Financial Advisor

SASCU; Area C (Blind Bay/Sorrento); On-site; CAD 56,000 - 70,000; Full time

Benefits offered by this job

Base salary plus performance-based incentives

Pension plan with matching funds

Comprehensive health and dental coverage

Flexible spending account

Paid time off including vacation and community volunteering

Career growth opportunities

Job summary

A leading financial services provider in British Columbia is seeking a Full-time Financial Advisor. You'll advise members on a range of financial products including investments, loans, and estate accounts. The role requires 2-3 years of experience in financial services, strong sales and communication skills, and commitment to continuous learning. A competitive salary, comprehensive benefits, and opportunities for career growth are included. The position is based in Sorrento but may require branch reassignment.

Qualifications

• 2 – 3 years of financial services experience.
• Demonstrated sales skills.
• High level of ownership and accountability.

Responsibilities

• Advise members on various deposit and investment products.
• Manage loans and analyze financial information.
• Deepen member relationships through personalized contact.

Skills

Sales skills

Organizational skills

Communication skills

Interpersonal skills

Initiative

Time management skills

Commitment to continuous learning

Education

CUIC 185, 210, and 240 courses

Job description

Overview

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, the Advisor is responsible for deepening member relationships and uncovering members’ short- and long-term goals; tailored solutions may include loans, investments, or 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

• 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.

What you’ll bring

• 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

• A competitive base salary ($56,000 – $70,000 per year) 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.

This is a full-time, position requiring flexibility within the Tuesday-to-Saturday operations of the branch. This position will be located at the Sorrento branch, may be reassigned to another SASCU branch within the year based on business needs. It is an excellent opportunity for a community-minded individual to further their career within a successful and growing organization. If this sounds like you, let us know!

Our Commitment to Diversity and Inclusion

SASCU is an equal opportunity employer committed to supporting Diversity and Inclusion. We recruit and select applicants for employment based solely on their qualifications, training, and experience as they relate to the position, 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.

A bit about SASCU

SASCU Financial Group offers a broad range of personal and business financial services through SASCU Credit Union and its three lines of business: SASCU Insurance, SASCU Wealth, and Commercial banking. SASCU Credit Union branches are in Sicamous and Sorrento, plus two in Salmon Arm. Established in 1946, SASCU has more than 20,000 members, 165 staff, and $1 billion in assets. Learn more at www.sascu.com

The successful candidate will be required to meet fidelity bonding requirements, including completion of references, a criminal record check, and credit check.