Retail Banking Advice Manager
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Shape retail banking advice for Provincial Credit Union across PEI, using member insights, coaching and practical financial solution expertise.
As Financial Advice Manager, you will strengthen consistent advice delivery across Provincial Credit Union. The role guides Financial Services Officers through onboarding, development and coaching, helping them understand member needs and build strong relationships. You will also collaborate with Branch Managers, Retail Services and Member Experience.
Key Responsibilities:
- Provide expertise on relationship-based banking and advice conversations
- Coordinate officer onboarding, learning resources and development programs
- Partner with Branch Managers to support team coaching
- Align advice with service standards and member journeys
- Support product, process and system introductions across branches
Requirements:
- Education or equivalent experience in finance or financial services
- Significant experience providing retail financial advice
- Strong personal banking, consumer lending and mortgage knowledge
- Experience developing onboarding or learning programs is an asset
- Ability to influence without direct reporting authority
Apply retail financial services knowledge, facilitation and collaboration skills to advance consistent member advice throughout Provincial Credit Union.
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