Kathleen Hurtubise, Ma, Pgdipsi, Cpca, Ris Email and Phone Number
Kathleen Hurtubise, Ma, Pgdipsi, Cpca, Ris work email
- Valid
- Valid
Kathleen Hurtubise, Ma, Pgdipsi, Cpca, Ris personal email
Kathleen Hurtubise, Ma, Pgdipsi, Cpca, Ris phone numbers
With over 25 years of experience in the financial sector, I am the Chief Member Experience Officer at connectFirst Credit Union, where I lead the development and execution of innovative strategies that enhance the financial well-being and satisfaction of our members, alongside the health of our business. I have a passion for collaborating with board members, stakeholders, and teams to create business solutions that foster engagement, innovation, and excellence.I have a unique specialization in the integration of retail, business, and wealth strategies, providing investment and insurance advice, and ensuring compliance management in the financial services space. I have a proven track record of delivering business transformation, growth, and performance across diverse areas, such as wealth management, insurance, business, and strategic project management. I hold a Master of Arts in Leadership from Royal Roads University, a Post Graduate Diploma in Strategy and Innovation from Saïd Business School, University of Oxford, and several professional certifications in the financial industry.
-
Head Of IntegrationServus Credit UnionCalgary, Ab, Ca -
Chief Member Experience OfficerConnectfirst Credit Union Mar 2023 - PresentCalgary, Alberta, CaA member of the Connect First Executive Leadership Team, responsible for strategic development and tactical delivery of the company's member-facing and member-impacting operations, including Consumer, Commercial, Agriculture, Syndications, Wealth Management and Insurance divisions. Executive responsibility for distribution strategy and the provision of an exceptional member experience and business value creation across all channels. Collaborating on risk management, product and service development, strategic partnerships, employee experience and capability building, team construction, recruiting, business analysis and the organizations' sales and relationship performance. Ensuring member-facing business strategies support strong leadership culture, cultivated through with trust, transparency, collaboration and the open sharing of ideas and surfacing of effective business solutions. -
Evp Consumer & WealthConnectfirst Credit Union Nov 2022 - Mar 2023Calgary, Alberta, CaA member of the Connect First Executive Leadership Team, overseeing a diverse portfolio including responsible strategic and tactical leadership of the company's Consumer, Wealth Management and Enterprise Strategy divisions.Elevate broad organizational leadership impact through cross-collaboration, distributed strategic project leadership and transparent communication to foster psychological safety, employee engagement and business results.
-
Svp Wealth & Enterprise StrategyConnectfirst Credit Union May 2022 - Dec 2022Calgary, Alberta, CaAs a member of the Connect First Executive Leadership Team, my diverse portfolio includes responsible leadership of the companys' Wealth Management and Enterprise Strategy divisions. Wealth includes design of strategy and operationalizing of the financial advisory, investment and insurance services delivery for Connect First. Enterprise Strategy includes the executive level leadership of corporate strategy, business planning and scorecard development for the credit union, along with the executive leadership of board engagement, contracts and 3rd party risk, corporate counsel and the ombudsman/member advocacy office.
-
Svp, WealthConnectfirst Credit Union Jun 2020 - May 2022Calgary, Alberta, Ca
-
Vp WealthConnectfirst Credit Union Jun 2019 - Jun 2020Calgary, Alberta, CaSenior Wealth Executive responsible for the successful development and launch of a unique, single wealth entity and brand for connectFirst Credit Union, through the successful merger of five legacy entities over a 2-year period. Ensure the development of appropriate organizational, human resource, compensation, sales, investment and insurance compliance strategies and tactics to ensure business, employee and member success.
-
Registered RepresentativeQtrade Financial Group Jan 2007 - Mar 2024Toronto, Ontario, Ca -
Branch Compliance ManagerQtrade Financial Group May 2007 - May 2019Toronto, Ontario, CaResponsible executive, leading all aspects of compliance oversight for the business, including training and development, onboarding, member experience, audit, controls and business practices.
