Financial Advisor Associate

2 weeks ago

Bonnyville, Canada Lakeland Credit Union Full time

**About Lakeland Credit Union**

At **Lakeland Credit Union** (LCU), we pride ourselves on delivering outstanding service and support to our valued members. We are committed to creating a welcoming environment where everyone feels like part of our community. We believe that great service starts with great people, and that's where you come in

**About the Opportunity**

As a **Financial Advisor Associate**, you will be responsible for completing administrative functions and member facing tasks to support the Financial Advisor in building strong member relationships. You will ensure a positive experience for our members through service excellence and product knowledge. This position is an opportunity to grow and prepare for the Financial Advisor position.

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

- Proactively obtain appropriate searches and documents to assist the Financial Advisor with preparation for member appointments.
- Accurately prepare correspondence, reports, forms, letters, and standard branch documents.
- Enter and prepare consumer loan and mortgage documentation for member signature and disbursement.
- Assist members with loan and deposit inquiries; follow up on requests for information on interest paid, principal totals, loan payouts, posting errors and pertinent details of loan and/or deposit particulars.
- Identify products and/or services that benefit the members’ financial well-being and refer to the appropriate advisor.
- Open and review new accounts, following up with members as needed.

**More About You**

In order to qualify for this role, you will need your **high school diploma** and **at least one year experience in retail banking.**A diploma or certificate in finance, business, or related field is an asset.

Above all, you are flexible and adaptable, and motivated to positively contribute to the success of the organization

**What We Offer**

Lakeland Credit Union is dedicated to making a positive impact on their members and community. We offer great compensation, benefits, and a fun team environment. Join the team in Bonnyville and help make a difference
- Competitive pay and comprehensive benefits.
- Flexible spending account.
- RRSP matching after 3 months.
- Discounted employee financial services benefits.
- Opportunities for personal and professional development.
- A supportive and fun team environment.

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

  • Financial Advisor

    2 weeks ago

    Bonnyville, Canada Lakeland Credit Union Full time

    **About Lakeland Credit Union** At Lakeland Credit Union (LCU), we pride ourselves on delivering outstanding service and support to our valued members. We are committed to creating a welcoming environment where everyone feels like part of our community. We believe that great service starts with great people, and that's where you come in! **About the...

  • Financial Advisor

    1 week ago

    Bonnyville, Canada Lakeland Credit Union Full time

    Join the Lakeland Credit Union TeamAre you ready to embark on an exciting journey in the banking world? At Lakeland Credit Union (LCU), we are focused on delivering outstanding service to our valued members and creating a community where everyone feels welcome. We believe that great service starts with great people, and that's where YOU come in About the...

  • Financial Advisor

    5 days ago

    Town of Bonnyville, Canada Lakeland Credit Union Full time

    Join the Lakeland Credit Union Team! Are you ready to embark on an exciting journey in the banking world?At Lakeland Credit Union (LCU), we are focused on delivering outstanding service to our valued members and creating a community where everyone feels welcome. We believe that great service starts with great people, and that's where YOU come in! About the...

  • Community-Focused Financial Advisor

    5 days ago

    Town of Bonnyville, Canada Lakeland Credit Union Full time

    A community-focused financial institution is seeking a Financial Advisor for its Bonnyville branch. The role entails engaging with members to understand their financial goals and providing personalized solutions while building lasting relationships. Ideal candidates will be proactive and possess strong communication skills, along with a desire for continuous...

  • Financial Advisor

    1 week ago

    Bonnyville, AB TN J, Canada Lakeland Credit Union Full time

    Join the Lakeland Credit Union TeamAre you ready to embark on an exciting journey in the banking world?At Lakeland Credit Union (LCU), we are focused on delivering outstanding service to our valued members and creating a community where everyone feels welcome. We believe that great service starts with great people, and that's where YOU come inAbout the...

  • Financial Advisor

    6 days ago

    Bonnyville, Alberta, TN J, Canada Lakeland Credit Union Full time

    Join the Lakeland Credit Union TeamAre you ready to embark on an exciting journey in the banking world? At Lakeland Credit Union (LCU), we are focused on delivering outstanding service to our valued members and creating a community where everyone feels welcome. We believe that great service starts with great people, and that's where YOU come in About the...

  • Service Advisor

    5 days ago

    Bonnyville, AB, Canada DUCHARME MOTORS Full time

    Ducharme Motors is currently seeking a Service Advisor to join our team We are looking for a happy, eager and confident individual who is skilled in customer service. As the Service Advisor you will gather information to identify the required vehicle repair and maintenance work. With your above average communication skills, you will communicate with the...

  • Sales Associate

    2 weeks ago

    Bonnyville, Canada 54 North Powersports Ltd. Full time

    Powersports Enthusiast Wanted! Are you passionate about Powersports and eager to share your enthusiasm with others? Do you have excellent communication skills and a desire to learn? If so, we want you to join our team at 54 North Powersports as a Sales Advisor! **About Us**:At 54 North, we are dedicated to providing exceptional customer service and offering...

  • Member Experience Advisor | Grow with a Caring Bank

    2 days ago

    Town of Bonnyville, Canada Lakeland Credit Union Ltd Full time

    A community-focused credit union in Bonnyville is looking to hire a Member Service Advisor. In this role, you will greet members, process transactions, and assess their financial needs. Candidates should have a High School Diploma, customer service experience, and a passion for personalized service. This position offers competitive pay, RRSP matching, and...

  • Member Service Advisor

    2 days ago

    Town of Bonnyville, Canada Lakeland Credit Union Ltd Full time

    Join the Lakeland Credit Union Team! Are you ready to make a difference! At Lakeland Credit Union (LCU), we are focused on delivering outstanding service to our valued members and creating a community where everyone feels welcome. We believe that great service starts with great people, and that's where YOU come in! About the Opportunity As a Member Service...