Financial Services Representative
Top Benefits
About the role
Please note: Comtech Fire Credit Union officially joined Your Neighbourhood Credit Union (YNCU) and began operating as YNCU on August 1, 2025. The successful candidate will become an employee of YNCU. The role will remain based at our Comtech Fire branch in Amherstview, which will continue to be identified as such for location clarity.
Posting #: 25-87
Location: Amherstview
Job Type: Regular, Full-Time
Pay range: $18.94-23.69/hr
The Role
As part of our Retail Sales team, reporting to the Branch Manager, your main objective will be to assist our members in reaching financial comfort by developing a solid financial plan to efficiently manage their income, expenses, asset and liabilities in order to meet their short, medium and long term financial objectives, ultimately, allowing them to make strong, informed decisions. In addition, the Financial Services Representative (FSR) is required to market our products and services in line with our clearly defined policies and procedures. This position will be expected to promote, upsell and cross sell our full range of lending and investment vehicles with emphasis on consumer loans, mortgages, lines of credit, deposit and investment vehicles and sundry services.
Your opportunity
The Financial Services Representative builds long term profitable relationships with our members by providing value added advice and exceptional service. This position serves our members as follows:
- Provide advocacy to members related to their accounts, cash services, ABM cards deposit and investment needs
- Serve as a resource for opening new member accounts, identify referral opportunities and build member relationships.
- Actively participate in all branch campaigns and promotions; work collectively with the branch team to achieve branch goals.
- Maintain up to date product knowledge and ensure adherence to the credit union’s policies and procedures.
Why work at YNCU?
YNCU employees get to be a part of the growing credit union movement and help us get the word out on why banking locally is so important. We’re your friendly, helpful, and financially savvy neighbour who provides tailored financial services to our members, supports small businesses, creates local jobs, and gives back to causes that matter. YNCU is recognized as a Top Employer, offering employees a comprehensive and competitive benefits package—including paid volunteer time, ongoing learning and development opportunities, and exclusive employee banking perks.
What we are looking for:
- Financial services experience is a pre-requisite for applicants. Your qualifications must include at least 2 years’ related work experience working towards and achieving financial services sales.
- Ideally you have completed post-secondary business or sales training courses
- You have demonstrated initiative, the ability to build strong relationships and are organized and detail oriented.
- Positive, reliable and ethical
If you are interested in this opportunity please apply at https://careers.yncu.com/financial-service-representative-amherstview.
YNCU strives to be a diverse workplace reflective of the communities that we live in. We are committed to a diverse workforce and invite everyone to apply. YNCU makes hiring decisions solely on qualifications, merit, and business needs at the time.
YNCU is an equal opportunity employer that is committed to diversity and inclusion in the workplace. We prohibit discrimination and harassment of any kind based on race, colour, sex, gender, religion, sexual orientation, national origin, disability, pregnancy, or any other protected characteristic as outlined by national, provincial, or municipal laws. This applies to all employment practices within our organization, including hiring, recruiting, promotion, termination, leave of absence, compensation, benefits, and training.
Your Neighbourhood Credit Union will provide accommodations for persons with disabilities, where needed, to support their participation in our recruitment process. Please contact Human Resources at careers@yncu.com.
About Your Neighbourhood Credit Union (YNCU)
YNCU is a local credit union that's been serving communities across Southwestern and Northern Ontario for over 75 years. We pride ourselves on being an honest financial partner who understands the real trials and financial realities of our members' lives today. We’re the kind of partner who would rather use our profits to fuel local growth than let them leave the communities we belong to.
We're proud to be a Certified B Corp. As a cooperative organization, we believe in being a part of a larger movement to benefit all people, communities, and the planet. We are committed to being in business for purpose, not just for profit.
Our business thrives when people from the neighbourhood come to work with us, especially community-minded people who are passionate about giving back to the place they call home. Working here allows you to make meaningful connections and build a sense of community that sets YNCU apart from the big banks: we believe in keeping our dollars local by re-investing in our members, staff and neighbours.
Join our Neighbourhood and become part of a financial institution that is dedicated to making things happen for our members!
YNCU acknowledges the history of the traditional territory on which it operates. YNCU is headquartered on the traditional territory of the Neutral, Anishinaabeg and Haudenosaunee Peoples as well as on Robinson-Huron Treaty territory, traditional territory of the Anishnaabeg, specifically the Garden River and Batchewana First Nations, as well as Métis People. We recognize our responsibility to serve as stewards for the land and respect and honour the long standing relationships of the original caretakers who came before us.
This land acknowledgement is a small act of reconciliation on behalf of YNCU to our First Nations community members. We welcome any suggestions for this land acknowledgment, or for how we can better act as stewards of respect and reconciliation.
