Archives: Job Postings

Financial Planner

Do you… have experience in financial planning and thrive in an ever-evolving work environment? Are you a sales-oriented individual with a genuine interest in helping people meet their financial goals? Are you results driven and have what it takes to improve clients/members financial lives?

If so… we should talk.

We are currently seeking an experienced Financial Planner for our Trail office of Kootenay Savings MoneyWorks to provide sound financial advice to new and existing clients with a focus on investment, retirement, and estate planning.

With two years of post-secondary education in a related field and a minimum of three years experience in financial planning you will be well positioned to offer sound holistic financial planning advice to new and existing clients.  As a Certified Financial Planner, or one who is actively working towards completion of a financial planning designation and having completed your Level II Life Insurance and Mutual Funds License, you are able to provide comprehensive financial and estate planning and insurance services and recommend products that are best suited to assist clients/members meet their financial goals. Your track record of success in business development is enhanced by your strong communication skills and your ability to respond to clients’ needs. You demonstrate a sales-focused work ethic, combined with exceptional relationship building skills and your commitment to ongoing professional development ensures quality 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
  • 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

Nestled in the natural beauty of the Selkirk and Monashee mountain ranges, next to the mighty Columbia River, the Greater Trail area offers year-round activities for the outdoor enthusiast from golfing to skiing, mountain biking, kayaking, fishing, hiking and much more.  Amenities include the region’s largest hospital, Selkirk College and an aquatic and leisure centre, all surrounded by inviting neighbouring communities. Affordable, safe and volunteer-oriented communities provide all the modern technology and amenities to keep you connected. Here you will find outstanding opportunities for living life well and to its fullest.

For more information about the Greater Trail region, please visit imaginekootenay.com

For more information about Kootenay Savings MoneyWorks, please visit www.kscu.com and click on the Wealth tab.

Applicants are asked to apply online through the careers section of our website at www.kscu.com.

Closing date:  Open until filled

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

MEMBER SERVICE REPRESENTATIVE – FULL TIME – TURTLEFORD CREDIT UNION

Location: Turtleford, SK

Posting Date: 15 March 2021

Closing Date: 3 March 2021

Website: turtleford.cu.sk.ca

Occupation Type: Administrative / Clerical / Support, Deposits, Financial Services / Member Service

Career Level: Experienced (Non – Manager)

Employment Type: Full – Time

This role supports the corporate vision to offer the best possible financial service and services to our community by providing a high level of member service, administrative data entry, balancing of accounting support tasks and product knowledge. This position is integral to our branch and team as it is the first point of contact for our members.

 

MEMBER SERVICE REPRESENTATIVE

 

As the ideal candidate, you will possess excellent communication skills, have a commitment to delivering outstanding service and support our branch as we sell and promote services available and process member banking needs (deposits and withdrawals, front line transactions, open/close personal accounts).  As well as be able to recognize member needs, promote lending, deposit services, and refer the more complex requests to respective staff professionals, in branch.

 

Daily balancing of transactions- outgoing cheques, transactions, and cash.

Reporting to Office Manager, the ideal candidate will have at least 2 years of experience within a Credit Union or Financial Institution, be willing to learn and take on requirements of a smaller branch with cross department requirements of our team. We are willing to train should we find a candidate who is a good fit for our growing and developing team.

 

We offer a competitive compensation package, including benefits, commensurate with experience and qualifications.

 

Interested applicants may submit a resume and cover letter, in confidence by April 16, 2021 to:

 

Office Manager

Turtleford Credit Union Limited

208 Main Street / PO BOX 370

Turtleford, SK      S0M 2Y0

Fax: (306) 845 3035

 

Email: holly.matias@turtleford.cu.sk.ca

 

Turtleford Credit Union Limited thanks all interested applicants. Only those applicants being considered will be contacted.

 

For more information on Turtleford Credit Union Limited, please visit our website at Turtlford.cu.sk.ca

 

SENIOR MANAGER: MARKETING & BRAND EXPERIENCE

Do you… have a solid background in marketing with proven experience and success in digital marketing, brand development and marketing communications & oversight?  Are you an experienced professional with advanced knowledge in market research, analytics, and product & strategy development?  Are you a natural leader who thrives in an ever-evolving work environment and aspires to make a positive difference each and every day?

