Vancity Credit Union
Industry: Company
DescriptionVancouver City Savings Credit Union, commonly referred to as Vancity, is a member-owned financial co-operative headquartered in Vancouver, British Columbia. By asset size, Vancity is the largest community credit union in Canada as of 2017, with $26.4 billion in assets, 59 branches and more than 525,506 members. Customer service: 1 (888) 826-2489 Headquarters: Vancouver, Canada CEO: Tamara Vrooman (Sep 1, 2007–) Number of employees: 2,680 (2017) Founded: 1946, Vancouver, Canada Subsidiaries: Vancity Community Investment Bank,
Vancity Credit Union List of Employees There's an exhaustive list of past and present employees! Get comprehensive information on the number of employees at Vancity Credit Union. You can filter them based on skills, years of employment, job, education, department, and prior employment.
Vancity Credit Union Salaries. You can even request information on how much does Vancity Credit Union pay if you want to. Learn about salaries, pros and cons of working for Vancity Credit Union directly from the past employees.
Find People by Employers You can rekindle an old relationship, reconnect with a long-lost friend, former boss, business acquaintance who might be useful in your new line of work. With our employee database, the possibilities are endless. All you have to do is type in a couple of keywords and we'll bring you the exact information you wanted!
64 Vancity Credit Union employees in database. Find out everything there's to know about Vancity Credit Union employees. We offer you a great deal of unbiased information from the internal database, personal records, and many other details that might be of interest to you.
Vancity Credit Union Employees
Vancity September 2014 - Present
Vancity March 2014 - Present
Vancity March 2013 - September 2013
Vancity June 2009 - February 2013
Vancity Credit Union September 2005 - December 2009
Skills
Banking, Change Management, Business Process, Core Banking, Business Analysis, Requirements Gathering, Risk Management, Business Process..., SDLC, Process Improvement, Requirements Analysis, Financial Analysis, Team Leadership, Project Management, Training, Coaching
Education
The University of British Columbia 2012 — 2014
Project Management Professional, Project Management, Near completion (by end of 2014, will have PMP)
British Columbia Institute of Technology / BCIT 2000 — 2002
Financial Planning, Associate Certificate in Financial Planning
L.V. Rogers High School 1986 — 1988
Grade 12
Vancity Credit Union July 2011 - Present
Skills
Banking, Portfolio Management, Investments, Business Strategy, Business Development, Strategic Financial..., Customer Service, Social Enterprise, Teamwork, Wealth Management, Financial Analysis, Time Management, Team Leadership, Financial Modeling, Management, Bloomberg, Communication, Business Analysis, Finance, Strategic Planning, Strategy, Sales, Entrepreneurship, Personal Finance, Analysis, Online Marketing, Mutual Funds, Environmental Protection, Financial Services, Market Research, Marketing Strategy, Team Building, Accounting, Data Analysis, Corporate Finance, Equity Research, Marketing, Team Management, PowerPoint, Microsoft Excel, CRM, Coaching, Budgets, Retail Banking, Leadership, Problem Solving, Financial Planning
Education
Sauder School of Business 2011 — 2014
Bachelor of Commerce (BCom), Finance
Sauder School of Business, University of British Columbia 2011 — 2014
Bachelor of Commerce, Finance
Corpus Christi College 2008 — 2011
Strandberg Consulting 2004 - Present
Canadian Business for Social Responsibility (CBSR) 2009 - Present
The Directors College 2014 - Present
BC Government 1992 - 2000
Vancity Credit Union 1988 - 2000
City of Surrey 1990 - 1992
Skills
Thought Leadership, Business Networking, Corporate Social..., Personnel Management, Finance, Investments, Decision Support, Sustainability, Strategy, Policy, Non-profits, Climate Change, Sustainability..., Social Entrepreneurship, Stakeholder Engagement, Social Enterprise, Nonprofits, Proposal Writing, Management Consulting, Governance, Strategic Planning, Strategic Communications, Sustainable Development, Entrepreneurship, Policy Analysis, International..., Public Policy, Environmental Awareness, Community Engagement, Workshop Facilitation, Government, Sustainable Business, Renewable Energy, Sustainability Reporting, Carbon Management, Community Development, Carbon, Environmental Policy, Carbon Footprinting, Public Speaking, Environmental..., Cleantech, Environmental Issues, Clean Technology, Life Cycle Assessment, Social Innovation, Sustainable Energy, Environmental Education, Energy Policy, Systems Thinking
Education
The University of British Columbia 1979 — 1982
BSW, MSW, Social Policy, Community Development, Non-Profit Management
BB&Co Strategic Storytelling September 2014 - Present
Walk the Talk Communication May 2008 - Present
Tekara Organizational Effectiveness 2012 - 2014
