Business Advisor, Ag Banking

Affinity Credit Union

Shaunavon

On-site

CAD 65,000 - 90,000

Full time

3 days ago
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Benefits offered by this job

Health and dental benefits
Pension plan
Health spending account
Vacation time
Personal days off
Volunteer day
Referral bonus

Job summary

Affinity Credit Union in Shaunavon is seeking a Business Advisor to provide customized financial advice to our small business and agriculture members, leveraging your SME expertise to help them grow.

You will focus on delivering education through technology, building a sales pipeline, and offering policy guidance to support marketing and service initiatives.

Qualifications include a post-secondary diploma or degree and at least three years of relevant experience.

Qualifications

  • Post-secondary diploma or degree in a related field with 3 years of experience.
  • Strong sales ability with a track record of growing a book and meeting targets.
  • Ability to interpret financial statements and business operating models.

Responsibilities

  • Act as SME for small and medium enterprises, advising on operations and financing needs.
  • Help develop business cases, set up financials and operating models for clients.
  • Educate members using technology to deliver memorable experiences, drive sales.
  • Advise on policy and programs for sales, service and marketing to the Business Advisor segment.

Skills

Sales ability
Financial statements
Business operating models

Education

Post-secondary diploma or degree

Job description

af-fin-i-ty (noun):

  • a natural compatibility
  • the name on our doors

We want our employees to feel great coming to work so that’s why we give our talent the tools to excel. After all, a remarkable employee experience leads to extraordinary experiences for our members. If you have an affinity for working in a vibrant environment where your achievements are celebrated, then a career with us sounds like the perfect fit!

We’re looking for a go-getter to serve as a Business Advisor at our Shaunavon Advice Centre. As a Business Advisor, you’ll focus on providing customized financial advice and expertise to our small and medium-sized business and agriculture members.

What you’ll get:
  • The support to grow in your career with ample opportunities to advance
  • A competitive salary plus bonuses for your hard work
  • A total rewards package including health and dental benefits, pension and health spending account
  • Vacation time, personal days off and a paid volunteer day so you can maintain a healthy life/work balance
  • A referral bonus when you scout great talent and they’re hired to join our team
What you’ll do:
  • Act as subject matter expert for small and medium enterprises, providing expertise related to their operational, corporate structure and financing needs
  • Provide advice and resources to develop business cases, set up business financials, operating models, business registration, etc. for Business Advisors
  • Focus on member education using technology to deliver a memorable member experience, drive sales and retain business
  • Provide policy and program advice for sales, service and marketing initiatives targeting the Business Advisor segment
What you’ve got:
  • A post-secondary diploma or degree in a related field, plus 3 years of related experience or an equivalent combination of education and experience
  • Industry leading sales ability in growing a book, achieving targets and building a pipeline using a member centric approach
  • Ability to interpret financial statements and business operating models

Posting Close Date: October 18, 2026.

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