Financial Advisor

Financial Advisor

St. George Branch

The Financial Advisor contributes to branch growth by proactively selling credit union products and fostering business development through referrals and the delivery of our member advice experience. The role also provides lending, deposit and account opening services to current and prospective members, ensuring compliance with relevant legislation, regulations, policies and procedures.

Key responsibilities of the role include:

1. Sales, Service and Growth

• Drives sales growth by identifying member needs, promoting products, and providing tailored financial advice across lending, investment, and deposit services.
• Conducts lending interviews, assesses creditworthiness, structures loans and mortgages, and ensures timely, compliant disbursement of funds
• Promotes products and services through in-branch interactions, outreach, and participation in sales and marketing campaigns
• Supports branch sales growth by analyzing member needs, identifying cross-selling opportunities, and referring complex cases to specialists.
• Supports business development through proactive member outreach, participation in marketing campaigns, and strong community and industry engagement.
• Builds strong member relationships through proactive advice and needs-based conversations, identifying opportunities for lending, investments, deposits and referrals.
• Collaborates with internal teams to enhance the member experience and identify improvements in service delivery and financial solutions

2. Risk Management and Compliance

• Monitors overdraft activity and enforces account limits to minimize financial risk and losses.
• Reviews and adheres to risk management policies and security procedures, including privacy, robbery, money laundering, and branch safety.
• Shares credit information with other institutions in compliance with privacy regulations.
• Stays updated on relevant regulatory, industry, investment, and lending guidelines

The ideal candidate will have successfully completed a post-secondary certificate or diploma in Business Administration

plus 2-5 year industry experience in complex lending and deposit services including:

• Advanced knowledge of lending practices and financial principles
• Advanced knowledge of lending and investment products and services
• Advanced knowledge of policies and regulatory environment
• Advanced communication skills (oral, written)
• Proficient in the use of Microsoft Office 365 applications
• Proficient in reading financial statements
• Proficient in relationship building skills
• Proficient critical thinking, ability to make decisions and exercise sound judgment
• Proficient in using attention to detail
• Working knowledge of sales, promotion and referrals

This position offers a salary range of $57,800 - $68,000.

At Brunswick Credit Union, our people are our greatest asset - over 200 dedicated employees drive our success. In return we offer a total compensation package that promotes work life balance including vacation starting at three weeks, personal days, even birthdays off. Employee wellness is a priority for us and we underscore that with 100% paid health and dental benefits and an annual wellness benefit to put towards what you feel will support your wellness journey. Want to grow with us? We take your professional development seriously too, and support employees’ growth through multiple course offerings and specialized training where fitting.

We are committed to providing a work environment that fosters inclusion, value and respect and reflects the diversity of the communities in which we live and serve. We encourage and welcome applications from traditionally underrepresented and equity-seeking groups. All qualified applicants will receive equal consideration; however, priority will be given to Canadian citizens and permanent residents. Should you require any accommodation during the recruitment process or otherwise, please notify us and we will work to meet your accessibility needs.

The ability to be bonded is a condition of employment with Brunswick Credit Union. This consists of the completion of a bonding application process which includes a criminal record and credit check.

Although we appreciate all applications, only those being considered for an interview will be contacted. Thank you for your interest in Brunswick Credit Union.