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Senior Financial Services Professional

2 months ago

Salmon Arm, Canada SASCU Credit Union Full time
About the Role

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, including deposit and investment products, personal and small business lending, and estate account management.
  • Identify and pursue opportunities to grow our membership base and increase revenue through referrals and cross-selling.
  • Develop and maintain strong relationships with members, colleagues, and other stakeholders to ensure seamless delivery of financial services.
  • Stay up-to-date with industry trends, products, and services to provide expert advice and guidance to members.
  • Collaborate with colleagues to achieve business objectives and contribute to a positive and inclusive work environment.
Requirements
  • 2 years of post-secondary education or equivalent.
  • 4-6 years of progressive experience in financial services, with a proven track record of sales and customer service skills.
  • Registration as a mutual funds representative or enrollment in an applicable course upon commencement and registration within 6 months.
What We Offer
  • 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.
  • Additional benefits, including waived or reduced banking fees and reduced rates on personal loans and mortgages.
About SASCU Credit Union

SASCU Credit Union is a leading financial institution in the Shuswap region, committed to providing exceptional financial services and support to our members. We value diversity, inclusion, and community involvement, and are dedicated to creating a positive and inclusive work environment.

We are an equal opportunity employer, committed to selecting the best-qualified candidate for the role. If you are a motivated and experienced financial services professional looking for a new challenge, we encourage you to apply for this exciting opportunity.