Financial Advisor Associate

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.

As our ideal candidate, you have a high level of attention to detail, accurate and consistent data entry. You possess superior active listening, verbal and written communication skills. You are a positive team player with strong organizational and priority management skills. 

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.

Move beyond a job with crazy hours and unpredictable schedules. Choose to make a real difference in people's lives and in your community by applying your skills and knowledge at your locally owned financial institution. Join a professional, caring and supportive workplace to move your career forward.

Apply for a role at Lakeland Credit Union today and start changing lives, one member 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.