Financial Advisor

Branch · Sudbury, Ontario
Department Branch
Employment Type Full-Time
Minimum Experience Experienced

Financial Advisor (Permanent, Full Time)


Who are we?

Sudbury Credit Union was founded in 1951 with one simple value — ‘people helping people.’ This value has remained a constant throughout our history and resonates today as much as it did then. 


As a community-minded financial co-operative, Sudbury Credit Union is committed to the well-being of our employees, our members and our community. We serve over 15,000 Sudburians extending from Levack to Minnow Lake, from our six local branches to your smartphone, and from small community groups to large local companies. We provide all the banking solutions you would expect from a financial institution, but with a unique understanding our our local needs. We know Sudbury because we ARE Sudbury - which is why we were voted Sudbury's favourite bank/credit union and favourite financial planning firm.


​We are truly community-minded, just like you, and are proud to be a part of the fabric of Sudbury. To see what makes Sudbury Credit Union different, click here. Come be part of something bigger.


The Opportunity?

Our Financial Advisors (FA) provide our members with expert guidance when it comes to selecting the financial products and services that they need to succeed in life. You will take great pride in helping our members reach their financial goals, and show a commitment to lifelong learning to ensure that your members are always getting the best quality advice. 


What will you do? 

As an FA you will build and strengthen relationships with new and existing members, meeting their financial needs by recommending a full range of solutions including mortgages, personal loans, deposit accounts, investments and other services.


What will you need to succeed?

The successful candidate will have completed either the Canadian Securities Course (CSC) or Investment Funds in Canada (IFC), and have demonstrated experience in lending, investments and dispensing sound financial advice.


Nice to have?

Experience in both personal and business banking. A PFP or CFP designation and experience selling mutual funds would be a distinct advantage.


What's in it for you?

  • A competitive financial compensation package
  • Work-life balance: we operate Monday to Friday - no evenings, no weekends (part time employees have no guarantee of hours however we do our best to accommodate your requests for hours)
  • Paid leave including vacation pay and paid sick days and 2 paid personal emergency days per year
  • Health Care, Life Insurance and Short and Long Term Disability benefits that are 100% employer paid
  • Participation in our employee pension plan
  • An investment of over $1000 per year in your professional development so you can grow your career in the financial services industry
  • Staff rates on loans and mortgages
  • Reduced staff trading fees on Qtrade
  • Free parking at all our locations

 

Additional bonuses - free staff passes to Science North that admit you and five of your family members for a day of fun. A social committee that puts on several free family events throughout the year so you can bond with the whole SCU team.


Recruitment

If you are interested in joining our SCU family please visit our website at: https://www.sudburycu.com/. You can also email our HR Manager, Cheryl Whynott at cwhynott@sudburycu.com for further information. If you feel you are qualified what are you waiting for? Send us an updated cover letter and resume by 5 pm on Friday, September 23rd, 2022.


Health & Safety

All of our locations have protocols, policies and practices in place to ensure we are doing everything possible to protect our staff, members and the community.  


Location

Sudbury Credit Union has several locations throughout the City of Greater Sudbury and as such there is no guarantee of hours for part time and no guarantee of work location however for continuity of service to Members we try our best to keep you between two locations so our Members can benefit from the strong relationships you build with them. 


Candidates who require special accommodations during the application or interview process are asked to contact the HR Department.  


We are an equal opportunity employer and thank all applicants; however only those selected for an interview will be contacted. Resumes will be retained in our talent pool for a period of six months.

 

Please note that all employees of Sudbury Credit Union MUST be bondable. This includes both Criminal Record and Credit Checks.


Community Minded…Just Like You

Thank You

Your application was submitted successfully.

  • Location
    Sudbury, Ontario
  • Department
    Branch
  • Employment Type
    Full-Time
  • Minimum Experience
    Experienced