Vancity Credit Union June 2004 - May 2008
Insurance Corporation of British Columbia 1992 - 2004
Tracey Parkes & Associates 1986 - 1992
Skills
Strategic Communications, Internal Communications, Corporate Communications, Communications Planning, Employee Engagement, Change Management, Leadership Development, Leadership, Strategy, Event Management, Public Relations, Strategic Planning, Coaching, Training, Management, Inter-personal, Communication Training, Focus Groups, Nonprofits, Workshop Facilitation, Organizational..., Executive Coaching, Human Resources, Program Management, Corporate Social..., Storytelling
Education
Accredited Business Communicator 2000 — 2001
The University of British Columbia
BA, English, Linguistics
West Vancouver Secondary
Vancity Credit Union May 2014 - May 2014
Caravan Foods March 2005 - September 2009
International Wood Workers Association, IWA February 1997 - April 2005
Skills
Microsoft Office..., First Host certified, QuickBooks, Level 3 First Aid, Heavy Equipment..., Analysis, Data Analysis, Customer Service, Cash Management, Management, Accounting, Sales, Financial Accounting, Process Improvement, Strategic Planning, Public Speaking, Software Documentation, Event Management, Accounts Receivable, Accounts Payable, Employee Relations, Human Resources, Financial Analysis, Teamwork, Finance, Financial Reporting, Research, Financial Statements, Training, Managerial Finance, Business, Non-profit Volunteer
Education
British Columbia Institute of Technology 2014 — 2015
Technical Support Professional, MCSA, CompTIA A+, Network+, LPIC-1, ACSP
Native Education College 2013 — 2014
Advanced Business Technology, Business Administration and Management, General, A
Electronic Arts October 2012 - Present
Central1 Credit Union June 2011 - October 2012
Central1 Credit Union February 2011 - June 2011
Central1 Credit Union July 2006 - February 2011
Vancity Credit Union May 2003 - July 2006
Skills
CSS, CSS3, HTML, HTML5, JavaScript, AJAX, jQuery, Cross-browser..., JSP, PHP, Product Development, Rapid Prototyping, Project Estimation, Information Architecture, Usability, Photoshop, HTML 5, Mobile Applications, RequireJS, AMD, Responsive Web..., Mobile Web Development, Concrete5, Wordpress, Usability Testing, GIT, SVN, Symfony, twig, Vagrant, Puppet, Grunt, Gulp, Git, User Experience, Front-end, Web Development
Education
Information Technology Institute 2000 — 2001
Information Technology, Applied Information Technology
British Columbia Institute of Technology 1996 — 1998
Petroleum and Natural Gas, Petroleum and Natural Gas Technology
Vancity Credit Union 1994 - Present
Skills
Credit Unions, Mortgage, Commercial Banking, Sales Management, Credit, Commercial Mortgages, Mortgage Lending, Investments, Financial Services, Residential Mortgages, Leadership, Loans, Banking, Credit Risk, Investment Properties, Underwriting
Education
UBC 1988 — 1992
BComm, Urban Land Economics
City of Richmond December 2014 - Present
Vancouver Coastal Health June 2012 - December 2014
Vancouver Coastal Health June 2011 - July 2012
Vancity- Credit Union January 2005 - March 2010
Skills
Recruiting, Human Resources, Performance Management, HRIS, Onboarding, Employee Engagement, Coaching, Employee Relations, Time Management, Talent Acquisition, Benefits Administration, Labor Relations, Talent Management, Lean Champion, Green + Leaders, Recruitment Advertising, International..., Value Stream Mapping, Lean Thinking, PeopleSoft, SharePoint
Education
Thompson Rivers University 2012 — 2015
Bachelor's Degree, Specializing in Human Resources
British Columbia Institute of Technology 2009 — 2011
Diploma, Human Resources Management
Vancity September 2000 - Present
Vancity Credit Union 2000 - Present
Skills
Mortgage Lending, Debt Consolidation, Refinance, Residential Mortgages, Commercial Mortgages, Loans, Home Equity Lines of..., Credit, Lines Of Credit, Real Estate Financing, Construction Loans, Mortgage Underwriting, Credit Analysis, Commercial Lending, Certified Mortgage...
Education
British Columbia Institute of Technology / BCIT
Vancity May 2014 - January 2015
Vancity October 2013 - May 2014
Vancity May 2013 - October 2013
Vancity November 2012 - May 2013
Vancity March 2010 - November 2012
Vancity Credit Union September 2009 - December 2011
Citizens Bank Vancouver Boutique January 2002 - August 2009
Citizens Trust September 2000 - December 2001
Skills
Loans, Credit, Mortgage Lending, Portfolio Management, Mutual Funds, Finance, Financial Services
Education
Ashton College
Investment Funds in Canada
British Columbia Institute of Technology
CU Source
Consumer & Residential Mortgage Lending
Vancity September 2015 - Present
Vancity June 2012 - September 2015
Vancity February 2011 - June 2012
Vancity Credit Union March 2010 - February 2011
Vancity Squamish Savings Credit Union August 2009 - March 2010
Vancity - Citizens Bank (Canada) February 2008 - August 2009
Vancity - Citizens Bank (Canada) September 2007 - February 2008
