Found Description
Financial Services Associate - Full Time - 6 Month Contract
Job Category: Retail
Requisition Number: FINAN
Posted: July 3, 2026 • Full-Time • On-site
Locations
Major Mac & McNaughton
Maple, ON L6A 4R9, CAN
Description
Financial Services Advisor responsibilities include understanding Member financial needs, providing advice and recommendations, managing portfolios, and meeting sales goals. They collaborate with Wealth, Small Business, and Mobile Mortgage Specialists to deliver member‑centric solutions. The advisor focuses on member experience, revenue generation, product promotion, and compliance.
What you’ll do
- Deliver exceptional member experience and provide investment advice.
- Approve or recommend credit products within approval limits.
- Open new member accounts and support virtual technology platforms.
- Engage in sales‑based activities to meet performance obje...
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