Financial Advisor for Small Businesses
Innovation Credit Union Limited • edmonton, ab • Posted July 09, 2026
About the Role
Empower local businesses as a Financial Advisor specializing in credit analysis and relationship management. Join our credit union to make a significant impact on member success.
We seek a candidate who excels in communication and has a solid background in financial advising. You will manage a diverse portfolio and provide guidance to small and medium-sized enterprises, ensuring they fully utilize our services. Collaboration with your team will enhance members’ financial security by addressing both known and unknown needs proactively.
Key Responsibilities: • Cultivate strong relationships with business and agriculture members • Provide tailored financial advice and portfolio management • Collaborate with teams to meet members' diverse financial needs • Engage in cross-selling quality financial products • Conduct thorough analysis of loan applications
Requirements: • Education in finance, business management, or similar • Minimum 4 years in relationship bankin...
We seek a candidate who excels in communication and has a solid background in financial advising. You will manage a diverse portfolio and provide guidance to small and medium-sized enterprises, ensuring they fully utilize our services. Collaboration with your team will enhance members’ financial security by addressing both known and unknown needs proactively.
Key Responsibilities: • Cultivate strong relationships with business and agriculture members • Provide tailored financial advice and portfolio management • Collaborate with teams to meet members' diverse financial needs • Engage in cross-selling quality financial products • Conduct thorough analysis of loan applications
Requirements: • Education in finance, business management, or similar • Minimum 4 years in relationship bankin...