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Added 2 mins ago
HT
Payroll Manager, Americas
Husky Technologies
Bolton, ON
- Full-time
Our Payroll Manager based in Bolton Ontario would be responsible for the Americas (US/Canada/Latam) payroll operations, ensuring accurate, timely, and compliant processing across the U.S.,…
Added 17 mins ago
PP
Recruiter
Portfolio Payroll - Canada
Toronto, ON
- $65,000 to $80,000 CAD / year
- Full-time
We have an exciting opportunity for an experienced Recruiter / Account Manager to join our Payroll Recruitment division at The Portfolio Group, based in downtown Toronto!
Added 48 mins ago
NB
Treasury Manager, Business Flex
National Bank of Canada
Montreal, QC
- Full-time
A career as a Treasury Manager on the Business Flex team at National Bank means acting as a specialist for small and medium-sized business clients with primarily straightforward needs. This…
Added 48 mins ago
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AML Analyst
National Bank of Canada
Montreal, QC
- Full-time
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Added 48 mins ago
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Treasury Manager, Business Flex
National Bank of Canada
Montreal, QC
- Full-time
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Added 48 mins ago
NB
Associate
National Bank of Canada
Quebec, QC
- Full-time
…400,000 clients in about 100 branches. Reporting to the regional manager, you will team up with a wealth advisor to offer an exceptional client experience. Collaboration and partnership…
Added 48 mins ago
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BANKING ADVISOR
National Bank of Canada
Quebec, QC
- Full-time
…depending on team availability. This position reports to the Branch Manager. On a day-to-day basis, you’ll work with a team of experts specializing in investment, mortgage financing, and…
Added 48 mins ago
NB
Director, Commercial Banking
National Bank of Canada
Vancouver, BC
- Full-time
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Added 1 hour ago
AH
Manager
Alberta Health Services
Medicine Hat, AB
- Temporary
…about improving health care and want to make a difference, this Manager position might be right for you. As The Manager is accountable for the overall operational leadership for the…
Added 1 hour ago
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Referral Partner
Wellbytes
Canada
- Contract
Coordinate the initial handoff with our Partner Manager.
Added 3 hours ago
SA
Accounting and Finance Administrator
SSP America
Kelowna, BC
- Full-time
The Shared Services Specialist is a dual-matrix position that will provide support in finance, accounting and human resources administrative functions within an airport setting. This is an…
Added 4 hours ago
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Job Title Manager
Lookout Housing + Health Society
Vancouver, BC
- Full-time
Experience with scheduling, payroll, scheduling, budgeting and human resources an asset
Added 4 hours ago
SM
Medical Radiation Technologist (CT & X-Ray)
Stevenson Memorial Hospital
Alliston, ON
- Internship
Accommodations for persons with disabilities required during the recruitment process are available upon request by notifying Human Resources at (705) 434-3377 ext 3354.
Added 4 hours ago
SM
Medical Radiation Technologist (CT & X-Ray)
Stevenson Memorial Hospital
Alliston, ON
- Full-time
Accommodations for persons with disabilities required during the recruitment process are available upon request by notifying Human Resources at (705) 434-3377 ext 3354.
Added 4 hours ago
SM
Medical Radiation Technologist (CT & X-Ray)
Stevenson Memorial Hospital
Alliston, ON
- Internship
Accommodations for persons with disabilities required during the recruitment process are available upon request by notifying Human Resources at (705) 434-3377 ext 3354.
Added 4 hours ago
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Vice President, Operations
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Toronto, ON
- Full-time
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Added 5 hours ago
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Job Developer
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Connecting participants with appropriate community resources, including Alberta services (available through the Alberta Government), Federal Government Services, and local agencies and…
Added 5 hours ago
SM
Medical Radiation Technologist (CT & X-Ray)
Stevenson Memorial Hospital
Alliston, ON
- Full-time
Accommodations for persons with disabilities required during the recruitment process are available upon request by notifying Human Resources at (705) 434-3377 ext 3354.
Added 5 hours ago
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Project Manager – Restoration Services
Stoakley-Stewart Consultants Ltd.
Toronto, ON · Greater Toronto Area, Canada
- Full-time
We have been engaged on a confidential search for an experienced Project Manager to join a well-established and growing property restoration organization in the Greater Toronto Area.
Added 5 hours ago
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Manager, Finance, Performance & Analytics
Stevenson Memorial Hospital
Alliston, ON
- Full-time
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Added 5 hours ago
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Coordinator, Digital Communications
RECRUITMENT PARTNERS INC.
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Added 5 hours ago
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Added 5 hours ago
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The Shoe Co. - Store Manager
DSW Designer Shoe Warehouse
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Added 5 hours ago
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[26-123] Program Manager - Temporary
SOURCES
Surrey, BC
- Temporary
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Assistant Front Store Manager, Hourly Part Time Day Greenlight Requisition
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Alberta Women Entrepreneurs

Lending Advisor

Calgary, AB, Canada

Full-time

Apply on LinkedIn About employer

Applications open in a new tab.