Vancity January 2007 - August 2007
Vancity March 2006 - January 2007
Skills
Team Leadership, Conflict Resolution, New Business Development, Coaching, Negotiation, Business Development, Sales, Banking, Mortgage Lending, Credit, Strategic Planning, Investments, Loans, Strategic Financial..., Risk Management, Financial Risk, Team Building, Leadership, Financial Services, Financial Analysis, Retail Banking, Change Management, Customer Service, Entrepreneurship, Business Strategy, Management, Strategy
Education
York University - Joseph E. Atkinson Faculty of Liberal and Professional Studies 2007 — 2008
Certificate, Conflict Resolution / Mediation
The University of British Columbia 1997 — 2001
B.A., Political Science and International Relations
AFS Intercultural Exchange 1996 — 1997
Escola Technica, Vittoria, Espirito Santo, Brasil
Campbell Collegiate 1996 — 1996
Highschool Diploma, French Immersion, IB French
British Columbia Institute of Technology / BCIT
Finance and Financial Management Services
JLinks Technology Corp March 2015 - Present
Pico Global September 2013 - Present
West Vancouver Seniors Centre August 2006 - August 2011
Fuh Hwa Securities Investment Trust July 2009 - August 2009
Burnaby North Secondary School September 2006 - September 2008
Hong Kong and Shanghai Banking Corporation (HSBC) December 2007 - January 2008
Vancity Credit Union March 2007 - April 2007
West Vancouver Aquatic Center January 2007 - March 2007
Canlan Ice Sports Burnaby 8 Rinks November 2006 - December 2006
Canlan Ice Sports Burnaby 8 Rinks November 2006 - December 2006
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, PowerPoint, English, Windows, Research, Outlook, Teaching, Photoshop, Public Speaking, Accounting, Analysis, Event Planning, Social Media, Time Management, Marketing, Marketing Communications, Event Management, Marketing Strategy, Data Analysis, Social Networking, Leadership
Education
The University of British Columbia 2008 — 2013
Bachelor of Arts (BA), Psychology and Economies
Burnaby North Secondary School 2004 — 2008
Grade 9-12
Sobey School of Business, Saint Mary's University September 2010 - Present
National Speakers Bureau 2008 - Present
University of British Columbia 2005 - Present
Freelance Writer 1995 - Present
The Holm Team 1974 - Present
Public Policy Advocacy 1970 - 2013
Vancity Credit Union March 2008 - March 2012
Sustainable Cities International (ICSC) 2004 - 2010
Skills
Agriculture, Economics, Public Policy, Public Speaking, Cooperation, International Project..., Sustainability, Governance, Sustainable Agriculture, Policy, Strategic Planning, International..., Policy Analysis, Sustainable Development, Community Development, Strategic Communications, Corporate Social..., Nonprofits, Politics, Research
Education
Saint Mary's University 2010 — 2014
Master of Management, Cooperatives and Credit Unions
The University of British Columbia 1972 — 1974
M.Sc., Agricultural Economics
LIU Post 1968 — 1970
B.Sc., Business Administration (Marketing)
Team Cara Savege July 2013 - Present
First National Financial LP May 2012 - July 2013
VanCity Credit Union September 1985 - February 2009
Vancity August 1984 - February 2009
Skills
Mortgage Lending, Residential Mortgages, Credit, Investments, Debt Consolidation, Refinance, Mortgage Underwriting, Loans, Banking
Education
John Oliver High School 2009 — 2009
Westcoast College of Healthcare
British Columbia Institute of Technology / BCIT
Financial Planning and Services
MPRO Mortgage Architects April 2014 - Present
MPRO Mortgage Architects April 2014 - Present
TD Canada Trust May 2003 - April 2014
Vancity Credit Union 1996 - 2003
Vancity 1996 - 2003
Skills
Mortgage Lending, Loans, Credit, Banking, Investments, Portfolio Management, Refinance, Finance, Mutual Funds, Commercial Banking, Retail Banking, Credit Risk
Education
British Columbia Institute of Technology 1992 — 1994
finance/mgt, management/finance
Nerium International March 2014 - Present
Lydia Johnson Consulting Ltd June 2008 - Present
Consultant, Strategic Leader, Presenter, Facilitator, Author, Coach March 2008 - Present
Filene Research Institute 2004 - 2007
Vancity Credit Union 1983 - 2007
Skills
Entrepreneur, Small Business, Coaching, Team Building, Management Consulting, Wellness, Nutrition, Negotiation, Wellbeing, Customer Service, Retail, Sales Management, Strategic Planning, Mortgage, Selling, Banking, Customer Relations, Public Speaking, Team Leadership, Performance Management, New Business Development, Leadership Development, Problem Solving, Process Improvement, Budgeting, Operations Management, Mentoring, Business Planning, Mortgage Lending, Entrepreneurship, Budgets, Training, Sales, Leadership, Business Strategy, Insurance, Marketing, Change Management, Social Networking, Management, Marketing Strategy, Start-ups, Marketing Communications, Online Marketing, Fundraising, Public Relations, Social Media Marketing, Personal Development, Home Based Business, Organizational...
