Financial Service Advisor

Sunshine Coast Financial; Gibsons; On-site; CAD 45,000 - 65,000; Full time

Job summary

Sunshine Coast Financial is seeking a Financial Services Advisor to promote and sell deposit, investment and credit products while delivering sound financial guidance to members on the Sunshine Coast region in British Columbia. You will actively seek new business and nurture member relationships through exceptional service.

The ideal candidate combines post-secondary education in finance with strong advisory skills, excellent communication, and a proactive, self-motivated approach to grow our

Qualifications

• 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.
• Superior communication, time management, prioritizing skills and self-motivation to grow membership.
• Ability to solve problems, make decisions, build relationships and demonstrate strong sales and communication skills.

Responsibilities

• Promote and sell deposits, investments and credit products and services offered by Sunshine Coast Financial.
• Solicit new business and build the member base through sound financial advice and excellent service.
• Develop and maintain community contacts to support growth and development of the credit union.

Skills

Financial advice

Relationship building

Sales skills

Communication

Time management

Prioritizing

Problem solving

Decision making

Education

Post-secondary education

Tools

CRM software

Job description

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.

Brief Description

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.