Job details

Job type: Full-time
Apply by: Mar 31, 2027
Working hours: 37.5 hours per week
Posting language: English
Posted: Oct 2, 2026

Original job description

Lending AdvisorAbout the job

Reports to: Entrepreneurship Development Manager, Capital | Location: Alberta (Hybrid) | Classification: Full Time | Approximately 37.5 hours per week

ABOUT ALBERTA WOMEN ENTREPRENEURS

Alberta Women Entrepreneurs (AWE) supports women entrepreneurs at every stage of their business through Access to funds, Women’s community and connections, and Essential learning and training. Our vision is that Alberta’s women entrepreneurs drive economic growth and achieve success on their own terms.

AWE is guided by six core values: Respect, Trust, Inclusion, Client Focused, Curiosity, and Collaboration. AWE strives to be a trusted advisor and provider of services for its clients, THE voice for the community of women entrepreneurs in Alberta, and a thriving, future-focused organization - values that shape every role within the team.

PURPOSE OF THE ROLE

The Lending Advisor is a client-facing role at the heart of AWE’s lending programs. This position supports women entrepreneurs through every step of the loan journey - from initial conversation and application through to disbursement and post-loan care - combining financial expertise with a genuine commitment to each client’s success.

The Lending Advisor builds meaningful, trust-based relationships with clients, helps them navigate AWE’s loan programs and broader entrepreneurial support ecosystem, and ensures that every interaction reflects AWE’s commitment to being a trusted advisor for women entrepreneurs across Alberta.

KEY RESPONSIBILITIES & ACTIVITIES

Client Engagement & Advising

Build and maintain genuine, trust-based relationships with prospective and current loan clients throughout their entrepreneurial journey

Meet with clients to understand their needs, goals, and business context; discuss strategies, available resources, and AWE’s loan programs

Assess loan readiness and guide clients through AWE’s application process with clarity, empathy, and professionalism

Review business plans, financial projections, and financial statements as part of the loan assessment process

Provide clients with tailored options including AWE loan programs, capacity building, advising referrals, and other relevant resources

Balance empathy and objectivity when working with clients - offering realistic, respectful feedback that supports their decision-making

Adapt communication styles to meet each client where they are, building trust and ensuring clients feel heard, safe, and supported

Loan Assessment & Processing

Conduct thorough loan application reviews including assessment of financial statements, cash flow projections, and business plans

Prepare loan reviews, credit risk assessments, and written recommendations for review and finalization by the Entrepreneurship Development Manager, Capital prior to submission to the Loan Committee

Conduct searches (credit, property title, corporate, personal) and perform amortization simulations

Interpret credit bureau reports and assess risk to determine business viability

Maintain accurate and complete client relationship records in AWE’s CRM, adhering to AWE’s privacy and confidentiality requirements; loan administration data is maintained by the Finance & Operations Coordinator

Conduct loan documentation review and identification meetings with clients

Request and confirm information from lenders, solicitors, bookkeepers, and accountants with client consent

Post-Loan Support & Client Care

Provide ongoing support and communication to clients following loan disbursement, including account inquiries, financial guidance, and check-ins

Assist clients in understanding their financial statements, repayment obligations, and credit risk factors

Conduct after-loan business support including virtual or in-person client visits where appropriate

Collaborate with the broader AWE team to connect loan clients with relevant learning programs, advising services, and community resources

Escalate any client account concerns, missed payments, or changes in client circumstances to the Entrepreneurship Development Manager, Capital for follow-up

Community Representation & Collaboration

Represent AWE’s loan programs in the community, building awareness and positive relationships with entrepreneurs and ecosystem partners

Stay informed of market conditions, business trends, and external factors that influence client business success

Collaborate with the AWE team to identify opportunities for improving client processes and the overall lending experience

Contribute to the delivery of learning sessions and client-facing events as needed

AWE VALUES IN ACTION

In this role, you will be expected to bring AWE’s values to life in every client interaction and team contribution:

Respect - Recognize the inherent worth of every client and colleague; approach every conversation with care and regard for individual circumstances

Trust - Act with integrity and openness; protect client and organizational information and hold yourself accountable in all actions

