Financial Advisor

2 weeks ago

Brantford, 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 a talented and experienced advisor to join our retail banking team on a permanent, full-time basis.

This is an exciting, in-branch opportunity at our Brantford location at 25-27 King George Road - ideal for someone who is passionate about developing business and relationships.

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**
Our 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.

In our community, you will be leading by example by supporting our 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 completed a degree / diploma in the field of business or commerce - or has equivalent work experience
- Has a minimum of 2 to 5 years experience in a service and selling role; any experience in a financial institution considered an asset
- Has an in-depth knowledge of investments, including Registered plans
- Has proven experience working with business financial statements (T1 General or Corporation), considered an asset
- Is skilled at financial analysis and mathematical calculations such as ratios, amortization schedules and more
- Has previous credit underwriting experience
- Has proven leadership capabilities and is able to support the branch manager and the entire team within the branch as required
- Understands the Credit Union philosophies and principles
- Demonstrates excellent communication skills
- Pays attention to the details, no matter how big or small
- Is proactive, going the extra mile to support our members
- Is a team player, always willing to jump in and help other team members
- Has proven ability in member service and selling
- Can identify and promote opportunities related to deposit, investment and various savings products
- 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

**As Unique as You.**

Tandia can provide you with the kind of challenging and rewarding career you’ve always dreamed of. We offer an attractive compensation package, positive work environment and the flexibility to grow within our organization.

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.
- 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**:

- Casual dress
- Company events
- Dental care
- Employee assistance program
- Extended health care
- Paid time off
- RRSP match
- Vision care

Schedule:

- Monday to Friday
- Weekend availability

Ability to commute/relocate:

- Brantford, ON: 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**:

- Financial services: 2 years (preferred)

Work Location: In person

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