The Company
Peace Hills Trust is Canada’s largest and oldest First Nations owned federally regulated financial institution and is also Canada’s only independent Trust Company. Driven by a vision to satisfy the unique financial needs of the Indigenous community, our sole shareholder, the Samson Cree Nation embarked on an ambitious project in 1972 which culminated with the incorporation of Peace Hills Trust on November 19, 1980.
Peace Hills Trust is a full-service, federally chartered trust company that provides financial services to Indigenous and non-Indigenous communities, businesses, and individuals across Canada. With a network of eight regional offices, Peace Hills Trust has $2.93 billion in assets under administration and is Canada’s largest First Nation-owned financial institution.
Peace Hills Trust’s corporate office is located in Edmonton, with its head office on the Samson Cree Nation in Maskwacis, Alberta. The company is widely respected for its relationship-based approach, community focus, and long-term commitment to the communities it serves.
The Opportunity
Peace Hills Trust is seeking a Manager, Financial Services to lead retail banking at the City of West Kelowna (Westbank), British Columbia regional office. This is an outstanding opportunity for an experienced retail banking leader who is motivated by community connection, client service excellence, and team development.
Reporting to the Vice President, the Manager, Financial Services is responsible for the overall performance of the regional office’s retail and personal banking operations, including leadership of the retail banking team, client relationships, operational excellence, and sustainable business growth.
This position provides an opportunity to make a meaningful impact in a values-driven organization while enjoying the exceptional lifestyle and quality of life offered by the Okanagan region.
The Ideal Candidate
The ideal candidate is an accomplished and people-focused financial services professional with demonstrated leadership experience in a retail banking or trust environment. They bring a balanced approach to relationship management, operational discipline, and business development, and are known for building engaged, high-performance teams.
Primary Roles and Responsibilities
Leadership & Team Development:
- Lead, coach, and develop a high-performing team aligned with Peace Hills Trust’s service values and standards.
- Foster a positive, inclusive, and accountable workplace culture.
- Oversee staffing, performance management, and ongoing development of employees.
Client Service & Relationship Management:
- Ensure the consistent delivery of exceptional service to personal and business customers.
- Identify clients’ financial needs and recommend appropriate deposit, investment, credit and loan solutions.
- Complete credit and loan documentation and approve applications within authorized limits.
- Develop strong, long-term client relationships grounded in trust and responsiveness.
Business Growth & Community Engagement:
- Drive sustainable growth of deposits, lending, and other retail banking services.
- Represent Peace Hills Trust in the local community and participate in outreach and relationship-building activities.
- Strengthen the company’s presence and reputation in the Westbank and Okanagan region.
Operational & Regulatory Oversight:
- Ensure branch operations are conducted in accordance with regulatory, legislative, and internal policy requirements.
- Oversee financial reporting, risk management, and adherence to internal controls.
- Contribute to budgeting, planning, and continuous improvement initiatives.
Qualifications and Requirements
- Diploma or degree from a recognized post-secondary institution or an equivalent combination of education and experience.
- A minimum of 7 – 10 years of progressive financial institution experience, preferably in as a leader in a retail services role.
- Experience selling and administering deposit products, including GICs, TFSA, RIF, and RSP.
- Consumer lending experience, including personal mortgages, lines of credit, and personal loans.
- Working knowledge of estate administration.
- Proven leadership and team development skills.
Compliance
Final candidates will be required to complete a Criminal Records and Credit Check.
Equal Opportunity
Peace Hills Trust is an equal opportunity employer committed to equity, diversity and inclusion; applications from all qualified individuals are welcome.
Compensation and Benefits
The compensation range for the Manager, Financial Services will be a minimum of $90,000.00 per annum with the maximum commensurate with experience and skills. This position comes with a bonus structure, and employees are eligible for a very competitive and comprehensive benefits plan. Further details will be discussed with qualified candidates.
Confidentiality
In compliance and consistency with the Personal Information Protection and Electronic Documents Act (“PIPEDA”) and Personal Information Protection Act (PIPA), HumanEdge shall respect the privacy and confidentiality of all personal information provided directly or indirectly verbally, electronically or in print throughout the process of candidate engagement in our search assignments.
To apply, please submit a cover letter and resume in confidence to:
Norine Pike
Director, Executive & Professional Search
HumanEdge Global
E-mail: norine@humanedgeglobal.com
Website: www.humanedgeglobal.com