Financial Consultant-Disraeli Branch

Job Category

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Banking - Customer Service & Advice Requisition Number

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FINAN Apply now Posted : May 25, 2026 Full-Time On-site Locations

Showing 1 location Description

Role Overview Reporting to the Branch Manager, Financial Consultant plays a key role in deepening member relationships by delivering proactive, personalized advice and supporting a broad range of financial needs. This position blends everyday banking support with more advanced advice conversations, including mortgage solutions, credit applications, and investment guidance to help members achieve both immediate and long-term goals. As part of a collaborative team of consultants within the credit union, Financial Consultant applies a solid understanding of financial products and strategies to offer clear, customized guidance. The role emphasizes developing member trust through deeper needs discovery, while identifying opportunities for comprehensive multiproduct solut...