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Added 12 mins ago
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Provincial Credit Union

Financial Advice Manager

PE, Canada
PEI, PE, C1A 7L3, 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 28, 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 FSOs across the organization.
Lead FSO 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 FSOs to strengthen advice quality and consistency.
Work with Branch Managers and other FSO supervisors 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 FSOs 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 FSO 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 FSOs, 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.

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More about this job

Responsibilities

The Financial Advice Manager will lead the onboarding, training, and development of Financial Services Officers to ensure consistent, high-quality financial advice across the organization. They will collaborate with branch leadership to identify capability gaps and implement effective coaching strategies to improve member service standards.

Requirements

Candidates must have post-secondary education in business or finance and significant experience in retail financial services. Strong knowledge of personal banking products and proven experience in coaching or training employees are essential for this role.

Skills

Financial advice
Coaching
Training
Retail financial services
Consumer lending
Mortgages
Relationship management
Facilitation
Presentation skills
Communication
Organizational skills
Planning
Leadership
Strategic thinking
Problem solving

Benefits

Health coverage
Dental coverage
Sick time
Group Retirement Savings Plan
Vacation
Personal days
Volunteer days
Tuition reimbursement
Training opportunities
Fitness allowance
Clothing allowance
Reduced employee loan rates
Reduced mortgage rates
No service fees on banking transactions

Visa sponsorship

Not detected in the job text

Keywords

Financial Advice Manager
Retail Financial Services
Onboarding
Coaching
Training
Consumer Lending
Mortgages
Deposits
Relationship Banking
Member Experience
Financial Solutions
Professional Development
Retail Services
Regulatory Requirements
Business Strategy
Performance Management
Communication Skills
Leadership
Financial Planning
Banking

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