Lead financial advice training at Provincial Credit Union from any branch location in PEI, strengthening coaching and relationship-based banking.

The Financial Advice Manager develops consistent advice practices across Provincial Credit Union. You will onboard, train and develop Financial Services Officers while providing subject matter expertise, coaching and feedback. The position supports member journeys, service standards and organizational priorities through practical tools and guidance.

Key Responsibilities:

- Develop consistent financial advice practices, tools and expectations
- Lead Financial Service Officer onboarding and training programs
- Coach officers and provide constructive feedback on advice quality
- Share observations and capability gaps with Branch Managers




- Improve advice processes using employee and member insights

Requirements:

- Post-secondary education in business, finance or related discipline
- Significant retail financial services and advice experience
- Knowledge of banking, lending, mortgages, deposits and financial solutions
- Experience coaching, training or developing financial services employees
- Solid facilitation, communication, planning and relationship-building skills

Bring financial services expertise and practical coaching skills to strengthen advice quality for Provincial Credit Union members across PEI.

📌 Financial Advice Training Manager (Canada)
🏢 Provincial-Credit-Union-2
📍 Canada