Advisor

SASCU; Salmon Arm; On-site; CAD 55,000 - 75,000; Full time

Benefits offered by this job

Competitive salary

Incentive pay

Pension matching

Health & dental

Travel insurance

Life insurance

Employee Assistance Program

Flexible spending

Flexible work

Paid time off

Career growth

Training support

Banking fee waivers

Mortgage rate reductions

Job summary

SASCU in Canada is seeking a Financial Advisor to understand what matters to members and guide them on their financial journey. You’ll service an assigned portfolio, deepen relationships, and offer tailored solutions including loans, investments, and daily banking products.

You will contribute to the team’s sales and advice objectives and deliver the SASCU Member Experience, taking initiative and delivering a warm, helpful service experience for our members.

Qualifications

• One year of post-secondary education or equivalent.
• 2 - 3 years of financial services experience.
• Completion of CUIC 185, 210, and 240 within 18 months of attaining position.
• Demonstrated sales skills.
• Strong organizational and time management skills.
• Excellent communication and interpersonal skills.
• High level of ownership, accountability, and initiative.
• Commitment to continuous learning and self-development.

Responsibilities

• Advise members on a full range of deposit and investment products and services.
• Advise members on personal and small business lending products and services.
• Interview loan applicants, analyze financial information, and make recommendations.
• Deepen member relationships through regular review and personalized contact.
• Service and manage estate accounts within an assigned portfolio.
• Undertake administrative duties including reporting, audits, and correspondence.
• Perform front line duties as required.
• Contribute to SASCU member experience and team environment.

Skills

Sales skills

Communication skills

Interpersonal skills

Organizational skills

Time management

Ownership & initiative

Continuous learning

Education

Post-secondary education

CUIC 185/210/240

Job description

Brief Description

As a Financial Advisor, you will seek to understand what is important to each member and partner with them on their individual financial journey. Servicing an assigned portfolio, this position is responsible for deepening member relationships, uncovering members’ short- and long-term goals, and offering tailored solutions including loans, investments, and day-to-day products and services. The Advisor contributes to the team to achieve SASCU’s sales and advice objectives and consistently delivers the SASCU Member Experience.

Brief Description

As a Financial Advisor, you will seek to understand what is important to each member and partner with them on their individual financial journey. Servicing an assigned portfolio, this position is responsible for deepening member relationships, uncovering members’ short- and long-term goals, and offering tailored solutions including loans, investments, and day-to-day products and services. The Advisor contributes to the team to achieve SASCU’s sales and advice objectives and consistently delivers the SASCU Member Experience.

What You’ll Do (key Responsibilities)

• Advise members on a full range of deposit and investment products and services (including new personal and business accounts, cards, term deposits, and registered products).


• Advise members on personal and small business lending products and services (including mortgages, personal loans, lines of credit, credit cards, and associated insurance products).


• Interview loan applicants, analyze financial information, assesses credit relating to loan requests, and make recommendations to the Credit department.


• Deepen member relationships through regular review, identification of opportunities, and personalized contact within an assigned portfolio. Manage a pipeline of opportunities with dedicated contact strategy.


• Service and manage estate accounts within an assigned portfolio.


• Undertake assigned administrative duties including regular and ad hoc reporting, audits, and preparing routine correspondence.


• Perform front line duties as required.


• Take personal responsibility for delivery of the SASCU Member Experience and contributes to the team creation of a warm and welcoming environment.

What You’ll Bring (qualifications)

• One year of post-secondary education or equivalent.


• 2 - 3 years of financial services experience.


• Completion of CUIC 185, 210, and 240 (university level courses) within 18 months of attaining position.


• Demonstrated sales skills.


• Strong organizational and time management skills.


• Excellent communication and interpersonal skills.


• High level of ownership, accountability, and initiative.


• Commitment to continuous learning and self-development.

We invest in our employees by offering (rewards and benefits):

• A competitive base salary 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, 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.