Inclusion - Ensure every client feels valued, respected, and has a sense of belonging in AWE’s programs; actively support equity-deserving entrepreneurs

Client Focused - Commit fully to providing the resources and support clients need to achieve their full potential

Curiosity - Continuously seek to understand your clients’ unique journeys and look for ways to improve service, knowledge, and approach

Collaboration - Work closely with teammates, partners, and stakeholders to maximize the value AWE brings to the women it serves

EDUCATION & EXPERIENCE

Post-secondary education in business, finance, or a related discipline, or equivalent combination of education and experience

Experience in small business lending, business advising, or a related client-facing financial role

Demonstrated ability to read, analyze, and prepare financial reports

Ability to perform cash flow projections, interpret credit bureau reports, and assess business viability

Proficiency in Microsoft 365 (Word, Excel, Outlook, Teams, SharePoint)

Experience with CRM or loan management systems is an asset

Considered Assets:

Familiarity with Alberta’s entrepreneurial ecosystem and women-focused funding programs

Personal experience as an entrepreneur or small business owner

Experience working with or supporting equity-deserving entrepreneurs

Experience developing or delivering business learning content

KNOWLEDGE, SKILLS & ABILITIES

Strong client relationship skills with an ability to build trust and communicate in a way that makes others feel heard and supported

Sound financial analysis skills including the ability to assess credit risk and business viability

Excellent written and verbal communication skills; able to prepare clear, accurate, and professional documentation

Strong organizational skills with the ability to manage multiple priorities and meet deadlines with attention to detail

Creative problem solver with a client-centered approach and the ability to adapt to each client’s unique circumstances

Commitment to equity, diversity, and inclusion in service delivery and workplace culture

Adaptable and resourceful; able to manage changing priorities, processes, and technologies

Proactive and self-motivated with a strong sense of personal accountability

Demonstrated professionalism and integrity in handling confidential client and organizational information

WORKING CONDITIONS

Hybrid working arrangement - combination of in-office and remote work

Flexibility to work some evenings and weekends for AWE programs, events, and client needs

Occasional travel within Alberta

Repetitive use of computer and electronic equipment

Role involves managing emotionally sensitive client situations which may require empathy and conflict resolution skills

Fast-paced environment with multiple concurrent priorities

POSTING OPEN UNTIL October 16th, 2026 or until a suitable candidate is found.

We thank you for your interest in this position; only those selected for an interview will be contacted.

How to Apply

If your experience is close to what we're looking for, even if you don’t check every box, please submit your resume and cover letter with subject line “Lending Advisor”.

AWE is committed to building a diverse workforce representative of the communities we serve. We actively encourage and welcome all qualified candidates, regardless of race, color, ancestry, place of origin, religious beliefs, gender/gender identity/gender expression, age, physical/mental disability, marital/family status, source of income, sexual orientation or persons who may require an accommodation to apply. If you require accommodations at any stage of the application process (e.g. alternate formats, accessibility support), please email human.resources@awebusiness.com

Apply on LinkedIn About employer

More about this job

Responsibilities

Guide women entrepreneurs through the loan process, from initial discussions and application assessment to disbursement and post-loan support. Assess financial information and credit risk, prepare loan recommendations, maintain client relationships, and connect clients with relevant business resources and programs.

Requirements

Requires post-secondary education in business, finance, or a related discipline, or equivalent education and experience, along with experience in small business lending, business advising, or a related client-facing financial role. Candidates should be able to analyze financial reports, prepare cash flow projections, interpret credit reports, assess business viability, and use Microsoft 365; CRM or loan management system experience is an asset.

Skills

Client Relationship Building
Small Business Lending
Financial Analysis
Credit Risk Assessment
Cash Flow Projections
Financial Statement Analysis
Business Plan Review
Loan Application Assessment
Written Communication
Verbal Communication
Organization and Prioritization
Problem Solving
Microsoft 365
CRM Systems
Confidential Information Handling

Visa sponsorship

Not detected in the job text

Keywords

Small Business Lending
Loan Programs
Loan Application Review
Loan Readiness
Credit Risk Assessment
Business Viability
Financial Statements
Cash Flow Projections
Business Plans
Credit Bureau Reports
Amortization Simulations
Loan Committee
Loan Documentation
Post-Loan Support
Business Advising
Entrepreneurship
Capacity Building
Microsoft 365
Word
Excel
Outlook
Teams
SharePoint
CRM
Loan Management Systems
Privacy and Confidentiality
Equity, Diversity, and Inclusion
Alberta Entrepreneurial Ecosystem

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Jobs in Canada