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Financial Services Advisor

@ Kindred Credit Union

New Hamburg, Ontario

Temps plein3+ ans d’expérience
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Kindred Credit Union is hiring a full-time Financial Services Advisor for its New Hamburg branch, reporting to the Branch Manager. The role provides financial advice, builds credit and investment solutions, manages a loan portfolio and pursues new business. Salary starts at $47,200-$59,800 with performance incentives and a Group Savings Plan with 5% employer matching.

Responsabilités :

  • Meet members to understand needs and propose credit and investment solutions
  • Provide financial advice and make referrals to branch partners
  • Manage assigned loan portfolio and serve members ongoing
  • Seek new business through leads, referrals and contacts

Résumé des exigences :

  • Post-secondary completion in business or related field
  • 3+ years progressive financial services experience
  • CIRO Mutual Fund licence
  • Retail credit experience
  • Strong relationship-building skills
  • Solid technical skills and attention to detail
Source et dates

Site carrière / système de candidatures · ultipro

Date publiée par l’employeur
2026-11-13
Première détection par notre source
2026-11-13
Mise à jour du dossier source
2026-11-13

Ces dates décrivent le dossier source, pas une vérification en direct du recrutement. Consultez l’offre originale.

Détails du poste

NiveauIntermédiaire
DomaineService à la clientèle
Expérience3 an(s) et plus
Heures par semaine40 (estimé)
Horairejour
Déplacementsavion : aucun · route : aucun
Milieu de travailBureau, Chez les clients
PositionSurtout assis
Exigences physiquesphysique faible · ordinateur élevé
LanguesEnglish
FormationCollégial (DEC) (exigé)
Domaines d’étudesBusiness
Avantages mentionnésCongés payés généreux, Prime de rendement, Rabais employé, Formation payée

Résumé et détails rédigés par l’IA à partir de l’offre; l’offre de l’employeur fait foi.

Kindred Credit Union

Profil d’entreprise sauvegardé

Renseignements historiques provenant d’un profil The Jobs API sauvegardé (champs LinkedIn/Crunchbase). Ils ne sont pas vérifiés en temps réel; les chiffres peuvent avoir changé. Les valeurs manquantes restent inconnues.

We’re serving people across Ontario who want to connect their values and faith with their finances.

Description complète de l’entreprise

Kindred Credit Union is a member-owned financial cooperative based in Southwestern Ontario. Kindred’s values-centred approach is woven into everything we do and makes us the one-of-a-kind choice for those who want to connect their values and faith with their finances. Kindred offers a complete range of banking, borrowing, and investing products and services through eight branches and online. You can Make Peace with Your Money! To learn more, visit kindredcu.com/about-kindred. Community Guidelines Our core values of integrity, compassion, and stewardship extend to the content on our website and social media. We welcome everyone’s questions and comments. Please use common courtesy within our online community and share your opinions and feedback in a respectful manner. Kindred Credit Union (Kindred) reserves the right to moderate all comments on social media and remove ones that are considered offensive and / or block users who violate these guidelines. Kindred may delete, remove, or hide the following types of posts at its discretion: • Posts that are disparaging in nature or include offensive, inflammatory, inappropriate, or irrelevant commentary or content; • Posts that contain threats or suggest violent or illegal behaviour; • Posts that violate the privacy of our members, or posts that contain sensitive information such as email addresses, phone numbers, account numbers, or any other confidential information; and • Posts that spam, solicit, advertise, promote, or endorse any other commercial, political, or government organization. Our social media pages provide helpful information about how Kindred delivers on its purpose, they are not to be used for the public’s endorsement of third parties. We welcome all who abide by these guidelines to participate with us on social media and join us in working to impact the world in amazing ways!

Abonnés LinkedIn
3 914
Personnes associées sur LinkedIn
241
Bureaux déclarés
  • 1265 Strasburg Rd, Kitchener, Ontario N2R 1S6, CA
  • 50 Kent Ave, Suite 101, Kitchener, Ontario N2G 3R1, CA
  • 53 Bridgeport Rd E, Waterloo, Ontario N2J 2J7, CA
  • 25 Hampton St, Elmira, Ontario N3B 1L6, CA
  • 100 Mill St, Unit M, New Hamburg, Ontario N3A 1R1, CA
  • 12 Main St S, PO Box 100, Milverton, Ontario N0K 1M0, CA
  • 116 Main St N, PO Box 280, Mount Forest, Ontario N0G 2L0, CA
  • 589 John St N, Aylmer, Ontario N5H 2B6, CA
  • 243 Erie St S, Leamington, Ontario N8H 3C1, CA
Catégories d’activité
  • Banking
  • Financial Services
  • Credit
Autres noms enregistrés
  • Kindred Credit Union
Spécialités
  • Daily Banking
  • Investing
  • and Borrowing
Le profil indique une agence de recrutement
Non
Investissement total déclaré
0

La devise et la date d’observation ne sont pas fournies; ce n’est ni une valorisation actuelle ni une ronde de financement.

