Financial Advisor at FirstOntario Credit Union (Ontario)

Financial Advisor at FirstOntario Credit Union (Ontario)

30 Sep
|
FirstOntario Credit Union
|
Ontario

30 Sep

FirstOntario Credit Union

Ontario

Elevate your financial advisory career with FirstOntario Credit Union as a Member Consultant. This role focuses on providing personalized financial guidance and achieving sales targets in a flex-work workplace.

FirstOntario Credit Union seeks a Member Consultant to deliver timely, accurate financial advice to members. You will identify sales opportunities and help members reach their financial goals while ensuring FirstOntario remains their financial institution of choice. This is a key role that combines financial planning and sales in an inclusive workplace.

Key Responsibilities:
• Achieve sales targets set by the Branch Manager
• Identify sales opportunities with members and prospects
• Cross-sell products and services to increase wallet share




• Utilize the sales cycle to capture all opportunities
• Manage credit sales from approval to closure

Requirements:
• Grade 12 or equivalent education
• Minimum of 4 years in banking or credit union roles
• Understanding of the financial services industry
• Knowledge of competitors' benchmarks and standards
• Proven track record in a sales environment

Apply your financial expertise and sales skills to make a meaningful impact at FirstOntario Credit Union.
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📌 Financial Advisor at FirstOntario Credit Union (Ontario)
🏢 FirstOntario Credit Union
📍 Ontario

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