City: Bonnyville

Small Business Advisor

About Lakeland Credit Union

At Lakeland Credit Union (LCU), we pride ourselves on delivering outstanding service and support to our valued members. We are committed to creating a welcoming environment where everyone feels like part of our community. We believe that great service starts with great people, and that’s where you come in!

 

We are looking for two relationship-focused Small Business Advisors who are passionate about helping entrepreneurs and business owners achieve their goals. If you enjoy building meaningful partnerships, providing trusted advice, and delivering exceptional member experiences, we would love to hear from you!

 

Build Relationships. Support Local Business. Make a Difference. 

About the Opportunity

As a Small Business Advisor in either our Bonnyville or Cold Lake branch, you will be the trusted financial partner for our business members. You’ll develop long-term relationships by understanding each member’s unique needs and providing tailored financial solutions that help their businesses grow.

 

Your responsibilities will include:

  • Building and managing a portfolio of small business members.
  • Developing new business through networking, referrals, and community involvement.
  • Provide proactive, individualized financial advice, fostering long term member relationships with follow-ups and referrals of credit union products and services.
  • Analyzing financial statements, business plans, cash flow, and credit information to assess lending opportunities.
  • Preparing lending recommendations within delegated lending authority.
  • Monitoring existing credit relationships to ensure sound portfolio quality.
  • Collaborating with internal advisors to deliver comprehensive financial solutions.
  • Staying informed on market trends, industry developments, and local economic conditions.
  • Delivering an exceptional member experience that reflects our corporate values.

 

More About You

We are looking for someone who combines financial expertise with a genuine passion for helping local businesses succeed.

Qualifications include:

  • Post-secondary degree in Business or other relevant combined education and experience.
  • At least 3 years of experience in small business banking, lending, financial service and business development.
  • Excellent relationship building and communication skills.
  • Strong understanding of financial statements, applicable risk management policies and legal and security documentation for small business products.
  • Proven ability to identify opportunities and grow a business portfolio.
  • A commitment to providing exceptional member service.

 

What We Offer

At LCU, we are committed to making a positive impact for our members and communities. Join the team in Bonnyville and you’ll enjoy:

  • Competitive salary and comprehensive benefits
  • Flexible spending account and RRSP matching after just 3 months
  • Discounted employee financial services
  • Opportunities for personal and professional growth
  • A supportive and fun team environment

 

Why Join Us?

At LCU, relationships come first. Every conversation is an opportunity to make a positive impact on someone’s business and their future. If you’re excited about helping local businesses while working for an organization that values people over profits, we would like to meet you!

 

Apply today to start your journey with Lakeland Credit Union and begin changing lives – one member at a time. Live. Grow. THRIVE here!

 

Thank you for your interest. Interviews will be conducted as qualified candidates are received. Due to the anticipated volume of applications, only those selected for an interview will be contacted. Lakeland Credit Union is committed to the principles of equality and diversity in the workplace. AI will not be used during the recruitment, selection, and hiring process.

Controller

Lakeland Credit Union is a provider of financial products and services in the Lakeland area. We have been serving our members in Bonnyville, Cold Lake and surrounding rural communities for over 80 years. We believe in community, integrity, excellence, the co-operative system and our people.

Reporting to the VP, Finance and Risk, the Controller is a key leadership position in the organization that works with other members of the senior leadership team in driving financial performance and strategic business decisions.

The successful candidate will be expected to deliver strong performance management by providing oversight, leadership, technical expertise in implementing systems and processes, and improved information flow for business decision making.

This position is responsible for all aspects of accounting management, including but not limited to: internal and external financial reporting, budgeting and forecasting, functional accounting and processes, as well as the development, implementation and monitoring of appropriate policies, procedures and workflow.

Key Responsibilities:

  • Provide leadership and mentorship to the accounting team by ensuring that financial deliverables are accurately completed on schedule
  • Key financial liaison with internal and external stakeholders including auditors
  • Ensure orderly scheduling and compilation of annual and multi-year operating & capital budget
  • Prepare quarterly and annual financial statements
  • Prepare monthly capital reports including actual to budget analysis

 

Requirements:

  • Canadian Chartered Professional Accountant (CPA) designation
  • University degree in accounting or a related discipline
  • 5+ years of experience in accounting and finance roles with at least 2 years in a senior leadership role
  • Strong interpersonal and communications skills and the ability to work as a team member
  • Demonstrated knowledge of International Financial Reporting Standards (IFRS)

Total compensation package includes:

  • Competitive Benefits including extended Health, Dental and Vision
  • Retirement Savings Plan
  • Annual performance bonus plan
  • Employee Financial Services benefits

Salary range is $88,000 – $110,000.

*This successful candidate must be bondable and will be subject to a pre-employment background screening, including a criminal record and credit checks.

To apply, please submit your cover letter and resume to careers@lakelandcreditunion.com. Only those applicants selected for an interview will be contacted. Candidates may be considered on future competitions. Thank you for your interest in Lakeland Credit Union.

Application deadline: 2021-03-31

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