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Added 5 mins ago
BL
Office Services Assistant
BC Legal Management Association
Vancouver, BC
- Other
Reporting to the Office Services Manager, this role supports legal professionals and administrative teams across the firm. From deliveries and document production to meeting setup and…
Added 6 mins ago
CO
Manager, Health And Safety
Commissionaires Ottawa
Ottawa, ON · Greater Ottawa Metropolitan Area
- Full-time
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Added 6 mins ago
E
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Added 6 mins ago
GO
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Added 21 mins ago
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Group, Administrator III
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Employee Assistance Program and employee discount programs
Added 21 mins ago
FC
Manager, Group Administration
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Employee Assistance Program and employee discount programs
Added 36 mins ago
U
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Added 36 mins ago
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Added 51 mins ago
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Dispatch Manager
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Added 51 mins ago
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ILS Manager
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Sales Manager
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Project Coordinator, Clinical Informatics
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Vancouver, BC
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Added 1 hour ago
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Jobgether
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As an Internal Communications Advisor, you will help strengthen employee engagement and support organizational priorities through clear, creative, and impactful internal communications. You…
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…Addiction Counselor, and a casual nursing pool. Reporting to the Program Manager, the Unit Manager will work in collaboration with a multidisciplinary team to provide leadership, foster…
Added 1 hour ago
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Conseiller(ère) aux communications internes - contrat à durée déterminée
Jobgether
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- Contract
As an Internal Communications Advisor, you will help strengthen employee engagement and support organizational priorities through clear, creative, and impactful internal communications. You…
Added 1 hour ago
RT
Principal Adviser Remuneration Strategy
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…through to recommendation and implementation. Reporting to the Manager Remuneration Strategy, you will work with Reward colleagues and business stakeholders globally…
Added 2 hours ago
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Brand Advocacy Program Specialist
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FirstOntario Credit Union

Member Consultant Chatham

Chatham-Kent, ON, Canada
Chatham, ON, Canada

Salary Range: $53,122 to $73,042 annually. · Full-time

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Job details

Pay: Salary Range: $53,122 to $73,042 annually.
Job type: Full-time
Apply by: Nov 22, 2026
Experience: 4 years office, credit union/ bank cash experience
Posting language: English
Posted: Oct 8, 2026

Original job description

Why FirstOntario?

Competitive compensation packages
Top-tier health and wellness benefits, including comprehensive benefits packages, a yearly health spending account and personal spending account
Enhanced mental health benefits through SunLife and TELUS Health
Exclusive banking benefits
Up to $1000 per year towards professional development
Pension Plan
Flex-work environment
Company-wide Employee Volunteer program (Blue Wave Program)
Employee and Family Assistance Program

Job Overview

The Member Consultant role is responsible to provide relevant, timely and accurate financial advice to members to assist them in meeting their financial goals, and to become the financial institution of choice. Utilizing a team approach, the Member Consultant identifies sales opportunities and ensures these opportunities are fulfilled by utilizing the appropriate resources and teams.

Primary Duties And Responsibilities

Responsible for achieving sales targets and goals as set out by the Branch Manager.
Uncover and identify sales opportunities with members and prospective members.
Actively solicit, follow up and cross sell products and services to members to increase share of wallet and ensure we are the primary financial institution of choice. Provide the right financial advice based on thorough understanding of their financial goals and develop a financial plan that meets their needs and provides increased business to FirstOntario.
Utilize the sales cycle to optimize value for members and fully capture all sales opportunities including follow up. Provide relevant and qualified referrals based on business plan and assigned goals (i.e. Wealth Management, Commercial, Investments).
Complete credit sales through to closure adhering to terms / conditions of the approval and Due diligence policies.

Job Specifications And Technical Requirements

Grade 12 or equivalent
4 years office, credit union/ bank cash experience
A knowledge of the Financial Services Industry as well as active correspondence of competitors benchmarks and standards

This posting is for an existing vacancy.

Salary Range: $53,122 to $73,042 annually.

Compensation for this role reflects a combination of skills, experience, and internal equity. Those whose experience more closely aligns the role's requirements may be placed higher within the salary range. You will learn more about FirstOntario Credit Union's total rewards package during the interview process.

Our inclusive work environment welcomes diversity and supports accessibility. If you require accommodation at any time during the recruitment process, please let us know.

#FOSJ

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More about this job

Responsibilities

Provide members with timely, accurate financial advice and plans tailored to their goals, while identifying opportunities to deepen their relationship with the credit union. Meet sales targets by cross-selling products, following up on opportunities, making qualified referrals, and completing credit sales in accordance with approval terms and due diligence policies.

Requirements

Applicants must have Grade 12 or equivalent and four years of office, credit union, or bank cash experience. They should understand the financial services industry and stay informed about competitors’ benchmarks and standards.

Skills

Financial Advice
Sales Target Achievement
Opportunity Identification
Cross-Selling
Financial Planning
Needs Assessment
Sales Follow-Up
Referral Generation
Credit Sales
Credit Due Diligence
Financial Services Knowledge
Competitor Benchmarking

Benefits

Competitive Compensation
Health And Wellness Benefits
Health Spending Account
Personal Spending Account
Enhanced Mental Health Benefits
Exclusive Banking Benefits
Professional Development Funding
Pension Plan
Flexible Work Environment
Employee Volunteer Program
Employee And Family Assistance Program

Visa sponsorship

Not detected in the job text

Keywords

Financial Services
Credit Union
Banking
Member Financial Advice
Financial Goals
Financial Planning
Sales Targets
Sales Opportunities
Cross-Selling
Share Of Wallet
Primary Financial Institution
Sales Cycle
Member Referrals
Wealth Management
Commercial Banking
Investments
Credit Sales
Credit Approval
Due Diligence
Competitor Benchmarks

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