As a Financial Advisor, you will seek to understand what is important to each member and partner with them on their individual financial journey. Servicing an assigned portfolio, this position is responsible for deepening member relationships and uncovering members’ short- and long-term goals; tailored solutions may include loans, investments, or day-to-day products and services. The Advisor contributes to the team to achieve SASCU’s sales and advice objectives and consistently delivers the SASCU Member Experience.
What you’ll do:
- Advise members on a full range of deposit and investment products and services (including new personal and business accounts, cards, term deposits, and registered products).
- Advise members on personal and small business lending products and services (including mortgages, personal loans, lines of credit, credit cards, and associated insurance products).
- Interview loan applicants, analyze financial information, assesses credit relating to loan requests, and make recommendations to the Credit department.
- Deepen member relationships through regular review, identification of opportunities, and personalized contact within an assigned portfolio. Manage a pipeline of opportunities with dedicated contact strategy.
- Service and manage estate accounts within an assigned portfolio.
What you’ll bring:
- One year of post-secondary education or equivalent.
- 2-3 years of financial services experience with demonstrated sales skills.
- A solid understanding of financial services policies and procedures, and branch and specialist roles, is an asset.
- A high level of ownership, accountability, and initiative.
- A commitment to continuous learning and self-development.
We invest in our employees by offering:
- A competitive base salary ($56,000 - $70,000 per year) plus performance-based incentive pay, and a pension plan with SASCU matching all funds.
- Comprehensive group benefits coverage including extended health and dental care, travel insurance, and life insurance, and an Employee and Family Assistance Program.
- Flexible spending account for additional health and personal wellness activities and expenses.
- Flexible work arrangements and paid time off including vacation, medical/care time, paid personal days, and paid community volunteering.
- Opportunities for career growth, financial assistance for training and development, and rewards and recognition.
- Additional benefits including waived or reduced banking fees and reduced rates on personal loans and mortgages.
This is a full-time, Monday-to-Friday position. It is an excellent opportunity for a community-minded individual to further their career within a successful and growing organization. If this sounds like you, apply now!
Our Commitment to Diversity and Inclusion:
SASCU is an equal opportunity employer committed to supporting Diversity and Inclusion. We recruit and select applicants for employment solely based on their qualifications, with emphasis on selecting the best-qualified person for the job. We support an inclusive environment where employees feel empowered to share their experiences, ideas, and perspectives.
A bit about SASCU:
SASCU Financial Group offers a broad range of personal and business financial services through SASCU Credit Union and its three lines of business: SASCU Insurance, SASCU Wealth, and Commercial banking. SASCU Credit Union branches are in Sicamous and Sorrento, plus two in Salmon Arm. Established in 1946, SASCU has more than 20,000 members, 165 staff, and $1 billion in assets. Learn more at www.sascu.com
The successful candidate will be required to meet fidelity bonding requirements, including completion of references, a criminal record check, and credit check.
Job Types: Full-time, Permanent
Pay: $56,000.00-$70,000.00 per year
Benefits:
- Company events
- Company pension
- Dental care
- Disability insurance
- Employee assistance program
- Extended health care
- Life insurance
- On-site parking
- Paid time off
- Store discount
- Tuition reimbursement
- Vision care
- Wellness program
Ability to commute/relocate:
- Salmon Arm, BC: reliably commute or plan to relocate before starting work (required)
Education:
- Secondary School (preferred)
Experience:
- Financial service: 2 years (preferred)
Work Location: In person
