Financial Advisor

Sunshine Coast Financial; Sechelt; On-site; CAD 60,000 - 90,000; Full time

Benefits offered by this job

Competitive wage

Career progression

Learning & development

Community impact

Job summary

Sunshine Coast Financial in British Columbia is seeking a Financial Services Advisor to promote and sell deposit, investment and credit products. You will actively solicit new business and build the membership through sound financial advice and exceptional service, while strengthening community relationships.

The ideal candidate has 2–5 years in the financial industry, including at least 1 year in lending, plus two years post-secondary education in a general business program.

Qualifications

• Two years post-secondary education in general business.
• Two to five years’ experience in the financial industry, including a minimum of one-year experience in lending.

Responsibilities

• Promote and sell deposit, investment and credit products and services.
• Solicit new business and build membership through sound financial advice and exceptional service.
• Develop and maintain community contacts to grow the credit union.

Skills

Communication

Time management

Prioritization

Education

Post-secondary business education

Job description

We have an exciting opportunity for someone to work closely with our membership and branch team, by offering exceptional business development and advisory service skills through your ability to offer sound advice, provide financial solutions and build long-term relationships.

We offer a highly competitive wage, career progression, ongoing learning and development, and an impact on our local communities.Join us on the beautiful Sunshine Coast and get the best of both worlds – a relaxing lifestyle filled with recreational activities including boating, hiking, and much more, while only a short 40-minute ferry trip from Vancouver.

What You’ll Do

The Financial Services Advisor (FSA) position is responsible for the promotion and sale of deposit, investment and credit products and services offered by the credit union. This position actively solicits new business and builds the membership through sound financial advice and exceptional service as well as is responsible for initiating action to improve growth and development of the credit union by pursuing new business and establishing and maintaining community contacts.You will share your motivation, superior communication, time management and prioritizing skills and build relationships with the communities which we serve.

What Does the Ideal Candidate Bring?

Qualifications for the role include two years post-secondary formal education in a general business program plus two to five years’ experience in the financial industry, including a minimum of one-year experience in lending; an equivalent combination of education and experience may be considered.We are looking for an individual who would like to continue their advisory services career. The ideal candidate has superior communication, time management, prioritizing skills and is self-motivated to build and grow the membership of the credit union. The successful incumbent will be adept at problem solving, decision making, establishing strong working relationships, and demonstrating excellent sales and communication skills.

About Sunshine Coast Financial (SCF)

For 85 years, Sunshine Coast Financial and their members have been helping build a healthy, strong, vibrant Coast community. We are a full-service financial institution with assets exceeding $850 million, serving 17,600 plus members in three growing coastal communities in British Columbia. Sunshine Coast Financial is committed to enriching the financial well-being of our members and our community.