Financial Advisor

Found in: Jooble CA O C2 - 1 week ago

Canada Lakeland Credit Union Ltd Full time

About Lakeland Credit Union

Lakeland Credit Union (LCU)is a provider of financial products and services in the Lakeland area. We have been serving our members in Bonnyville, Cold Lake and surrounding rural communities for over 80 years. We believe in community, integrity, excellence, the co-operative system, and our people.

Lakeland Credit Union is an employer who can help you shape your career, right here in the Lakeland. Our team is focused on creating a leading-edge financial institution where everyone works together to achieve our personal and financial goals, at the same time building a better community. It’s simply part of the way we do business, and that’s what earns us loyalty from our members and their families.

Our workplace culture encourages employees to treat each other with respect - happy employees look forward to coming to work each and every day. Employees that have a sense of purpose, feeling valued and engaged are going to pass that along to our members. Our Executive Leadership team is committed to open communication and swift decision-making for the betterment of our work environment. We pride ourselves on having every voice heard and providing our employees with a real chance to make an impact in our healthy, dynamic credit union. 

To learn more about us and the services we offer, please visit our website by  .

About the Opportunity

We currently have an exciting opportunity for a  Financial Advisor to join our team on a  full-time basis at our Bonnyville branch.

Reporting to the Personal Banking Manager, the Financial Advisor will ensure a member focused approach to providing trusted financial advice by offering a range of deposit and lending products. This role will proactively engage with new and existing members to build relationships and provide comprehensive financial advice. The Financial Advisor will work collaboratively with the member to strengthen their financial future.

More specifically, some of your responsibilities include, but are not limited to:

  • Build deep relationships with members, first by seeking to understand what is important to them, and then by developing personalized financial strategies and advice-driven solutions that will guide them on their financial journey including day-to-day banking, investments and borrowing solutions. 
  • Interview members applying for lending products, analyze financial information, assess credit relating to loan requests, make recommendations to Credit.
  • Advise members on a full range of deposit products including new personal accounts, cards, term deposits, and registered products.
  • Advise members on personal lending products and services including mortgages, personal loans, lines of credit and Visa applications. 

More About You

In order to qualify for this role, you will need  at least 3 years of retail banking and credit assessment experience.   

As our ideal candidate, you will have a passion for delivering superior, personalized service to our members, while being dedicated to continuous learning and improvement. You are a resourceful, superior communicator, with strong organization and time management skills. You have a process improvement mindset, with the critical thinking and sound judgment skills to make valuable decisions. 

Above all, you are flexible and adaptable, and empowered to positively contribute to the success of the organization while building relationships with a variety of stakeholders. 

What we Offer

As a valued member of our independent financial institution, you will be awarded a  competitive salary, RRSP matching program and vacation, along with a host of benefits, including but not limited to:

  • Extended health, dental and vision benefits
  • Healthcare spending account
  • Wellness spending account 
  • Discounted employee financial services benefits 
  • Opportunities for personal and professional development
  • Employee bonding events, Christmas parties, and summer socials 

Move beyond a job with crazy hours and unpredictable schedules. Choose to make a real difference in people's lives and in your community by applying your skills and knowledge at your locally owned financial institution. Join a professional, caring and supportive workplace to move your career forward.

Apply for a role at Lakeland Credit Union today and start changing lives, one member at a time. Live. Grow. THRIVE here

* This successful candidate must be bondable and will be subject to pre-employment background screening, including criminal record and credit checks.

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