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Advisor

Create your future with SASCU. We invite you to be part of a team where you can feel good about the work you do and the positive impact you will have in the communities we serve in the Shuswap. We believe in fostering a work environment that is the perfect blend of friendliness, support, and professionalism (not to mention fun)! Add in a competitive salary and benefits package, along with perks such as our employee incentive plan, reduced banking fees, and spectacular natural scenery, and you’ll see why SASCU is an award-winning employer.

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

 

What you’ll do:

  • Advise members on a full range of deposit and investment products and services (including new accounts, cards, term deposits, and registered products) for an assigned portfolio.
  • Advise members on personal and small business lending products and services (including mortgages, personal loans, lines of credit, MasterCard application and associated insurance products).
  • Interview loan applicants, analyze their finances, and make recommendations.
  • Service and manage estate accounts within an assigned portfolio.
  • Undertake assigned administrative duties including regular and ad hoc reporting, audits, and preparing routing correspondence.
  • Perform front line duties as required.
  • Take personal responsibility for delivery of the SASCU Member Experience and contribute to the team creation of a warm and welcoming environment.

 

What you’ll bring:

  • One year of post-secondary education.
  • 2-4 years financial services experience with demonstrated sales skills.
  • A solid understanding of financial services policies and procedures, and branch and specialist roles is an asset.

You’re perfect for this role if you:

  • Have demonstrated sales skills – promoting and selling financial products and services
  • Have strong organizational and time management skills
  • Are an excellent communicator with strong interpersonal skills
  • Possess a high level of ownership, accountability, and initiative
  • Are committed to continuous learning and self-development

This position will be based in the Sicamous Branch for one year. At the end of the year, the Advisor will move to another location within SASCU’s branch network in Salmon Arm, Sicamous, or Sorrento.

This position is full-time, Tuesday to Saturday and working 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

 

A note on COVID-19:

Additional safety precautions have been put in place to protect SASCU staff and the public. More details can be found here: sascu.com/covid-19-response. Further information will be provided later in the recruitment process.

 

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

 

Senior Branch Manager

This is a great opportunity to lead an enthusiastic and community-minded 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 Salmon Arm 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 salary, and perks such as our employee incentive plan, reduced banking fees, and spectacular natural scenery, and you’ll see why SASCU is an award-winning employer.

As Senior Branch Manager, you will provide overall branch management by leading the team to achieve objectives, ensure operational efficiency, and deliver on the SASCU Member Experience. The Senior Branch Manager coaches sales leaders and senior branch staff to work together to achieve results and implement SASCU’s sales and advice strategy.

 

What you’ll do:

  • Lead and develop sales team to meet or exceed individual and team sales and activity targets, identify gaps to targets in a timely manner, and implement action plans to close gaps.
  • Ensure effective use of marketing campaigns to support achieving annual financial targets.
  • Champion the partnership between internal divisions, including SASCU Wealth, SASCU Insurance, and Commercial.
  • Determine the business development strategy for the branch and effectively implement it within the team.
  • Ensure SASCU service standards are lived by the Downtown team and model their delivery; champion service standards and coach for consistency of those behaviours and experiences.
  • Be visible and accessible, welcoming interaction with employees and members to build rapport, discuss their needs, and resolve concerns.
  • Lead direct reports through the annual performance management process using goal setting, interim reviews, feedback, and year-end reviews to improve results.
  • Participate in talent management planning to ensure business continuity and to develop future leaders across the organization.
  • Lead employees through change with particular emphasis on change tools, processes, and collaboration with Human Resources as necessary.
  • Supported by the Director, Banking, make staffing decisions (hiring, promotion, and corrective action) and support decisions made by the Manager, Member Experience and Manager, Financial Services to leverage the talents of the branch team.
  • Build employee engagement within the branch team, develop plans, and take action to identify any gaps.
  • Develop and recommend operational plans, budgets, and staffing levels to ensure that the needs of the credit union are met.

 

What you’ll bring:

  • A business administration degree or diploma.
  • At least 7 years of financial industry experience including at least 5 years at the leadership level.
  • Results orientation in both sales and service.
  • Solid experience in consumer lending and investments.
  • Registered as a mutual funds representative or willing to be licensed within a three-month period.
  • An aptitude for business development and relationship building.
  • Excellent communication and interpersonal skills.
  • Access to transportation and willingness to travel within the SASCU community.

