Senior Advisor

Force Inspection Services; Area C (Blind Bay/Sorrento); On-site; CAD 70,000 - 110,000; Full time

Benefits offered by this job

Competitive base salary

Incentive pay

Pension plan

Benefits package including extended健康

Health & dental

Travel insurance

Life insurance

Employee & Family Assistance Program

Flexible spending account

Flexible work arrangements

Paid time off

Career growth support

Training assistance

Banking fee waivers

Mortgage rate reductions

Job summary

SASCU in Canada seeks a Senior Advisor to partner with members, understand financial goals, and deliver personalized advice across deposits, investments, and everyday banking. You will manage an assigned portfolio, deepen relationships, and coordinate with SASCU specialists to meet full financial needs while supporting branch goals.

This role emphasizes lending product guidance, mortgage and loan services, and community engagement through education and events.

Qualifications

• 2 years post-secondary education or equivalent.
• 4–5 years of progressive financial services experience including cash handling, investments and lending.
• CUIC 185: Credit Union Products & Services.
• CUIC 240: Fundamentals of Financial Planning.
• CUIC 210: Consumer and Residential Mortgage Lending.
• Mutual Funds representative registration within 6 months of start ( enrolment in CIFC/IFSE if not registered ).
• Access to reliable transportation and ability to attend SASCU branches.

Responsibilities

• Adviser to members on deposits and investments for an assigned portfolio.
• Provide lending guidance for mortgages, personal loans, lines of credit and cards.
• Interview loan applicants, analyze finances, and authorize within limits.
• Deepen relationships through regular reviews and proactive outreach.
• Collaborate with SASCU specialists to meet full financial needs.
• Service and manage estate accounts within the portfolio.
• Lead knowledge sharing and peer coaching within the team.
• Assist with branch manager duties when required.
• Represent SASCU in the community through education and events.

Skills

Client advisory

Relationship management

Financial planning

Education

2 years post-secondary education

CUIC 185: Credit Union Products & Services

CUIC 240: Fundamentals of Financial Planning

CUIC 210: Mortgage Lending

Mutual Funds representative registration / CIFCIFSE path

Reliable transportation

Job description

• Employee Type Hourly Full Time
• Required Degree 2 Year Degree
• Manage Others No

Description

As a Senior Advisor, you will partner with members to understand their financial goals and deliver personalized advice and solutions that support their financial well-being. Responsible for an assigned portfolio, the role deepens member relationships through proactive engagement, identifies opportunities to meet both short- and long-term needs, and provides expertise across complex lending, investments, mutual funds, and everyday banking services. The Senior Advisor contributes to team success by achieving SASCU's sales and service objectives while delivering an exceptional member experience.

What you'll do (key responsibilities):

• Partner with members at all stages of their life, providing advice on a full range of deposit and investment products (including new personal and business accounts, cards, term deposits, registered products, and mutual funds), and associated services for an assigned portfolio.
• Partner with members at all stages of their life, providing advice on personal and small business lending products and services (including mortgages, personal loans, lines of credit, MasterCard application and associated insurance products).
• Interview loan applicants, analyzes financial information, assess credit relating to loan requests and grants loans within approved lending limits, make recommendations to Centralized Credit.
• Deepen relationships with an assigned portfolio of members through regular review, identification of opportunities, and personalized contact.
• Identify and pursue opportunities within the assigned portfolio and through internal referrals, deepening member relationships and connecting members with the appropriate SASCU specialists to ensure their full cycle financial needs are met.
• Service and manage estate accounts within an assigned portfolio.
• Undertake assigned administrative duties including regular and ad hoc reporting, audits and preparing routine correspondence.
• Contribute and collaborate with others to ensure the collective success of the branch team; take a lead role in providing support through sharing of knowledge and peer-to-peer coaching.
• Perform duties of other positions within the branch team, up to and including duties of the branch manager, as required.
• Build team capability and continuity by training, mentoring, and supporting new employees in the responsibilities and expectations of the role.
• Champion the SASCU Member Experience by leading through example and contributing to a positive, welcoming environment where every member feels valued, understood and supported.
• Represent SASCU within the community by delivering financial education presentations, participating in community events, and building relationships that support member and business growth.
  

What you'll bring (qualifications):

• 2 years of post-secondary education or equivalent.
• 4 – 5 years of progressive financial services experience including cash handling, investments, and lending services.
• CUIC 185: Credit Union Products & Services.
• CUIC 240: Fundamentals of Financial Planning.
• CUIC 210: Consumer and Residential Mortgage Lending.
• Registered as a Mutual Funds representative or if not registered, registered as a Mutual Funds representative within 6 months of commencement of the position:
  o Enrolled in an applicable course (such as CIFC from the IFSE Institute (preferred) or IFC from the Canadian Securities Institute) upon, or prior to, commencement of the position.
  
• Access to reliable transportation and the ability to attend any SASCU branch.

We invest in our employees by offering (rewards and benefits):

• A competitive base salary plus performance-based incentive pay, and a pension plan with SASCU matching all funds.
• Comprehensive group benefits coverage including extended health and dental care, travel insurance, and life insurance, and an Employee and Family Assistance Program.
• Flexible spending account for additional health and personal wellness activities and expenses.
• Flexible work arrangements and paid time off including vacation, medical/care time, personal days, and paid community volunteering.
• Opportunities for career growth, financial assistance for training and development, and rewards and recognition.
• Additional benefits including waived or reduced banking fees and reduced rates on personal loans and mortgages.