Posted 3 days ago
Financial Services Officer
@ Provincial Credit Union
O'Leary, Prince Edward Island
Overview
Provincial Credit Union is hiring a Financial Services Officer at its O'Leary, PEI branch. The role gives one-on-one financial advice on banking, loans, investments and deposit products, and assesses loan applications within lending authority. Salary is $53,233 to $62,628, with three weeks' vacation and a pension plan with up to 9% employer contribution.
Responsibilities:
- Provide one-on-one financial education and advice to members
- Meet members in person or digitally to assess their needs
- Assess loan applications and approve or decline within lending authority
- Ensure loan agreements are complete and compliant
- Recommend deposit products including RRSPs, RESPs, RRIFs and LIFs
Requirements summary:
- Post-secondary education in business, finance or related field, or equivalent experience
- Previous lending, financial services or member advisory experience
- Strong analytical skills and attention to detail
- Ability to build trust and lasting member relationships
- Bondable under a fidelity bond policy
Source and dates
Employer career site / ATS feed · bamboohr
- Employer posting date
- 2026-11-05
- First seen by our source
- 2026-11-06
- Source record updated
- 2026-11-06
These dates describe the source record, not a live verification that the employer is still hiring. Check the original posting.
Job details
| Seniority | Entry level |
| Department | Finance & accounting |
| Travel | air: none · ground: none |
| Work setting | Office |
| Position | Mostly sitting |
| Physical demands | physical low · computer high |
| Languages | English |
| Background checks | criminal record, credit |
| Education | Bachelor’s degree (preferred) |
| Fields of study | Business, Finance |
| Perks mentioned | Generous paid time off, Retirement plan, Tuition support, Performance bonus, Wellness, Home office allowance |
Summary and details written by AI from the posting; the employer’s posting is the authority.
Provincial Credit Union
Saved company profile
Historical company information from a saved The Jobs API profile (LinkedIn/Crunchbase fields). It is not live-verified; figures may have changed. Missing values remain unknown.
The financial institution of choice for over 35,000 members across PEI.
Full company description
Provincial Credit Union is the largest Credit Union in Atlantic Canada with $1.2 billion in assets and serving over 35,000 members in 10 branch locations across PEI.
- LinkedIn followers
- 1,108
- People associated on LinkedIn
- 110
- Reported office locations
- 281 University Ave, Charlottetown, Prince Edward Island C1A 4M3, CA
- 512 Main St, O’Leary, Prince Edward Island C0B 1V0, CA
- 873 Canada Rd., Tyne Valley, Prince Edward Island C0B 2C0, CA
- 566 Main St, Alberton, Prince Edward Island C0B 1B0, CA
- 284 Business St, Tignish, Prince Edward Island C0B 2B0, CA
- 1 Commercial St, Kensington, Prince Edward Island C0B 1M0, CA
- 7201 Main St., North Rustico, PE C0A 1X0, CA
- 10 Kinlock Rd, Stratford, Prince Edward Island C1B 1R1, CA
- 524 Main St, Montague, Prince Edward Island C0A 1R0, CA
- 37 Mill Rd., Wellington, PE C0B 2C0, CA
- Business categories
- Banking
- Lending
- Financial Services
- Other recorded names
- Provincial Credit Union
- Profile identifies a recruitment agency
- No
- Reported total investment
- 0
Currency and observation date were not supplied; this is not a current valuation or a funding round.
Provincial Credit Union is the largest Credit Union in Atlantic Canada with $1.2 billion in assets and serving over 35,000 members in 10 branch locations across PEI.
| Field | Value |
|---|---|
| Industry | Financial Services |
| Company size | 51-200 employees |
| Headquarters | Charlottetown, Prince Edward Island |
| Organization type | Privately Held |
| Open jobs on Jobsy | 18 |
| View page |
Financial Services Officer
Branch Location: O'Leary, PEI
At Provincial Credit Union, we’re more than a financial institution - we’re a people-first, purpose-driven organization, proudly recognized as one of Canada’s Top 100 Employers for 2026. Guided by our IMPACT values, we’re committed to creating an exceptional employee experience where every team member feels supported, valued, and empowered.
At Provincial Credit Union, we do more than banking - we empower our members to thrive. Our team provides trusted financial advice, education, and planning that make a real difference in our communities. As a Financial Services Officer, you’ll play a key role in helping members navigate life’s big financial decisions. From lending solutions to savings and retirement planning, you’ll be a trusted partner in their financial journey.
In this role, you’ll:
- Provide one-on-one financial education and advice to members on day to day banking, loans, investments, and deposit products.
- Meet with members (in person or digitally) to understand their needs, gather financial data, and guide them toward the best solutions.
- Assess applications by analyzing creditworthiness, determining loan feasibility, setting credit limits, and approving or declining loans within your lending authority.
- Ensure all loan agreements are complete, accurate, and compliant with policies and guidelines.
- Promote and recommend deposit products such as term deposits, RRSPs, RESPs, RRIFs, and LIFs, or refer to our Financial Planning partners when appropriate.
What You Bring
- Education: Post-secondary education in Business, Finance, or a related field (or equivalent experience).
- Experience: Previous experience in lending, financial services, or a member-focused advisory role.
- Skills & Abilities: Strong analytical skills, attention to detail, and the ability to build trust and lasting relationships with members.
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: $53,233 - $62,628.
Additional Information:
Bondability Requirement: Candidates must be bondable under a fidelity bond policy (includes a criminal and credit check).
Closing Date: November 16, 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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