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Senior Financial Advisor

2 months ago

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

We are seeking a highly skilled and experienced Senior Financial Advisor to join our team at SASCU Credit Union. As a Senior Financial Advisor, you will play a key role in providing expert financial advice and guidance 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 accounts.
  • Identify and pursue opportunities to grow our membership base and increase revenue.
  • Develop and maintain strong relationships with members, colleagues, and other stakeholders.
  • Stay up-to-date with industry trends and developments, and apply this knowledge to provide innovative solutions to members.
Requirements
  • 2 years of post-secondary education or equivalent.
  • 4-6 years of progressive financial services experience with demonstrated sales skills.
  • Registration as a mutual funds representative, or enrollment in an applicable course upon commencement and registered 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.
About SASCU Credit Union

SASCU Credit Union is a leading financial institution in the Shuswap region, offering a broad range of personal and business financial services. We are committed to providing exceptional service and support to our members, and we are seeking a talented and experienced Senior Financial Advisor to join our team.