 

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:

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

 

A note on COVID-19:

Additional safety precautions have been put in place to protect SASCU staff and the public. More details can be found here: sascu.com/covid-19-response. Further information will be provided later in the recruitment process.

 

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

Team Leader, Internal Audit

Conexus, Cornerstone, Innovation Credit Unions

Conexus, Cornerstone and Innovation Credit Unions have built an integrated Internal Audit team.   Our credit unions are committed to helping our members reach their financial goals by reinvesting profits into our members, our communities and our people.  We are looking for someone who can act as a trusted advisor through the direct provision of all Internal Audit services, the provision of leadership, guidance, specialized expertise, and knowledge consistent with the strategies and priorities of the Internal Audit department and our credit unions as a whole.

The Position:  Reporting to the VP, Internal Audit the CUs inSync partners of Conexus, Innovation and Cornerstone Credit Unions are seeking a highly motivated individual to join our team. The Team Leader, Internal Audit is responsible to implement and coordinate independent, objective assurance and consulting activities designed to add value and improve an organization’s operations.   Key to this position is recruiting, developing, coaching, empowering, and leading a team of Audit Analysts to conduct internal audit processes, in accordance with the The Institute of Internal Auditors’ Mandatory Guidance, Core Principles, Code of Ethics and the International Standards for the Professional Practice of Internal Auditing (Standards). These audit processes are designed to bring a systematic, disciplined approach to evaluate and improve the effectiveness of risk management, control, governance processes.

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.

Business Advisor

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 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.
  • Coverage to include Eastend and Gull Lake Advice Centres

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.

Accounting/Clearing/System Support Clerk

Accounting /Clearing / System Support Clerk

Saskatoon City Employees Credit Union

 

The Position:

Reporting to management, the incumbent’s primary duties will include: performing and maintaining accurate and secure record keeping of member accounts, Credit Union accounts and general ledgers, with particular attention to the accounting and electronic data access and storage of the credit union business. The position is responsible for fostering relationship building by actively and accurately promoting and delivering all Credit Union services and products to the membership in a professional manner.

Qualifications:

The ideal incumbent will have as a minimum:

    • Post-secondary education in accounting or an accounting diploma,
    • Proficient knowledge of Excel , working knowledge of accounting and an intermediate knowledge of financial accounting principles;
    • thorough knowledge of Credit Union products and services
    • 3 years of experience in a Credit Union accounting environment;
    • Superior computer, information technology and financial skills;
    • Working knowledge of various software applications including data collection software;
    • Experience operating computers, digital devices with multiple software and DNA banking

Personal Attributes:

    • A demonstrated ability to use effective listening skills, communicate clearly, concisely and apply strong written communication skills;
    • Self-motivated, ability to work independently with minimal supervision;
    • Above average interpersonal and time management skills;
    • Ability to relate actions to strategic plans, demonstrated ability to make sound decisions;
    • Willingness and ability to learn, develop and maintain a personal continuous learning plan;

The Credit Union:

Located in the City of Saskatoon, Saskatoon City Employees is Saskatchewan’s only closed bond Credit Union with 2188 members, assets of $74.5 million, and a loan portfolio of $52 million. We have a total staff compliment of 10. Our staff are members of UFCW Local 1400.

Compensation:

Salary will be a Group 2 classification as per the collective bargaining agreement. Applicant may qualify for our comprehensive benefits package including a matched superannuation benefit.

Closing:

Qualified applicants are invited to submit their résumé in confidence, by Thursday, May 20, 2021

To:    Scott Roesch, Retail Services / Office Manager
Saskatoon City Employees Credit Union
222 3rd Avenue North, Saskatoon, SK   S7K 0J5
Email: scott.roesch@saskatooncity.cu.sk.ca

While we thank all applicants for their interest, only those selected for an interview will be contacted.

Relationship Manager

Prairie Centre Credit Union, Saskatchewan’s largest rural-based credit union, currently has a permanent full-time Relationship Manager opportunity available. The successful candidate will be a self-motivated, dynamic individual and will play an integral role in the overall success of the Rosetown region. Reporting to the Senior Relationship Manager, the Relationship Manager will have a strong aptitude for relationship-building with internal teams as well as with current and prospective members. He or she will assist in the implementation of collaborative strategies to ensure top performance within the team, equating to exceptional service to our members.

