Member Advisor 2

Northern Credit Union; Northwestern Ontario; On-site; CAD 66,000 - 74,000; Full time

Benefits offered by this job

Benefits package

Pension plan

Staff discounts

Professional development

Volunteer program

Win/Win program

Job summary

Northern Credit Union in Thunder Bay is seeking a full-time Member Advisor 2 at the Algoma Branch to build and manage a retail banking portfolio, promote bank products, and deliver personalized financial guidance.

Reporting to the Branch Manager, the role involves sales, relationship development, and leveraging a mutual fund license to identify lending, investment, and wealth management opportunities; preferred candidates have 3–6 years in retail banking and relevant education.

Qualifications

• Post-secondary education in Accounting, Finance, Commerce, Business Administration or high school diploma and equivalent banking or sales experience.
• Minimum of 3-6 years of progressive experience in sales/service and managing a diverse portfolio in a retail banking environment.
• Existing Mutual Fund License or must complete license requirements within 6 months of start of role.

Responsibilities

• Market the organization's products and services within defined policies.
• Attract, maintain and coach a complete financial portfolio of retail members.
• Identify lending, investment, and wealth management opportunities to build full financial relationships.
• Participate in branch campaigns and promotions and support the sales culture.

Skills

Sales experience

Customer service

Continuous learning

Financial products knowledge

Education

Post-secondary education in Accounting, Finance, Commerce, or Business Administration

Job description

Northern Credit Union is a full-service, locally operated financial institution offering personal and commercial banking services along with financial planning expertise to members across our footprint. Northern is committed to making a difference in members lives by providing them tools to achieve their financial goals. As a key player in the financial services marketplace of Ontario, we are excited to announce that we are currently seeking a full-time Member Advisor 2 at our Algoma Branch in Thunder Bay.
Reporting to the Branch Manager, the Member Advisor 2 will be responsible for marketing the organization’s products and services within clearly defined policies and procedures. This key sales position focuses on activities related to the profitable attraction, maintenance and coaching of a complete financial portfolio of retail members. While leveraging a mutual fund license, the Member Advisor 2 identifies lending, investment, and wealth management opportunities to build full financial relationships with members.
The Member Advisor 2 actively participates in branch campaigns and promotions and champions the organization's sales culture. Leveraging their expertise, they maintain an image of financial institution of choice by establishing member and non-member relationships and business contacts.
They must excel at working towards a standard of excellence and striving towards reaching and exceeding goals as a self-starter and also in support of their team.
Preferred Candidates Will Possess The Following Qualifications

• Post-secondary education in Accounting, Finance, Commerce, Business Administration or high school diploma and equivalent banking or sales experience.
• Minimum of 3-6 years of progressive experience in sales/service and managing a diverse portfolio in a retail banking environment.
• A commitment to continuous learning within the scope of the duties to keep pace with changes relative to the job function, including, but not limited to, technology, processes, policies and product knowledge.
• Existing Mutual Fund License or must complete license requirements within 6 months of start of role.

Employee Perks & Benefits

• Comprehensive benefits package
• Pension plan
• Exclusive staff rates on a variety of products and services
• Professional development and learning opportunities
• Opportunities to give back through our Do Some Good Employee Volunteer Program
• Employee Win/Win Program supporting local charitable organization

Starting Wage: $33.00/hour
Deadline for Applications: September 4, 2026
We thank all applicants – however only those selected for an interview will be contacted.
Northern Credit Union is an equal opportunity employer and committed to providing an accessible recruitment process for all candidates. We welcome and encourage applications from people with disabilities. Accommodation is available on request for candidates taking part in all aspects of the selection process. If you require accommodations at any stage of the application or interview process, please contact the Human Resources Department.