Financial Advisor

2 weeks ago

Burlington, Canada Tandia Financial Credit Union Full time

We have an exciting Permanent Full-time opportunity at our branches in our Halton Region.

Do you have a talent for inspiring people and leading by example while helping families meet their financial goals?

Do you care deeply about increasing financial literacy to help our members secure a better future? Do you enjoy being part of an organization that is proud to treat its members like a neighbor rather than a number?

If you answered Yes, then this role might be a fit for you.

**Your Work at a Glance**

The Member Solutions Advisor is a critical member of our branch team who markets the Credit Union products and services, ensuring that members’ needs are met.

In branch, the Member Solutions Advisor is the primary resource for actively soliciting new sales opportunities by following up on staff referrals and identifying target areas and subsequent cold calls to capitalize on growth opportunities and meet sales goals.

In our local community, you will be leading by example by supporting our various community outreach programs such as providing warm breakfasts to students in need and participating in seasonal volunteer initiatives with

Food4Kids, Heart and Stroke and our adopted schools.

**We are looking for someone who**:

- Has successfully completed the CUIC Consumer and Residential Mortgage Lending course
- Has successfully completed the CUIC Fundamentals of Personal Financial Planning course
- Has an in-depth knowledge of investments, including Registered plans
- Has proven ability in member service and selling
- Has previous credit underwriting experience and a background in lending
- Understands the Credit Union philosophies and principles
- Demonstrates excellent communication skills
- Is a team player, always willing to jump in and help other team members
- Pays attention to the details, no matter how big or small
- Is proactive, going the extra mile to support our members
- Is skilled at financial analysis and mathematical calculations such as ratios, amortization schedules and more
- Can identify and promote opportunities related to deposit, investment and various savings products
- Adheres to branch and Tandia policies to ensure compliance with various legislation
- Is able to identify and develop opportunities with our existing members and actively strive to increase our member base
- Has the ability to develop and maintain a strong relationship with our members
- Has supervisory experience and proven leadership capabilities; in the branch manager’s absence is able to support the branch operation and take on management duties as appropriate
- Is available to work full-time hours of 35.5 per week, including evenings and Saturdays to support the needs of the branch
- Has reliable transportation and is comfortable with occasional shifts at Tandia’s nearby branches the Halton region.

Tandia is committed to meeting the accessibility needs of persons with disabilities in a timely manner, consistent with the principles of dignity, independence, equal opportunity and integration. Tandia is strongly committed to employment equity within its community and to recruiting a diverse workforce. Accommodation for applicants with disabilities will be provided upon request by contacting Human Resources.


**Job Types**: Full-time, Permanent

**Benefits**:

- Company events
- Dental care
- Employee assistance program
- Extended health care
- On-site parking
- Paid time off
- RRSP match
- Vision care

Schedule:

- Monday to Friday
- Weekends as needed

Ability to commute/relocate:

- Burlington, ON L7N 3G2: reliably commute or plan to relocate before starting work (required)

Application question(s):

- Are you bondable? (able to successfully pass a criminal and credit check)

**Experience**:

- in a service and selling role in a financial institution: 2 years (preferred)

Work Location: In person

  • Financial Advisor

    1 day ago

    Burlington, Canada Royal Bank of Canada Full time

    **Job Summary** What is the opportunity? As an RBC Financial Advisor, you attract, nurture, and grow relationships with our high-value personal and small business clients by adding value in the moments that matter to them. You provide your clients with proactive, professional advice and collaborate with RBC partners to help clients with their goals and key...

  • Financial Advisor

    Found in: Talent CA C2 - 2 days ago

    Burlington, Canada Royal Bank of Canada> Full time

    Job SummaryWhat is the opportunity?As an RBC Financial Advisor, you attract, nurture, and grow relationships with our high-value personal and small business clients by adding value in the moments that matter to them. You provide your clients with proactive, professional advice and collaborate with RBC partners to help clients with their goals and key life...

