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GR
Customer Success Representative
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- Full-time
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IF
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Member Advisor 2
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- Full-time
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Added 1 hour ago
LG
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Added 1 hour ago
A
Manager, Sales Compensation
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Added 1 hour ago
BE
Accounts Manager
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Pay: $70,000- $80,000 (Base Salary) + Competitive Commission Bonus Plan (subject to change based on sales).
Added 1 hour ago
C
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Added 1 hour ago
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CIBC - Assistant, Investment Advisor - Wood Gundy - Montreal -Bilingual
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Northern Credit Union

Member Advisor 2

Kenora, ON, P9N 1G5, Canada

Starting Wage: $33.00/hour · Full-time

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Job details

Pay: Starting Wage: $33.00/hour
Job type: Full-time
Experience: Minimum of 3-6 years of progressive experience in sales/service and managing a diverse portfolio in a retail banking environment.
Posting language: English
Posted: Nov 2, 2026

Original job description

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. At Northern, strengthening members and communities through financial care guides every team, every role, every decision. As a key player in the financial services marketplace of Northern Ontario, we are excited to announce that we are currently seeking a full-time Member Advisor 2 to join our team in Kenora.

Reporting to the Branch Manager, the Member Advisor 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 Member Advisor 2 identifies lending, investment, and wealth management opportunities to build full financial relationships with members.

The Member Advisor 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 benefits package
Pension plan
Exclusive staff rates on a variety of products and services
Professional development and learning opportunities
Opportunities to give back through our Do Some Good Employee Volunteer Program
Employee Win/Win Program supporting local charitable organization

Starting Wage: $33.00/hour

Deadline for Applications: November 23, 2026

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.

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More about this job

Responsibilities

The Member Advisor 2 is responsible for marketing financial products and services while managing a retail member portfolio. They focus on identifying lending, investment, and wealth management opportunities to build strong financial relationships with members.

Requirements

Candidates must have 3-6 years of progressive experience in sales and retail banking, along with post-secondary education in a business-related field. A mutual fund license is required or must be obtained within six months of starting the role.

Skills

Retail banking
Sales
Financial portfolio management
Customer service
Investment advice
Lending
Wealth management
Mutual fund licensing
Business development
Relationship management
Financial planning
Coaching
Goal setting
Technology proficiency
Communication

Benefits

Pension plan
Exclusive staff rates on products and services
Professional development and learning opportunities
Employee volunteer program
Employee win/win program

Visa sponsorship

Not detected in the job text

Keywords

Retail Banking
Financial Services
Sales
Portfolio Management
Mutual Fund License
Lending
Investment
Wealth Management
Accounting
Finance
Commerce
Business Administration
Branch Operations
Financial Planning

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