Financial Advisor

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 Opportunity

We have an exciting opportunity for a Financial Advisor at our Cold Lake branch! We are looking for an enthusiastic individual who is eager to make a meaningful impact. In this role, you will work closely with the Personal Banking Manager to understand members' financial goals and provide personalized advice and solutions for their personal lending and deposit needs. Through every conversation, you'll build trust, strengthen relationships, and help members move forward with confidence.

Key Responsibilities:

• Engage with Members: Conduct interviews to understand their financial goals and deliver personalized solutions.
• Build Relationships: Create strong connections with members by actively managing interactions and meeting expectations.
• Anticipate Needs: Proactively identify solutions that go beyond basic services to support broader financial objectives.
• Provide Insightful Advice: Help members achieve their financial goals while fostering long-term relationships through follow-ups and referrals.
• Manage Accounts: Recommend loans and identify potential issues with accounts, addressing them effectively.
• Collaborate for Excellence: Work with team members to ensure compliance with regulations and organizational policies.
• Stay Organized: Efficiently manage your tasks to balance business development, relationship management, and administrative duties.
• Community Involvement: Participate in events to promote LCU and demonstrate our commitment to community engagement.

About You

Whether you're just starting your career or looking to transition into banking, we want to learn more about you! We value:

• Desire to Learn: You have a passion for learning and pursuing growth in your role, taking the initiative to acquire new knowledge and skills.
• Relationship Building: You have the ability to connect with members and understand their expectations.
• Communication Skills: You are comfortable having difficult conversations, when necessary, always with a focus on positive outcomes.
• Proactive Mindset: You thrive on identifying opportunities and solutions while maintaining a high level of service.
• Critical Thinking: You possess the judgement needed to make impactful decisions.

What We Offer

At LCU, we are committed to making a positive impact for our members and communities. Join the team in Cold Lake and you'll enjoy:

• Competitive salary and comprehensive benefits
• Flexible spending account and RRSP matching after just 3 months
• Discounted employee financial services
• Opportunities for personal and professional growth
• A supportive and fun team environment

Why Join Us?

At LCU, relationships come first. Every conversation is an opportunity to make a positive impact on our members and their financial futures. If you’re excited about helping members find financial solutions that fit their lives while working for an organization that values people over profits, we would like to meet you!

Your next chapter starts here. Apply today and build a rewarding career helping members reach their goals - one conversation at a time! Live. Grow. THRIVE here!

Thank you for your interest. Interviews will be conducted as qualified candidates are received. Due to the anticipated volume of applications, only those selected for an interview will be contacted.Lakeland Credit Union is committed to the principles of equality and diversity in the workplace. AI will not be used during the recruitment, selection, and hiring process.