Financial Services Advisor

Updated: March 23, 2024 01:36 AM GMT

Full-time Job in Aylmer, Ontario

Kindred Credit Union

Aylmer, ON

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 Aylmer 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... More Detail