Financial Advisor - Personal & Small Business Banking

Libro Credit Union; London; On-site; CAD 42,000 - 62,000; Full time

Benefits offered by this job

Competitive salary

Vacation time

Wellness program

Staff banking benefits

Tuition assistance

Job summary

Libro Credit Union in London, Ontario is seeking a full-time Banking Advisor to serve our London Elgin Region. You will provide tailored financial advice and day-to-day banking solutions to members, helping personal and small business customers grow their financial well-being.

The role includes opening accounts, supporting digital services, and offering lending options from personal loans to lines of credit, with business lending up to $250,000.

Qualifications

• Diploma or Bachelors degree in business, finance, or related field.
• 13 years of sales or advisory experience in financial services.
• Experience with personal and business banking products, and small business lending.
• Passion for helping people grow their financial well-being.
• Aligned with Libro values: Accountability, Courage, High Performance, Inclusive Mindset.

Responsibilities

• Provide tailored financial advice and solutions for personal and business banking.
• Assist with day-to-day business and personal banking needs, including opening accounts, digital services support, and managing deposits.
• Offer lending solutions including personal loans, lines of credit, credit cards, and simple mortgage lending.
• Provide business lending advice up to $250,000 for small businesses.
• Proactively identify opportunities to generate new business, deepen relationships, and consolidate financial services with Libro.
• Seamlessly transition high-potential or complex financial needs to Personal or Business Relationship Managers for advanced financial solutions.
• Demonstrate advanced knowledge of small business banking products, including business accounts, small business loans, cash management solutions, and payment services.
• Act as a trusted advisor for small business members, providing guidance on day-to-day banking, financing, and growth strategies.
• Proactively promote Libro3s commitment to supporting local businesses and their families through tailored banking solutions.
• Identify high-potential business members and facilitate introductions to Business Relationship Managers for advanced advisory services.
• Assist in expanding Libros small business banking presence by participating in community events and networking opportunities.

Skills

Sales experience

Advisory experience

Personal banking

Business banking

Small business lending

Education

Diploma or Bachelor's degree in business/finance

Job description

Libro Credit Union in London, Ontario is seeking a full-time Banking Advisor to serve our London Elgin Region. You will provide tailored financial advice and day-to-day banking solutions to members, helping personal and small business customers grow their financial well-being.

The role includes opening accounts, supporting digital services, and offering lending options from personal loans to lines of credit, with business lending up to $250,000.