Financial Service Advisor

Theuniversityunion; Gibsons; On-site; CAD 58,000 - 68,000; Full time

Job summary

Sunshine Coast Financial in Gibsons, BC, is seeking a Financial Services Advisor to help members achieve their financial goals. You will promote deposits, investments and credit products, provide sound advice, and build lasting relationships through excellent service.

Reporting to branch leadership, you’ll pursue new business, expand membership, and collaborate with the community while applying strong advisory, sales and communication skills.

Qualifications

• Post-secondary education in a related field.
• Financial industry experience is preferred.
• Strong communication, time management and prioritization skills.

Responsibilities

• Promote and sell deposits, investments and credit products.
• Solicit new business and grow membership through advisory services.
• Build community contacts and foster long-term relationships.

Skills

Business development

Advisory services

Communication

Time management

Prioritization

Self-motivation

Sales skills

Relationship building

Education

2 Year Degree

Job description

• Location 985 Gibsons Way,Gibsons, BC, V0N 1V8,Canada
• Base Pay $58,351.00 - $68,648.00 / Year
• Employee Type Full Time
• Required Degree 2 Year Degree
• Manage Others No

What You’ll Do

Reporting to branch leadership, the Financial Services Advisor (FSA) enriches member lives by offering sound advice, providing financial solutions and building long term relationships. This 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. This position requires an individual with strong business development and advisory services skills. The FSA will be self motivated, have superior communication, time management, and prioritizing skills.

Requirements

What Does the Ideal Candidate Bring?

In addition to formal post-secondary education and financial industry experience, we are looking for an individual who would like to continue their Advisory Services career. Someone who 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.

Summary

About Sunshine Coast Financial

For over 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, service 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.