Job Description & How to Apply Below
As a financial advisor, you'll play a critical role in enhancing member relationships and addressing their banking needs through personalized advice and education. Your business development efforts will contribute to YNCU's mission of supporting local economies and fostering long-term partnerships with community members.
Key Responsibilities:
• Build and maintain strong relationships through exceptional member service
• Engage members to identify banking needs and opportunities
• Provide comprehensive advice on loans, mortgages, and investments
• Educate members on financial products and banking technology
• Assist in promoting business initiatives and community involvement
Requirements:
• Diploma or certification in finance or related field
• Four years’ experience in financial services with advisory skills
• Awareness of economic trends and lending principles
• Proficient in Microsoft Office and banking software
• Ontario driver’s license and bondable
Bring your expertise in finance and passion for community engagement to YNCU.
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