Financial Service Advisor

We’re hiring a Financial Service Advisor!

The Financial Service Advisor (FSA) is dedicated to assisting members with their financial needs. Building trust and loyalty with each member interaction, the FSA gains a deeper understanding of member needs and delivers financial solutions, including investments and lending products to enhance the members’ financial well-being. They understand the importance of empowering members with the right advice, tools, services, and products they need to reach their financial goals.

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Key responsibilities

Member experience Build member relationships and deliver an excellent member experience.
Sales and service Share knowledge about various products and serve as a subject matter expert for products and services.
Employee and community experience Develop and grow strong peer relationships and community connections.

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Skills and attributes

Passion and dedication Deliver exceptional member service and build strong member relationships
Communication Demonstrate strong interpersonal skills and effective verbal and written communication skills
Growth mindset Committed to professional growth and willingness to tackle new challenges

Experience and education

  • Minimum three years financial service industry experience
  • Investment and lending experience is preferred
  • Combined experience and post-secondary education in the areas that are directly related to financial services will be considered

How to apply

If you’re interested in this position, please email your cover letter and resume to careers@aldergrovecu.ca.

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