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Member Advisor Retail Banking Kenora

Job in Ottawa, Ontario, K0A 0E5, Canada
Listing for: Northern Credit Union Limited
Full Time position
Listed on 2026-11-05
Job specializations:
  • Finance & Banking
    Financial Sales, Banking & Finance, Retail Banking
Salary/Wage Range or Industry Benchmark: 38000 - 53000 CAD Yearly CAD 38000.00 53000.00 YEAR
Job Description & How to Apply Below

Support financial relationships in Kenora as a full-time Member Advisor 2 using retail banking sales and portfolio management skills. Northern Credit Union serves Northern Ontario communities.

Reporting to the Branch Manager, this sales-focused position markets products and services within established policies and procedures. You will attract, maintain, and coach a complete financial portfolio of retail members. The work includes identifying lending, investment, and wealth management opportunities while leveraging a mutual fund license. You will also support campaigns, promotions, and relationships with members, non-members, and business contacts.

Key Responsibilities:
  • Market organizational products and services within defined policies
  • Attract, maintain, and coach retail member portfolios
  • Identify lending, investment, and wealth management opportunities
  • Participate actively in branch campaigns and promotions
  • Establish member, non-member, and business relationships
Requirements:
  • Post-secondary education or equivalent banking or sales experience
  • Three to six years of progressive retail banking experience
  • Experience managing a diverse sales and service portfolio
  • Existing mutual fund license or completion within six months
  • Commitment to continuous learning about technology, processes, policies, and products

Bring retail banking sales, portfolio management, and financial relationship skills to Northern Credit Union's Kenora branch.

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