Job Category : Banking - Customer Service & Advice

Requisition Number : FINAN

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• Posted : May 25, 2026
• Full-Time
• On-site

Locations

Showing 1 location

Description

Role Overview

Reporting to the Branch Manager, Financial Consultant plays a key role in deepening member relationships by delivering proactive, personalized advice and supporting a broad range of financial needs. This position blends everyday banking support with more advanced advice conversations, including mortgage solutions, credit applications, and investment guidance to help members achieve both immediate and long-term goals.

As part of a collaborative team of consultants within the credit union, Financial Consultant applies a solid understanding of financial products and strategies to offer clear, custo...