Member Advisor Financial Advisor
Member Advisor Financial Advisor
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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 communityminded financial cooperative Sudbury Credit Union is committed to the wellbeing of our employees our members and our community. We serve over 15000 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 which is why we were voted Sudburys favourite bank/credit union and favourite financial planning firm.
We are truly communityminded 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.
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 completed their certification as a Personal Financial Planner (PFP) or Certified Financial Planner (CFP) and have demonstrated experience in lending investments and dispensing sound financial advice or equivalent experience.5 years experience as a PFP or CFP.
Nice to have
Experience in both personal and business banking.
Whats 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 free staff passes to Science North that admit you and five of your family members for a day of fun. A social committee that puts on several free family events throughout the year so you can bond with the whole SCU team.
Recruitment
If you are interested in joining our SCU family please visit our website at sudburycu. You can also email careers at for further information. If you feel you are qualified what are you waiting for Send us an updated cover letter and resume by 5 pm on Friday March 21st 2025. Interviews will commence as resumes are received.
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.
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 MindedJust Like You
Required Experience:
Senior IC
Employment Type
Full-Time
