Financial Services Advisor
Top Benefits
About the role
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 Financial Services Advisor.
We are currently recruiting to fill a full-time permanent vacancy in our Elmira location.
Reporting to the branch manager, in this role you will 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 serving members on an ongoing basis.
- Actively seeking out and pursuing new business opportunities through leads, referrals, and a network of contacts.
What to bring
You are enthusiastic about building solutions, and passionate about delivering a member experience that inspires confidence in our services, builds relationship with our members, and encourages referrals from the community. You are a team player who collaborates easily with colleagues to meet the operational needs of the branch serving a diverse membership. Finally, you share a commitment to our shared values and purpose.
Plus, you bring your qualifications and experience:
- Completion of a post-secondary program, in Business or a related field
- 3-5 years of progressive experience in financial services
- MFDA license
- Experience in retail credit
- Strong relationship building skills
- Solid technical skills
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.
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:
- This role has multiple levels; placement will be commensurate with experience
- Starting salary ranging from $50,000-$65,000
- 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 Kindred 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, sexual orientation, gender identity or expression, marital status, family status, genetic characteristics, and disability.
About Kindred Credit Union
Kindred Credit Union (Kindred) is a member-owned financial cooperative based in Kitchener, Ontario. Kindred's values-centred approach is woven into everything we do and makes us the one-of-a-kind choice for people across Ontario who want to connect their values and faith with their finances. Kindred has eight full-service branches offering a complete range of banking, investing, and borrowing products and services. Kindred has been in the making for over 50 years and it all began when a group of Mennonites had a radical vision to see mutual aid put into faithful practice – extending access to financial services across our community. That vision is lived out today through our innovative and impactful products, services, and programs. Values Integrity, compassion, and stewardship are woven into everything we do. It's how we treat each other as staff, members, and in community. Commitment We believe values and faith are central to life, and financial decisions are not values neutral. We strive to provide staff an environment where their work has purpose and provide members with opportunities to bring meaning to their money. This is our commitment to each other and to our members. Purpose Cooperative banking that connects values and faith with finances, inspiring peaceful, just, and prosperous communities. Banking with Purpose So, what does ‘Banking with Purpose' mean? Although we're not a bank, the word ‘banking' makes it clear that this is what we do. It's the line of business we're in. ‘Purpose' means seeking after more than just an ordinary life: it means seeking to have an impact. Whether that purpose is faith-inspired or rooted in values, more and more people are seeking to have all aspects of their lives aligned with their beliefs – including their finances. For Kindred, our desire is that there is purpose in everything we do.
Financial Services Advisor
Top Benefits
About the role
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 Financial Services Advisor.
We are currently recruiting to fill a full-time permanent vacancy in our Elmira location.
Reporting to the branch manager, in this role you will 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 serving members on an ongoing basis.
- Actively seeking out and pursuing new business opportunities through leads, referrals, and a network of contacts.
What to bring
You are enthusiastic about building solutions, and passionate about delivering a member experience that inspires confidence in our services, builds relationship with our members, and encourages referrals from the community. You are a team player who collaborates easily with colleagues to meet the operational needs of the branch serving a diverse membership. Finally, you share a commitment to our shared values and purpose.
Plus, you bring your qualifications and experience:
- Completion of a post-secondary program, in Business or a related field
- 3-5 years of progressive experience in financial services
- MFDA license
- Experience in retail credit
- Strong relationship building skills
- Solid technical skills
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.
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:
- This role has multiple levels; placement will be commensurate with experience
- Starting salary ranging from $50,000-$65,000
- 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 Kindred 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, sexual orientation, gender identity or expression, marital status, family status, genetic characteristics, and disability.
About Kindred Credit Union
Kindred Credit Union (Kindred) is a member-owned financial cooperative based in Kitchener, Ontario. Kindred's values-centred approach is woven into everything we do and makes us the one-of-a-kind choice for people across Ontario who want to connect their values and faith with their finances. Kindred has eight full-service branches offering a complete range of banking, investing, and borrowing products and services. Kindred has been in the making for over 50 years and it all began when a group of Mennonites had a radical vision to see mutual aid put into faithful practice – extending access to financial services across our community. That vision is lived out today through our innovative and impactful products, services, and programs. Values Integrity, compassion, and stewardship are woven into everything we do. It's how we treat each other as staff, members, and in community. Commitment We believe values and faith are central to life, and financial decisions are not values neutral. We strive to provide staff an environment where their work has purpose and provide members with opportunities to bring meaning to their money. This is our commitment to each other and to our members. Purpose Cooperative banking that connects values and faith with finances, inspiring peaceful, just, and prosperous communities. Banking with Purpose So, what does ‘Banking with Purpose' mean? Although we're not a bank, the word ‘banking' makes it clear that this is what we do. It's the line of business we're in. ‘Purpose' means seeking after more than just an ordinary life: it means seeking to have an impact. Whether that purpose is faith-inspired or rooted in values, more and more people are seeking to have all aspects of their lives aligned with their beliefs – including their finances. For Kindred, our desire is that there is purpose in everything we do.