MONEY ADVISOR - Various Locations

Gulf and Fraser Fishermen CU - Burnaby, BC (30+ days ago)

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Money Advisor

Lower Mainland – Various Locations

G&F Financial Group is looking for motivated individuals looking to grow a career in financial services to join us in the role of Money Advisor. This is a position that offers an abundance of growth and knowledge to launch your professional career in financial services and empower you to be your best. This is not just a job—it’s a career.

As a Money Advisor, you are the face of G&F Financial Group and central to the member experience. You have an entrepreneurial spirit, personal drive and initiative, and thrive on seeking out the best solutions for your customers with your knack for balancing sales and outstanding customer service.

What does a Money Advisor do?

Builds relationships with credit union members, including seeking out new members and opening new accounts, along with maintaining positive and productive relationships with existing members.
Provides full-cycle account services including processing general banking transactions, identifying and processing deposit, investment and lending needs and resolving account issues.
Proactively connects with members to identify needs as well as seek opportunities for additional and future business, and strengthen members’ banking relationships with G&F.
Collaborates with branches and other departments, and provides referrals to product specialists, to ensure a superior member experience and increase business across the credit union.
Builds and maintains a professional network within the branch and local community and represents G&F as a positive community partner.

What do you need to be a successful Money Advisor?

2-3 years’ experience in a sales and service-oriented role
Excellent customer service and strong relationship building abilities
Entrepreneurial and collaborative spirit
Self-initiative in driving your career and personal development
Degree or diploma in Business or Finance is an preferred; general understanding of retail banking principles is an asset
Valid BC Driver’s License and reliable access to a vehicle is highly preferred

This role may require travel to various branch locations on a regular basis.

Why work for G&F?

As well as working alongside a highly engaged and empowered group of professionals and an opportunity to build, grow and further your career, we offer a comprehensive compensation plan including a quarterly sales incentive bonus, group benefits, an unbeatable RRSP contribution program and a staff loan program with preferred interest rates. G&F also offers a unique culture of community involvement where you can contribute to causes that are important to you. You can feel great about working with us!

How to Apply:
Please submit your application online through We sincerely thank all applicants for their interest; however, only shortlisted candidates will be contacted for an interview.