, what the expectations are and providing feedback in real time.  You keep lines of communication open, place importance in recognition of a job well done and are ready to help your team remove barriers, rolling up your sleeves and lending a hand.

Resilient.  You’re no stranger to change and thrive when there are multiple projects on the go.  You have experience in change management and understand the importance of generating enthusiasm amongst a team when change is afoot in order to see the ROI when the transition is complete.

A Lifelong Learner.  You invest in your own professional development and want to continue to learn and grow, no matter what your position.

Experienced.   To be eligible, you must hold a bachelor’s degree in Business or Commerce and have a minimum of 10 years progressive leadership responsibility in a financial institution or an equivalent combination of skills and experience.

This is a full-time, permanent position offering a competitive compensation and benefits package based on internal and external market equity and commensurate with experience.  To learn more about Teachers Plus Credit Union visit teachersplus.ca.

Applications close on September 27, 2021.

If this opportunity excites you, please send a resume, and cover letter to Alexandra Chamberlain at creditunionjobs@aclsm.ca.

Head of Governance & Legal

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.

Term Position to December 31, 2023

We are seeking a seasoned, knowledgeable and conscientious senior leader to join us on our multi-year enterprise-wide transformational journey. We are evolving into an effective & focused Central, ensuring the success and financial viability of credit unions. As a member of SaskCentral’s transformational team, you will manage the governance framework and serve as Corporate Secretary. You will also oversee the organization’s legal affairs and ensure its best interests are represented in the development and execution of corporate agreements. If you are innovative and passionate about governance, corporate law, and building strong relationships with boards, committees and regulators this is the position for you.

The Job
Reporting to the CEO, your responsibilities will include governance, legal and compliance roles. You will lead SaskCentral’s governance reform, ensuring the governance model and structure align to the future state business model. You will serve as Corporate Secretary to SaskCentral’s Board and board committees, ensuring adherence to board meeting protocols and governance practices. Legal oversight will include analysis and direction on legal issues related to service agreements, organizational regulation, and trademark protection. You will be accountable for the following roles, either directly or through delegation; Chief Compliance Officer (CCO) and Chief Anti-Money Laundering Officer (CAMLO), where you will oversee regulatory and legislative compliance, including anti-money laundering and anti-terrorist financing monitoring, and management of reporting and compliance filings with the appropriate authorities. Similarly, accountable for the role of Chief Privacy Officer (CPO), you will protect the privacy of individual information in SaskCentral’s corporate and intellectual privacy, and oversee the corporate records management program.

The Candidate
You have a recognized governance designation, corporate secretary experience, a law degree and experience in the financial services sector. You have a strong understanding of corporate governance, and can read and interpret legislation and regulatory guidelines, communicating these concepts to stakeholders clearly and in terms easily understood. You have strong project management skills and can be relied on to manage multiple projects within tight timelines with a high degree of accountability. You’re a problem solver and can suggest innovative and creative solutions that are not readily apparent. You value building and maintaining positive relationships, and can negotiate specific outcomes and influence decision making. As a senior leader, you will contribute to the strategic vision and business plan, and provide leadership and mentorship to others in 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 September 24 to https://workforcenow.adp.com/mascsr/default/mdf/recruitment/recruitment.html?cid=c969f061-bc4e-4b85-b834-94548224b1d7&ccId=9200032728726_2&jobId=368154&source=CC2&lang=en_CA

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.

Executive Assistant – Permanent Full Time

Columbia Valley Credit Union (CVCU) is a member owned financial institution in Golden, BC, serving members since 1955. With $190 million in assets, we serve our 4,500 members according to our guiding principles:

  • Serving members is the primary purpose of our existence.
  • We provide exceptional, customized service.
  • We act with integrity and sincerity.
  • We never stop learning.
  • We continuously innovate.

To learn more about our credit union visit https://www.cvcu.bc.ca/.

The Opportunity

CVCU is looking for an experienced Executive Assistant to support our organization, CEO, Board of Directors, and our members.  This is a permanent position, with the opportunity to work remotely and in our office in Golden, BC.

Reporting directly to the CEO, the Executive Assistant is a member of the credit union management team, contributing to our success in achieving organizational goals.  This role is primarily responsible for providing efficient and confidential administrative support to the CEO and Board of Directors, as well as performing other administrative duties related to the human resources and payroll functions of the credit union.