Education
Master Key MasterMind 2013 — 2014
Personal Growth
CTI 2008 — 2009
Life Success Consulting 2008 — 2009
Queen's University 2002 — 2002
Executive Leadership
Vancity Credit Union April 2015 - Present
Vancity Credit Union April 2010 - Present
Mercy Corps July 2014 - August 2014
Vancity 2007 - 2010
Citizens Bank of Canada 2006 - 2010
University of Regina 1989 - 1992
Skills
Strategic Planning, Community Engagement, Community Development, Project Management, Public Speaking, Public Policy, Non-profits, Media Relations, Nonprofits, Strategic Communications, Program Development, Corporate Social..., Change Management, Community Leadership, Policy, Fundraising, Workshop Facilitation, Marketing Communications, Leadership, Strategy, Corporate Communications, Program Management, Sustainability, Governance, Organizational..., Coaching, Stakeholder Engagement, Volunteer Management, Leadership Development
Education
Simon Fraser University 1996 — 1998
Certificate, Non-Profit Management
University of Saskatchewan 1988 — 1989
M.A., Public Policy
University of Regina 1982 — 1986
BSc
RBC Dominion Securities October 2015 - Present
RBC September 2013 - Present
BDC July 2011 - August 2013
BDC July 2010 - July 2011
Vancity Capital Corporation January 2010 - July 2010
Vancity Capital Corporation March 2007 - January 2010
Vancity Credit Union September 2006 - February 2007
Vancity Credit Union March 2005 - September 2006
Skills
Financial Modeling, Credit Analysis, Loan Structuring, Credit Risk, Real Estate Financing, Working Capital..., Cash Flow Lending, Analysis, Entrepreneurship, Mergers & Acquisitions, Mortgage Lending, Financial Structuring, Strategic Planning, Credit, Banking, Finance, Loans, Financial Analysis, Due Diligence, Portfolio Management
Education
CFA Institute 2006 — 2008
Charterholder
Simon Fraser University 2000 — 2005
Bachelor of Business Administration, Finance
Vancity Credit Union December 2010 - Present
BC HRMA November 2007 - June 2011
Vancity June 2008 - December 2010
Vancity 2004 - 2005
Education
Canadian Council of Human Resources Associations
Designation, Certified Human Resource Professional
British Columbia Institute of Technology
Certificate, Human Resource Management
British Columbia Institute of Technology
Associate Certificate, Leadership
British Columbia Institute of Technology
Diploma, Business Management
Mackenzie Financial October 2012 - April 2014
Credential Financial Inc September 2010 - June 2012
Vancity Credit Union September 2007 - September 2010
Education
Simon Fraser University 2006 — 2007
Graduate Diploma, Business Administration
Concordia University 2001 — 2004
Bachelor of Arts, Political Science Major
Vancity February 1983 - Present
Vancity Credit Union February 1983 - Present
Skills
Mortgage Lending, Credit, Coaching, Change Management, Banking, Investments, Loans, Refinance, Financial Services, Retail Banking
Education
Burnaby Central Secondary 1977 — 1979
British Columbia Institute of Technology
Human Resource Management
Vancity February 2015 - Present
Vancity August 2014 - January 2015
Vancity February 2012 - August 2014
Vancity August 2011 - February 2012
Vancity January 2011 - August 2011
Vancity March 2010 - January 2011
Vancity Credit Union December 2008 - February 2010
Vancity May 2007 - December 2008
Miles Employment Group 2005 - 2007
Angus One 2005 - 2005
Skills
Policy, Employee Recognition, Employee Referral..., Community Involvement, Employee Relations, Social Media, Labour Issues, Overall Wellness, Onboarding, Management, Succession Planning, Human Resources, Talent Acquisition, Recruiting, Temporary Staffing, Workforce Planning, Employee Engagement, Strategy, Personnel Management, Performance Management, Coaching, Hiring, Process Improvement, HRIS, Interviews, Talent Management, Organizational..., HR Policies, HR Consulting, Labor Relations, Organizational..., Employee Benefits
Education
British Columbia Institute of Technology
First West Credit Union October 2013 - Present
Envision Financial 2008 - 2013
Vancity Credit Union August 2004 - May 2008
Vancity 1999 - 2004
Skills
Credit Unions, Leadership, Program Management, Coaching, Retail Banking, Human Resources, Credit, Mortgage Lending, Commercial Mortgages, Strategic Planning, Change Management, Investments, Banking, Loans, Financial Services, Team Building, Business Strategy, Underwriting, Succession Planning, Risk Management, Executive Coaching
Education
Royal Roads University 2012 — 2012
Executive Coaching
Athabasca University 2004 — 2009
MBA
Athabasca University
MBA
Vancity Chief AML OfficerVancity Credit UnionFebruary 2001 - Present
Vancity Credit Union April 2013 - May 2014
Skills
Risk Management, Fraud, AML, Policy, Risk Assessment, Financial Risk, Corporate Fraud..., People Development, Operations Management, Team Leadership, Investigation, Governance, Security, Corporate Governance, Private Investigations, Enterprise Risk..., Anti Money Laundering, Change Management, Financial Services, Retail Banking, Leadership
Education
British Columbia Institute of Technology
Various
Justice Institute of British Columbia
Investigations and Interviewing
The Minerva Foundation For BC Women March 2014 - Present
Catalyst Community Development Society October 2013 - Present
Canadian Business for Social Responsibility (CBSR) March 2001 - March 2012
Citizens Bank of Canada 1995 - 2001
