Financial Services Officer
1 week ago
**Financial Services Officer**:
- Branch Location: Charlottetown, PEI_
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.
- 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**
- **Closing Date**: October 13th, 2025.
**Diversity & Inclusion
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