Financial Advice Leader & Training Coach

Provincial Credit Union; Prince Edward Island; On-site; CAD 88,000 - 104,000; Full time

Benefits offered by this job

Competitive pay

Annual bonus program

Health and dental coverage

Pension plan with employer contrib.

Vacation and personal days

Job summary

Provincial Credit Union in PEI seeks a Financial Advice Manager to strengthen high-quality financial guidance across branches. You’ll lead onboarding and ongoing development of Financial Service Officers, equipping them with tools and coaching to meet member needs and offer suitable financial solutions.

You’ll partner with Branch Managers and departments to enhance advice quality, support new products, and drive service excellence while maintaining compliance and risk controls.

Qualifications

• Post-secondary education in business, finance, financial services or a related discipline, or an equivalent combination of education, training and relevant experience.
• Significant experience in retail financial services, including providing financial advice to members or clients.
• Strong knowledge of personal banking, consumer lending, mortgages, deposits and other financial solutions relevant to the Financial Service Officer role.
• Experience coaching, training or developing employees in a financial services environment.
• Experience developing onboarding or learning programs, or supporting new products, processes and systems, would be considered an asset.

Responsibilities

• Develop and strengthen PCU’s approach to financial advice, establishing consistent practices, tools and expectations for Financial Service Officers across the organization.
• Lead Financial Service Officer onboarding and training, developing learning resources and programs that build the knowledge and skills required to provide effective financial advice.
• Provide subject matter expertise, coaching and constructive feedback to Financial Service Officers to strengthen advice quality and consistency.
• Work with Branch Managers to share observations, identify capability gaps and support effective coaching within their teams.
• Partner with Retail Services, Member Experience and other departments to align financial advice with PCU’s service standards, member journeys and organizational priorities.
• Identify opportunities to improve advice processes, tools and resources using employee feedback, member insights and other available information.
• Support the introduction of new products, processes and systems by helping ensure Financial Service Officers have the information and resources needed to implement changes effectively.
• Keep the Director, Retail Services informed of emerging trends, advice-related challenges and opportunities to improve financial advice across PCU.

Skills

Relationship-based banking

Coaching & training

Communication skills

Facilitation & presentation

Relationship-building with leaders

Organizational planning

Solutions-focused problem solving

Education

Post-secondary education in business/finance or related discipline

Experience in retail financial services

Job description

Provincial Credit Union in PEI seeks a Financial Advice Manager to strengthen high-quality financial guidance across branches. You’ll lead onboarding and ongoing development of Financial Service Officers, equipping them with tools and coaching to meet member needs and offer suitable financial solutions.

You’ll partner with Branch Managers and departments to enhance advice quality, support new products, and drive service excellence while maintaining compliance and risk controls.