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Senior Financial Advisor
2 months ago
We are seeking a highly skilled and motivated Senior Advisor to join our team at SASCU Credit Union. As a Senior Advisor, you will play a key role in providing exceptional service to our members, building strong relationships, and delivering customized financial solutions that meet their unique needs.
Key Responsibilities- Advise members on a wide range of deposit and investment products, including new accounts, mutual funds, and registered products.
- Provide personalized advice on personal and small business lending products and services, including mortgages, loans, lines of credit, and credit cards.
- Service and manage an assigned portfolio of estate accounts, identifying opportunities to grow the business and connect members with colleagues as needed.
- Take a lead role in promoting the membership base and contributing to the growth of the community.
- Two 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 registration within 6 months.
- A competitive base salary ($65,200 - $81,500 annually) plus performance-based incentive pay.
- A comprehensive pension plan with SASCU matching all funds.
- Comprehensive group benefits coverage, including extended health and dental care, travel insurance, and life insurance.
- 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 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.