At a Glance
- Tasks: Help members with financial decisions and provide tailored advice on banking and loans.
- Company: Join a top-rated, people-first financial institution in Canada.
- Benefits: Enjoy competitive pay, comprehensive benefits, and a supportive work culture.
- Other info: Flexible work-life balance with generous vacation and personal days.
- Why this job: Make a real impact in your community while growing your career in finance.
- Qualifications: Post-secondary education in Business or Finance and experience in financial services.
The predicted salary is between 53233 - 62628 £ per year.
At Provincial Credit Union, we’re more than a financial institution – we’re a people-first, purpose-driven organization, proudly recognized as one of Canada’s Top 100 Employers for 2026. Guided by our IMPACT values, we’re committed to creating an exceptional employee experience where every team member feels supported, valued, and empowered. At Provincial Credit Union, we do more than banking – we empower our members to thrive. 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.
- Assess applications by analyzing creditworthiness, determining loan feasibility, setting credit limits, and approving or declining loans within your lending authority.
- 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
- 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: $53,233 – $62,628.
Additional Information
- Bondability Requirement: Candidates must be bondable under a fidelity bond policy (includes a criminal and credit check).
- Closing Date: June 11th, 2026.
Diversity & Inclusion
At Provincial Credit Union, we’re committed to creating an inclusive and equitable workplace. We welcome applications from all qualified individuals, and accommodations are available throughout the recruitment process.
Financial Services Officer employer: Provincial Credit Union
At Provincial Credit Union, we pride ourselves on being a people-first, purpose-driven organisation that prioritises the well-being and growth of our employees. With a strong commitment to work-life balance, competitive pay, and comprehensive benefits, including a generous pension plan and career development opportunities, we create an environment where every team member can thrive. Located in the vibrant community of Kensington, PEI, our supportive culture fosters collaboration and empowers you to make a meaningful impact in the lives of our members.
StudySmarter Expert Advice🤫
We think this is how you could land Financial Services Officer
✨Tip Number 1
Network like a pro! Reach out to your connections in the financial services sector and let them know you're on the lookout for opportunities. You never know who might have the inside scoop on a job opening at Provincial Credit Union or elsewhere.
✨Tip Number 2
Prepare for interviews by practising common questions related to financial services. Think about how you can showcase your analytical skills and ability to build trust with members. We recommend doing mock interviews with friends or using online resources to boost your confidence.
✨Tip Number 3
Don’t forget to research Provincial Credit Union! Familiarise yourself with their IMPACT values and the services they offer. This will not only help you tailor your responses during interviews but also show that you’re genuinely interested in being part of their team.
✨Tip Number 4
Apply through our website! It’s the best way to ensure your application gets noticed. Plus, it shows that you’re proactive and keen on joining a people-first organisation like Provincial Credit Union. Let’s get you that Financial Services Officer role!
We think you need these skills to ace Financial Services Officer
Some tips for your application 🫡
Tailor Your Application:Make sure to customise your CV and cover letter for the Financial Services Officer role. Highlight your experience in lending and financial services, and show how your skills align with our IMPACT values.
Showcase Your People Skills:Since we’re all about building trust and lasting relationships, don’t forget to mention any experience you have in member-focused advisory roles. Share examples of how you've helped others navigate their financial journeys.
Be Detail-Oriented:Attention to detail is key in this role! Make sure your application is free from typos and errors. We want to see that you can present information clearly and accurately, just like you would with loan agreements.
Apply Through Our Website:We encourage you to apply directly through our website. It’s the best way to ensure your application gets into the right hands and shows us you’re serious about joining our people-first culture!
How to prepare for a job interview at Provincial Credit Union
✨Know Your Financial Stuff
Brush up on your knowledge of financial products and services, especially those mentioned in the job description like loans, RRSPs, and RESPs. Being able to discuss these confidently will show that you're prepared and knowledgeable.
✨Showcase Your People Skills
Since this role is all about building trust and relationships with members, think of examples from your past experiences where you've successfully helped someone with their financial decisions. Be ready to share these stories during the interview.
✨Understand Their Values
Provincial Credit Union emphasises a people-first culture and community impact. Familiarise yourself with their IMPACT values and be prepared to discuss how you align with these principles in your work.
✨Prepare Questions
Have a few thoughtful questions ready to ask at the end of the interview. This could be about their approach to member education or how they support employee growth. It shows your genuine interest in the role and the organisation.
