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Added 48 mins ago
DO
Senior Project Officer – Office of the Deputy Director General
Department of Energy and Economic Diversification
Perth South, ON
- Full-time
Explore our career opportunities and graduate program to discover how you can make a meaningful impact. For current vacancies, visit us on LinkedIn or head to the DEED corporate website.
Added 2 hours ago
PC
Director, Operations
Provincial Credit Union
Charlottetown, PE
- Full-time
The Director, Operations provides strategic and operational leadership for PCU’s Core Banking, Lending Administration, and Deposit & Account Administration functions. This role is…
Added 2 hours ago
PC
Director, Member Experience
Provincial Credit Union
Charlottetown, PE
- Full-time
…interaction matter, supporting our communities, and creating a workplace where people feel valued and…
Added 2 hours ago
PC
Financial Advice Manager
Provincial Credit Union
Charlottetown, PE
- Full-time
…need to understand member needs, offer appropriate financial solutions and build strong…
Added 4 hours ago
SC
Conventional Signalling Director
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- Full-time
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Added 8 hours ago
Senior Manager, Delivery Portfolio Management (OneStream)
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Experience serving as an Engagement Lead, Project Director, Program Manager, or Delivery Manager responsible for executive stakeholder management and portfolio oversight.
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Director, Finance (CSM)
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…positions us to serve customers who seek differentiation through solutions that provide speed, flexibility and maximum productivity. This capability is at the core of our mission and…
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Senior Manager, Delivery Portfolio Management (OneStream)
Clearsulting
Toronto, ON
- Full-time
Experience serving as an Engagement Lead, Project Director, Program Manager, or Delivery Manager responsible for executive stakeholder management and portfolio oversight.
Added 9 hours ago
Director, Product Taxation
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Winnipeg, MB · London, ON · Toronto, ON
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Added 10 hours ago
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Program Manager, WSIB Programs, Ontario
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Toronto, ON
- $100,000 to $120,000 CAD / year
- Full-time
Lifemark Health Group (LHG) is a market leader in customized healthcare solutions. With over 20 years of service excellence, LHG is one of the largest, most trusted, and most comprehensive…
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QHSE Administrator (Contract position up to 18 months)
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Added 11 hours ago
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Director, Finance (CSM)
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Added 11 hours ago
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Manufacturing Engineer
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Aurora, ON
- $50,000 to $80,000 CAD / year
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Added 12 hours ago
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Senior Director Business Development
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Added 12 hours ago
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Talent & Learning Department Manager
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…consulting firm whose primary focus is to offer transportation solutions, whether for passengers or goods: feasibility studies of building a new railway line, increasing the capacity of the…
Added 12 hours ago
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Director Consulting Services-Public Sector
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Added 12 hours ago
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Systems Assurance Director
SYSTRA Canada
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…consulting firm whose primary focus is to offer transportation solutions, whether for passengers or goods: feasibility studies of building a new railway line, increasing the capacity of the…
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Added 12 hours ago
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Signalling and Train Controls Director (Engineering Services)
SYSTRA Canada
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Talent Acquisition Operations
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Added 12 hours ago
ML
Sr. Specialist, Early Careers
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Mississauga, ON
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…strategy that aligns with our business needs. Reporting to Director, Talent Acquisition, you'll manage our campus recruitment, internships, apprenticeships, co-ops, and our renowned…

Provincial Credit Union

Financial Advice Manager

Charlottetown, PE, Canada

Salary Range: $88,258 – $103,833. · Full-time

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Job details

Pay: Salary Range: $88,258 – $103,833.
Job type: Full-time
Apply by: Nov 8, 2026
Posting language: English
Posted: Oct 29, 2026

Original job description

Financial Advice Manager

Location: Any branch location, PEI

At Provincial Credit Union, we believe banking is about more than money – it’s about people. We’re proud to be a people-first organization and to be recognized as one of Canada’s Top 100 Employers for 2026. Strong relationships are at the heart of what we do, whether we’re supporting our members, contributing to our communities, or working together as a team.

The Financial Advice Manager strengthens the delivery of consistent, high-quality financial advice across Provincial Credit Union. This role leads the onboarding, training and ongoing development of Financial Services Officers (FSOs), providing the tools, guidance and coaching they need to understand member needs, offer appropriate financial solutions and build strong relationships.

What You’ll Do:

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.

What You Bring

Education & Experience

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.

Skills & Competencies

Knowledge of relationship-based banking and the ability to model effective financial advice conversations.
Effective coaching, facilitation and presentation skills, with the ability to influence and support others without direct reporting authority.
Ability to translate financial knowledge and advice principles into practical tools and approaches employees can apply with members.
Strong listening, questioning and communication skills, including the ability to provide constructive and respectful feedback.
Proven ability to build effective working relationships with Financial Service Officers, Branch Managers and leaders across PCU.
Excellent organizational and planning skills, with the ability to coordinate initiatives across multiple locations.
A practical, solutions-focused approach to identifying improvements while balancing member needs, business objectives, risk and regulatory requirements.

Why You’ll Love It Here:

We believe our employees deserve the same outstanding care we give our members. That’s why we offer:

A People-First Culture: Join a supportive team that values collaboration, positivity, and community impact.
Competitive Pay & Bonus Program: Market-aligned salary plus the opportunity for annual bonuses.
Comprehensive Benefits: Health and dental coverage, sick time, and a Defined Contribution Pension Plan & Group Retirement Savings Plan with up to 9% employer contribution.
Work-Life Balance: Three weeks’ vacation, plus four personal days, and two volunteer days each year.
Career Growth: Tuition reimbursement, training opportunities, and career progression pathways.
Extra Perks: Annual fitness and clothing allowance, reduced employee loan and mortgage rates, and no service fees on banking transactions.
Salary Range: $88,258 – $103,833.

Additional Information

Bondability Requirement: Candidates must be bondable under a fidelity bond policy (includes a criminal and credit check).

Closing Date: November 8th, 2026.

Diversity & Inclusion

At Provincial Credit Union, we’re committed to creating an inclusive and equitable workplace. We welcome applications from all qualified individuals, and accommodations are available throughout the recruitment process.

Tagged as: 10010

Languages:

English

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