Small Business Advisor

4 weeks ago


Edmonton, Canada Innovation Federal Credit Union Full time

Innovation Federal Credit Union provided pay range This range is provided by Innovation Federal Credit Union. Your actual pay will be based on your skills and experience — talk with your recruiter to learn more. Base pay range CA$75,204.00/yr - CA$103,406.00/yr Apply by December 8, 2025 Small Business Advisor has expertise in credit analysis, financial advice, portfolio management and relationship management to contribute to the success of our members and the growth of our credit union. We are looking for candidates with excellent communication and interpersonal skills, a strong ability to provide knowledgeable and timely advice, and a commitment to delivering exceptional customer service by effectively utilizing our products, services, and omni channels to meet our members’ needs. The key responsibilities for this role include: Foster strong relationships with small and medium size business and agriculture members, providing ongoing financial guidance and support. Manage an assigned portfolio through strong advice and utilization of available Credit Union products and services. Work closely in a collaborative team environment with all staff to meet members' financial needs (known and unknown). Provide and cross-sell high quality financial products and services through proactive contact with the intent of increasing member wallet share. Analyze loan applications for data integrity, potential fraud, and creditworthiness. Maintain up-to-date knowledge of all credit union products and services as well as relevant policies and legislation, regularly reviewing literature and attend product update meetings and seminars/webinars. Utilize digital solutions to create efficiencies, simplify members’ banking needs, and enhance the member experience. Must have the ability to travel to and cover regionally as required. Innovation’s Travel Practice Guidelines will be followed. Qualifications Completion of some post-secondary education (such as finance, business management, agribusiness, or a related field) and/or completion of related specialized lending courses. 4+ years of relevant experience in relationship banking with knowledge and experience in small business lending, credit analysis, and loan underwriting. Proven business development, attention to detail, sales, and service skills. Detail-oriented and risk aware, contributing to the safeguarding of our company’s assets and reputation. Proficient in digital literacy, including (but not limited to) critical thinking, problem solving and navigation using digital solutions. Use and comfortability with a variety of Microsoft 365 applications (Excel, Teams, Viva, Power Automate, Power BI). Seniority level Associate Employment type Full-time Job function Business Development, Sales, and Customer Service Industries: Financial Services and Banking ABOUT US Hi We’re Innovation Federal Credit Union. Our purpose is to simplify banking for all Canadians. We like to keep it simple. We have three values – Accountability, Integrity, and Respect – and we are constantly striving to improve our organization to make it better for you (our member and prospective employee) How are we different from other Credit Unions? We’ve put in the work to become a federal credit union – just one of three in Canada – to secure the future of our organization and continue to grow across Canada. We are proudly rooted in Saskatchewan, but our vision is national, or as we like to say, "Made in Sask, Built for Canada". What sets us apart: Commitment to Community: $1.1 million was given to local organizations last year who are making a difference Strong focus on Diversity and Inclusion: Nearly 22% of InnovationNation proudly identifies as part of a designated group, reflecting our strong commitment to fostering a diverse workplace Benefits that start when you do: Our full-time staff participate in a 7% employer-matched pension plan, extended health benefits, employee and family assistance program, and a staff loan rate. These benefits all start on Day 1 of employment, no waiting period In the spirit of Truth and Reconciliation, we acknowledge that we are on the traditional territories of the many First Nations, Métis, and Inuit who have graced these lands for millennia. We are privileged to live on, work on and enjoy the benefits of these lands, now known as Canada. #J-18808-Ljbffr



  • Edmonton, Canada Scotiabank Full time

    Requisition ID: 194166 Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture. **About the role**: **What you’ll be doing** Our Advisors are customer-centric and able to connect with people in a relatable way. As an essential member of the Canadian Banking Branch network, the focus is to provide exceptional...


  • Edmonton, Canada Scotiabank Full time

    Requisition ID: 196122 Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture. **About the role**: **What you’ll be doing** Our Advisors are customer-centric and able to connect with people in a relatable way. As an essential member of the Canadian Banking Branch network, the focus is to provide exceptional...


  • Edmonton, Canada Scotiabank Full time

    A leading bank in the Americas is seeking an Advisor to join their team in Alberta. The ideal candidate will manage a portfolio of small business owner relationships, delivering exceptional service and building strong client connections. You should possess excellent business development skills and knowledge of the small business market. This position offers...


  • Edmonton, Canada Innovation Federal Credit Union Full time

    Innovation Federal Credit Union provided pay range This range is provided by Innovation Federal Credit Union. Your actual pay will be based on your skills and experience — talk with your recruiter to learn more. Base pay range CA$75,204.00/yr - CA$103,406.00/yr Apply by December 8, 2025 Small Business Advisor has expertise in credit analysis, financial...


  • Edmonton, Canada Manulife Financial Full time

    A leading financial services provider is looking for an Account Executive - Small Business to cultivate relationships with plan advisors and assist in meeting their clients' business needs. This role involves building existing advisor relationships and developing new ones within the Small Business market segment. The ideal candidate should hold a relevant...


  • Edmonton, Canada Scotiabank Full time

    Requisition ID: 206315 Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture. **What you’ll be doing** Our Advisors are customer-centric and able to connect with people in a relatable way. As an essential member of the Canadian Banking Branch network, the focus is to provide exceptional service throughout the...


  • Edmonton, Canada Innovation Federal Credit Union Full time

    A banking institution in Canada is seeking a Small Business Advisor to foster strong relationships with members and analyze loan applications for creditworthiness. The ideal candidate has over 4 years of experience in small business lending and excellent communication skills. This full-time role is based in Edmonton and offers a competitive salary range of...


  • Edmonton, Canada Innovation Federal Credit Union Full time

    A banking institution in Canada is seeking a Small Business Advisor to foster strong relationships with members and analyze loan applications for creditworthiness. The ideal candidate has over 4 years of experience in small business lending and excellent communication skills. This full-time role is based in Edmonton and offers a competitive salary range of...


  • Edmonton, Canada Scotiabank Full time

    A leading bank in Canada is seeking a Virtual Business Advisor to manage small business relationships in Edmonton. The role requires building strong client relationships and providing comprehensive business advice. Ideal candidates possess strong business banking knowledge and an education in a related field. The company offers a competitive benefits...


  • Edmonton, Canada Manulife Full time

    Manulife Canada Retirement is a leading provider of group retirement savings plans for businesses across Canada. Our plans include Registered Retirement Savings, Defined Contribution, Registered Pension, Deferred Profit Sharing, and Employee Share Ownership programs. The National Small Business Consultant for Canada Retirement manages small business cases...