Posted 11 days ago
Member Advisor (Financial Advisor)
@ Sudbury Credit Union
Greater Sudbury, Ontario
Overview
Sudbury Credit Union is hiring a full-time Member Advisor to build relationships with new and existing members and recommend mortgages, personal loans, deposit accounts, investments and other services. The role requires a post-secondary diploma or equivalent experience and at least 3 years in credit union or banking. Benefits include 100% employer-paid health, life and disability coverage, a pension plan and professional development funds.
Responsibilities:
- Build and strengthen relationships with new and existing members
- Recommend mortgages, personal loans, deposit accounts and investments
- Provide expert guidance on financial products and services
- Pursue ongoing learning to maintain advice quality
Requirements summary:
- Post-secondary diploma or equivalent work experience
- Minimum 3 years in credit union or banking
- PFP or CFP designation or equivalent for senior roles
- Experience in personal and business banking is an asset
Tools & skills
Benefits mentioned
Source and dates
Employer career site / ATS feed · bamboohr
- Employer posting date
- 2026-10-27
- First seen by our source
- 2026-10-28
- Source record updated
- 2026-10-28
These dates describe the source record, not a live verification that the employer is still hiring. Check the original posting.
Job details
| Seniority | Mid level |
| Department | Business operations |
| Experience | 3+ years |
| Hours per week | 40 (estimated) |
| Travel | air: none · ground: none |
| Work setting | Office |
| Position | Mostly sitting |
| Physical demands | physical low · computer moderate |
| Licences & certifications | PFP, CFP |
| Background checks | criminal record, credit |
| Education | College diploma (preferred) |
| Perks mentioned | Generous paid time off, Retirement plan, Transit support |
Summary and details written by AI from the posting; the employer’s posting is the authority.
Sudbury Credit Union
Saved company profile
Historical company information from a saved The Jobs API profile (LinkedIn/Crunchbase fields). It is not live-verified; figures may have changed. Missing values remain unknown.
Community Minded...Just like you.
Full company description
Sudbury Credit Union is 100% local financial institution, offering products, services and advice for all of your banking needs. Sudbury Credit Union started as Copper Cliff Community Credit Union from the vision of 24 people who came together on September 13th, 1951. They believed that the people living in their neighbourhood deserved a financial institution that was about more than dollars and cents so they began with one simple value — ‘people helping people.’ This value has remained a constant throughout our history and resonates today as much as it did then. As a community minded financial co-operative, Sudbury Credit Union is committed to the well-being of our employees, our members and our community. It is still about people helping people, but now we serve over 16,500 Sudburians extending from Levack to Minnow Lake, from the branch to the smartphone, from the small local community group to the large national charitable foundation and from the home business to the local limited company. We are truly community minded, just like you, and are proud to be a part of the fabric of Sudbury.
- LinkedIn followers
- 628
- People associated on LinkedIn
- 66
- Reported office locations
- 1 Gribble Street, PO Box 662, Copper Cliff, ON P0M 1N0, CA
- 1048 Barrydowne Road, Sudbury, ON P3A 3V3, CA
- 469 Bouchard Street, known as Gloria's Mall, Sudbury, ON P3E 2K8, CA
- 16 Jacobson Drive, next to Meadowbrook Senior's Complex, Lively, ON P3Y 1C3, CA
- 9 Second Avenue, Sudbury, ON P3B 3L7, CA
- 37 Levack Drive, PO Box 280, Levack, ON P0M 2C0, CA
- Business categories
- Finance
- FinTech
- Financial Services
- Other recorded names
- Sudbury Credit Union
- Sudbury Credit Union Limited
- Specialties
- Banking Services
- Mortgage Lending & Home Equity Lines of Credit
- Wealth Management
- Personal Loans and Lines of Credit
- Investment Advice
- Education Funding Planning
- Retirement Planning
- Budget Planning
- and Supporting The Co-operative Movement In Sudbury
- Profile identifies a recruitment agency
- No
- Reported total investment
- 0
Currency and observation date were not supplied; this is not a current valuation or a funding round.
