The Member Consultant role at FirstOntario Credit Union is to provide relevant, timely financial advice to members and guide them toward achieving their financial goals. Using a team approach, you identify sales opportunities and coordinate with the right teams.
You will work toward branch targets, uncover opportunities, and cross-sell products and services to increase member wallet share while delivering personalized financial plans.
Member Financial Advisor — Flexible Schedule & Growth employer: Firstontario Credit Union Limited
FirstOntario Credit Union offers an exceptional work environment for the Vice President of Wealth Management, combining a hybrid work model with a strong focus on community engagement and professional development. Employees benefit from a culture that prioritizes innovation, mentorship, and strategic growth, ensuring that team members are not only leaders in their field but also active contributors to the community. With a commitment to enhancing service delivery and fostering a collaborative atmosphere, FirstOntario stands out as a rewarding employer for those seeking meaningful impact in wealth management.
Contact Details:
Firstontario Credit Union Limited Recruitment Team
