About this role
Member Solutions Advisor - Member ONE Virtual Branch at Tandia Financial. Location: Burlington, Ontario, Canada. Role: promoting products, upselling members, managing accounts Requirements: High school diploma or college with 1-6 years related experience; CUIC mortgage and financial planning course completion; credit underwriting experience; strong sales, financial analysis, interviewing and Microsoft applications skills. Category: Sales Seniority: Entry Level Tools: Microsoft applications Certifications: cuic consumer and residential mortgage lending, cuic fundamentals of personal financial planning Commitment: Full Time Workplace: Onsite Languages: English