Mobile Financial Services Advisor

Job details
Pay
$65,000–$76,000 a year
Job type
Full-time
 
Location
Kitchener, ON N2G 3R1
 
Benefits
Pulled from the full job description
Paid time off
 
Full job description
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 Mobile Financial Services Advisor.

We are recruiting to fill a current vacancy in our Retail Banking team.

Reporting to the Retail Regional Manager, in this position you will bring your expertise in credit and investments to provide advice and service delivery across Kindred branch locations. As an experienced Financial Services Advisor (FSA), you will support your fellow FSA teammates through capability building for newer team members, providing capacity for branches experiencing absences, and supporting new hires with on-the-job training following onboarding.

What to bring

As a licensed advisor, you bring curiosity, empathy and expertise in credit and investments to provide holistic financial advice and build solutions for members that meet their immediate and long-term financial needs. Passionate about your work, you demonstrate an aptitude for mentoring and supporting the development of others.

Plus, you bring your qualifications and experience:

Wealth-licensed (minimum IFIC) with strong product knowledge in wealth/investments
Expertise in retail lending and building credit solutions to serve members needs
Minimum of 3 years managing member relationships in a full-service advisory role
Strong service mindset with excellent follow-through and attention to detail
Proficiency in sales management: identifying opportunities, making referrals, asking for the business
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 team members. For many roles, we offer flexible and remote options that we can discuss with 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. And of course, your rewards package includes competitive total compensation plus an array of financial products and services at preferred rates for staff. When you choose Kindred to further your career, you’re joining an engaged workforce at a certified B Corp™ that is committed to using business as a force for good™ and acting as an advocate for a Living Wage.

Our comprehensive total rewards package includes:

Starting salary $65,000 - 76,000
Group benefits plan & commitment to staff wellness
Group Savings Plan with employer matching
Three weeks of vacation to start and generous paid time off provisions
Career growth opportunities, training & development support
Comprehensive staff benefits on financial products & services
RSVP

Ready to choose Kindred? Visit us at www.kindredcu.com/careers to learn more about why people enjoy working with us. If this role sounds like a fit, please apply with your resume and a short note sharing why you’re interested in joining Kindred. We look forward to connecting with you! Your application will be acknowledged and all candidates will be informed when the position is filled.

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, ****** orientation, gender identity or expression, marital status, family status, genetic characteristics, and disability.

 
You must create an Indeed account before continuing to the company website to apply

Canada
Ontario
Kitchener Show on map Get directions