Job Description
Financial Advisor – Innisfail Branch
Employment Status: In-person; Full-time; 37.5 hours per week.
Reporting to the Branch Manager, the primary objective of the Financial Advisor is to develop long-term, trust-based relationships with members by providing customized financial solutions that address their unique needs and aspirations.
A key aspect of the role is educating members using wealth and debt management concepts, as well as proactively referring or cross-selling additional products and services. The Financial/Senior Financial Advisor will support individual, branch, and corporate initiatives, actively participating in campaigns that advance the growth and profitability of the credit union.
As an ambassador of the credit union, the Financial/Senior Financial Advisor fosters an environment where members feel welcomed and supported, perceive staff as knowledgeable, and recognize the credit union as a responsible corporate citizen. Through ex...
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