Kindred Credit Union is a member-owned financial cooperative based in Southwestern Ontario. Kindred’s values-centred approach is woven into everything we do and makes us the one-of-a-kind choice for those who want to connect their values and faith with their finances. Kindred offers a complete range of banking, borrowing, and investing products and services through eight branches and online. You can Make Peace with…

ChampValeur
SecteurFinancial Services
Taille201-500 employees
Siège socialKitchener, Ontario
Type d’organisationPrivately Held
Fondée en1964
SpécialitésDaily BankingInvestingand Borrowing
Offres sur Jobsy7
LinkedInVoir la page
Description

The Kindred team is at the heart of our cooperative, bringing our values to life everyday. In fact, they are woven into everything we do. More than financial professionals, we care deeply about our members, and our communities. With integrity, stewardship, and compassion, we help ensure every member’s experience feels welcoming and grounded in purpose. Whether offering thoughtful financial guidance or strengthening community connections, we strive to connect values and faith with finances, inspiring peaceful, just, and prosperous communities.

You're invited to make a difference as a Financial Services Advisor.

We are currently recruiting to fill a full-time permanent vacancy in our New Hamburg location.

Reporting to the Branch Manager, in this role you will bring expertise in credit, investments and everyday banking to provide financial advice and build solutions for members that meet their immediate and long-term financial needs. With empathy and curiosity, you will cultivate and manage member relationships, personal as well as small business and other organizations, and serve as an ambassador for Kindred to grow our business and impact as you invite others to experience banking with purpose.

Key responsibilities

  • Meeting with members to understand needs, propose and fulfill credit and investment solutions.
  • Building relationship through providing financial advice and making referrals to branch partners.
  • Managing assigned loan portfolio by proactively serving members on an ongoing basis.
  • Actively seeking out and pursuing new business opportunities through leads, referrals, and a network of contacts.

What to bring

You are enthusiastic about building solutions, and passionate about delivering a member experience that inspires confidence in our services, builds relationship with our members, and encourages referrals from the community. You are a team player who collaborates easily with colleagues to meet the operational needs of the branch serving a diverse membership. Finally, you share a commitment to our shared values and purpose.

Plus, you bring your qualifications and experience:

  • Completion of a post-secondary program, in Business or a related field
  • 3 or more years of progressive experience in financial services
  • CIRO-Mutual Fund license
  • Experience in retail credit
  • Strong relationship building skills
  • Solid technical skills and attention to detail

Why Kindred

You will be part of a collaborative workplace where you’ll be asked to participate in the business and share your voice. You’ll be expected to continually grow your skills and abilities and to share your expertise and experience with team members.

We believe that your life is bigger than any job, so we’ll work together to achieve work-life quality and to care for your overall wellness. And of course, your rewards package includes competitive total compensation plus an array of financial products and services at preferred rates for staff. When you choose Kindred to further your career, you’re joining an engaged workforce at a certified B Corp™ that is committed to using business as a force for good™ and acting as an advocate for a Living Wage.

Our comprehensive total rewards package includes:

  • This role has multiple levels; placement will be commensurate with experience
  • Starting salary ranging from $47,200-$59,800
  • Performance based incentives, tied to individual, team and organizational results
  • Group benefits plan & commitment to staff wellness
  • Group Savings Plan with employer matching (5%)
  • Three weeks of vacation to start and generous paid time off provisions
  • Career growth opportunities, training & development support
  • Comprehensive staff benefits on financial products & services

RSVP

Ready to choose Kindred? Visit us at Kindred careers to learn more about why people enjoy working with us. If this role sounds like a fit, please apply.

At Kindred, we value genuine connection. We don’t use AI to screen applications—every resume is reviewed by a real person. If selected, you’ll hear from a Kindred team member by phone, and when possible, we prefer to meet candidates in person. If you choose to use AI to support your application materials, we encourage you to ensure your own voice and personality still come through. Kindred will acknowledge all applications received and advise all candidates when the position is filled.

As a team of people who, with compassion, integrity, and stewardship, care deeply about each other, our members, our communities, and our world, Kindred is committed to building an equitable, diverse, and inclusive workplace. Kindred’s values-centered and faith-inspired, warmly professional, expressly invitational characteristics compel us to be a place that understands, respects, and values, and treats equitably all people of every race, national or ethnic origin, colour, religion, age, sex, sexual orientation, gender identity or expression, marital status, family status, genetic characteristics, and disability.

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