Member Advisor 2

Northern Credit Union Limited

Northwestern Ontario

On-site

CAD 38,000 - 53,000

Full time

9 days ago

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Benefits offered by this job

Pension plan
Exclusive staff rates
Professional development
Do Some Good Employee VolunteerProgram
Employee Win/Win Program

Job summary

Northern Credit Union Limited in Kenora, Ontario, seeks a full-time Member Advisor 2 to market products, grow a retail portfolio, and coach members toward full financial relationships. A mutual fund license is preferred or must be completed within 6 months.

The role emphasizes sales targets, branch campaigns, and excellent customer service, with opportunities for professional development and staff benefits. Starting wage is $33.00/hour and applications close on November 23, 2026.

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
  • A pension plan is provided and exclusive staff rates are available
  • Professional development and community involvement opportunities

Responsibilities

  • Market the organization’s products and services within defined policies.
  • Grow and manage a retail member portfolio and coaching of financial relationships.
  • Identify lending, investment and wealth management opportunities.
  • Participate in branch campaigns and promotions and support sales culture.
  • Build relationships with members and non-members and engage in community outreach.

Skills

Sales
Customer service
Financial products
Relationship building

Education

Mutual Fund License

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. At Northern, strengthening members and communities through financial care guides every team, every role, every decision. As a key player in the financial services marketplace of Northern Ontario, we are excited to announce that we are currently seeking a full-time Member Advisor2 to join our team in Kenora.

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
  • 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: November 23, 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 .

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