If so… we should talk.

We currently have an opportunity to hire an experienced marketing professional to join our team as the Senior Manager Marketing & Brand Experience.  The incumbent of this role is based out of our Corporate Office in Trail.

As the Senior Manager Marketing & Brand Experience, you will lead the strategic and day to day direction of the marketing department and brand strategy.  You will coach and lead the marketing team to grow the brand, digitize and integrate new tools, technologies and channels to increase share of wallet and membership.  You will also be responsible for providing oversight on product, digital and channel design, marketing and promotions, analytics and research, communications, brand image, and community investment and engagement.

The ideal incumbent will possess:

  • Bachelor’s Degree in a related field requiring 3 to 4 years full-time study or equivalent
  • Minimum of 8 years’ progressive leadership experience in a sales and service environment with a focus on marketing and brand development
  • Advanced skills in digital marketing
  • Advanced skills in brand development, strategy, marketing communications and oversight
  • Advanced knowledge and proven experience in best practices and innovative industry developments in branding, the marketing discipline, sales and marketing communications
  • Advanced knowledge in a broad range of market research, analytics, segmentation, product development and marketing strategy development
  • Advanced knowledge in all banking channels including digital and mobile
  • Strong technical skills in HTML, CSS, SQL, Microsoft Office applications, Google Analytics, Adobe Creative Suite apps, WordPress
  • Well-developed technical knowledge of consumer tools and promotions from idea creation through to deployment
  • Strong knowledge in marketing & sales technology tools
  • Strong verbal and written communication skills
  • Strong organization & time management skills
  • Strong project management and planning skills
  • The ability to anticipate strategic business demands and effectively align people, processes, and systems so that the appropriate talent, structure, and operating models are in place
  • The ability to take a creative approach to opportunities or issues, think “outside the box” and explore unique ways to create value for members, communities, and the organization
  • The ability to courageously face new challenges and opportunities
  • The ability to execute business strategies within an uncertain, complex, and ambiguous business landscape and ensure accountability for results
  • The ability to form a deep understanding of members’ needs and to develop member-centric solutions across multiple channels that exceed their expectations
  • The ability to persuade, convince, influence, or gain the commitment of others to support an idea, adopt a specific direction, or commit to an initiative in support of the business of the credit union system
  • The ability to inspire a sense of direction and shared purpose for employees, while energizing and motivating them to advance the vision

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
  • 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

Nestled in the natural beauty of the Selkirk and Monashee mountain ranges, next to the mighty Columbia River, the Greater Trail area offers year-round activities for the outdoor enthusiast from golfing to skiing, mountain biking, kayaking, fishing, hiking and much more.  Amenities include the region’s largest hospital, Selkirk College and an aquatic and leisure centre, all surrounded by inviting neighbouring communities. Affordable, safe and volunteer-oriented communities provide all the modern technology and amenities to keep you connected. Here you will find outstanding opportunities for living life well and to its fullest.

For more information about the Greater Trail region, please visit imaginekootenay.com

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

Please apply online through the careers section of our website at www.kscu.com to upload your resume and complete the application questions.

Closing date:  April 2, 2021

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

Controller

Lakeland Credit Union is a provider of financial products and services in the Lakeland area. We have been serving our members in Bonnyville, Cold Lake and surrounding rural communities for over 80 years. We believe in community, integrity, excellence, the co-operative system and our people.

Reporting to the VP, Finance and Risk, the Controller is a key leadership position in the organization that works with other members of the senior leadership team in driving financial performance and strategic business decisions.

The successful candidate will be expected to deliver strong performance management by providing oversight, leadership, technical expertise in implementing systems and processes, and improved information flow for business decision making.

This position is responsible for all aspects of accounting management, including but not limited to: internal and external financial reporting, budgeting and forecasting, functional accounting and processes, as well as the development, implementation and monitoring of appropriate policies, procedures and workflow.