  • Financial Advisor

    Found in: beBee S CA - 2 days ago

    BURLINGTON, Canada Royal Bank of Canada Full time

    Job SummaryWhat is the opportunity?As an RBC Financial Advisor, you attract, nurture, and grow relationships with our high-value personal and small business clients by adding value in the moments that matter to them. You provide your clients with proactive, professional advice and collaborate with RBC partners to help clients with their goals and key life...

  • Financial Services Specialist/financial Advisor

    1 day ago

    Burlington, Canada CIBC Full time

    We’re building a relationship-oriented bank for the modern world. We need talented, passionate professionals who are dedicated to doing what’s right for our clients. At CIBC, we embrace your strengths and your ambitions, so you are empowered at work. Our team members have what they need to make a meaningful impact and are truly valued for who they are...

  • Financial Advisor/ Financial Services Specialist

    2 weeks ago

    Burlington, Canada Canadian Imperial Bank of Commerce Full time

    Financial Advisor/ Financial Services Specialist (MFDA) page is loaded Financial Advisor/ Financial Services Specialist (MFDA) Apply locations Burlington, ON Oakville, ON time type Full time posted on Posted 2 Days Ago job requisition id 2407171 We’re building a ...

  • Financial Advisor/ Financial Services Specialist

    2 weeks ago

    Burlington, Canada Canadian Imperial Bank of Commerce Full time

    Financial Advisor/ Financial Services Specialist (MFDA) page is loaded Financial Advisor/ Financial Services Specialist (MFDA) Apply locations Burlington, ON Oakville, ON time type Full time posted on Posted 2 Days Ago job requisition id 2407171 We’re building a ...

  • Financial Advisor/ Financial Services Specialist

    1 week ago

    Burlington, Canada Canadian Imperial Bank of Commerce Full time

    Financial Advisor/ Financial Services Specialist (MFDA) page is loaded Financial Advisor/ Financial Services Specialist (MFDA) Apply locations Burlington, ON Oakville, ON time type Full time posted on Posted 2 Days Ago job requisition id 2407171 We’re building a ...

  • Financial Advisor/ Financial Services Specialist

    Found in: Jooble CA O C2 - 2 weeks ago

    Burlington, ON, Canada Canadian Imperial Bank of Commerce Full time

    Financial Advisor/ Financial Services Specialist (MFDA) page is loaded Financial Advisor/ Financial Services Specialist (MFDA) Apply locations Burlington, ON Oakville, ON time type Full time posted on Posted 2 Days Ago job requisition id 2407171 We’re building a relationship-oriented bank for the modern world. We need talented, passionate professionals...

  • Financial Services Associate

    4 days ago

    Burlington, Canada Tandia Financial Credit Union Full time

    **We invest in people.** Be part of a banking experience as unique as you are. Tandia Financial Credit Union (Tandia) is seeking an Associate to join our team in Burlington. This is a full-time temporary role and work hours are Monday to Friday with occasional Saturday shifts. Do you have a talent for inspiring people and leading by example while helping...

  • Financial Services Associate

    3 days ago

    Burlington, Canada Tandia Financial Credit Union Full time

    **We invest in people.** Be part of a banking experience as unique as you are. Tandia Financial Credit Union (Tandia) is seeking an Associate to join our team in Burlington. This is a full-time temporary role for a duration of 12 - months and work hours are Monday to Friday with occasional Saturday shifts. Do you have a talent for inspiring people and...

  • Financial Services Advisor Licensed

    Found in: Jooble CA O C2 - 2 weeks ago

    Burlington, ON, Canada Canadian Imperial Bank of Commerce Full time

    Financial Advisor/ Financial Services Specialist (MFDA) page is loaded Financial Advisor/ Financial Services Specialist (MFDA) Apply locations Burlington, ON Oakville, ON time type Full time posted on Posted 2 Days Ago job requisition id 2407171 We’re building a relationship-oriented bank for the modern world. As a member of the Personal and Business...