Sudbury Credit Union is 100% local financial institution, offering products, services and advice for all of your banking needs. Sudbury Credit Union started as Copper Cliff Community Credit Union from the vision of 24 people who came together on September 13th, 1951. They believed that the people living in their neighbourhood deserved a financial institution that was about more than dollars and cents so they began…
| Field | Value |
|---|---|
| Industry | Financial Services |
| Company size | 51-200 employees |
| Headquarters | Copper Cliff, ON |
| Organization type | Public Company |
| Year founded | 1951 |
| Specialties | Banking ServicesMortgage Lending & Home Equity Lines of CreditWealth ManagementPersonal Loans and Lines of CreditInvestment AdviceEducation Funding PlanningRetirement PlanningBudget Planningand Supporting The Co-operative Movement In Sudbury |
| Open jobs on Jobsy | 1 |
| View page |
Member Advisor (Permanent, Full Time)
Who are we?
Sudbury Credit Union was founded in 1951 with one simple value — ‘people helping people.’ This value has remained a constant throughout our history and resonates today as much as it did then.
As a community-minded financial co-operative, Sudbury Credit Union is committed to the well-being of our employees, our members and our community. We serve over 15,000 Sudburians extending from Levack to Minnow Lake, from our six local branches to your smartphone, and from small community groups to large local companies. We provide all the banking solutions you would expect from a financial institution, but with a unique understanding of our local needs. We know Sudbury because we ARE Sudbury.
We are truly community-minded, just like you, and are proud to be a part of the fabric of Sudbury. To see what makes Sudbury Credit Union different, click here. Come be part of something bigger.
The Opportunity?
Our Member Advisors (MA) provide our Members with expert guidance when it comes to selecting the financial products and services that they need to succeed in life. You will take great pride in helping our members reach their financial goals, and show a commitment to lifelong learning to ensure that your members are always getting the best quality advice. The salary range for this role will be based on experience and education.
What will you do?
As an MA you will build and strengthen relationships with new and existing members, meeting their financial needs by recommending a full range of solutions including mortgages, personal loans, deposit accounts, investments and other services.
What will you need to succeed?
The successful candidate will have a relevant post-secondary diploma or equivalent demonstrated work experience. Minimum 3 years' experience in credit union or banking industry with demonstrated progression of responsibilities. Personal Financial Planner (PFP) or Certified Financial Planner (CFP) or equivalent experience is required for a senior role.
Nice to have?
Experience in both personal and business banking.
What's in it for you?
- A competitive financial compensation package
- Organizational commitment to work life balance
- Paid leave including vacation, sick and personal leave
- Health Care, Life Insurance and Short and Long Term Disability benefits that are 100% employer paid
- Participation in our pension plan
- Dedicated professional development dollars invested in each employee to foster success
- Staff rates on loans and mortgages
- Reduced staff trading fees on Qtrade
- Free parking at all our locations
Additional bonuses - a social committee that puts on several free family events throughout the year so you can bond with the whole SCU team.
Recruitment
If you are interested in joining our SCU family please visit our website at sudburycu.com.
If you feel you are qualified, what are you waiting for? Send us an updated cover letter and resume by 5 pm on Friday, November 27th, 2026. Interviews will commence as resumes are received so apply early if you have the experience and education.
Health & Safety
All of our locations have protocols, policies and practices in place to ensure we are doing everything possible to protect our staff, members, and the community.
Location
Sudbury Credit Union has several locations throughout the City of Greater Sudbury. There is no guarantee of work location however for continuity of service to Members we try our best to keep employees at one location so our Members can benefit from the strong relationships you build with them.
Candidates who require special accommodations during the application or interview process are asked to contact the HR Department. All applications will be reviewed and assessed by experienced Sudbury Credit Union professionals; we do not use artificial intelligence tools to screen candidates.
We are an equal opportunity employer and thank all applicants; however only those selected for an interview will be contacted. Resumes will be retained in our talent pool for a period of six months.
Please note that all employees of Sudbury Credit Union MUST be bondable. This includes both Criminal Record and Credit Checks.
Community Minded…Just Like You
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