Retail Banking Member Advisor (Ottawa)

Retail Banking Member Advisor (Ottawa)

09 Nov
|
Northern Credit Union
|
Ottawa

09 Nov

Northern Credit Union

Ottawa

Retail banking expertise and a mutual fund license support Northern Credit Union members from the Kenora branch in this full time position.

As Member Advisor 2, you report to the Branch Manager and market financial products within defined policies. You attract, maintain, and coach diverse retail member portfolios. Your work identifies lending, investment, and wealth management opportunities while building complete financial relationships through member and business contacts.

Key Responsibilities:

- Market Northern Credit Union products and services
- Attract and maintain profitable retail member portfolios
- Coach members across complete financial portfolios
- Identify lending, investment, and wealth management opportunities




- Participate in branch campaigns and promotions

Requirements:

- Post-secondary education or equivalent banking or sales experience
- Three to six years' progressive retail banking experience
- Experience managing diverse retail banking portfolios
- Existing mutual fund license or completion within six months
- Commitment to continuous learning in role-related areas

Bring retail banking, portfolio management, and financial relationship-building skills to Northern Credit Union's Kenora member advisory team.

📌 Retail Banking Member Advisor (Ottawa)
🏢 Northern Credit Union
📍 Ottawa

Reply to this offer

Impress this employer describing Your skills and abilities, fill out the form below and leave Your personal touch in the presentation letter.

Subscribe to this job alert:

Get the latest job offers by email for: retail banking member advisor (ottawa) / ottawa