Closing Date: Open Until Filled.
The primary purpose of this position is to assist North Peace Savings & Credit Union in living out our corporate Mission, “Helping our members succeed in life.” and our Service Mission, “To build rewarding relationships
through a superior service experience.”, by delivering outstanding advice to both internal and external members. A key element of excellent advice is to identify mutually beneficially solutions to each member.
Reporting to the Team Lead, Financial Advisors, the Financial Advisor must quickly and efficiently probe to uncover and assess overall needs of all members (at every contact) and identify opportunities to deepen the
engagement with the member. The Financial Advisor is able to provide appropriate education, advice, products and services to meet the varied need of both personal and business members. The Financial Advisor will be
responsible for maintaining up to date knowledge on all NPSCU deposit and lending products for appropriate referral opportunities. In all activities, ensures prudent risk management is followed to protect the Credit Union.
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