Publié il y a 14 jours
Member Advisor (Financial Advisor)
@ Sudbury Credit Union
Greater Sudbury, Ontario
En bref
Sudbury Credit Union is hiring a full-time Member Advisor to build relationships with new and existing members and recommend mortgages, personal loans, deposit accounts, investments and other services. The role requires a post-secondary diploma or equivalent experience and at least 3 years in credit union or banking. Benefits include 100% employer-paid health, life and disability coverage, a pension plan and professional development funds.
Responsabilités :
- Build and strengthen relationships with new and existing members
- Recommend mortgages, personal loans, deposit accounts and investments
- Provide expert guidance on financial products and services
- Pursue ongoing learning to maintain advice quality
Résumé des exigences :
- Post-secondary diploma or equivalent work experience
- Minimum 3 years in credit union or banking
- PFP or CFP designation or equivalent for senior roles
- Experience in personal and business banking is an asset
Outils et compétences
Avantages mentionnés
Source et dates
Site carrière / système de candidatures · bamboohr
- Date publiée par l’employeur
- 2026-10-27
- Première détection par notre source
- 2026-10-28
- Mise à jour du dossier source
- 2026-10-28
Ces dates décrivent le dossier source, pas une vérification en direct du recrutement. Consultez l’offre originale.
Détails du poste
| Niveau | Intermédiaire |
| Domaine | Opérations |
| Expérience | 3 an(s) et plus |
| Heures par semaine | 40 (estimé) |
| Déplacements | avion : aucun · route : aucun |
| Milieu de travail | Bureau |
| Position | Surtout assis |
| Exigences physiques | physique faible · ordinateur modéré |
| Permis et certifications | PFP, CFP |
| Vérifications | casier judiciaire, crédit |
| Formation | Collégial (DEC) (préféré) |
| Avantages mentionnés | Congés payés généreux, Régime de retraite, Aide au transport en commun |
Résumé et détails rédigés par l’IA à partir de l’offre; l’offre de l’employeur fait foi.
Sudbury 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.
Community Minded...Just like you.
Description complète de l’entreprise
Sudbury Credit Union is 100% local financial institution, offering products, services and advice for all of your banking needs. Sudbury Credit Union started as Copper Cliff Community Credit Union from the vision of 24 people who came together on September 13th, 1951. They believed that the people living in their neighbourhood deserved a financial institution that was about more than dollars and cents so they began 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. It is still about people helping people, but now we serve over 16,500 Sudburians extending from Levack to Minnow Lake, from the branch to the smartphone, from the small local community group to the large national charitable foundation and from the home business to the local limited company. We are truly community minded, just like you, and are proud to be a part of the fabric of Sudbury.
- Abonnés LinkedIn
- 628
- Personnes associées sur LinkedIn
- 66
- Bureaux déclarés
- 1 Gribble Street, PO Box 662, Copper Cliff, ON P0M 1N0, CA
- 1048 Barrydowne Road, Sudbury, ON P3A 3V3, CA
- 469 Bouchard Street, known as Gloria's Mall, Sudbury, ON P3E 2K8, CA
- 16 Jacobson Drive, next to Meadowbrook Senior's Complex, Lively, ON P3Y 1C3, CA
- 9 Second Avenue, Sudbury, ON P3B 3L7, CA
- 37 Levack Drive, PO Box 280, Levack, ON P0M 2C0, CA
- Catégories d’activité
- Finance
- FinTech
- Financial Services
- Autres noms enregistrés
- Sudbury Credit Union
- Sudbury Credit Union Limited
- Spécialités
- Banking Services
- Mortgage Lending & Home Equity Lines of Credit
- Wealth Management
- Personal Loans and Lines of Credit
- Investment Advice
- Education Funding Planning
- Retirement Planning
- Budget Planning
- and Supporting The Co-operative Movement In Sudbury
- 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.
Sudbury Credit Union is 100% local financial institution, offering products, services and advice for all of your banking needs. Sudbury Credit Union started as Copper Cliff Community Credit Union from the vision of 24 people who came together on September 13th, 1951. They believed that the people living in their neighbourhood deserved a financial institution that was about more than dollars and cents so they began…
| Champ | Valeur |
|---|---|
| Secteur | Financial Services |
| Taille | 51-200 employees |
| Siège social | Copper Cliff, ON |
| Type d’organisation | Public Company |
| Fondée en | 1951 |
| Spécialités | Banking ServicesMortgage Lending & Home Equity Lines of CreditWealth ManagementPersonal Loans and Lines of CreditInvestment AdviceEducation Funding PlanningRetirement PlanningBudget Planningand Supporting The Co-operative Movement In Sudbury |
| Offres sur Jobsy | 1 |
| Voir la page |
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.
Recruitment
If you are interested in joining our SCU family please visit our website at sudburycu.com.
If you feel you are qualified, what are you waiting for? Send us an updated cover letter and resume by 5 pm on Friday, November 27th, 2026. Interviews will commence as resumes are received so apply early if you have the experience and education.
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
Journal
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