Financial Service Representative

YNCU; Loyalist; On-site; CAD 30,000 - 60,000; Full time

Job summary

A community-oriented financial institution located in Loyalist, Ontario, seeks a Financial Service Representative. The role involves assisting members with financial planning, marketing services, and building lasting relationships. Candidates should have at least 2 years of experience in financial services sales and strong interpersonal skills. YNCU offers a competitive benefits package and values diversity in its workforce.

Benefits

Comprehensive benefits package

Paid volunteer time

Ongoing learning opportunities

Qualifications

• Minimum 2 years of experience in financial services sales.
• Strong initiative and ability to build relationships.
• Detail-oriented and organized.

Responsibilities

• Assist members in developing financial plans to meet objectives.
• Market and promote a full range of lending and investment products.
• Build long-term relationships through exceptional service.

Skills

Financial services sales

Relationship building

Organizational skills

Education

Post-secondary business or sales training

Job description

Financial Service Representative - Amherstview

Financial Service Representative – Amherstview

Comtech Fire Credit Union officially joined Your Neighbourhood Credit Union (YNCU) and began operating as YNCU on August 1, 2025. The successful candidate will become an employee of YNCU. The role will remain based at our Comtech Fire branch in Amherstview, which will continue to be identified as such for location clarity.

Posting #: 25-87

Location: Amherstview

Job Type: Regular, Full-Time

Job Grade: Category 3

The Role

As part of our Retail Sales team, reporting to the Branch Manager, your main objective will be to assist our member’s in reaching financial comfort by developing a solid financial plan to efficiently manage their income, expenses, asset and liabilities in order to meet their short, medium and long term financial objectives, ultimately, allowing them to make strong, informed decisions. In addition, the Financial Services Representative (FSR) is required to market our products and services in line with our clearly defined policies and procedures. This position will be expected to promote, upsell and cross‑sell our full range of lending and investment vehicles with emphasis on consumer loans, mortgages, lines of credit, deposit and investment vehicles and sundry services.

Your opportunity

The Financial Services Representative builds long‑term profitable relationships with our members by providing value‑added advice and exceptional service. This position serves our members as follows:

• Provide advocacy to members related to their accounts, cash services, ABM cards, deposit and investment needs
• Serve as a resource for opening new member accounts, identify referral opportunities and build member relationships
• Actively participate in all branch campaigns and promotions; work collectively with the branch team to achieve branch goals
• Maintain up to date product knowledge and ensure adherence to the credit union’s policies and procedures

Why work at YNCU?

YNCU employees get to be a part of the growing credit union movement and help us get the word out on why banking locally is so important. We’re your friendly, helpful, and financially savvy neighbour who provides tailored financial services to our members, supports small businesses, creates local jobs, and gives back to causes that matter. YNCU is recognized as a Top Employer, offering employees a comprehensive and competitive benefits package—including paid volunteer time, ongoing learning and development opportunities, and exclusive employee banking perks.

What We Are Looking For

• Financial services experience is a pre‑requisite for applicants. Your qualifications must include at least 2 years of related work experience working towards and achieving financial services sales
• Ideally, you have completed post‑secondary business or sales training courses
• You have demonstrated initiative, the ability to build strong relationships and are organized and detail‑oriented
• Positive, reliable and ethical

YNCU strives to be a diverse workplace reflective of the communities that we live in. We are committed to a diverse workforce and invite everyone to apply. YNCU makes hiring decisions solely on qualifications, merit, and business needs at the time.

YNCU is an equal opportunity employer that is committed to diversity and inclusion in the workplace. We prohibit discrimination and harassment of any kind based on race, colour, sex, gender, religion, sexual orientation, national origin, disability, pregnancy, or any other protected characteristic as outlined by national, provincial, or municipal laws. This applies to all employment practices within our organization, including hiring, recruiting, promotion, termination, leave of absence, compensation, benefits, and training.

Your Neighbourhood Credit Union will provide accommodations for persons with disabilities, where needed, to support their participation in our recruitment process. Please contact Human Resources at [e-mail]