Financial Services Advisor: Grow Members' Wealth & Trust

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

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.