Part Time Member Advisor

Affinity Credit Union; Langham; On-site; CAD 32,000 - 46,000; Part time

Benefits offered by this job

Starting wage $28.48/hr

5 days/week schedule

Health and dental benefits

Pension matching

Health Spending Account

Learning & development

Inclusive workplace

Job summary

Affinity is seeking a part-time Member Advisor for Langham and Borden Advice Centres in Saskatchewan. You will provide exceptional service and trusted financial guidance to members.

Identify opportunities to help members reach financial goals, collaborate with specialists for loans and wealth planning, and educate on digital channels and CRM tools while embodying Affinity's community values.

Qualifications

• Education: A post-secondary diploma or degree in a related field or an equivalent combination of education and experience.
• Community: Genuine passion for helping people and making a positive impact in the community.
• Connection: Strong interpersonal and communication skills, with the ability to connect with diverse groups.
• Growth: Proactively seek opportunities for learning and personal development, aiming for a career in financial services.

Responsibilities

• Engage with members at Langham and Borden Advice Centres, delivering exceptional service and financial guidance.
• Identify opportunities for members to reach their financial goals and recommend suitable products.
• Collaborate with specialist teams to connect members with loans, wealth services and planning.
• Educate members on digital channels, CRM usage, and technology support.
• Serve as an ambassador of Affinity's community values in daily interactions.

Education

Post-secondary diploma or degree in a related field or equivalent education

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 part-time Member Advisor at our Langham and Borden Advice Centres, 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 5 days per week, with a typical schedule of 5.5 hours per day, offering a great work/life balance.
• 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.