Financial Services Representative 2
Thunder Bay, Ontario, Canada; Thunder Bay, Ontario, Canada; Thunder Bay, Ontario, Canada
Full Time
1 day ago
Key skills
Sales
About this role
Northern Credit Union is a full-service, locally operated financial institution offering personal and commercial banking services along with financial planning expertise to members across our footprint. Northern is committed to making a difference in members lives by providing them tools to achieve their financial goals. As a key player in the financial services marketplace of Ontario we are excited to announce that we are currently seeking a full-time Financial Services Representative 2 in our Thunder Bay market.
Reporting to the Branch Manager, the Financial Services Representative 2 (FSR 2) will be responsible for marketing the organization’s products and services within clearly defined policies and procedures. This key sales position focuses on activities related to the profitable attraction, maintenance and coaching of a complete financial portfolio of retail members. While leveraging a mutual fund license, the FSR 2 identifies lending, investment, and wealth management opportunities to build full financial relationships with members.
The Financial Services Representative 2 actively participates in branch campaigns and promotions and champions the organization's sales culture. Leveraging their expertise, they maintain an image of financial institution of choice by establishing member and non-member relationships and business contacts.
They must excel at working towards a standard of excellence and striving towards reaching and exceeding goals as a self-starter and also in support of their team.
Preferred candidates will possess the following qualifications:
- Post-secondary education in Accounting, Finance, Commerce, Business Administration or high school diploma and equivalent banking or sales experience.
- Minimum of 3-6 years of progressive experience in sales/service and managing a diverse portfolio in a retail banking environment.
- A commitment to continuous learning within the scope of the duties to keep pace with changes relative to the job function, including, but not limited to, technology, processes, policies and product knowledge.
- Existing Mutual Fund License or must complete license requirements within 6 months of start of role.
Employee Perks & Benefits:
- Comprehensive benefit package
- Do Some Good Employee Volunteer Program
- Employee Win/Win Program to support local charities
- Staff rates on a variety of products & services
- Pension plan
- Professional development
Starting Wage: $27.74
Deadline for Applications: July 10, 2026
We thank all applicants – however only those selected for an interview will be contacted.
Northern Credit Union is an equal opportunity employer and committed to providing an accessible recruitment process for all candidates. We welcome and encourage applications from people with disabilities. Accommodation is available on request for candidates taking part in all aspects of the selection process. If you require accommodations at any stage of the application or interview process, please contact the Human Resources Department.