Vancity Credit Union 1986 - 1996
Skills
Corporate Social..., Sustainability, Stakeholder Engagement, Social Entrepreneurship, Sustainability..., Entrepreneurship, Non-profits, Strategic Planning, Community Development, Sustainable Development, Business Strategy, Public Speaking, International..., Strategic Communications, Policy, Leadership, Proposal Writing, Community Engagement, Fundraising, Sustainable Business
Education
The University of British Columbia 1981 — 1985
City of Vancouver February 2011 - Present
Mellomanic June 2013 - Present
Dilawri Group of Companies September 2014 - November 2014
Vancity Credit Union April 2007 - May 2008
Vancity Credit Union August 2006 - April 2007
Enterprize 2007 April 2006 - March 2007
Skills
Social Media, Music, Microsoft Office, Event Planning, Songwriting, Customer Service, Teamwork, Call Centers, Team Leadership, Communications, Social Media Marketing, Creativity, Government, Human Resources, Digital Marketing
Education
The University of British Columbia 2014 — 2015
Award of Achievement in Social Media, Marketing
The University of British Columbia 2003 — 2007
Bachelor of Commerce (BCom), Marketing
United Brotherhood of Carpenters & Joiners of America January 2010 - Present
Pegasus Pizza/Rodos Kouzina January 2003 - December 2013
Vancity Credit Union November 2007 - July 2010
Cactus Club January 2003 - January 2008
Skills
Mortgage Lending, Customer Service, Leadership, Marketing, Marketing Strategy, Strategic Planning, Sales, Teamwork, Social Media, Microsoft Office, Public Speaking, Event Management, Event Planning, Time Management
Education
British Columbia Institute of Technology / BCIT 2005 — 2020
Financial Mangement, Business/Finance
Sauder School of Business 2015 — 2016
Real Estate Trading Services Course, Real Estate - Business
Rocky Mountaineer November 2013 - Present
Vancity 2012 - 2013
Vancity June 2012 - November 2012
Vancity Credit Union November 2011 - June 2012
Vancity January 2010 - April 2012
Vancity April 2008 - January 2010
GE Money December 2004 - February 2006
First Direct (part of HSBC UK) October 1996 - December 2003
Coventry Building Society 1995 - October 1996
Skipton Building Society 1989 - 1995
Skills
HRIS, Benefits, Employee Engagement, Performance Management, Change Management, Coaching, Talent Management, Succession Planning, Employee Relations, Organizational..., Leadership Development, Strategic Planning, Team Leadership, HR Consulting, HR Policies, Deferred Compensation, Budgets, Employee Benefits, Personnel Management, Business Process..., Management, Leadership, Business Strategy, HR Strategy, Employment Law, Compensation, Talent Acquisition, Budgeting, People Management, Stakeholder Management, Interviewing, Program Management, Strategy, Workforce Planning, Executive Coaching, Human Resources, Onboarding, Recruiting, Interviews
Education
Minds at Work 2013 — 2013
Danielle Laporte 2013 — 2013
Anthony Robbins 2003 — 2013
Landmark Education 2011 — 2012
Nelson and Colne College 1986 — 1988
4 A Levels, Business Studies, French, English, General Studies
West Craven High School 1980 — 1986
Manulife August 2015 - Present
BlackBerry March 2013 - Present
BlackBerry April 2011 - Present
PointClickCare March 2015 - July 2015
Research In Motion January 2008 - April 2011
Research In Motion August 2006 - January 2008
Vancity Credit Union August 2004 - July 2006
National Logistics Management 2002 - 2004
CIBC 2001 - 2002
Skills
Recruiting, Talent Acquisition, Organizational..., Program Management, Management, Project Management, Human Resources, Sourcing, Leadership, Interviews, Strategy, Talent Management, Strategic Planning, Onboarding, Networking, Applicant Tracking..., Social Networking, Business Planning, Performance Management, Telecommunications, Temporary Placement
Education
PMI
PMP Certification, Project Management
Seneca College of Applied Arts and Technology
Post Diplomia, Human Resources Managment
The University of Western Ontario
Bacholor of Arts
Excalibur Executive Planning Inc. February 2007 - Present
Desjardins Financial Security Independent Network October 2012 - January 2015
X5 Management Inc. January 2006 - September 2013
Essen Insurance Corporation February 2007 - January 2009
Transamerica Life September 2005 - February 2007
Clarica June 2005 - September 2005
RBC Investments Financial Planning / RBC Royal Bank June 2001 - June 2005
IOF Foresters June 2000 - June 2001
VanCity Credit Union June 1997 - June 2000
Surrey Metro Savings Credit Union May 1996 - June 1997
Skills
Critical Illness, Retirement Savings, Segregated Funds, Disability Insurance, Investments, Pensions, Health Insurance, Retirement Planning, Term Life Insurance, Savings, Employee Benefits, Asset Management, Small Business, Insurance, Succession Planning, Wealth, Financial Advisory, Wealth Management, Estate Planning, Retirement, Investment Advisory, Investment Strategies, Income Protection, Strategic Financial..., Financial Planners, Long-term Care, Financial Risk, Fixed Annuities, Investment Management, Financial Services, Life Insurance, Personal Finance, Risk Management, Finance, Wealth Management..., Insurance Planning, Financial Planning, Financial Advice, Group Benefits, Long Term Care, Universal Life, Mortgage Protection, Whole Life, Group Health, Risk, Retirement Income..., Risk Analysis, Wealth Transfer, Wealth Accumulation, High Net Worth...