Some of the specific accountabilities of this role include:

  • Maintain the CEO’s calendar and appointments, applying diplomacy and good judgement in managing requests of the CEO’s time.
  • Ensure the confidentiality of privileged or sensitive materials related to the CEO office and the Board of Directors.
  • Prepare reports, correspondence and presentations for the CEO and Board of Directors.
  • Work closely with the CEO and Chair of the Board to prepare Board meeting agendas and maintain the Board’s annual calendar of activities, including the scheduling of Board and committee meetings.
  • Coordinate and plan the annual general meeting, strategic planning session(s), business planning meetings and other Board and branch-related activities as required.
  • Attend Board meetings, take minutes, and distribute minutes and meeting packages.
  • Coordinate travel and accommodations for Directors and track Board expenses.
  • Maintain all personnel records related to attendance, vacation pay, benefits accruals and payments, and provide administrative support for payroll purposes as needed.
  • Support the CEO with employee performance planning activities and other human resources initiatives, as well as ensuring human resources policies are kept up to date.
  • Perform other related duties as required.

Qualification and Skill Requirements:

We’re looking for someone with relevant post-secondary education and at least 5 years of related experience in a financial institution.  An equivalent combination of education and experience will be considered.

To be our ideal candidate, you will also have:

  • Sound knowledge of general office procedures, business machines, and computers, with proficiency in Word, Excel, and Microsoft Office products.
  • Ability to communicate effectively, both verbally and in writing, with experience in drafting correspondence, taking minutes, and writing reports.
  • Excellent interpersonal skills and the ability to interact with staff, members and Board of Directors in an effective and diplomatic manner.
  • Ability to type with reasonable speed and accuracy and to perform basic mathematical computations.
  • Strong organizational skills with the demonstrated ability to manage multiple priorities and meet deadlines.
  • Ability to make independent decisions, with sound judgement, and a willingness to learn.
  • Ability to maintain a positive and professional demeanor at all times, supporting and promoting changes within the organization.
  • Understanding of credit union operations, with a commitment to the credit union philosophy and vision.

The Reward

  • Chance to make a big impact in a small organization and contribute to the success and integrity of the business
  • Competitive compensation package and benefits program
  • Opportunity to be a part of an organization that gives back to the community through credit union services and initiatives

Manager, Contact Centre

Join the Cornerstone Crew!

Manager, Contact Centre

 

Be Part of Something . . . . .

Cornerstone Credit Union is seeking a highly motivated and exceptional leader that will provide operational direction for its Member Contact Centre. Reporting to the Director, Retail Banking, the successful candidate will manage the day to day operations of the Member Contact Centre, delivering a full range of member services via telephone and electronic means.

The successful individual will lead, coach, mentor, develop and motivate a team of professionals in a relationship based advisory service model that will provide exceptional member service in the delivery of a full suite of financial products and services.

This role is positioned to lead the branch’s team of Financial Services Advisors in developing new business relationships and capitalizing on opportunities to enhance relationships with existing members and clients. The successful candidate will work closely with the Director, Retail Banking to prepare budgets, set sales objectives and priorities as well as operational standards for the department.

The Manager, Contact Centre will manage all department activities to ensure compliance with sound business practice, legislation, regulations, policies and procedures.

 

What we are looking for . . . . .

The ideal candidate will be a team-oriented, community minded individual with post-secondary education in business plus four to six years of lending and/or management related experience or an equivalent combination of education and experience.

This individual must be comfortable making independent decisions and solving problems. Proven leadership skills and the ability to coach, establish performance standards and evaluate performance are required. Exceptional communication skills as well as a demonstrated commitment to excellence and member service are a necessity.

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 external and internal members and providing top-notch member service!

 

What You Will Receive . . . . .

Cornerstone Credit Union is a caring and compassionate organization.

We offer a competitive total compensation package that includes a great employee benefits program, matched pension contributions along with wellness and employment perks that contribute to a positive working environment and encourages work/life balance! As Cornerstone Credit Union’s Contact Centre has extended hours including Saturday’s, the successful candidate may select to work at any of Cornerstone Credit Union’s Saskatchewan branches or initiate a flexible work arrangement that will work for both you and Cornerstone Credit Union.

We also offer an incentive program that rewards employees for outstanding individual performance!

The salary will reflect your experience and qualifications.

 

We Say We Care, and We Mean It . . . . .

Cornerstone Credit Union has been one of Saskatchewan’s Top Employers for 5 consecutive years. Wouldn’t you want to be a part of that!

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

https://cornerstonecu.prevueaps.com/jobs/179760-37571.html

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