-
Vp Business DevelopmentCuso Wealth Strategies Inc. Jun 2015 - May 2019Kelowna, Bc, CaExecutive Wealth leader for 12 credit unions in BC and Alberta. Responsible for the development of wealth strategy and all aspects of tactical business execution. Working collaboratively with a board comprised of credit union CEOs, and their respective board of directors to drive performance across multiple regulatory and operating environments. Cultivating high-performance business teams and ensuring alignment with diverse and overarching credit union mission, vision and values. -
Manager, Sascu Wealth Inc.Sascu Aug 2007 - Jun 2015Salmon Arm, British Columbia, CaManager of Wealth Management for Salmon Arm Savings & Credit Union.Responsible for all aspects of strategic planning and operational execution of the stated business objectives of the organization. Integrating wealth, business and retail operations to ensure sales leadership excellence and the provision of best-in-class holistic advisory for investment, insurance and financial planning. Responsible for the development and launch of the SASCU Wealth brand into market - achieving national recognition (Filine) for best brand launch and driving record business growth and financial performance. -
Manager, Investment ServicesSascu Aug 2001 - Aug 2007Salmon Arm, British Columbia, CaDuring my tenure with SASCU I have held a number of positions of escalating leadership responsibility. This includes all aspects of branch operations including cash and member services, retail lending and branch management.
-
Financial Service OfficerIntegris Credit Union 1996 - 2001Prince George, British Columbia, CaProvision of financial service advice to a portfolio of key clients, pertaining to deposit, personal and commercial lending, investments and financial advisory. -
Financial Services ProfessionalVancity Nov 1992 - Nov 1996Vancouver, Bc, CaProgressive financial services experience through the Retail branch network, including the provision of deposit, business and estate services and personal lending. Culminating in a role with the Learning & Development team, supporting a transformational change leadership initiative.
Kathleen Hurtubise, Ma, Pgdipsi, Cpca, Ris Skills
Kathleen Hurtubise, Ma, Pgdipsi, Cpca, Ris Education Details
-
Saïd Business School, University Of OxfordInternational Business -
Royal Roads UniversityLeadership
-
Athabasca UniversityBusiness
Frequently Asked Questions about Kathleen Hurtubise, Ma, Pgdipsi, Cpca, Ris
What company does Kathleen Hurtubise, Ma, Pgdipsi, Cpca, Ris work for?
Kathleen Hurtubise, Ma, Pgdipsi, Cpca, Ris works for Servus Credit Union
What is Kathleen Hurtubise, Ma, Pgdipsi, Cpca, Ris's role at the current company?
Kathleen Hurtubise, Ma, Pgdipsi, Cpca, Ris's current role is Head of Integration.
What is Kathleen Hurtubise, Ma, Pgdipsi, Cpca, Ris's email address?
Kathleen Hurtubise, Ma, Pgdipsi, Cpca, Ris's email address is ka****@****scu.com
What is Kathleen Hurtubise, Ma, Pgdipsi, Cpca, Ris's direct phone number?
Kathleen Hurtubise, Ma, Pgdipsi, Cpca, Ris's direct phone number is +125080*****
What schools did Kathleen Hurtubise, Ma, Pgdipsi, Cpca, Ris attend?
Kathleen Hurtubise, Ma, Pgdipsi, Cpca, Ris attended Saïd Business School, University Of Oxford, Royal Roads University, Athabasca University.
What are some of Kathleen Hurtubise, Ma, Pgdipsi, Cpca, Ris's interests?
Kathleen Hurtubise, Ma, Pgdipsi, Cpca, Ris has interest in Volleyball, Leadership, Fitness Training, Children, Economic Empowerment, Learning, Civil Rights And Social Action, Hot Yoga, Education, Hiking.
What skills is Kathleen Hurtubise, Ma, Pgdipsi, Cpca, Ris known for?
Kathleen Hurtubise, Ma, Pgdipsi, Cpca, Ris has skills like Wealth Management, Investments, Leadership, Coaching, Leadership Development, Risk Management, Insurance, Organizational Development, Team Leadership, Change Management, Strategic Planning, Loans.
Who are Kathleen Hurtubise, Ma, Pgdipsi, Cpca, Ris's colleagues?
Kathleen Hurtubise, Ma, Pgdipsi, Cpca, Ris's colleagues are Cindy Purvis, Shelley Sutherland, Ylliana Rangel, Beata Costa, Lalit Verma, Dan Heinemann, Aaron Johnston.
Free Chrome Extension
Find emails, phones & company data instantly
Aero Online
Your AI prospecting assistant
Select data to include:
0 records × $0.02 per record
Download 750 million emails and 100 million phone numbers
Access emails and phone numbers of over 750 million business users. Instantly download verified profiles using 20+ filters, including location, job title, company, function, and industry.
Start your free trial