Financial Service Advisor

Sunshine Coast Financial; Sechelt; On-site; CAD 50,000 - 70,000; Full time

Job summary

Sunshine Coast Financial in British Columbia seeks a Financial Services Advisor to enrich member lives through sound guidance and tailored solutions. You will promote and sell deposit, investment and credit products while building long-term relationships with members and communities.

You will leverage post-secondary education and financial industry experience to deliver advisory services, pursue new business, and help grow the credit union across coastal communities with exceptional service.

Qualifications

• Post-secondary education and financial industry experience.
• Excellent sales and communication skills.
• Strong problem solving, decision making, and relationship-building.

Responsibilities

• Promote and sell deposit, investment and credit products and services.
• Solicit new business and grow the membership through advisory services and exceptional service.
• Establish and maintain community contacts to support growth and development.
• Provide sound financial advice and build long-term member relationships.

Skills

Communication

Time management

Prioritization

Self-motivation

Education

Post-secondary education in finance

Job description

Brief 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.

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.