Responsibilities:
• Build value-based relationships with regional team and members
• Collaborate with the regional team to develop creative and innovative approaches to achieving results
• Participate in business development, growth, and community engagement strategies
• Provide solutions that support the financial wellbeing of members, through the delivery of deposit, investment, and loan products
• Be an active member of the region’s leadership team, support branch operations, and provide regional coverage

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.

Qualifications Required

• Undergraduate degree in Business or Agriculture, or an equivalent combination of education and work experience
• People-oriented with the desire to interact, work with, and develop relationships with co-workers, current and prospective members, and community
• Ability to take initiative with demonstrated experience in achieving sales/growth targets
• Knowledge of deposit and loan products and services is an asset
• Well-developed organizational and interpersonal skills

Job Reference Number

RMROSETOWN – PCCU – 20210521

Closing Date

May 21, 2021

Job Location

Rosetown

How to Apply

For additional information on this opportunity, please contact Adam Johb, Vice President Retail Relationships, at 306-882-5642. To apply, please submit an electronic copy of your cover letter and resume on or before May 21, 2021 to: careers@pccu.ca.

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

 

Senior Relationship Manager

Prairie Centre Credit Union, Saskatchewan’s largest rural-based credit union, currently has a permanent full-time Senior Relationship Manager opportunity available. The successful candidate will be a self-motivated, dynamic individual and will play an integral role in leading the regional team. Reporting to the Vice President Retail Relationships, the Senior Relationship Manager will have a strong aptitude for relationship-building with internal teams as well as with current and prospective members. He or she will oversee the development and implementation of collaborative strategies to ensure top performance within the team, equating to exceptional service to our members.

Responsibilities:
• Build value-based relationships with regional team and members
• Play a lead role in collaborating with the regional team to develop creative and innovative approaches to achieving results
• Develop and implement business development, growth, and community engagement strategies
• Provide solutions that support the financial wellbeing of members, through the delivery of deposit, investment, and loan products
• Be an active member of the region’s leadership team, support branch operations, and provide regional coverage
• Develop, coach, and mentor the Relationship Managers within the region

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.

Qualifications Required

• Undergraduate degree in Business or Agriculture, or an equivalent combination of education and work experience
• People-oriented with the desire to interact, work with, and develop relationships with co-workers, current and prospective members, and community
• Leadership, management, and supervision at a senior level with proven results
• Ability to take initiative with demonstrated experience in achieving sales/growth targets
• Well-developed organizational and interpersonal skills

Job Reference Number

SRMROSETOWN – PCCU – 20210521

Closing Date

May 21, 2021

Job Location

Rosetown

How to Apply

For additional information on this opportunity, please contact Adam Johb, Vice President Retail Relationships, at 306-882-5642. To apply, please submit an electronic copy of your cover letter and resume on or before May 21, 2021 to: careers@pccu.ca.

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

Wealth Specialist II

You are a dedicated and enthusiastic team player who possesses strong interpersonal skills and a commitment to continuous learning. This position suits you as you are able to provide strategic wealth solutions to members and non-members of the credit union. You possess the analytical skills and experience required to aid in the development and implementation of the Credit Union’s strategic plan. You are a community minded individual who is able to foster strong business relationships within a member-focused service culture. As part of the wealth services team, you are responsible for generating growth through excellence in member service and effective leadership.

For more information, please visit our website at diamondnorthcu.com.

Insurance Specialist

An exciting opportunity exists for an experienced Insurance Specialist to join our team.  ABCU is a full-service open bond Credit Union.  Assets $263 million, loans $197 million, deposits $240 million, staff of 32. At ABCU Credit Union Ltd. (ABCU) our culture is based on our passion to be financial professionals dedicated to doing what is right for our credit union and our members.

The Insurance Specialist is an employee of Credential Financial Strategies in partnership with ABCU, and is a member of a dynamic professional wealth team and plays an integral role in the delivery of personalized advice to our members.  The Insurance Specialist is accountable for developing, maintaining and enhancing member relationships through the purchase and maintenance of numerous insurance solutions. This is achieved by conducting discovery interviews with members and prospects to identify individual needs and goals and creating an appropriate solution, while maintaining consistent practices.

This role also is key in the delivery of wealth services to our membership by uncovering the financial needs of our members and referring those members back to retail, business banking, and other areas of ABCU. The Insurance Specialist is licensed and maintains a high level of knowledge relating to our products and services, sales processes and compliance, and is able to execute trades to:

  • Strive for excellence in communication and organization
  • Plays a vital role in enhancing the member experience and growth and profitability.
  • Take an active role in professional growth and development, and
  • Possess effective business habits and are accountable for meeting/exceeding both personal and corporate goals; including the retention and acquisition of new members.
  • Live the brand by ensuring members feel at home, leverage the fully integrated financial services platform and promote ABCU Credit Union as a good corporate citizen
  • Represent ABCU and Credential Financial Strategies in the communities in which they work and live.

