Member Advisor Credit Union

Position: Permanent Member Advisor Credit Union
Become a Member Advisor with Sudbury Credit Union and empower our members on their financial journeys. Deliver expert financial advice and personalized solutions in a full-time role.

As a Member Advisor, you will engage with both new and existing members, helping them choose the financial products that best fit their needs. In addition to your strong relationship-building skills, your dedication to lifelong learning ensures that your advice is always informed by the latest industry knowledge.

Key Responsibilities:

• Cultivate and strengthen member relationships

• Assess member financial needs and recommend solutions

• Guide members through products like loans and investments

• Ensure compliance with bondability and employment standards

• Remain updated on financial services and offerings

Requirements:

• Relevant post-secondary diploma or proven work experience

• Minimum of 3 years in the banking or credit union sectors

• Certification as Personal Financial Planner (PFP) or CFP preferred

• Excellent interpersonal and customer service skills

• Capacity to manage confidential member information

Enhance member satisfaction by providing expert financial product advice in your role as a Member Advisor.
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