Education
ADVOCIS 2010 — 2012
CLU (Chartered Life Underwriter)
International NLP Society 2011 — 2011
Licenced NLP Practitioner Certification, Neuro Linguistic Programming
ADVOCIS 2008 — 2009
CHS (Certified Health Insurance Specialist (formerly RHU; Registered Health Underwriter), Health Insurance
Canadian Securities Institute 2001 — 2003
CIM (Canadian Investment Manager), Portfolio Management
British Columbia Institute of Technology 1998 — 2000
Assoc. Cert. in Financial Management; Financial Planning (Honors), Financial Planning
Financial Planners Standards Council 1998 — 2000
CFP (Certified Financial Planner), Financial Planning
Hospitality Students International September 2014 - Present
J.P. Morgan June 2015 - August 2015
Cornell China Conference 2014 - 2015
Guotai Junan Securities Co., Ltd June 2014 - August 2014
Bivium Capital April 2014 - April 2014
Vancity Credit Union August 2012 - August 2012
Colliers International Canada April 2012 - May 2012
RBC December 2011 - January 2012
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Customer Service, Research, Teamwork, Photoshop, Social Media, Public Speaking, English, Windows, Matlab, Event Planning, Time Management, Leadership, Management, Finance
Education
Cornell University 2013 — 2017
Bachelor of Science (BS), Investment Banking/Securities Analysis Concentration, Hotel/Motel Administration/Management
Sir Winston Churchill Secondary 2010 — 2013
International Baccalaureate Bilingual Diploma
Vancity Credit Union January 2010 - Present
Citizens Bank of Canada December 2006 - January 2009
Citizens Bank of Canada January 2000 - January 2008
eBanx.com / kazootek.com / Bodog.com January 1999 - January 2001
Skills
Mortgage Lending, Credit, New Business Development, Coaching, Sales, Public Speaking, Employee Engagement, Community Outreach, Residential Mortgages, Strategy, Change Management, Marketing, Business Development, Budgets, Loans, Car Loans, Banking, Project Management
Education
Harvard ManageMentor 2012 — 2012
University of Bologna 2012 — 2012
Cooperative Studies Program
Simon Fraser University 1988 — 1993
BA, Economics & Political Science
Waterford kaMlhaba, United World College of Southern Africa 1985 — 1987
Vancity August 2014 - Present
Vancity March 2013 - August 2014
Vancity July 2011 - March 2013
Vancity April 2010 - July 2011
Vancity Credit Union 1996 - April 2010
Vancity Credit Union April 2005 - March 2009
Vancity Credit Union January 2001 - January 2005
Vancity Savings Credit Union April 2001 - February 2004
Vancity Credit Union January 1998 - January 2001
Skills
Project Portfolio..., Change Management, Process Management, Negotiation, Conflict Management, Risk Management, Stakeholder Management, Stakeholder Engagement, Leadership Development, Scheduling, PMO, Project Management, Project Planning, Leadership, Six Sigma, Financial Services, Program Management
Education
Project Management Institute 2007 — 2008
PMP, Project Management
Rath and Strong 2004 — 2004
Green Belt Six Sigma, Business Process Management
Canadian Institute of Financial Planners 1998 — 2000
Certificate of Financial Planning, Financial Planning
Simon Fraser University 1990 — 1995
Bachelor of Arts, Economics
Reeve Consulting 2003 - Present
Fairtrade Canada 2013 - 2014
Vancity Credit Union 2001 - 2004
Vancouver 2010 Bid Corporation January 2003 - December 2003
VanCity January 2001 - January 2003
Recycling Council of BC January 1998 - January 2001
GVRD - Solid Waste and Recycling Dept. 1994 - 1997
Skills
Sustainability, Sustainability Strategy, Policy, Sustainability..., Corporate Social..., Stakeholder Engagement, Sustainability Reporting, Procurement, Strategic Planning, Strategy Development, Governance, Leadership, Environmental Awareness, Consulting, Program Management, Training, Strategy, Sustainable Business, Workshop Facilitation, Management Consulting, Sustainable Procurement
Education
Queen's University 1986 — 1989
BA
Queen's University
Bachelor's degree - Mathematics
SAP January 2011 - Present
SAP February 2007 - January 2011
Business Objects February 2006 - February 2007
Business Objects April 2005 - February 2006
Business Objects December 2004 - June 2005
VanCity Credit Union 2004 - 2004
Telos / UTStarcom 2002 - 2003
Glenayre Technologies 1997 - 2002
MC2 Learning (Acquired by OpenText) 1995 - 1997
Education
The University of British Columbia
MBA, Marketing and Information Technology
University of Calgary
Bachelor of Science (BSc), Computer Science
The University of British Columbia September 2006 - August 2012
Vancity Credit Union September 2007 - December 2007
Macdonald Dettwiler and Associates March 2005 - August 2006
Habitat for Humanity January 2004 - November 2004
Alcatel June 2001 - August 2003
Skills
Systems Analysis, Optimization, Quantitative Modeling, Transportation Policy, Public Transport, Environmental Policy, Climate Change, Carbon Accounting, Air Quality, Environmental Health, Exposure Assessment, Scientific Computing, Data Visualization, Software Engineering, Software Development, Embedded Systems, Embedded Software, Matlab, C, Java, C++, Assembly, ArcGIS, SQL
Education
The University of British Columbia 2006 — 2012
PhD, Resource Management and Environmental Studies
University of Victoria 1996 — 2001
BEng, Computer Engineering
vancity & Credential Securities Inc. August 2012 - Present
vancity credit union May 2004 - August 2012
RBC Royal Bank 1999 - 2004
Skills
Mutual Funds, Wealth Management, Retirement Planning, Investments, Strategic Financial..., GIC, Securities, Asset Allocation, RESP, Pensions, Bonds, Investment Management, Estate Planning, Financial Advisory, Investment Strategies, Portfolio Management, Equities, ETFs, Wealth Management..., Wealth, Investment Advisory, Retirement, Retirement Savings, High Net Worth...
Education
Dalhousie University
Bachelor of Commerce (B.Com.)
