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Added 17 mins ago
Client Advisor
Royal Bank of Canada
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Part-time
…a great career with us as a future Account Manager/Banking…
Added 47 mins ago
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Added 3 hours ago
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Added 3 hours ago
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…a great career with us as a future Account Manager/Banking…
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Client Advisor
RBC
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Mutual Funds accreditation (i.e., Investment Funds in Canada or the Canadian Securities Course)
Added 4 hours ago
Advisor, Securities
Desjardins
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Added 4 hours ago
Personal Banking Advisor
YNCU
London, ON
$65,000 to $70,000 CAD / year
Full-time
…Neighbourhood Credit Union (YNCU) members. As a trusted financial advisor, you will help members with their everyday banking, credit, and investment needs. Through exceptional and caring…
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Added 7 hours ago
Banking Advisor- EN
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Full-time
Mutual Funds accreditation, or willingness to obtain it (i.e., Investment Funds in Canada or the Canadian Securities Course)
Added 7 hours ago
Associate
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Full-time
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Added 8 hours ago
Accountant, Assurance and Accounting
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…evolving business and financial reporting landscape. As a trusted advisor, you’ll provide comprehensive, tailored financial information that enables clients to make informed decisions with…
Added 8 hours ago
Administrative Assistant
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Vancouver, BC
Full-time
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Added 8 hours ago
Client Advisor Intern
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Mutual Funds accreditation (i.e., Investment Funds in Canada or the Canadian Securities Course)

YNCU

Personal Banking Advisor

London, ON, Canada

Pay: $65,000 to $70,000 CAD / year
Job type: Full-time
Apply by: Oct 29, 2026
Posting language: English
Posted: Sep 29, 2026

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Original job description

Job Title: Member Relationship Manager

Who We Are:

Are you a community-minded person that’s passionate about investing locally and giving back to your community? Do you like working with other awesome and like-minded people toward a common goal?

Here at Your Neighbourhood Credit Union (YNCU), we are all about putting our money where our mouth is and keeping our dollars local and investing back into our members, staff, and community; and we are looking for people like you to join our team.

What You'll be Doing

Reporting to the Branch Manager, the Member Relationship Manager is responsible for building new and lasting relationships with Your Neighbourhood Credit Union (YNCU) members. As a trusted financial advisor, you will help members with their everyday banking, credit, and investment needs. Through exceptional and caring service, the MRM delivers a member experience focused on sound advice that matters most to members through all financial stages of life, and reflects YNCU’s vision.

Member Engagement & Financial Advisory (90%)

Deliver Exceptional Service: Build and enhance member relationships by providing caring and professional service, responding promptly to their needs.
Proactive Member Interaction: Engage with members within the branch and the community to uncover banking needs, offer assistance, and identify opportunities for referrals.
Financial Solutions: Advise on a comprehensive range of financial products and services, including loans, mortgages, lines of credit, deposits, and investment vehicles.
Member Education: Educate members, leveraging technology to enhance their banking experience and ensure business retention.
Business Development: Develop new business opportunities through outreach programs, networking, and acting as an ambassador of YNCU.
Cross-Functional Collaboration: Work closely with internal partners to provide comprehensive financial solutions and make qualified referrals.
Strategic Planning: Plan activities to achieve both short-term and long-term objectives, ensuring timelines are met.
Issue Resolution: Take ownership of resolving member service issues, ensuring high satisfaction levels.

Branch Operations & Occasional Supervisory Support (10%)

Operational Oversight: Assist in implementing business promotion campaigns and contribute ideas to help the branch team achieve objectives.
Credit Administration: Support the administration of credit policies by ensuring loan applications are effectively evaluated and documented.
Compliance & Security: Coordinate branch operations within applicable policies to ensure compliance and maintain security protocols.
Leadership Support: Provide coverage for the Branch Manager during their absence, assisting with scheduling and team coordination.
Team Development: Assist in coaching and training team members to foster a collaborative environment.

This position is for an existing vacancy within our team.

What we are looking for

Post-secondary diploma and/or certification in business, finance or a related program, or equivalent business experience
Minimum four (4) years’ experience in financial services predominantly in retail branch operations with at least 1 year in an advisory capacity
Investment Funds in Canada (IFC) designation through the Canadian Securities Institute (CSI)
Certified Financial Planner (CFP)/Personal Financial Planner (PFP) designation considered an asset.
Keen interest in the economic environment and financial trends
Proven understanding of investments and retail lending
Must be computer literate, have an effective working knowledge of Microsoft Office (Outlook Excel, Word) and a willingness and ability to learn and utilize YNCU’s banking system, applications, platforms, and emerging technologies
Must have a valid Ontario driver’s license and reliable available vehicle
Must be bondable

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. Through our Good Neighbours Employee Volunteer Program and Monthly Staff Donation Draws, we even let you choose the causes we donate to and support. YNCU is recognized for the following:

B Corp Certified
Competitive Compensation, Incentive Programs and Benefits
37.5-hour work week
7% matching pension
Benefits are 100% paid for by YNCU
Wellness Initiatives including our Employee and Family Assistance Program, premium membership for Calm, Consult+, and LIFT Virtual Fitness
Training and Development Opportunities
Community Sponsored Events Employee and paid Volunteer opportunities
Opportunities to get involved with fun and meaningful committees
Free banking account
Discounted Employee Rates

Salary range: $65,000 - $70,000

The compensation offered to the successful applicant for this role will be determined by the candidate’s relevant skills and experience, and internal equity. More information about our total rewards package will be available during the hiring process.

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, layoff, recall, 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.

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More about this job

Responsibilities

Build and maintain member relationships by providing advice on everyday banking, credit, lending, mortgages, deposits, and investments, while identifying needs and developing new business. Support branch operations through credit administration, compliance, issue resolution, promotional activities, and occasional leadership coverage, including team coordination and coaching.

Requirements

Requires a post-secondary diploma or certification in business, finance, or a related field, or equivalent business experience, plus at least four years of financial services experience, including one year in an advisory role. Candidates must hold the Investment Funds in Canada designation, understand investments and retail lending, be proficient with Microsoft Office, and have a valid Ontario driver’s license, a reliable vehicle, and bondability; CFP or PFP is an asset.

Skills

Financial Advisory
Retail Banking
Investment Knowledge
Retail Lending
Relationship Building
Customer Service
Business Development
Needs Assessment
Cross-Functional Collaboration
Credit Administration
Loan Application Evaluation
Compliance
Issue Resolution
Coaching And Training
Microsoft Office

Benefits

Competitive Compensation
Incentive Programs
Benefits
37.5-Hour Work Week
7% Matching Pension
Wellness Initiatives
Employee And Family Assistance Program
Calm Membership
Consult+ Membership
LIFT Virtual Fitness Training
Training And Development Opportunities
Community-Sponsored Events
Paid Volunteer Opportunities
Free Banking Account
Discounted Employee Rates

Visa sponsorship

Not detected in the job text

Keywords

Member Relationship Manager
Financial Services
Retail Branch Operations
Financial Advisory
Everyday Banking
Credit
Investments
Retail Lending
Mortgages
Lines Of Credit
Deposits
Investment Funds In Canada
Canadian Securities Institute
Certified Financial Planner
Personal Financial Planner
Credit Administration
Loan Applications
Business Development
Member Referrals
Compliance
Branch Operations
Microsoft Office
Outlook
Excel
Word
Banking Systems
Community Outreach
Member Service
Team Coaching

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