Financial Services Officer

Job Description

<h3>Job Description</h3><p>Job Description<p>Salary: $51,900 - $61,100<br /><p>Financial Services Officer<br /><em>Branch Location: Tyne Valley, PEI</em><br /></p><p><br /></p><p>Build meaningful relationships and help Islanders achieve their financial goals at Provincial Credit Union one of Atlantic Canadas leading credit unions and proud recipient of Canadas Top 100 Employers award for 2025!</p><p><br /></p><p>At Provincial Credit Union, we do more than banking we empower our members to thrive. Guided by our values ofPeople, Purpose, and Possibility, our team provides trusted financial advice, education, and planning that make a real difference in our communities.</p><p><br /></p><p>As aFinancial Services Officer, youll play a key role in helping members navigate lifes big financial decisions. From lending solutions to savings and retirement planning, youll be a trusted partner in their financial journey.</p><p><br /></p><p>In this role, youll:</p><ul><li>Provide one-on-one financial education and advice to members on day to day banking, loans, investments, and deposit products.</li><li>Meet with members (in person or digitally) to understand their needs, gather financial data, and guide them toward the best solutions.</li><li>Assess applications by analyzing creditworthiness, determining loan feasibility, setting credit limits, and approving or declining loans within your lending authority.</li><li>Ensure all loan agreements are complete, accurate, and compliant with policies and guidelines.</li><li>Promote and recommend deposit products such as term deposits, RRSPs, RESPs, RRIFs, and LIFs, or refer to our Financial Planning partners when appropriate.</li></ul><p><br /></p><p>What You Bring</p><ul><li>Education: Post-secondary education in Business, Finance, or a related field (or equivalent experience).</li><li>Experience: Previous experience in lending, financial services, or a member-focused advisory role.</li><li>Skills & Abilities: Strong analytical skills, attention to detail, and the ability to build trust and lasting relationships with members.</li></ul><p><br /></p><p>Why Youll Love It Here</p><p>We believe our employees deserve the same outstanding care we give our members. Thats why we offer:</p><ul><li>A People-First Culture: Join a supportive team that values collaboration, positivity, and community impact.</li><li>Competitive Pay & Bonus Program: Market-aligned salary plus the opportunity for annual bonuses.</li><li>Comprehensive Benefits: Health and dental coverage, sick time, and a Defined Contribution Pension Plan & Group Retirement Savings Plan with up to 9% employer contribution.</li><li>Work-Life Balance: Three weeks vacation to start, plus four personal days and two volunteer days each year.</li><li>Career Growth: Tuition reimbursement, training opportunities, and career progression pathways.</li><li>Extra Perks: Annual fitness and clothing allowance, reduced employee loan and mortgage rates, and no service fees on banking transactions.</li><li>Salary Range: $51,900 - $61,100.</li></ul><p><br /></p><p>Additional Information</p><ul><li>Bondability Requirement: Candidates must be bondable under a fidelity bond policy (includes a criminal and credit check).</li><li>Closing Date: October 17th, 2025.</li></ul><p><br /></p><p>Diversity & Inclusion</p><p>At Provincial Credit Union, were committed to creating an inclusive and equitable workplace. We welcome applications from all qualified individuals, and accommodations are available throughout the recruitment process.</p></p></p>