Experience Required

  • High School Diploma; Finance related post-secondary is an asset
  • Minimum 2 years’ experience in the wealth industry, including securities and compliance
  • Life and Accident Insurance License in the Province of Alberta
  • Certified Financial Planner designation (CFP)
  • Chartered Life Underwriter designation (CLU) and/or equivalent work experience
  • Ability to analyze and interpret the needs of clients and offer the appropriate solutions and resolutions required.
  • Proven experience with business plan development
  • Experience with life, disability, and health insurance sales
  • Proven experience in providing detailed and accurate information to third parties

Interested candidates please provide a cover letter, salary expectations, and resume to:

Janavi Corson, ABCU Credit Union

jcorson@abcu.ca

 

ABCU Credit Union thanks all applicants for their interest; however, only those selected for an interview will be contacted.

Credential Financial Strategies Inc. offers financial planning, life insurance and investments to members of credit unions and their communities. ®Credential is a registered mark owned by Aviso Wealth Inc.

Closing date: This position will remain vacant until a suitable candidate is identified.

Business Relationship Manager

Business Relationship Manager
Full-time Position in Thunder Bay, ON.

Who We Are
Copperfin is Northwestern Ontario’s largest locally owned credit union, with locations in Ear Falls, Kenora, Sioux Narrows, Nestor Falls, and Thunder Bay. Our number one priority is to advance the lives of the people and communities we serve. We have a desire to improve the lives of people who live in our community. We invest in our Members’ financial health and strive to ensure we’re offering them the best financial tools to reach their goals.

About This Opportunity
We’re looking for a responsible, motivated individual for the position of Business Relationship Manager. This position is located in Thunder Bay, ON.
Reporting to the Senior Manager, Business Advice, the Business Relationship Manager will be responsible for proactively managing a portfolio of members consisting of medium to complex business accounts, including:
• Delivering value added financial advice and superior service to enhance and grow individual Member relationships.
• Interviewing, analyzing, and approving new loans, renewals, amendments, and security substitutions in compliance with credit union policies and procedures.
• Facilitating growth and business development initiatives with existing and prospective members, partners, and community leaders to strengthen and grow the business portfolio.
• Monitoring the changes in business conditions and market trends and their potential impact on members.
• Contributing to the development, maintenance, and execution of the departments business plan for growth, including relationship management strategies, enhanced business processes and financial performance.
• Work independently on a range of complex tasks, which may include special projects.

What We Are Looking For
• Excellent interpersonal skills including demonstrating approachability, trustworthiness, flexibility, strong work ethic, and a Member first mentality.
• Post-secondary degree/diploma, ideally in business or related field preferred.
• Minimum three to five years of lending experience and/or experience gained in financial services industry.
• Proficiency in Microsoft Excel, Word, and PowerPoint with the ability to learn new systems.
• Excellent member service skills; strong verbal and written communication skills and superior problem-solving abilities.
• Strong capabilities in analysis, judgement, and data driven decision-making.
• Ability to work in a dynamic team environment.

Why Choose Copperfin
We invest in our people so that you’re able to learn, develop and are well prepared to support the ever-changing needs of our Members while working towards advancing your career and expanding your skillset. We care about each other and believe in making a difference in the communities we live, play and work in.
• We encourage the growth and advancement of our Team Members. Our Leaders support
your development to advance and grow through managing opportunities and coaching.
• We empower our Team Members to be decision makers while providing opportunities to work on unique projects from time to time.
• We offer a competitive health benefits plan including employee pricing and rewards.
To learn more about why our Team Members love working at Copperfin and to get a glimpse of the exciting opportunities we’re a part of,  check out our Facebook or Instagram.

About the Salary
The salary for this position will commensurate with the skills and experience of the successful candidate.
Please submit your cover letter and resume to:
People and Culture Team
recruitment@copperfin.ca
Copperfin Credit Union
346 Second Street South
Kenora, ON P9N 1G5
We thank all applicants; however only those selected for an interview will be contacted.
Upon request, accommodations are available for all parts of the recruitment process.

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