Financial Services Representative 2
Top Benefits
About the role
Northern Credit Union is a full-service, locally operated financial institution offering personal and commercial banking services along with financial planning expertise to members across our footprint. Northern is committed to making a difference in members lives by providing them tools to achieve their financial goals. As a key player in the financial services marketplace of Ontario we are excited to announce that we are currently seeking a full-time Financial Services Representative 2 in our Chesley market.
Reporting to the Market Manager, the Financial Services Representative 2 (FSR 2) will be responsible for marketing the organization’s products and services within clearly defined policies and procedures. This key sales position focuses on activities related to the profitable attraction, maintenance and coaching of a complete financial portfolio of retail members. While leveraging a mutual fund license, the FSR 2 identifies lending, investment, and wealth management opportunities to build full financial relationships with members.
The Financial Services Representative 2 actively participates in branch campaigns and promotions and champions the organization's sales culture. Leveraging their expertise, they maintain an image of financial institution of choice by establishing member and non-member relationships and business contacts.
They must excel at working towards a standard of excellence and striving towards reaching and exceeding goals as a self-starter and also in support of their team.
Preferred candidates will possess the following qualifications:
- Post-secondary education in Accounting, Finance, Commerce, Business Administration or high school diploma and equivalent banking or sales experience.
- Minimum of 3-6 years of progressive experience in sales/service and managing a diverse portfolio in a retail banking environment.
- A commitment to continuous learning within the scope of the duties to keep pace with changes relative to the job function, including, but not limited to, technology, processes, policies and product knowledge.
- Existing Mutual Fund License or must complete license requirements within 6 months of start of role.
Employee Perks & Benefits:
- Comprehensive benefit package
- Do Some Good Employee Volunteer Program
- Employee Win/Win Program to support local charities
- Staff rates on a variety of products & services
- Pension plan
- Professional development
Starting Wage: $27.74
Deadline for Applications: July 29, 2025
We thank all applicants – however only those selected for an interview will be contacted.
Northern Credit Union is an equal opportunity employer and committed to providing an accessible recruitment process for all candidates. We welcome and encourage applications from people with disabilities. Accommodation is available on request for candidates taking part in all aspects of the selection process. If you require accommodations at any stage of the application or interview process, please contact the Human Resources Department.
About Northern Credit Union
If it's not Northern, it's not for you. Since 1957, Northern Credit Union has provided the residents and businesses of Northern Ontario with great value, excellent service and the best financial products available.
Unlike the banks and their stakeholders, it's our members who own the credit union. They're the ones we report to, and we're proud to keep every last one of their dollars working right here in the North; investing in our members, the community and the over 5,000 Northern businesses that keep us strong.
Our name says it all. Northern Credit Union is a homegrown financial institution that embraces everything the North stands for. Our culture, our Northern pride, that sense of belonging to something bigger than yourself—that's True North Strong. And it's something we all share.
Financial Services Representative 2
Top Benefits
About the role
Northern Credit Union is a full-service, locally operated financial institution offering personal and commercial banking services along with financial planning expertise to members across our footprint. Northern is committed to making a difference in members lives by providing them tools to achieve their financial goals. As a key player in the financial services marketplace of Ontario we are excited to announce that we are currently seeking a full-time Financial Services Representative 2 in our Chesley market.
Reporting to the Market Manager, the Financial Services Representative 2 (FSR 2) will be responsible for marketing the organization’s products and services within clearly defined policies and procedures. This key sales position focuses on activities related to the profitable attraction, maintenance and coaching of a complete financial portfolio of retail members. While leveraging a mutual fund license, the FSR 2 identifies lending, investment, and wealth management opportunities to build full financial relationships with members.
The Financial Services Representative 2 actively participates in branch campaigns and promotions and champions the organization's sales culture. Leveraging their expertise, they maintain an image of financial institution of choice by establishing member and non-member relationships and business contacts.
They must excel at working towards a standard of excellence and striving towards reaching and exceeding goals as a self-starter and also in support of their team.
Preferred candidates will possess the following qualifications:
- Post-secondary education in Accounting, Finance, Commerce, Business Administration or high school diploma and equivalent banking or sales experience.
- Minimum of 3-6 years of progressive experience in sales/service and managing a diverse portfolio in a retail banking environment.
- A commitment to continuous learning within the scope of the duties to keep pace with changes relative to the job function, including, but not limited to, technology, processes, policies and product knowledge.
- Existing Mutual Fund License or must complete license requirements within 6 months of start of role.
Employee Perks & Benefits:
- Comprehensive benefit package
- Do Some Good Employee Volunteer Program
- Employee Win/Win Program to support local charities
- Staff rates on a variety of products & services
- Pension plan
- Professional development
Starting Wage: $27.74
Deadline for Applications: July 29, 2025
We thank all applicants – however only those selected for an interview will be contacted.
Northern Credit Union is an equal opportunity employer and committed to providing an accessible recruitment process for all candidates. We welcome and encourage applications from people with disabilities. Accommodation is available on request for candidates taking part in all aspects of the selection process. If you require accommodations at any stage of the application or interview process, please contact the Human Resources Department.
About Northern Credit Union
If it's not Northern, it's not for you. Since 1957, Northern Credit Union has provided the residents and businesses of Northern Ontario with great value, excellent service and the best financial products available.
Unlike the banks and their stakeholders, it's our members who own the credit union. They're the ones we report to, and we're proud to keep every last one of their dollars working right here in the North; investing in our members, the community and the over 5,000 Northern businesses that keep us strong.
Our name says it all. Northern Credit Union is a homegrown financial institution that embraces everything the North stands for. Our culture, our Northern pride, that sense of belonging to something bigger than yourself—that's True North Strong. And it's something we all share.