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.

  • Financial Services Advisor Licensed

    1 month 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 Advisor

    1 month 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...

  • Implementation Advisor

    1 month 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...

  • Financial Services Associate

    4 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 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...

  • Grocery Team Member

    1 day ago

    Burlington, Canada Goodness Me! Natural Food Market Full time

    **Who you are**: Do you have an eye for detail? Would you rather peruse the health food aisle than the shoe aisle? Is your pantry more organized than an IKEA closet? If so, we want to hear from you! Goodness Me! is now hiring a full-time Grocery Team Member for our Burlington store location. Extra Goodness **Because wellness isn’t just for our...

  • Automotive Service Advisor

    5 days ago

    Burlington, Canada Halton Honda Full time

    Company Description Halton Honda, located in Burlington, ON, has been serving the public with the same family ownership since 1969. We are proud to market some of the world's finest vehicles, with our Hondas consistently winning awards and accolades. At Halton Honda, we prioritize providing the best pre-owned Honda sales in Burlington. Our dealership is...

  • Full-time Concierge

    1 month ago

    Burlington, Canada Pennine Security Solutions Full time

    Pennine Security Solutions is a leading security provider specializing in Residential / Condominium security. At Pennine we strive for excellence and are searching for a strong individual who shares the same values. We are ideally looking for a team oriented, motivated and professional individual who can provide the best service to our clients and be a...

  • Automotive Service Advisor

    5 days ago

    Burlington, Canada Halton Honda Full time

    Company DescriptionHalton Honda, located in Burlington, ON, has been serving the public with the same family ownership since 1969. We are proud to market some of the world's finest vehicles, with our Hondas consistently winning awards and accolades. At Halton Honda, we prioritize providing the best pre-owned Honda sales in Burlington. Our dealership is...

  • Account Executive

    5 days ago

    Burlington, ON, Canada VetMed Solutions Full time €85,000

    About the company VetMed Solutions is a Burlington-based startup that manufactures and distributes innovative veterinary products. We’re a rapidly growing company with an established customer base of over 5,000 veterinary clinics across Canada, US, and the UK. Our purpose is to equip veterinary clinics with high-quality products to improve the lives of...

  • Financial Advisor/ Financial Services Specialist

    1 month 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 month 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 month 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 ...

  • Part Time Team Member

    4 days ago

    Burlington, Canada Kernels Popcorn Full time

    Kernels Popcorn at our Mapleview Mall Location is currently looking for part-time team members! We are looking for: - People with a profound passion for perfectly popped popcorn! - Ability to lift up to 35 lbs., stand on your feet, twist, lift and bend throughout the entire shift. - Must be available and flexible to work weekdays, evenings, and...

  • Automotive Service Advisor

    4 days ago

    Burlington, Canada Halton Honda Full time

    Company Description Halton Honda, located in Burlington, ON, has been serving the public with the same family ownership since 1969. We are proud to market some of the world's finest vehicles, with our Hondas consistently winning awards and accolades. At Halton Honda, we prioritize providing the best pre-owned Honda sales in Burlington. Our dealership is...

  • Automotive Service Advisor

    4 days ago

    burlington, Canada Halton Honda Full time

    Company Description Halton Honda, located in Burlington, ON, has been serving the public with the same family ownership since 1969. We are proud to market some of the world's finest vehicles, with our Hondas consistently winning awards and accolades. At Halton Honda, we prioritize providing the best pre-owned Honda sales in Burlington. Our dealership is...

  • Automotive Service Advisor

    4 days ago

    Burlington, Canada Halton Honda Full time

    Company Description Halton Honda, located in Burlington, ON, has been serving the public with the same family ownership since 1969. We are proud to market some of the world's finest vehicles, with our Hondas consistently winning awards and accolades. At Halton Honda, we prioritize providing the best pre-owned Honda sales in Burlington. Our dealership is...

  • Automotive Service Advisor

    5 days ago

    Burlington, Canada Halton Honda Full time

    Company Description Halton Honda, located in Burlington, ON, has been serving the public with the same family ownership since 1969. We are proud to market some of the world's finest vehicles, with our Hondas consistently winning awards and accolades. At Halton Honda, we prioritize providing the best pre-owned Honda sales in Burlington. Our dealership is...

  • Automotive Parts Advisor

    1 day ago

    Burlington, Canada NOVALEX INC. Full time

    **Automotive Parts Advisor - Auto Parts and Supply** Be a part of an energetic, growing, and competitive team in the Auto Parts Industry! Novalex Auto Parts Inc. is a leading brand in Auto Supply, and we are looking for automotive supply enthusiasts who enjoy helping others and have a desire to grow in the industry. Our company is a key player in the...

  • Services Supervisor Full Time

    5 days ago

    Burlington, ON, Canada Aligned Capital Partners Inc. Full time

    ACPI) is a fast-growing investment dealer with a dynamic team looking to expand our business exponentially. Our corporate culture encourages teamwork, service excellence, creativity, and initiative. We are currently hiring for a full–time Regulatory Supervisor to join our Business Integrity compliance team in Burlington . In this role, the...

  • Internal Service Advisor

    4 days ago

    Burlington, Canada JP Motors Full time

    Queenston Auto Group is centered around fostering a dynamic and collaborative work environment where teamwork, passion, innovation, results, and action are not just our core values but the driving force behind our over 55 years of success. What our employees do truly counts, and we empower them to contribute their unique skills and perspectives to make a...