Financial Advisor Associate

6 days 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

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