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Financial Services Advisor
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Salmon Arm, Canada SASCU Credit Union Full timeAbout the RoleThis is a fantastic opportunity to join a dynamic and growing team at SASCU Credit Union as a Financial Services Advisor. As a key member of our Contact Centre team, you will play a vital role in providing exceptional customer service and financial guidance to our members.Key ResponsibilitiesAdvise members on a wide range of financial products...
Senior Financial Services Professional
2 months ago
We are seeking a highly skilled and experienced Senior Financial Services Professional to join our team at SASCU Credit Union. As a Senior Financial Advisor, you will play a key role in providing expert financial guidance and advice to our members, helping them achieve their financial goals and objectives.
Key Responsibilities- Provide personalized financial advice and guidance to members on a range of financial products and services, including deposit and investment products, personal and small business lending products, and estate accounts.
- Build and maintain strong relationships with members, understanding their financial needs and providing tailored solutions to meet those needs.
- Identify and pursue opportunities to grow our membership base and increase revenue, while ensuring a positive impact on the community.
- Take a lead role in promoting our financial services and products, and contribute to the development of our business strategy.
- Two years of post-secondary education or equivalent.
- 4-6 years of progressive experience in financial services, with a proven track record of sales success.
- Registration as a mutual funds representative, or enrollment in an applicable course upon commencement and registered within 6 months.
- A competitive base salary ($65,200 - $81,500 annually) 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.
SASCU Credit Union is a leading financial institution in the Shuswap region, committed to providing exceptional financial services and products to our members. We are a values-driven organization, dedicated to fostering a positive and inclusive work environment that supports the well-being of our employees and the communities we serve.
Why Join Our Team?As a Senior Financial Services Professional at SASCU Credit Union, you will have the opportunity to work with a talented and dedicated team, and contribute to the growth and success of our organization. You will be part of a dynamic and supportive work environment, with opportunities for professional development and career advancement.