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Financial Services Officer

Assist members in selecting suitable lending and savings solutions to meet their financial goals
Kensington, Prince Edward Island, Canada
Junior
$51,900 – 61,100 CAD / year
23 hours agoBe an early applicant

Financial Services Officer

Build meaningful relationships and help Islanders achieve their financial goals at Provincial Credit Union — one of Atlantic Canada's leading credit unions and proud recipient of Canada's Top 100 Employers award for 2025!

At Provincial Credit Union, we do more than banking — we empower our members to thrive. Guided by our values of People, Purpose, and Possibility, our team provides trusted financial advice, education, and planning that make a real difference in our communities.

As a Financial Services Officer, you'll play a key role in helping members navigate life's big financial decisions. From lending solutions to savings and retirement planning, you'll be a trusted partner in their financial journey.

In this role, you'll:

  • Provide one-on-one financial education and advice to members on day to day banking, loans, investments, and deposit products.
  • Meet with members (in person or digitally) to understand their needs, gather financial data, and guide them toward the best solutions.
  • Assess applications by analyzing creditworthiness, determining loan feasibility, setting credit limits, and approving or declining loans within your lending authority.
  • Ensure all loan agreements are complete, accurate, and compliant with policies and guidelines.
  • Promote and recommend deposit products such as term deposits, RRSPs, RESPs, RRIFs, and LIFs, or refer to our Financial Planning partners when appropriate.

What You Bring:

  • Education: Post-secondary education in Business, Finance, or a related field (or equivalent experience).
  • Experience: Previous experience in lending, financial services, or a member-focused advisory role.
  • Skills & Abilities: Strong analytical skills, attention to detail, and the ability to build trust and lasting relationships with members.

Why You'll Love It Here:

We believe our employees deserve the same outstanding care we give our members. That's why we offer:

  • A People-First Culture: Join a supportive team that values collaboration, positivity, and community impact.
  • Competitive Pay & Bonus Program: Market-aligned salary plus the opportunity for annual bonuses.
  • Comprehensive Benefits: Health and dental coverage, sick time, and a Defined Contribution Pension Plan & Group Retirement Savings Plan with up to 9% employer contribution.
  • Work-Life Balance: Three weeks' vacation to start, plus four personal days and two volunteer days each year.
  • Career Growth: Tuition reimbursement, training opportunities, and career progression pathways.
  • Extra Perks: Annual fitness and clothing allowance, reduced employee loan and mortgage rates, and no service fees on banking transactions.
  • Salary Range: $51,900 - $61,100.

Additional Information:

  • Bondability Requirement: Candidates must be bondable under a fidelity bond policy (includes a criminal and credit check).
  • Closing Date: November 15, 2025.

Diversity & Inclusion:

At Provincial Credit Union, we're committed to creating an inclusive and equitable workplace. We welcome applications from all qualified individuals, and accommodations are available throughout the recruitment process.

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Financial Services Officer
Kensington, Prince Edward Island, Canada
$51,900 – 61,100 CAD / year
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