Lethbridge Ab Financial planning and analysis Jobs – 9 Openings This Week

Small Business Advisor
1st Choice Savings and Credit Union Ltd —Lethbridge, AB
- Full-time
- Finance
- Financial services
- In-person
- Disability insurance
- Dental care
Quick apply
13d
Accounting Technician
Select People Solutions —Lethbridge, AB
- Day shift
- Microsoft Excel
- Finance
- Bachelor's
- Dental care
- Paid time off
Quick apply
4d
Senior Labour and Employee Relations Advisor
High Tide —Alberta
- Full-time
- Microsoft Powerpoint
- Microsoft Word
- Microsoft Excel
4d
Finance/Office Manager
BROWNS INDUSTRIAL SALES —Alberta
- $80,000–$110,000 a year
- Full-time
- Microsoft Office
- Bachelor's
- Accounting
- Disability insurance
- Relocation assistance
Quick apply
4d
Accounting Coordinator (6-month opportunity in Latvia)
CFMWS —Alberta
- $76,840–$85,170 a year
- Temporary
- CPR Certification
- Inventory control
- English
- Store discount
- Wellness program
Director of Finance - Fort McMurray, AB
Diversified Transportation —Alberta
- $160,000–$185,000 a year
- Full-time
- ERP systems
- Finance
- Bachelor's
- Disability insurance
- Relocation assistance
2d
Regional Manager, Business Development (Alberta)
Nesto Group —Lethbridge, AB
- $80,000 a year
- Full-time
- Remote
- Dental care
- Tuition reimbursement
Quick apply
Regional Manager, Business Development (Alberta)
CMLS —Lethbridge, AB
- $80,000 a year
- Full-time
- Remote
- Dental care
- Tuition reimbursement
Quick apply
Financial Planning and Analysis Manager
Groupe d'assurance South Western —Canada
- $110,000–$130,000 a year
- Contract
- Remote
- Bilingual
- Microsoft Excel
- ERP systems
- Wellness program
- Disability insurance
Quick apply

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4d

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financial planning and analysis jobs near lethbridge ab

Small Business Advisor

1st Choice Savings and Credit Union Ltd -
Lethbridge, AB

Quick apply

Job details

Permanent | Full-time
13 days ago

Qualifications

Post-secondary education
Finance
Financial services
Business
Accounting
Communication skills

Full job description

Company Overview

We’re excited to announce that 1st Choice Savings is expanding, with a brand-new branch coming to Coaldale, AB. This new location represents an important step in our continued growth and commitment to serving Southern Alberta communities. As we prepare to open our doors, we’re looking for passionate team members to join us and help bring our trusted advice, service, and expertise to Coaldale residents.

For further information, please check out our website at www.1stchoicesavings.ca

Location: Lethbridge, AB

Position: Small Business Advisor, Full-Time

Reporting to the Branch Manager, the Small Business Advisor builds and manages relationships with small business members by providing trusted financial advice, tailored banking solutions, and support throughout the business lifecycle. Acting as a primary point of contact, the Advisor works to understand members’ goals and challenges while aligning solutions with the Credit Union’s cooperative values and risk appetite.

What You’ll Do:

Member Relationship Management

Build and maintain strong, long-term relationships with small business members.
Serve as a trusted advisor by understanding members’ business models, cash flow, growth plans, and financial needs.
Proactively identify opportunities to enhance members’ financial well-being through relevant products and services.

Business Development & Portfolio Growth

Grow and manage a portfolio of small business members through referrals, networking, and community engagement.
Generate new business opportunities while deepening existing member relationships.
Collaborate with internal partners to deliver holistic financial solutions.

Lending & Credit Analysis

Assess credit applications for operating lines, term loans, and commercial mortgages.
Analyse financial statements, cash flow projections, and business plans.
Prepare credit recommendations in compliance with credit union policies and risk guidelines.

Advisory & Financial Solutions

Recommend appropriate deposit, cash management, and borrowing solutions.
Support members with digital banking tools and treasury services.
Provide guidance on business growth, succession, and transition planning.

Compliance & Risk Management

Ensure compliance with regulatory requirements and credit union policies.
Maintain accurate documentation and member records.
Participate in ongoing portfolio and credit reviews.

Who You Are:

Our ideal candidate will have the following:

Post-secondary education in Business, Finance, Accounting, or a related field.
3–5 years of experience in small business banking or financial services.
Strong understanding of small business financial statements and credit adjudication.
Excellent relationship management and communication skills.
Experience working in a credit union or cooperative financial institution.
Small business or commercial lending certification.

What We Offer:

Competitive compensation and benefits.
Professional development and training opportunities.
A collaborative, member-first, community-focused culture.

We thank all candidates for their interest, however only those candidates selected to be interviewed will be contacted.

Benefits:

Dental care
Disability insurance
Employee assistance program
Extended health care
Life insurance
Vision care

Application question(s):

Are you currently employed and actively working for 1st Choice Savings and Credit Union?
What lending or credit analysis certification/training have you completed?

Work Location: In person

Quick apply

Refine Your Search

financial planning and analysis jobs in lethbridge ab

Small Business Advisor

Accounting Technician

Senior Labour and Employee Relations Advisor

Finance/Office Manager

Accounting Coordinator (6-month opportunity in Latvia)

Director of Finance - Fort McMurray, AB

Regional Manager, Business Development (Alberta)

Regional Manager, Business Development (Alberta)

Financial Planning and Analysis Manager

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