Financial Services Representative
Top Benefits
About the role
Please note: Comtech Fire Credit Union officially joined Your Neighbourhood Credit Union (YNCU) and began operating as YNCU on August 1, 2025. The successful candidate will become an employee of YNCU. The role will remain based at our Comtech Fire branch in Amherstview, which will continue to be identified as such for location clarity.
Posting #: 25-87
Location: Amherstview
Job Type: Regular, Full-Time
Pay range: $18.94-23.69/hr
The Role
As part of our Retail Sales team, reporting to the Branch Manager, your main objective will be to assist our members in reaching financial comfort by developing a solid financial plan to efficiently manage their income, expenses, asset and liabilities in order to meet their short, medium and long term financial objectives, ultimately, allowing them to make strong, informed decisions. In addition, the Financial Services Representative (FSR) is required to market our products and services in line with our clearly defined policies and procedures. This position will be expected to promote, upsell and cross sell our full range of lending and investment vehicles with emphasis on consumer loans, mortgages, lines of credit, deposit and investment vehicles and sundry services.
Your opportunity
The Financial Services Representative builds long term profitable relationships with our members by providing value added advice and exceptional service. This position serves our members as follows:
- Provide advocacy to members related to their accounts, cash services, ABM cards deposit and investment needs
- Serve as a resource for opening new member accounts, identify referral opportunities and build member relationships.
- Actively participate in all branch campaigns and promotions; work collectively with the branch team to achieve branch goals.
- Maintain up to date product knowledge and ensure adherence to the credit union’s policies and procedures.
Why work at YNCU?
YNCU employees get to be a part of the growing credit union movement and help us get the word out on why banking locally is so important. We’re your friendly, helpful, and financially savvy neighbour who provides tailored financial services to our members, supports small businesses, creates local jobs, and gives back to causes that matter. YNCU is recognized as a Top Employer, offering employees a comprehensive and competitive benefits package—including paid volunteer time, ongoing learning and development opportunities, and exclusive employee banking perks.
What we are looking for:
- Financial services experience is a pre-requisite for applicants. Your qualifications must include at least 2 years’ related work experience working towards and achieving financial services sales.
- Ideally you have completed post-secondary business or sales training courses
- You have demonstrated initiative, the ability to build strong relationships and are organized and detail oriented.
- Positive, reliable and ethical
If you are interested in this opportunity please apply at https://careers.yncu.com/financial-service-representative-amherstview.
YNCU strives to be a diverse workplace reflective of the communities that we live in. We are committed to a diverse workforce and invite everyone to apply. YNCU makes hiring decisions solely on qualifications, merit, and business needs at the time.
YNCU is an equal opportunity employer that is committed to diversity and inclusion in the workplace. We prohibit discrimination and harassment of any kind based on race, colour, sex, gender, religion, sexual orientation, national origin, disability, pregnancy, or any other protected characteristic as outlined by national, provincial, or municipal laws. This applies to all employment practices within our organization, including hiring, recruiting, promotion, termination, leave of absence, compensation, benefits, and training.
Your Neighbourhood Credit Union will provide accommodations for persons with disabilities, where needed, to support their participation in our recruitment process. Please contact Human Resources at careers@yncu.com.
About Your Neighbourhood Credit Union (YNCU)
YNCU is a local credit union that's been serving communities across Southwestern and Northern Ontario for over 75 years. We pride ourselves on being an honest financial partner who understands the real trials and financial realities of our members' lives today. We’re the kind of partner who would rather use our profits to fuel local growth than let them leave the communities we belong to.
We're proud to be a Certified B Corp. As a cooperative organization, we believe in being a part of a larger movement to benefit all people, communities, and the planet. We are committed to being in business for purpose, not just for profit.
Our business thrives when people from the neighbourhood come to work with us, especially community-minded people who are passionate about giving back to the place they call home. Working here allows you to make meaningful connections and build a sense of community that sets YNCU apart from the big banks: we believe in keeping our dollars local by re-investing in our members, staff and neighbours.
Join our Neighbourhood and become part of a financial institution that is dedicated to making things happen for our members!
YNCU acknowledges the history of the traditional territory on which it operates. YNCU is headquartered on the traditional territory of the Neutral, Anishinaabeg and Haudenosaunee Peoples as well as on Robinson-Huron Treaty territory, traditional territory of the Anishnaabeg, specifically the Garden River and Batchewana First Nations, as well as Métis People. We recognize our responsibility to serve as stewards for the land and respect and honour the long standing relationships of the original caretakers who came before us.
This land acknowledgement is a small act of reconciliation on behalf of YNCU to our First Nations community members. We welcome any suggestions for this land acknowledgment, or for how we can better act as stewards of respect and reconciliation.