Member Advisor at Affinity

Location: Shellbrook

Join Affinity as a Member Advisor and enhance the financial well-being of members in Shellbrook, Saskatchewan. Experience a vibrant work culture that values achievements and community connection.

As a Member Advisor at Affinity's Advice Centres, your role combines relationship building, financial advising, and community engagement. You'll analyze members' financial goals and recommend suitable banking products, including credit cards and investment options like RRSPs and TFSAs. Collaborating with specialty teams will enable you to provide tailored advice while leveraging technology to enhance member experiences.

Key Responsibilities:

• Build relationships to become a trusted financial partner

• Identify and recommend credit and investment opportunities

• Collaborate with teams for complex product guidance

• Educate members on digital banking tools and services

• Serve as an ambassador for community culture and values

Requirements:

• Post-secondary diploma or degree in finance or relevant field

• Strong interpersonal and communication skills

• Passion for helping people and positive community impact

• Proactive approach to learning and development

• Relevant experience in financial services a plus

Contribute to Affinity's mission and support members in achieving their financial goals.
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