Member Advisor (Financial Advisor)
About The Position
Sudbury Credit Union was founded in 1951 with one simple value — ‘people helping people.’ This value has remained a constant throughout our history and resonates today as much as it did then. As a community-minded financial co-operative, Sudbury Credit Union is committed to the well-being of our employees, our members and our community. We serve over 15,000 Sudburians extending from Levack to Minnow Lake, from our six local branches to your smartphone, and from small community groups to large local companies. We provide all the banking solutions you would expect from a financial institution, but with a unique understanding of our local needs. We know Sudbury because we ARE Sudbury. We are truly community-minded, just like you, and are proud to be a part of the fabric of Sudbury. To see what makes Sudbury Credit Union different, click here. Come be part of something bigger.
Requirements
- Relevant post-secondary diploma or equivalent demonstrated work experience.
- Minimum 3 years' experience in credit union or banking industry with demonstrated progression of responsibilities.
- Personal Financial Planner (PFP) or Certified Financial Planner (CFP) or equivalent experience is required for a senior role.
- Must be bondable (Criminal Record and Credit Checks).
Nice To Haves
- Experience in both personal and business banking.
Responsibilities
- Build and strengthen relationships with new and existing members, meeting their financial needs by recommending a full range of solutions including mortgages, personal loans, deposit accounts, investments and other services.
- Provide members with expert guidance when it comes to selecting the financial products and services that they need to succeed in life.
- Help members reach their financial goals.
- Commit to lifelong learning to ensure that members are always getting the best quality advice.
Benefits
- Competitive financial compensation package
- Organizational commitment to work life balance
- Paid leave including vacation, sick and personal leave
- Health Care, Life Insurance and Short and Long Term Disability benefits that are 100% employer paid
- Participation in our pension plan
- Dedicated professional development dollars invested in each employee to foster success
- Staff rates on loans and mortgages
- Reduced staff trading fees on Qtrade
- Free parking at all our locations
- Social committee that puts on several free family events throughout the year
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What This Job Offers
Job Type
Full-time
Career Level
Senior
Education Level
Associate degree