Key Responsibilities:

  • Provide leadership and mentorship to the accounting team by ensuring that financial deliverables are accurately completed on schedule
  • Key financial liaison with internal and external stakeholders including auditors
  • Ensure orderly scheduling and compilation of annual and multi-year operating & capital budget
  • Prepare quarterly and annual financial statements
  • Prepare monthly capital reports including actual to budget analysis

 

Requirements:

  • Canadian Chartered Professional Accountant (CPA) designation
  • University degree in accounting or a related discipline
  • 5+ years of experience in accounting and finance roles with at least 2 years in a senior leadership role
  • Strong interpersonal and communications skills and the ability to work as a team member
  • Demonstrated knowledge of International Financial Reporting Standards (IFRS)

Total compensation package includes:

  • Competitive Benefits including extended Health, Dental and Vision
  • Retirement Savings Plan
  • Annual performance bonus plan
  • Employee Financial Services benefits

Salary range is $88,000 – $110,000.

*This successful candidate must be bondable and will be subject to a pre-employment background screening, including a criminal record and credit checks.

To apply, please submit your cover letter and resume to careers@lakelandcreditunion.com. Only those applicants selected for an interview will be contacted. Candidates may be considered on future competitions. Thank you for your interest in Lakeland Credit Union.

Application deadline: 2021-03-31

Account Manager – Retail Banking

Together, Let’s Do Great Things!

We’re the largest financial institution based on Vancouver Island and the Gulf Islands, and we’ve got an opportunity for you. We are looking for an Account Manager to support the Capital Region, so if you’re passionate about improving people’s financial health and have experience with a wide range of financial services including loans, investments, registered products and personal mortgages we’d like to hear from you.

What’s the role?

As an Account Manager, you excel at growing new and existing relationships. Working with our team of professionals, you’ll offer a range of financial services to our members—and spot opportunities to refer them to experts in our other business lines to help us provide comprehensive solutions.

What are we looking for?

  • A secondary school diploma with an academic emphasis plus 1 year post-secondary education with up to 1 year of work experience in a sales and service environment;
  • A minimum of 3 years of financial experience and 2 years of lending experience or an equivalent combination of education and experience;
  • Preferably, a thorough understanding of credit union operations, principles and values.

Ideally, you are a flexible, collaborative team player with:

  • Proven sales experience and demonstrated leadership skills;
  • Proven knowledge of deposit and loan products and services
  • Demonstrated personal lending knowledge;
  • Solid understanding of the competitive environment in the financial marketplace, and local communities within the region;
  • Proven social networking skills and an ability to connect with individuals inside and outside the organization.

If you’re an approachable problem solver who embraces self-development and life-long learning, you’ll be a great fit with us.

Who are we?

Coastal Community has been in business over 70 years, and we’re proud of the things that make us who we are:

  • We’re 100% member-owned and locally-based—all of Coastal Community’s operations, Board of Directors and employees are based on Vancouver Island and the Gulf Islands, with all decisions made locally.
  • We’re a growing organization with over 2.5 billion in Credit Union assets, serving over 100,000 members and clients through our 24 branches, 16 insurance offices and 4 business centres.
  • We believe in making meaningful contributions to the communities we call home, and in the last five years alone, we’ve contributed $2.5 million to community partners across our islands.

If you join us you’ll work hard, but have a lot of fun along the way. We offer a generous compensation package and a great work/life balance because we want you to spend your career here. Many people do!

Senior Account Manager – Retail Banking

Together, Let’s Do Great Things!

We’re the largest financial institution based on Vancouver Island and the Gulf Islands, and we’ve got an opportunity for you. We are looking for a Senior Account Manager to support the Capital Region, so if you’re passionate about business development and, improving people’s financial health and have experience with a wide range of financial services including loans, investments, registered products and personal mortgages we’d like to hear from you.

What’s the role?

As a Senior Account Manager, you excel at growing new and existing relationships. Working with our team of professionals, you’ll offer a range of financial services to our members—and spot opportunities to refer them to experts in our other business lines to help us provide comprehensive solutions.

