Senior Financial Advisor

5 hours ago

Salmon Arm BC, Canada SASCU Credit Union Full time $65,200 - $81,500
About the Role

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.

Key Responsibilities
  • Advise members on a 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, and credit cards.
  • Service and manage an assigned portfolio of estate accounts, identifying opportunities to grow the business and connect members with colleagues.
  • Take a lead role in promoting the membership base and contributing to the community through various activities.
Requirements
  • 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.
What We Offer
  • 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.
About SASCU Credit Union

SASCU Credit Union is a successful and growing organization 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.

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