Mobile 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 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, 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.
Mobile 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 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, 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.