Financial Advisor

5 months ago

Salmon Arm, Canada SASCU Credit Union Full time

Create your future with SASCU Credit Union We invite you to be part of a team where you can feel good about the work you do and the positive impact on the communities we serve in the Shuswap region. We believe in fostering a work environment that is the perfect blend of friendliness, support and professionalism, not to mention, fun

As an **Advisor** at SASCU, you will build deep relationships with members, first by seeking to understand what is important to them, and then by providing customized, advice-driven solutions that will guide them on their financial journey as it relates to their overall financial picture.

**What you’ll do**:

- Advise members on a full range of deposit and investment products and services (including new accounts, cards, term deposits, and registered products).
- Advise members on personal and small business lending products and services (including mortgages, loans, lines of credit, credit cards, and associated insurance products).
- Identify and pursue opportunities within an assigned portfolio and through referrals, connecting members to colleagues when appropriate to ensure the members’ financial needs are fully met.
- Service and manage an assigned portfolio of estate accounts.
- Take a lead role in promotions and other activities to build the membership base and have a positive impact on the community.

**What you’ll bring**:

- One year of post-secondary education or equivalent.
- At least 2-4 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.

**You’re perfect for this role if you**:

- Have demonstrated sales skills - promoting and selling financial products and services
- Have strong organizational and time management skills
- Are an excellent communicator with strong interpersonal skills
- Possess a high level of ownership, accountability, and initiative
- Are committed to continuous learning and self-development

**We invest in our employees by offering**:

- A competitive base salary ($52,000 - $62,000 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 position working 5 days per week within the operating hours of the branch. 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, let us know

**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**:
**Job Types**: Full-time, Permanent

Pay: $52,800.00-$62,100.00 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

Flexible Language Requirement:

- French not required

Schedule:

- Day shift
- Monday to Friday

Supplemental pay types:

- Bonus pay

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

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