Financial Services Advisor

4 months ago

New Hamburg, Canada Kindred Credit Union Limited Full time

**At Kindred Credit Union, you will be part of cooperative banking that connects values and faith with finances, inspiring peaceful, just, and prosperous communities.**

**You're invited to make a difference**as a full-time** Financial Services Advisor **in our **New Hamburg branch**.**:
In this role, you bring expertise in credit, investments and everyday banking to provide financial advice and build solutions for members that meet their immediate and long-term financial needs. With empathy and curiosity, you will cultivate and manage member relationships, personal as well as small business and other organizations, and serve as an ambassador for Kindred to grow our business and impact as you invite others to experience banking with purpose.

**Key responsibilities**
- Meeting with members to understand needs, propose and fulfill credit and investment solutions.
- Building relationship through providing financial advice and making referrals to branch partners.
- Managing assigned loan portfolio by proactively serving members on an ongoing basis.
- Actively seeking out and pursuing new business opportunities through leads, referrals, and a network of contacts.

**What to bring**

You are enthusiastic about building solutions, and passionate about delivering a member experience that inspires confidence in our services, builds relationship with our members, and encourages referrals from the community. You are a team player who collaborates easily with colleagues to meet the operational needs of the branch serving a diverse membership. Finally, you share a commitment to our shared values and purpose.

**Plus, you bring your qualifications and experience**:

- Completion of a post-secondary program, in Business or a related field
- 3-5 years of progressive experience in financial services
- MFDA license
- Experience in retail credit
- Strong relationship building skills
- Solid technical skills

**Why Kindred**

You will be part of a collaborative workplace where you’ll be asked to participate in the business and share your voice. You’ll be expected to continually grow your skills and abilities and to share your expertise and experience with colleagues. You’ll also be supported in volunteering your talents for community and other programs that are important to you.

We believe that your life is bigger than any job, so we’ll work together to achieve work-life quality and to care for your overall wellness. Your rewards package includes competitive total compensation plus an array of financial products and services at preferred rates for staff. By choosing Kindred, you’ll be joining an engaged workforce: we’re a provider of a Living Wage, and we’re using business as a force for good as a B Corp.

**Our comprehensive total rewards package includes**:

- Competitive total compensation
- This role has multiple levels; placement will be commensurate with experience ($50,000- $65,000)
- Group benefits plan & commitment to staff wellness
- 3 weeks' vacation, vacation purchase program
- Career growth opportunities, continuous training & development support
- Staff benefits on financial products & services (including Group RSP matching)

**RSVP**
- As a team of people who, with compassion, integrity, and stewardship, care deeply about each other, our members, our communities, and our world, Kindred is committed to building an equitable, diverse, and inclusive workplace. Kindred’s values-centered and faith-inspired, warmly professional, expressly invitational characteristics compel us to be a place that understands, respects, and values, and treats equitably all people of every race, national or ethnic origin, colour, religion, age, sex, sexual orientation, gender identity or expression, marital status, family status, genetic characteristics, and disability._

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