Virtual Financial Solutions Advisor in Calgary

Virtual Financial Solutions Advisor in Calgary

Calgary Full-Time 64080 - 78320 $ / year (est.) Remote
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At a Glance

  • Tasks: Help members achieve financial comfort through virtual financial planning and support.
  • Company: Your Neighbourhood Credit Union Limited, focused on community and member service.
  • Benefits: Flexible remote work, competitive pay, and opportunities for professional growth.
  • Other info: Join a supportive team dedicated to member success and financial well-being.
  • Why this job: Make a real difference in people's financial lives while working from anywhere.
  • Qualifications: Strong communication skills and a passion for helping others with their finances.

The predicted salary is between 64080 - 78320 $ per year.

Your Neighbourhood Credit Union Limited is seeking a motivated Financial Services Associate to help members achieve Financial Comfort by developing solid financial plans through virtual channels and guiding decisions on income, expenses, assets and liabilities.

You will support lending and mortgage retention opportunities and maintain superb member service. In this role you will upsell lending and investment options, handle member inquiries, and actively pursue outreach while working remotely.

Virtual Financial Solutions Advisor in Calgary employer: Your Neighbourhood Credit Union Limited

Your Neighbourhood Credit Union Limited is an exceptional employer that values innovation and community engagement in the heart of Mitchell, ON. With a strong focus on employee growth and development, we offer a collaborative work culture that encourages strategic thinking and relationship building, making it an ideal environment for professionals passionate about agriculture and small business growth. Our hybrid work model provides flexibility, while our commitment to member success ensures that every team member plays a vital role in shaping the future of our community.

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Contact Details:

Your Neighbourhood Credit Union Limited Recruitment Team

We think you need these skills to ace Virtual Financial Solutions Advisor in Calgary

Communication Skills
Adaptability
Time Management
Problem-Solving Skills
Attention to Detail
Flexibility
Organizational Skills