Vancity Director, Member DevelopmentVancityMay 2012 - Present
Vancity Savings Credit Union 1999 - Present
Vancity Credit Union 1993 - Present
Citizens Bank of Canada (a Vancity Company) 1993 - Present
Skills
Relationship Marketing, Strategic Planning, Market Research, Mortgage Lending, Marketing Communications, Change Management, Banking, Business Development, Leadership, Marketing, Strategy, Business Planning, Marketing Strategy, CRM, Coaching
Education
Simon Fraser University 1984 — 1990
TSS Soccer Academy September 2007 - Present
Cambie Soccer Solutions January 2013 - Present
Vancity July 2004 - July 2007
Vancity Credit Union 2003 - 2007
Meridian Project Systems 2000 - 2004
Skills
Sponsorship, Sports Marketing, Marketing Communications, Event Management, Public Relations, Coaching, Marketing Strategy, Event Planning, Marketing
Education
Queen's University 1987 — 1992
Bachelor's degree
Lycee Canadien en France 1986 — 1987
Glebe Collegiate 1983 — 1986
St. John's School of Ontario 1980 — 1983
Vancity Credit Union 1998 - Present
Laurentian Bank August 1995 - June 1998
National Trust July 1989 - August 1995
Skills
Lines Of Credit, Mortgage Lending, Loans, Credit, Residential Mortgages, Refinance, Retail Banking, Banking, Commercial Mortgages, Credit Unions, Commercial Banking, Wealth Management, Commercial Lending, Investments, Leadership
Education
The University of British Columbia 1983 — 1987
Bachelor of Arts (B.A.), Economics
Johnny Fansher Financial & representative at Ten Star Financial July 2002 - Present
Seagate Software March 1997 - June 2000
VanCity Credit Union November 1994 - March 1997
Canada Trust August 1987 - February 1994
Education
King's University College 1986 — 1990
BA, Economics
Montcalm Secondary School 1981 — 1986
SSHGD
Connect First Credit Union March 2015 - Present
First Calgary Financial November 2007 - February 2015
First Calgary Savings February 2006 - October 2007
Vancity Credit Union 2000 - 2006
Canadian Airlines 1996 - 2000
Skills
Database Marketing, Loyalty Programs, CRM, Direct Marketing, Analytics, Marketing, Program Management, Business Analysis, Team Leadership, Data Analysis, Segmentation, Customer Service, Project Management, Analysis, Competitive Analysis, Coaching, Teamwork, Market Research, Product Development, Business Intelligence
Education
University of Calgary 1990 — 1996
Bachelor of Commerce, Concentration in Marketing and Tourism & Hospitality Management
Vancity Credit Union 1995 - 2007
Education
Simon Fraser University 2005 — 2008
Sheridan College 1989 — 1992
3 Yr, Business Admin - Marketing
Vancity Credit Union Business AnalystCitizens Bank of CanadaJune 2005 - October 2007
Education
British Columbia Institute of Technology 2002 — 2006
BBA, Information Technology Management
Central 1 April 2008 - August 2009
Vancity Savings Credit Union February 2007 - March 2008
Vancity Credit Union 1999 - 2007
Arthur Andersen & Co. January 1996 - June 1999
Deloitte September 1993 - December 1995
Skills
Strategic Planning, Strategy, Management, Project Management, Change Management, Public Speaking, Program Management, Business Strategy, Leadership, Analysis, Management Consulting
Education
New York Real Estate License
Real Estate
Groupe Ecole supérieure de Commerce de Dijon-Bourgogne 1990 — 1993
Finance Audit
Vancity Credit Union April 2014 - Present
Squamish Savings, a division of Vancity February 2013 - April 2014
Vancity January 2005 - February 2013
Vancity March 1999 - January 2005
Skills
Mortgage Lending, Credit, Banking, Loans, Credit Unions, Investments, Commercial Banking, Wealth Management, Commercial Mortgages, Financial Services, Commercial Lending, Lines Of Credit, Retail Banking, Residential Mortgages, Leadership, Risk Management, Small Business Lending
Education
The University of British Columbia 1985 — 1989
Bachelor's degree, Economics
Credit Counselling Society February 2013 - Present
Credit Counselling Society April 2011 - February 2013
Credit Counselling Society January 2011 - April 2011
Archdiocese of Vancouver July 2009 - August 2010
Vancity Credit Union October 2007 - July 2009
Vancity July 2005 - October 2007
Columbia Martial Arts June 2000 - January 2003
Skills
Strategic Financial..., Public Speaking, Customer Service, Investments, Insurance, Financial Analysis, Coaching, Strategic Planning, Fundraising, Research, Non-profits, Banking, Risk Management, Microsoft Excel, Microsoft Office, PowerPoint, New Business Development, Sales Management, Sales, Social Media
Education
St. Marks College @ UBC 2011 — 2015
Master of Theological Studies (M.T.S.), Theology/Theological Studies
St. Marks College @ UBC 2009 — 2011
Graduate Certificate, Theological Studies
Simon Fraser University 2000 — 2004
BA, Philosophy
Peoples Trust August 2013 - Present
Vancity Credit Union 2009 - August 2013
Vancity June 2004 - 2009
Skills
IFRS, Financial Reporting, Financial Analysis, Finance, Banking, Financial Accounting, Financial Modeling, Risk Management
Education
Simon Fraser University
Bachelor of Business Administration (BBA), Accounting
BC Liquor Distribution Branch April 2012 - Present
MDA July 2011 - March 2012
MDA January 2011 - June 2011
MDA (Macdonal Dettwiler & Associates) August 2009 - December 2010
Vancity Credit Union September 2002 - August 2009
Worksafe BC 2009 - 2009
Education
British Columbia Institute of Technology
Diploma, Human Resource Management
Kwantlen Polytechnic University
BBA
RBC Wealth Management April 2012 - Present
HSBC October 2010 - April 2012
Canaccord Capital September 2008 - March 2009
RBC Royal Bank 2005 - 2008
CIBC 2004 - 2005
BMO Bank of Montreal 2003 - 2004
AreaBanca 2002 - 2003
Tabaccheria Pippo 2000 - 2003
VanCity Credit Union 2000 - 2001
Vancity Credit Union 1992 - 2000
Skills
Financial Planning, Wealth Management, Coaching, Sales Management, Investments, Mutual Funds, Portfolio Management, Banking, Mortgage, Negotiation, Strategic Financial..., Credit, Financial Advisory, Retirement, Risk Management, Finance, Wealth, Financial Services
Education
Royal Roads University 2014 — 2016
Master of Business Adminstration (MBA), Leadership
Paint A Story Communications 1980 - Present
Vancity Credit Union September 2014 - January 2015
BC Chapter - International Association of Business Communicators April 2013 - January 2015
Fraser Health January 2011 - April 2012
Insurance Corporation of British Columbia March 2010 - December 2010
Insurance Coporation of British Columbia August 2004 - December 2010
British Columbia Institute of Technology 2001 - 2004
Skills
Press Releases, Editorial, Speech Writing, Newsletters, Marketing Communications, Proofreading, Blogging, Change Management, Publications, Corporate Communications, Internal & External..., Strategic Communications, Storytelling, Award-winning writer., Brochures, Feature Articles, Internal Communications, Communications Planning
Education
Implementation Management Associates, Inc.