  • Financial Operations Associate

    1 day ago

    Burlington, Canada Aligned Capital Partners Inc. Full time

    Aligned Capital Partners Inc. (“ACPI”) is a fast-growing investment dealer with a dynamic management team looking to expand our business exponentially. Our corporate culture encourages teamwork, service excellence, creativity and initiative. We are currently seeking a full time **Financial Operations Associate **to join our Finance team located in...

  • Financial Advisor

    4 days ago

    Burlington, Canada Halton Catholic District School Board Full time

    This is a full time, thirty-seven and one half (37 1/2) hour per week position, with duties effective immediately. **LOCATION**:Catholic Education Centre, 802 Drury Lane, Burlington** **EFFECTIVE DATE**:Immediately** **SALARY: Salary Band 5 ($80,937.00 - $91,074.00)** **JOB SUMMARY**: **QUALIFICATIONS / EXPERIENCE**: - Post secondary degree preferably in...

  • Implementation Advisor

    2 weeks ago

    Burlington, Canada PSD Full time

    **About PSD Citywide** PSD Citywide is a full-service firm offering research, consulting services and software to the North American public sector market. Our client base includes hundreds of small, mid-sized, and large municipalities from across North America, provincial/state and federal government agencies, and private sector entities. We are an industry...

  • Insurance Advisor

    2 weeks ago

    Burlington, Canada Westland Insurance Ltd. Full time

    We’re searching for an Insurance Advisor. Are you searching for new possibilities? Westland Insurance Group is growing and has an exciting opportunity for an Insurance Advisor for our Burlington, ON office located downtown. Do you love to talk about insurance and provide exceptional client service? If so, you will love working for Westland! We are looking...

  • Insurance Advisor

    19 hours ago

    Burlington, Canada Westland Insurance Full time

    Burlington Downtown, ON, 574 Brant St, Burlington, Ontario, Canada Req #2815 Friday, May 3, 2024 We're searching for an Insurance Advisor. Are you searching for new possibilities? Westland Insurance Group is growing and has an exciting opportunity for an Insurance Advisor for our Burlington, ON office located downtown. Do you love to talk about insurance...

  • Business Advisor

    1 day ago

    Burlington, Canada Joseph Brant Hospital Full time

    **Posted Date**: *** - 5/4/2023**Closing Date**: *** - 5/18/2023**Functional Discipline**: *** - Finance & Decision SupportJob Posting #: 204028 - Positon Available: Business Advisor - Status: Regular Full-Time - Department: Finance & Decision Support - Union: NON UNION - Shift: Days - Hourly Rate: $34.93-$43.66/hr- ABOUT JOSEPH BRANT HOSPITAL: - Joseph...

  • Associate Private Banking Advisor

    3 days ago

    Burlington, Canada CIBC Full time

    We’re building a relationship-oriented bank for the modern world. We need talented, passionate professionals who are dedicated to doing what’s right for our clients. At CIBC, we embrace your strengths and your ambitions, so you are empowered at work. Our team members have what they need to make a meaningful impact and are truly valued for who they are...

  • Financial Services Representative

    Found in: Talent CA C2 - 2 weeks ago

    Burlington, Canada Co-operators Full time

    Company : CGIC/Co-operators Department : Retail Sales Employment Type: Regular Full-Time Work Model : Hybrid Language : This role operates in English Job Grade : 0-Not Applicable The Opportunity We are a leading Canadian financial services co-operative committed to being a catalyst for a sustainable and resilient society and our team is...

  • Digital Service Advisor

    5 days ago

    Burlington, Canada Westland Insurance Ltd. Full time

    We’re searching for a Digital Service Advisor. Are you searching for new possibilities? Westland Insurance Group Ltd is growing and has a new opportunity for a Personal Lines Digital Service Advisor. This is an exciting opportunity to work for our Westland Express team. Westland Express is a part of Westland Insurance Group Ltd., a national, privately...