Financial Advisor

Brunswick Credit Union; St George; On-site; CAD 58,000 - 68,000; Full time

Benefits offered by this job

3 weeks vacation

Personal days

Birthdays off

Health and dental benefits

Annual wellness benefit

Professional development opportunities

Job summary

Brunswick Credit Union’s St. George Branch seeks a Financial Advisor to drive branch growth by proactively selling credit union products and delivering member advice. The role covers lending, deposits, and account opening with adherence to regulations.

The ideal candidate has a post-secondary certificate or diploma in Business Administration plus 2–5 years in complex lending/deposit services and strong communication skills.

Qualifications

• Post-secondary certificate or diploma in Business Administration is required.
• 2-5 years of experience in complex lending and deposit services.
• Strong knowledge of lending practices, products, and regulatory environment.
• Excellent verbal and written communication skills.
• Proficient in reading financial statements and relationship building.
• Proficient in using attention to detail and in sales/referrals.

Responsibilities

• Sell credit union products and deliver member advice experience to drive branch growth.
• Conduct lending interviews, assess creditworthiness, structure loans and mortgages, and disburse funds.
• Promote products through in-branch interactions and campaigns; refer complex cases to specialists.
• Support business development via member outreach and community engagement.
• Build strong member relationships with needs-based conversations across lending, investments, deposits.

Skills

Advanced lending

Investment products

Regulatory knowledge

Relationship building

Communication skills

Microsoft Office 365

Reading financial statements

Decision making

Education

Post-secondary certificate or diploma in Business Administration

Tools

Microsoft Office 365

Job description

St. George Branch The Financial Advisor contributes to branch growth by proactively selling credit union products and fostering business development through referrals and the delivery of our member advice experience. The role also provides lending, deposit and account opening services to current and prospective members, ensuring compliance with relevant legislation, regulations, policies and procedures.

Key Responsibilities Of The Role Include

• Sales, Service and Growth
• Drives sales growth by identifying member needs, promoting products, and providing tailored financial advice across lending, investment, and deposit services.
• Conducts lending interviews, assesses creditworthiness, structures loans and mortgages, and ensures timely, compliant disbursement of funds
• Promotes products and services through in-branch interactions, outreach, and participation in sales and marketing campaigns
• Supports branch sales growth by analyzing member needs, identifying cross-selling opportunities, and referring complex cases to specialists.
• Supports business development through proactive member outreach, participation in marketing campaigns, and strong community and industry engagement.
• Builds strong member relationships through proactive advice and needs-based conversations, identifying opportunities for lending, investments, deposits and referrals.
• Collaborates with internal teams to enhance the member experience and identify improvements in service delivery and financial solutions
• Risk Management and Compliance
• Monitors overdraft activity and enforces account limits to minimize financial risk and losses.
• Reviews and adheres to risk management policies and security procedures, including privacy, robbery, money laundering, and branch safety.
• Shares credit information with other institutions in compliance with privacy regulations.
• Stays updated on relevant regulatory, industry, investment, and lending guidelines

The ideal candidate will have successfully completed a post-secondary certificate or diploma in Business Administration

plus 2-5 year industry experience in complex lending and deposit services including:

• Advanced knowledge of lending practices and financial principles
• Advanced knowledge of lending and investment products and services
• Advanced knowledge of policies and regulatory environment
• Advanced communication skills (oral, written)
• Proficient in the use of Microsoft Office 365 applications
• Proficient in reading financial statements
• Proficient in relationship building skills
• Proficient critical thinking, ability to make decisions and exercise sound judgment
• Proficient in using attention to detail
• Working knowledge of sales, promotion and referrals

This position offers a salary range of $57,800 - $68,000.

At Brunswick Credit Union, our people are our greatest asset - over 200 dedicated employees drive our success. In return we offer a total compensation package that promotes work life balance including vacation starting at three weeks, personal days, even birthdays off. Employee wellness is a priority for us and we underscore that with 100% paid health and dental benefits and an annual wellness benefit to put towards what you feel will support your wellness journey. Want to grow with us? We take your professional development seriously too, and support employees’ growth through multiple course offerings and specialized training where fitting.

We are committed to providing a work environment that fosters inclusion, value and respect and reflects the diversity of the communities in which we live and serve. We encourage and welcome applications from traditionally underrepresented and equity-seeking groups. All qualified applicants will receive equal consideration; however, priority will be given to Canadian citizens and permanent residents. Should you require any accommodation during the recruitment process or otherwise, please notify us and we will work to meet your accessibility needs.

The ability to be bonded is a condition of employment with Brunswick Credit Union. This consists of the completion of a bonding application process which includes a criminal record and credit check.

Although we appreciate all applications, only those being considered for an interview will be contacted. Thank you for your interest in Brunswick Credit Union.