About this role
Member Solutions Advisor - Milton Branch at Tandia Financial Credit Union. Location: Milton, Ontario, Canada. Role: Identify opportunities to promote products, Interview members to promote loans and deposits, Refer financial planning needs to Wealth Management Requirements: Full-time role requiring high school diploma plus 4-6 years related experience, or some college with 2-3 years related experience; CUIC mortgage lending and personal financial planning courses; prior credit underwriting experience. Category: Finance and Accounting Seniority: Mid Level Certifications: cuic – consumer and residential mortgage lending, cuic – fundamentals of personal financial planning Commitment: Full Time Workplace: Onsite Languages: English