Financial Service Advisor

Theuniversityunion; Sechelt; On-site; CAD 58,000 - 69,000; Full time

Job summary

Sunshine Coast Financial is seeking a Financial Services Advisor to enrich member lives by offering sound financial advice and building long-term relationships. This role focuses on promoting and selling deposit, investment, and credit products, whilst actively pursuing new business and community contacts on the Sunshine Coast of British Columbia.

The successful candidate will demonstrate strong advisory skills, self-motivation, and exceptional communication and prioritization abilities.

Qualifications

• Advisory services experience is required.
• Strong communication and time management skills are essential.
• Proven sales ability and capacity to grow membership within a community.

Responsibilities

• Provide sound financial advice and solutions to members.
• Promote deposit, investment and credit products and services.
• Solicit new business and expand the credit union’s membership through excellent service and community engagement.
• Build and maintain strong working relationships with members and community contacts.

Skills

Sales skills

Communication

Time management

Prioritization

Problem solving

Education

2 Year Degree

Job description

• Base Pay $58,351.00 - $68,648.00 / Year
• Employee Type Full Time
• Required Degree 2 Year Degree
• Manage Others No

Description

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.