What are we looking for?

  • A secondary school diploma with an academic emphasis plus 1 year post-secondary education with up to 1 year of work experience in a sales and service environment;
  • A minimum of 5 years of financial experience and 2 years of lending experience or an equivalent combination of education and experience;
  • Preferably, a thorough understanding of credit union operations, principles and values.

Ideally, you are a flexible, collaborative team player with:

  • Proven sales experience and demonstrated leadership experience;
  • Proven knowledge of deposit and loan products and services
  • Demonstrated personal lending knowledge;
  • Solid understanding of the competitive environment in the financial marketplace, and local communities within the region;
  • Proven social networking skills and an ability to connect with individuals inside and outside the organization.

If you’re an approachable problem solver who embraces self-development and life-long learning, you’ll be a great fit with us.

Who are we?

Coastal Community has been in business over 70 years, and we’re proud of the things that make us who we are:

  • We’re 100% member-owned and locally-based—all of Coastal Community’s operations, Board of Directors and employees are based on Vancouver Island and the Gulf Islands, with all decisions made locally.
  • We’re a growing organization with over 2.5 billion in Credit Union assets, serving over 100,000 members and clients through our 24 branches, 16 insurance offices and 4 business centres.
  • We believe in making meaningful contributions to the communities we call home, and in the last five years alone, we’ve contributed $2.5 million to community partners across our islands.

If you join us you’ll work hard, but have a lot of fun along the way. We offer a generous compensation package and a great work/life balance because we want you to spend your career here. Many people do!

Financial Services Relationship Manager

Create your future here.

You might say we have a healthy obsession with finding new ways to create value for our members. Helping them achieve their financial goals is what gets us out of bed in the morning.

Along with plenty of caffeine, what fuels us is getting to work with some of the brightest and nicest folks around. And we are energized by the exciting changes ahead.

We need to expand our Retail Services Team to help us evolve through the next stage of our growth journey, and we hope you can help shape our future.

 

The Role: Financial Services Relationship Manager, Regina

Are you….

  • Able to take a holistic approach with each member interaction in order to provide the right solutions which involves identifying referral opportunities to other lines of business including wealth management and business services?
  • Entrepreneurial in your approach to building business, with a proven track record in sales and business development?
  • A motivated and results-oriented professional who believes that getting involved in the community, building relationships and participating in business development and networking events is fundamental to building a pipeline of prospects and opportunity?
  • A team player with accomplished listening skills and a genuine interest in helping members meet their current and future financial needs?
  • A proactive, knowledgeable, self-starter, able to provide core products and services to our members using a variety of traditional and non-traditional delivery channels?
  • A Grade 12 graduate with 3-5 years of experience providing holistic financial advice including proficiency in lending and adjudicating? (University Degree or completion of some CFP or equivalent courses would be considered an asset.)

 

If so….

As part of the TCU Team, you will be responsible for delivering core banking products and financial services to members through a consultative relationship. This includes:

  • Managing a growing portfolio of relationships
  • Providing a holistic approach to services
  • Developing business through community involvement and networking opportunities
  • Providing lending products including personal and mortgage loans
  • Providing deposit products such as GIC and RRSP
  • Positively influencing member acceptance of a technology driven approach to banking services
  • Establishing relationships of trust and confidence with members to ensure retention of existing business and future business.

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, 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, April 5, 2021.

Please submit your resume and cover letter to:

Human Resources Department

TCU Financial Group

PO Box 5050

Saskatoon SK  S7K 4E3

Email:  hr@tcu.sk.ca

Web site: www.tcufinancialgroup.com

Onboarding & Engagement Coordinator – Prairie Payments Joint Venture (PPJV)

About PPJV:

In response to the rapidly changing payments landscape and the multiyear Payments Canada modernization initiative, the Centrals of Alberta, Manitoba (CUCM) and Saskatchewan formed a joint venture known as PPJV on behalf of all prairie credit unions. PPJV resources are in year two of a multi-year project to move to a payments as a service model with IBM. They are also intent upon streamlining the payments functions between the three Centrals. The goal is to ensure prairie credit unions are competitive in payments and have access to efficient, cost-effective, modernized payments processing infrastructure.

