Financial Advisor

4 weeks ago


Bonnyville, Canada Lakeland Credit Union 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 clicking here.

**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.
- Advise members on a full range of deposit products including new personal accounts, cards, term deposits, and registered products.

**More About You**

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

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

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


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