Full-time Member Solutions Advisor

3 weeks 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 Advisor to join our virtual team in our Burlington Corporate Office. The work hours will be full-time which is 35.5 hours per week, Monday through Friday

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 want to be a part of an organization that is proud to treat its members like a neighbour rather than a number

If you answered ‘yes’, then you are right for Tandia, and we’d like to meet you.

**Your Work at a Glance**

In this role, you will be a vital part of our team, the Member Solutions Advisor is the primary resource for actively soliciting new sales opportunities by following up on referrals and identifying target areas and subsequent cold calls to capitalize on growth opportunities and meet sales goals. The Advisor is an integral part of growing our business and increasing our membership.

With your knowledge you will be able to effectively up-sell and cross-sell Tandia’s on-book investment options. For more comprehensive financial planning needs, you’ll be able to spot the opportunity and refer the member to our Wealth Management team

Excellent member service is a strategy for most financial institutions, but for Tandia, it’s a part of our DNA.

**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

**As Unique as You**

We believe that financial institutions should be more accountable to the people they serve; we believe that there’s more than one way to measure success; and we believe that our profits should have a positive financial, social and environmental impact on the communities in which we live and work. Actions speak louder than words and we work hard to demonstrate our commitment each and every day.

At Tandia, we recognize that our staff and members are unique - and that matters to us.

As a credit union, living the co-operative principles is a part of our long and rich history.

We invest in our members and our communities with an extensive community investment program devoted to supporting the organizations, events, and volunteers that make our communities stronger.

**COMMITMENT STATEMENT**

Tandia is committed to meeting the accessibility needs of persons with disabilities in a timely manner, consistent with the principles of dignity, independence, equality of 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.

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