Log in Sign up free
Apply now

Posted 3 days ago

Financial Services Officer

@ Provincial Credit Union

View all jobs Website

O'Leary, Prince Edward Island

Full-time
Apply now
SIGNALS

Overview

Provincial Credit Union is hiring a full-time Financial Services Officer at its O'Leary, PEI branch to advise members on banking, loans, investments and deposit products. The role assesses loan applications within lending authority and recommends registered savings products. The posting states a salary of $53,233 to $62,628 and a bondability requirement.

Responsibilities:

  • Provide one-on-one financial education and advice to members
  • Meet members in person or digitally to assess needs
  • Assess loan applications and approve or decline within lending authority
  • Ensure loan agreements are complete and compliant
  • Recommend term deposits, 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
  • Must be bondable under a fidelity bond policy

Tools & skills

IMPACTCollect financial dataFinancial planningAnalytical skillsAttention to detail

Benefits mentioned

Health insuranceDentalRetirement planPaid time offTuition support
Source and dates

Employer career site / ATS feed · careerpage

Employer posting date
2026-11-06
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

SeniorityEntry level
DepartmentFinance & accounting
Hours per week40 (estimated)
Scheduleday
Travelair: none · ground: none
Work settingOffice
PositionSitting and standing
Physical demandsphysical low · computer high
LanguagesEnglish
Background checkscriminal record, credit
EducationBachelor’s degree (preferred)
Fields of studyBusiness, Finance
Perks mentionedGenerous 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.

Apply now

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.

View all jobs Website

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.

FieldValue
IndustryFinancial Services
Company size51-200 employees
HeadquartersCharlottetown, Prince Edward Island
Organization typePrivately Held
Open jobs on Jobsy12
LinkedInView page
Job description

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.

Tagged as: 63102

Languages:

  • English

    • Similar jobs

    • Financial Services Officer

      O'Leary, PE
      On-site

      Provincial Credit Union

      Provincial Credit Union needs candidates with post-secondary education in business, finance or a related field, or equivalent experience. Prior lending, financial services or member advisory experience is preferred, along with strong analytical skills, attention to detail and the ability to build trust with members. Candidates must be bondable under a fidelity bond policy.

      Financial Services Officer

      O'Leary, PE
      On-site

      Provincial Credit Union

      Provincial Credit Union needs candidates with post-secondary education in business, finance or a related field, or equivalent experience. Prior lending, financial services or member advisory experience is preferred, along with strong analytical skills, attention to detail and the ability to build trust with members. Candidates must be bondable under a fidelity bond policy.

    • Financial Services Officer

      Mount Pearl, NL

      Atlantic Edge Credit Union

      3+ YOEAtlantic Edge Credit Union needs candidates with a business administration certificate or diploma and three to five years of credit and collections experience at a financial institution. Strong customer service, sound lending judgment, attention to detail, and Microsoft 365 skills are also required.

      Microsoft 365

    • Early Childhood Educator

      O'Leary, PE
      Full Time

      CHANCES Inc.

      Candidates need an Early Childhood Education diploma and experience setting up environments for children aged 2 to 11. They also need knowledge of the PEI Early Learning Framework and current First Aid and CPR certification.

      ECE, Leadership, Child care, Early childhood education, First Aid, CPR

    • Resident Care Worker (Temporary Part-Time 30%) - MSEH Nursing - 175336

      O'Leary, PE
      $27.10–$29.47/hrPart Time

      Health PEI: The organization operates hospitals, health centres, public long-term care nursing facilities and community-based programs and services.

      Health PEI requires a high school diploma, completion of a recognized Resident Care Worker program, and a good work and attendance record. Candidates need good communication and judgment, the ability to do sustained physical work, teamwork skills, and basic computer skills.

      RN, Communication skills, Computer skills, Acute care, Dementia care, Palliative care

      Medical Radiation Technologist/X-Trained (Permanent Part-Time 50%) - Diagnostic Services - Community Hospital - 172927

      O'Leary, PE
      $34.57–$42.42/hrFull Time

      Health PEI: The organization operates hospitals, health centres, public long-term care nursing facilities and community-based programs and services.

      Candidates need a radiation technology diploma, current CAMRT registration, and College of Allied Health Professionals of PEI registration, plus completion of a basic laboratory procedures program. Strong verbal and written communication and a good work and attendance record are also required.

      Stationary x-ray equipment, Portable x-ray equipment, Holter monitor

      Occupational Therapist 2 (Permanent Full-Time) - MSEH - 167253

      O'Leary, PE
      $39.93–$48.99/hrFull Time

      Health PEI: The organization operates hospitals, health centres, public long-term care nursing facilities and community-based programs and services.

      Candidates need a Master's degree or equivalent in occupational therapy, eligibility for licensing with the PEI College of Occupational Therapists, and considerable practising experience. Strong teamwork, communication and interpersonal skills are required; long-term care and adult seating experience are assets.

      Occupational therapy, Work independently, Reporting, Communication skills, Interpersonal skills

      Unit Clerk (Casual) - Western Hospital & Community Hospital - 175186

      O'Leary, PE +1
      $36.28/hr

      Health PEI: The organization operates hospitals, health centres, public long-term care nursing facilities and community-based programs and services.

      Candidates need Grade 12 plus a Health Unit Coordinating Certificate or equivalent, computer training with word processing, spreadsheets and scheduling software, and typing at 40 words per minute. Good communication skills and a strong work and attendance record are also required.

      Clinical Information System (CIS), Word processing software, Spreadsheets, Payroll systems, Scheduling software

    Locations & environments

    Locations

    All of CanadaRemote · Hybrid · On-site · Field

    Pro tip: add remote jobs to widen your search.

    Exclude locations

    Workplace type

    Company jobs in these results

    These are this company’s jobs loaded in your current search. The company may have more openings.