Become a Member Advisor with Sudbury Credit Union and empower our members on their financial journeys. Deliver expert financial advice and personalized solutions in a full time role.
As a Member Advisor, you will engage with both recent and existing members, helping them choose the financial products that best fit their needs. In addition to your robust relationship-building skills, your dedication to lifelong learning ensures that your advice is always informed by the latest industry knowledge.
Key Responsibilities:
• Cultivate and strengthen member relationships
• Assess member financial needs and recommend solutions
• Guide members through products like loans and investments
• Ensure compliance with bondability and employment standards
• Remain updated on financial services and offerings
Requirements:
• Relevant post-secondary diploma or proven work experience
• Minimum of 3 years in the banking or credit union sectors
• Certification as Personal Financial Planner (PFP) or CFP preferred
• Excellent interpersonal and customer service skills
• Capacity to manage confidential member information
Enhance member satisfaction by providing expert financial product advice in your role as a Member Advisor.
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📌 Permanent Member Advisor At Sudbury Credit Union Ontario
🏢 Sudbury Credit Union
📍 Ontario
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