Member Advisor

Position: Member Advisor Role
Join Sudbury Credit Union as a Member Advisor, focusing on member financial well-being within a supportive community. Elevate your career through ongoing professional development.

In this full-time position, you will serve as a trusted advisor to our members, helping them navigate their financial products and services.

Your role will involve recommendations for mortgages, personal loans, and investment opportunities tailored to their specific situations. Your commitment to lifelong learning will ensure you provide accurate and relevant advice.

Key Responsibilities:

• Cultivate strong relationships with members through personalized service

• Assess financial needs and recommend appropriate products

• Offer expert advice on mortgages, loans, and investments

• Aid members in achieving their financial aspirations

• Commit to continuous professional development and training

Requirements:

• Relevant diploma or equivalent work experience

• At least 3 years in the credit union or banking industry

• Certification as PFP or CFP is essential for senior role

• Familiarity with personal and business banking preferred

• Must be bondable with successful background checks

Leverage your expertise in financial planning to support Sudbury Credit Union's mission.
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