Member Advisor Financial Services
Job in
Oshawa, Ontario, L1G 0A1, Canada
Listed on 2026-11-01
Listing for:
Sudbury Credit Union Limited
Full Time
position Listed on 2026-11-01
Job specializations:
-
Finance & Banking
Financial Sales, Financial Advisor / Consultant, Banking & Finance, Bank Customer Service
Job Description & How to Apply Below
Guide Sudbury Credit Union members with financial products, relationship building, and personalized advice across Greater Sudbury locations.
As a permanent, full-time Member Advisor, you will provide expert guidance on products and services supporting members’ financial goals. You will recommend mortgages, personal loans, deposit accounts, investments, and other solutions. Lifelong learning helps ensure members receive quality advice.
Key Responsibilities:- Build relationships with new and existing members
- Strengthen member relationships through ongoing financial guidance
- Identify financial needs and recommend suitable solutions
- Advise on mortgages, personal loans, and deposit accounts
- Recommend investments and other financial services
- Relevant post-secondary diploma or equivalent work experience
- Minimum three years’ credit union or banking experience
- Demonstrated progression of responsibilities
- Personal Financial Planner or Certified Financial Planner designation for senior roles
- Ability to meet bondability requirements, including criminal and credit checks
Use financial guidance, relationship building, and product knowledge to support Sudbury Credit Union members’ goals across Greater Sudbury.
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