Financial Advisor - Lending At North Valley Credit Union, we believe banking is personal. As a locally owned, community-focused financial institution, we take pride in building meaningful relationships with our members and helping them achieve financial success through trusted advice, exceptional service, and local decision-making. Our team is committed to providing personalized financial solutions while supporting the communities we serve. If you enjoy developing long-term relationships, solving financial challenges, and making a real impact in people’s lives, we’d love to hear from you. The Opportunity North Valley Credit Union is seeking a full-time Financial Advisor to join our team in Esterhazy, Saskatchewan. As a Financial Advisor, you will be responsible for developing and maintaining strong relationships with a portfolio of members by understanding their financial goals and recommending products and services that help them achieve those goals. You will provide advice across day-to-day banking, investments, and consumer lending while identifying opportunities to deepen member relationships through proactive financial conversations. This is an opportunity to become a trusted advisor—not just complete transactions. What You’ll DoMember Relationships & Financial Advice · Build lasting relationships with members by understanding their financial goals and providing personalized advice. · Conduct meaningful financial conversations and identify opportunities to improve members’ financial well-being. · Assist members with everyday banking needs while introducing products and services that support both current and future goals. · Prepare introductory financial plans and recommend practical financial solutions. · Promote financial literacy through education and ongoing member support. · Conduct proactive follow-up calls and outreach to existing and prospective members. Lending & Credit · Analyze, underwrite and approve consumer lending applications within established lending authorities. · Provide advice on: o Personal loans o Lines of credit o Credit cards o Residential mortgages o Vehicle and recreational loans · Identify opportunities for refinancing, debt consolidation and improved cash flow. · Refer commercial and agriculture lending opportunities to the appropriate lending specialist. Deposit & Investment Services · Open and maintain member accounts. · Recommend deposit products including savings, term deposits and registered products. · Assist members with RRSPs, TFSAs, RESPs and other registered plans within the scope of the position. · Refer members requiring comprehensive investment planning or wealth management services to the appropriate team member. Member Experience · Deliver exceptional member service through every interaction. · Follow through on commitments and ensure members receive timely communication. · Work collaboratively with lending, operations and member service staff to provide seamless service. · Identify opportunities to improve internal processes and member experience. Compliance & Risk Management · Ensure all documentation is complete, accurate and compliant with regulatory and internal policy requirements. · Maintain strong knowledge of lending policies, FINTRAC requirements and applicable legislation. · Balance member service with prudent risk management. · Protect member information through adherence to privacy and security policies. What We’re Looking For You are someone who enjoys building genuine relationships and helping people make confident financial decisions. You are naturally curious, ask thoughtful questions, and take pride in finding solutions that truly fit a member’s needs. You communicate with empathy, professionalism and integrity while balancing sound business judgment with excellent member service. You are comfortable working independently, enjoy collaborating with teammates, and are committed to continuous learning. Qualifications · Minimum three years of experience in a financial institution or advisory role. · Experience in consumer lending and credit adjudication. · Knowledge of deposit and registered investment products. · Strong understanding of personal financial management. · Excellent communication and relationship-building skills. · Ability to identify opportunities while maintaining a member-first approach. · Completion of, or willingness to pursue, industry designations such as Personal Financial Services Advice (PFSA), Personal Financial Planner (PFP), CFP, or related financial services education would be considered an asset. Why Join North Valley Credit Union? At North Valley Credit Union, you’re more than an employee—you become part of a close-knit team dedicated to serving our members and strengthening our communities. We offer: · Competitive salary based on experience. · Comprehensive group benefits. · Defined benefit pension plan. · Paid vacation. · Ongoing professional development and training opportunities. · Supportive leadership and collaborative team environment. · Meaningful work where your decisions make a direct impact on members and your community. If you’re passionate about helping people achieve financial success while building lasting relationships in your community, we’d love to hear from you. Apply today and become part of the North Valley Credit Union team. We will be accepting resumes until August 7th, 2026. If you have questions regarding the position, please reach out to: Gerri McEwen - Manager of Lending @ gerri.mcewen@northvalleycu.com