Shape retail banking advice for Provincial Credit Union across PEI, using member insights, coaching and practical financial solution expertise.
As Financial Advice Manager, you will strengthen consistent advice delivery across Provincial Credit Union. The role guides Financial Services Officers through onboarding, development and coaching, helping them understand member needs and build robust relationships. You will also collaborate with Branch Managers, Retail Services and Member Experience.
Key Responsibilities: Provide expertise on relationship-based banking and advice conversations
Coordinate officer onboarding, learning resources and development programs
Partner with Branch Managers to support team coaching
Align advice with service standards and member journeys
Support product,



process and system introductions across branches
Requirements: Education or equivalent experience in finance or financial services
Significant experience providing retail financial advice
Strong personal banking, consumer lending and mortgage knowledge
Experience developing onboarding or learning programs is an asset
Ability to influence without direct reporting authority
Apply retail financial services knowledge, facilitation and collaboration skills to advance consistent member advice throughout Provincial Credit Union.

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📌 Retail Banking Advice Manager (Prince Edward Island)
🏢 Provincial-Credit-Union-2
📍 Prince Edward Island