Member Advisor (Financial Advisor)

Sudbury Credit Union; Copper Cliff; On-site; CAD 50,000 - 70,000; Full time

Job summary

Sudbury Credit Union is seeking a Member Advisor to provide expert financial guidance to members. The role involves building relationships and recommending financial solutions such as mortgages and investments. Candidates should have PFP or CFP certification and at least 5 years of relevant experience. This position offers a commitment to work-life balance and various employee benefits.

Benefits

Work-life balance commitment

Paid leave including vacation, sick, and personal days

Employer-paid health care, life insurance, and disability benefits

Participation in our pension plan

Professional development funding

Staff rates on loans and mortgages

Reduced trading fees on Qtrade

Free parking at all locations

Free staff passes to Science North for family

Family-friendly events organized by social committee

Qualifications

• Minimum of 5 years as a PFP or CFP.
• Demonstrated experience in lending and investments.

Responsibilities

• Provide expert guidance to members on financial products.
• Build and strengthen relationships with new and existing members.

Skills

Financial Planning

Lending

Investments

Education

Personal Financial Planner (PFP) certification

Certified Financial Planner (CFP) certification

Job description

Sudbury Credit Union was founded in 1951 with a simple value: people helping people. This value has remained a constant throughout our history and resonates today as much as it did then.

As a community-minded financial co-operative, Sudbury Credit Union is committed to the well-being of our employees, members, and community. We serve over 15,000 Sudburians across various locations, providing comprehensive banking solutions tailored to local needs. We are proud to be recognized as Sudbury's favourite bank/credit union and financial planning firm.

We are truly community-minded, just like you, and are proud to be part of Sudbury's fabric. To learn more about what makes us different, click here. Join us and be part of something bigger.

The Opportunity

Our Member Advisors (MAs) provide expert guidance to members on selecting financial products and services that help them succeed. You will take pride in helping members achieve their financial goals and commit to lifelong learning to ensure they receive the best advice.

What will you do?

As an MA, you will build and strengthen relationships with new and existing members, meeting their financial needs by recommending solutions such as mortgages, personal loans, deposit accounts, investments, and other services.

What will you need to succeed?

The successful candidate will have completed certification as a Personal Financial Planner (PFP) or Certified Financial Planner (CFP), with demonstrated experience in lending, investments, and providing sound financial advice, or equivalent experience. Minimum of 5 years as a PFP or CFP.

Nice to have

Experience in both personal and business banking.

What's in it for you?

• Work-life balance commitment
• Paid leave including vacation, sick, and personal days
• Employer-paid health care, life insurance, and disability benefits
• Participation in our pension plan
• Professional development funding
• Staff rates on loans and mortgages
• Reduced trading fees on Qtrade
• Free parking at all locations

Additional perks include free staff passes to Science North for you and five family members, and family-friendly events organized by our social committee.

Recruitment

If interested, visit our website at sudburycu.ca or email [e-mail] for more information. Qualified candidates are encouraged to submit a cover letter and resume by 5 pm on Friday, April 25th, 2025. Interviews will be scheduled as resumes are received.

Health & Safety

Our locations have protocols and policies in place to protect staff, members, and the community.

Location

Sudbury Credit Union has multiple locations across Greater Sudbury. While work location is not guaranteed, efforts are made to assign employees to one location to foster strong member relationships. Candidates requiring accommodations during the application process should contact HR.

We are an equal opportunity employer. Only shortlisted candidates will be contacted. Resumes are retained for six months. All employees must be bondable, including passing criminal record and credit checks.