Member Advisor (Financial Advisor)

Sudbury Credit Union Limited; Northeastern Ontario; On-site; CAD 55,000 - 75,000; Full time

Benefits offered by this job

Competitive compensation package

Health, life and disability insurance

Pension plan

Professional development dollars

Staff loan/mortgage rates

Qtrade trading fee reductions

Free parking

Social events

Job summary

Sudbury Credit Union Limited is seeking a Member Advisor for a permanent, full-time role. You will build relationships with members, assess financial needs, and recommend mortgages, loans, deposits, and investment services.

The role emphasizes personalized guidance and ongoing learning to ensure best quality advice. Requirements include a relevant post-secondary diploma or equivalent, at least 3 years in banking or credit union, and certifications such as PFP or CFP for senior roles.

Qualifications

• Builds and strengthens relationships with members.
• Provides guidance on financial solutions.
• Strong client-service orientation.

Responsibilities

• Build and strengthen relationships with new and existing members.
• Recommend mortgages, personal loans, deposit accounts, investments and other services.
• Deliver high-quality financial guidance to help members reach their goals.

Job description

Member Advisor (Permanent, Full Time)

Who are we?

Sudbury Credit Union was founded in 1951 with one simple value — 'people helping people.'. This value has remained a constant throughout our history and resonates today as much as it did then.

As a community-minded financial co-operative, Sudbury Credit Union is committed to the well-being of our employees, our members and our community. We serve over 15,000 Sudburians extending from Levack to Minnow Lake, from our six local branches to your smartphone, and from small community groups to large local companies. We provide all the banking solutions you would expect from a financial institution, but with a unique understanding of our local needs. We know Sudbury because we ARE Sudbury.

We are truly community-minded, just like you, and are proud to be a part of the fabric of Sudbury. To see what makes Sudbury Credit Union different, click here. Come be part of something bigger.

The Opportunity?

Our Member Advisors (MA) provide our Members with expert guidance when it comes to selecting the financial products and services that they need to succeed in life. You will take great pride in helping our members reach their financial goals, and show a commitment to lifelong learning to ensure that your members are always getting the best quality advice. The salary range for this role will be based on experience and education.

What will you do?

As an MA you will build and strengthen relationships with new and existing members, meeting their financial needs by recommending a full range of solutions including mortgages, personal loans, deposit accounts, investments and other services.

What will you need to succeed?

The successful candidate will have a relevant post-secondary diploma or equivalent demonstrated work experience. Minimum 3 years' experience in credit union or banking industry with demonstrated progression of responsibilities. Personal Financial Planner (PFP) or Certified Financial Planner (CFP) or equivalent experience is required for a senior role.

Nice to have?

Experience in both personal and business banking.

What's in it for you?

• A competitive financial compensation package
• Organizational commitment to work life balance
• Paid leave including vacation, sick and personal leave
• Health Care, Life Insurance and Short and Long Term Disability benefits that are 100% employer paid
• Participation in our pension plan
• Dedicated professional development dollars invested in each employee to foster success
• Staff rates on loans and mortgages
• Reduced staff trading fees on Qtrade
• Free parking at all our locations

Additional bonuses - a social committee that puts on several free family events throughout the year so you can bond with the whole SCU team.

Health & Safety

All of our locations have protocols, policies and practices in place to ensure we are doing everything possible to protect our staff, members, and the community.

Location

Sudbury Credit Union has several locations throughout the City of Greater Sudbury. There is no guarantee of work location however for continuity of service to Members we try our best to keep employees at one location so our Members can benefit from the strong relationships you build with them.

Candidates who require special accommodations during the application or interview process are asked to contact the HR Department. All applications will be reviewed and assessed by experienced Sudbury Credit Union professionals; we do not use artificial intelligence tools to screen candidates.

We are an equal opportunity employer and thank all applicants; however only those selected for an interview will be contacted. Resumes will be retained in our talent pool for a period of six months.

Please note that all employees of Sudbury Credit Union MUST be bondable. This includes both Criminal Record and Credit Checks.

Community Minded…Just Like You