Member Consultant

Job Description Job Description Why FirstOntario? Competitive compensation packages Top-tier health and wellness benefits, including comprehensive benefits packages and a yearly Personal Spending Account Enhanced mental health benefits through SunLife and TELUS Health Parental Leave Top-Up Exclusive banking benefits Up to $1000 per year towards professional development Company-wide Employee Volunteer program (Blue Wave Program) Employee and Family Assistance Program Job Overview The Member Consultant role is responsible to provide relevant, timely and accurate financial advice to members to assist them in meeting their financial goals, and to become the financial institution of choice. Utilizing a team approach, the Member Consultant identifies sales opportunities and ensures these opportunities are fulfilled by utilizing the appropriate resources and teams. Primary Duties and Responsibilities Responsible for achieving sales targets and goals as set out by the Branch Manager. Uncover and identify sales opportunities with members and prospective members. Actively solicit, follow up and cross sell products and services to members to increase share of wallet and ensure we are the primary financial institution of choice. Provide the right financial advice based on thorough understanding of their financial goals and develop a financial plan that meets their needs and provides increased business to FirstOntario. Utilize the sales cycle to optimize value for members and fully capture all sales opportunities including follow up. Provide relevant and qualified referrals based on business plan and assigned goals (i.e. Wealth Management, Commercial, Investments). Complete credit sales through to closure adhering to terms / conditions of the approval and Due diligence policies. Job Specifications and Technical Requirements Grade 12 or equivalent 4 years office, credit union/ bank cash experience A knowledge of the Financial Services Industry as well as active correspondence of competitors benchmarks and standards Interested in this role, but don't meet every requirement? We encourage you to apply We know from experience that a candidate doesn't need 100% of the qualifications listed to bring incredible value to our team. We're actively seeking diverse backgrounds and perspectives to help make FirstOntario better. At FirstOntario, inclusion, diversity, and equity aren't just "nice to have" - they're essential to our success. Our inclusive work environment welcomes diversity and supports accessibility. If you require accommodation at any time during the recruitment process, please let us know.

Location: Chatham, CA

Posted Date: 4/30/2025