 

The Position

PPJV is currently seeking an Onboarding & Engagement Coordinator to work with the credit union engagement team as they onboard credit unions into various payment streams. This is a contractor position with an initial term of 9 months.

As Coordinator, you will support the engagement team to ensure engagement activities are successful. This involves coordination of meetings between PPJV, credit unions and other partners including the creation and communication of agreed key messages. Managing access to Teams Engagement Channels as well as the Engagement@ppijv.com email box are key responsibilities. Maintenance of the Master Credit Union Spreadsheets and supporting master payments agreement processes and inquiries are also important elements of this role.

 

The Person

You possess a high school diploma, complemented with additional courses, and 4-5 years of related experience in a financial services customer service role. You are proficient with all tools in the Microsoft office suite, and know how to manage meetings smoothly on a virtual system. Exercising judgement and discretion in interpreting guidelines and discovering and comprehending customer needs are among your strongest competencies.

Problem-solving, initiative and strong communication skills, both verbal and written, are necessary to be successful in this role. Knowing when and what to escalate along with skillful tracking and follow up are just some of the skills you’ll use to support the engagement team.

This position is currently designated as a remote position. Ideally, candidates will be located in our current customer areas of Alberta, Saskatchewan or Manitoba.

 

The Environment

PPJV is a fast paced and focused environment where employees and contractors share the mission to deliver efficient, cost effective, modernized payments processing to prairie credit unions.

Interested candidates are asked to submit a resume and cover letter by  March 17, 2021 to

People Services

Credit Union Central of Manitoba

Email: hrcucm@cucm.org

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

Director, Operations – Prairie Payments Joint Venture

About PPJV:

In response to the rapidly changing payments landscape and the multiyear Payments Canada modernization initiative, the Centrals of Alberta, Manitoba (CUCM) and Saskatchewan formed a joint venture known as PPJV on behalf of all prairie credit unions. PPJV resources are in year two of a multi-year project to move to a payments as a service model with IBM. They are also intent upon streamlining the payments functions between the three Centrals. The goal is to ensure prairie credit unions are competitive in payments and have access to efficient, cost-effective, modernized payments processing infrastructure.

 

The Position

PPJV is currently seeking applications for a Director, Operations to oversee delivery of payment operations services and lead the operations team during the transition to an amalgamated business model. This is a full time, management level position.

As Director of Operations, you will lead all aspects of people management for operations team members located in Calgary and Winnipeg. Key accountabilities include managing the delivery of ongoing payments services to agreed service, quality and compliance levels including the management of key IT vendors, while also developing strategies and plans for operations optimization including Fraud and customer contact functions. Within your team, you will be supporting related IT resources as they develop and carry out projects to meet business needs and install new products/services. Contact with customers, key resources at the centrals and other parts of the PPJV organization are an important aspect of your role.

 

The Person

You possess a related University degree and 10+ years of related experience including people leadership. An MBA would be a major asset, as would additional professional designations such as PMP and ITIL. Knowledge of the financial services industry with previous financial services industry experience, including understanding of the Payments Canada clearing and settlement framework and/or Interac systems and processes are some of your strongest competencies. A clear understanding of the systems development lifecycle and knowledge of Canadian Payment Association (CPA) rules and standards round out your resume. Experience with Printing Services, Fraud processes and Operational Procedures and Controls would be beneficial.

This position is currently designated as a work from home position, and will eventually be involved in limited business travel. Ideally, candidates will be located in our customer areas of Alberta, Saskatchewan or Manitoba.

 

The Environment

You’ll be one of the senior leaders shaping the PPJV culture and work environment. Because PPJV is a joint venture, you’ll technically be employed by one of the owner organizations. Attractive compensation and benefits are available to the successful candidate.

 

Interested candidates are asked to submit a resume and cover letter by March 17, 2021 to: barbara@smarthire.solutions

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

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