Member Advisor

Colonial Group; Davidson; On-site; CAD 53,000 - 58,000; Full time

Benefits offered by this job

Starting wage $28.48/hr

36 hours per week

Health & dental benefits

Pension matching

Health spending account

Learning & development

Inclusive workplace

Job summary

Affinity invites you to join our Davidson Advice Centre as a Member Advisor, delivering expert financial advice and exceptional service to our Saskatchewan members.

You’ll build lasting relationships, identify opportunities to help members reach their goals, and collaborate with specialist teams on loans, wealth products and digital channels training.

A post-secondary diploma or degree is preferred, with strong communication and interpersonal skills and a commitment to community values.

Qualifications

• Strong interpersonal and communication skills are a must.
• Ability to understand member needs and provide appropriate advice.

Responsibilities

• Build deeper relationships with members and become a trusted financial partner by assisting them with their daily banking and giving advice to improve their financial well-being.
• Proactively identify opportunities for members to reach their financial goals and make recommendations on credit and investment products.
• Collaborate with specialty teams to make more complex product recommendations, connecting members with the appropriate expert.
• Educate members on digital channels, technology support and CRM usage in daily work.
• Serve as ambassador of Affinity’s community, culture and values to create a remarkable member experience.

Skills

Interpersonal skills

Communication skills

Customer service

Education

Post-secondary diploma or degree

Job description

An Affinity for Community

At Affinity, we’re all about connecting people and communities to financial possibilities. It’s the reason we exist and it starts with our incredible employees! So, if you have an Affinity for supporting people in Saskatchewan and you value making a real difference in the financial well-being of our members, then a career at Affinity might be the perfect fit!

An Affinity for People

If you thrive on engaging in meaningful conversations and helping others, we want you to join our team! Working as a Member Advisor at our Davidson Advice Centre, you’ll be a trusted financial partner for our members, delivering exceptional service and expert financial advice.

Relationships: Build deeper relationships with our members and become a trusted financial partner by assisting them with their daily banking and giving advice to improve their financial well-being.

Opportunities: Proactively identify opportunities for members to reach their financial goals and make recommendations on credit and investment products, such as credit cards, RRSPs, TFSAs and more.

Collaboration: Work with our specialty teams to make more complex product recommendations, connecting members with the appropriate expert to support them with loans, wealth services and financial planning.

Digital Education: Leverage technology to enhance the overall member experience by educating members on our digital channels, offering technology support and troubleshooting, as well as using our banking system and CRM program in your daily work.

Ambassador: Act as a first point of contact and ambassador of Affinity’s passion for community, culture and values. Serve as a steward of non-members and members alike to create a remarkable experience for all who walk through our doors.

An Affinity for You

We have an Affinity for candidates who have a combination of relevant education and professional expertise in the financial services industry. Our ideal candidate will demonstrate the ability to understand a member’s overall financial picture and provide appropriate advice and solutions to meet their needs.

Education: A post-secondary diploma or degree in a related field or an equivalent combination of education and experience.

Community: A genuine passion for helping people and making a positive impact in the community.

Connection: Strong interpersonal and communication skills are a must, as well as the ability to connect with diverse groups of people.

Growth: You proactively seek opportunities for learning and personal development, with the goal of building a career in financial services.

An Affinity for Employees

• We offer a fantastic starting wage of $28.48 per hour.
• This position is guaranteed to work 36 hours per week.
• A total compensation package including health and dental benefits, pension matching and a health spending account for all employees.
• Opportunities for continuous learning and development, as you grow your career with us.
• A welcoming, supportive and inclusive workplace.