Accelerating Implementation Methodology (AIM) certification, Change Management
Red River College
Diploma, Creative Communications
Simon Fraser University
Certificate, Business Writing, Public Relations and Marketing Communications
UBC
Vancity Credit Union 1994 - Present
Skills
Commercial Mortgages, Investments, Credit, Loans, Refinance, Banking, Commercial Banking, Commercial Lending, Financial Services, Strategic Financial..., Lines Of Credit, Mortgage Lending, Wealth Management, Residential Mortgages, Debt Consolidation, Credit Analysis, Credit Risk, Financial Risk, Small Business
Education
British Columbia Institute of Technology 1991 — 1993
Associate Certificae in Financial Planning, Financial Planning
SCI 2011
BMO Financial Group March 2015 - Present
Amacon Management Services Inc. August 2010 - February 2015
Lifescan (a Johnson & Johnson Company) July 2009 - August 2009
Law Society of British Columbia January 2006 - June 2009
Alderwoods Group May 2005 - January 2006
Service Corporation International November 2004 - January 2005
VanCity Credit Union August 2004 - October 2004
Skills
Finance, Analytics, Budgeting, Cash Flow, SQL, Databases, Portfolio Management, Internal Controls, Financial Risk, Auditing, Yardi Voyager, Documentation, Financial Analysis, Budgets, Real Estate, Microsoft Excel, Investments
Education
Certified General Accountants (CGA) Canada 2013 — 2015
CGA
The University of British Columbia
Bachelor of Commerce (B.Com.)
Vancity July 2015 - Present
Vancity August 2014 - July 2015
Vancity October 2010 - August 2014
Vancity Credit Union March 2008 - October 2010
Sterling Shoes LP March 2006 - March 2008
Skills
Cash Management, Commercial Banking, Financial Services, Credit, Finance, Credit Analysis, Business Analysis, Banking, Retail Banking, Investments, Loans, Mortgage Lending, Mutual Funds, Management, Customer Service
Education
British Columbia Institute of Technology 2015 — 2019
British Columbia Institute of Technology 2010 — 2019
G&F Financial Group October 2014 - Present
Vancity February 2012 - October 2014
Vancity Credit Union March 2007 - February 2012
Skills
Loans, Credit, Mortgage Lending, Supervisory Management, Banking, Time Management, Investments, Leadership, Retail Banking, Coaching, Customer Service, Employee Training, Risk Management, Employee Engagement, Employee Recognition, Team Building, Peer Mentoring
Education
Langara College 2008 — 2014
Bachelor of Business Administration (B.B.A.)
Prospera Credit Union 2014 - Present
Vancity Credit Union February 2013 - August 2014
Investors Group Financial Services Inc. 2010 - 2012
RHC Website Development October 2006 - May 2010
Skills
Credit, Insurance, Risk Management, Wealth Management, Mutual Funds, Banking, Tax, Marketing, Financial Services, Finance, Retirement Planning, Investments, Strategic Financial..., Financial Planning
Education
BCIT 2010 — 2012
CFP, Certified Financial Planning Designation
Kwantlen University College 2007 — 2009
Marketing Management Diploma, Marketing
Dalhousie University
Insurance Council of British Columbia
Life Accident and Sickness License, Insurance
The Investment Funds Institute of Canada.
Mutual Funds License, Investments
Vancity Credit Union January 2014 - Present
National Bank April 2003 - September 2013
CIBC 1991 - 2003
Skills
Credit, Commercial Banking, Banking, Retail Banking, Credit Risk, Loans, Commercial Lending, Risk Management, Credit Analysis, Consumer Lending, Leadership, Financial Risk, Lines Of Credit, Small Business Lending, Portfolio Management, Operational Risk, Mortgage Lending
Education
The University of British Columbia / UBC 1981 — 1986
Bachelor of Commerce (B.Com.), Finance and Urban Land Economics, Dean's Honour Roll