Become a pivotal Member Advisor with Sudbury Credit Union, where your guidance helps local members achieve their financial dreams. This full-time position emphasizes community involvement and expert financial advice.
As a Member Advisor, you will play a critical role in supporting members' financial journeys. You'll utilize your knowledge to recommend a diverse range of products, from mortgages to personal loans. Building robust relationships is key, and you'll be dedicated to lifelong learning to provide top-tier financial solutions.
Key Responsibilities:
• Build relationships with new and existing members
• Recommend financial products like mortgages and loans
• Assist members in achieving financial goals
• Provide expert advice with a commitment to learning
• Strengthen community ties through financial services
Requirements:
• Relevant post-secondary diploma or equivalent experience
• Minimum 3 years in banking or credit union sector
• Personal Financial Planner or equivalent certification required
• Experience in both personal and business banking preferred
• Bondable status required for all employees
Transform financial lives in Sudbury as a dedicated Member Advisor.
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📌 Member Advisor Role at Sudbury Credit Union (Ontario)
🏢 Sudbury Credit Union
📍 Ontario
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