Financial Advisor – Member Contact Centre

Job not on LinkedIn

🔥 20 hours ago

🇨🇦 Canada – Remote

⏰ Full Time

🟢 Junior

🟡 Mid-level

💸 Financial Planning and Analysis (FP&A)

🚫👨‍🎓 No degree required

👻 Ghost score 10%

What it means: how likely this posting is sitting open without active hiring.How to read it: 60% or higher means we think this is a ghost. Lower scores are less of a worry.How we score it: age, reposts, open roles vs team size, how fast jobs close, and whether pay is listed.Fine print: an estimate from public data, not a judgment of the company. Real jobs can score high, so treat it as a hint, not a fact.

Apply Now

Find Similar Remote Jobs

Set Up Email Alert For New Jobs

📊 Check your resume score for this job

Improve your chances of getting an interview by checking your resume score before you apply.

Upload Resume

connectFirst Credit Union

WebsiteLinkedInAll Job Openings

501 - 1000 employees

Founded 2014

🛡️ Insurance

🏦 Banking

💸 Finance

Insurance • Banking • Finance

connectFirst Credit Union is a Canadian credit union providing retail and business financial services, including chequing and savings accounts, credit cards, mortgages, personal and commercial loans, investment products (GICs, wealth management), and insurance. It operates branch and digital banking channels, serves personal, small business, agri-business, commercial and non-profit clients, and emphasizes community-focused programs and member rewards. The organization highlights customer service, local presence, and financial products aimed at helping members save, borrow, invest and protect their assets.

📋 Description

• Develop long-term relationships with members and build trust • Deliver customized financial solutions • Meet and exceed daily sales targets through rapport-building, open-ended questions, and identifying member needs • Achieve and exceed business development targets through inbound member conversations • Generate proactive loan dollars, deposit growth, new memberships, and chequing account opportunities • Answer member inquiries and provide exceptional service via inbound calls, emails, chat, SMS, and video calls • Provide a consistently excellent member experience while adhering to standards and guidelines • Identify and pursue sales opportunities matching members with suitable products and solutions • Assist members with technical inquiries and requests related to online and mobile banking • Participate in individual, Contact Centre, and corporate campaigns while adhering to call quality standards • Report to the Team Lead

🎯 Requirements

• At least 2 years of successful sales experience with measured targets • Preferably experience in customer service or retail banking • High school diploma • Candidates must be currently residing in Alberta • Flexible schedule with day, evening, and weekend shift commitments • Ability to work rotational shifts including days, evenings, weekends, and holidays • Availability for scheduled hours between 6:00 AM and 10:00 PM • Strong sales techniques • Strong negotiation skills • Ability to close deals • Professional telephone manner • Strong multi-tasking abilities • Ability to assist with online and mobile banking technical inquiries • Must successfully pass a criminal background check, reference check, and credit check to qualify for hire • Alignment with Servus Credit Union’s cooperative values

🏖️ Benefits

• Competitive compensation including performance-based incentive pay and profit share • Training & Development Opportunities • Career Advancement Potential • Flexible work options • Meaningful work towards individual and corporate goals • Opportunities to get involved and give back through an employee volunteer program • Health and wellness benefits • Vacation programs • Retirement savings programs • Credit union member benefits including profit sharing, voting for the board of directors, and access to all financial services • Inclusive, equitable, and accessible workplace • Accommodations available during every stage of the hiring process upon request