Financial Services Advisor

Kindred Credit Union • Leamington, ON

5d • Onsite

About The Position

The Kindred team is at the heart of our cooperative, bringing our values to life everyday. In fact, they are woven into everything we do. More than financial professionals, we care deeply about our members, and our communities. With integrity, stewardship, and compassion, we help ensure every member’s experience feels welcoming and grounded in purpose. Whether offering thoughtful financial guidance or strengthening community connections, we strive to connect values and faith with finances, inspiring peaceful, just, and prosperous communities.

You're invited to make a difference as a Financial Services Advisor.

We are currently recruiting to fill a full-time permanent vacancy in our Leamington location.

Reporting to the Branch Manager, in this role you will bring expertise in credit, investments and everyday banking to provide financial advice and build solutions for members that meet their immediate and long-term financial needs. With empathy and curiosity, you will cultivate and manage member relationships, personal as well as small business and other organizations, and serve as an ambassador for Kindred to grow our business and impact as you invite others to experience banking with purpose.

Requirements

• Completion of a post-secondary program, in Business or a related field
• 3 or more years of progressive experience in financial services
• CIRO-Mutual Fund license
• Experience in retail credit
• Strong relationship building skills
• Solid technical skills and attention to detail

Nice To Haves

• You are enthusiastic about building solutions, and passionate about delivering a member experience that inspires confidence in our services, builds relationship with our members, and encourages referrals from the community.
• You are a team player who collaborates easily with colleagues to meet the operational needs of the branch serving a diverse membership.
• Finally, you share a commitment to our shared values and purpose.

Responsibilities

• Meeting with members to understand needs, propose and fulfill credit and investment solutions.
• Building relationship through providing financial advice and making referrals to branch partners.
• Managing assigned loan portfolio by proactively serving members on an ongoing basis.
• Actively seeking out and pursuing new business opportunities through leads, referrals, and a network of contacts.

Benefits

• Competitive total compensation
• Array of financial products and services at preferred rates for staff
• Performance based incentives, tied to individual, team and organizational results
• Group benefits plan & commitment to staff wellness
• Group Savings Plan with employer matching (5%)
• Three weeks of vacation to start and generous paid time off provisions
• Career growth opportunities, training & development support
• Comprehensive staff benefits on financial products & services

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level
• Education Level: Associate degree