Senior Advisor

Force Inspection Services; Salmon Arm; On-site; CAD 69,000 - 86,000; Full time

Benefits offered by this job

Competitive base salary with incentive

Pension plan with SASCU matching

Comprehensive benefits (health, dental

Travel insurance

Life insurance

Flexible spending account

Flexible work arrangements and PTO

Career growth and training support

Reduced banking fees and loan/mortgage

Job summary

SASC U is seeking a Senior Advisor in Salmon Arm, BC to partner with members, guiding deposits, investments, and lending decisions. You will deepen relationships through proactive engagement while meeting sales and service objectives.

The role requires 4–5 years in financial services, relevant CUIC certifications, and valid transportation to branches. Includes competitive salary and strong benefits, with opportunities for growth.

Qualifications

• Two-year degree or equivalent.
• CUIC 185: Credit Union Products & Services completed.
• CUIC 240: Fundamentals of Financial Planning completed.
• CUIC 210: Consumer and Residential Mortgage Lending completed.
• Mutual Funds representative certification or enrollment within 6 months of start.
• Must have reliable transportation to attend branches.

Responsibilities

• Provide comprehensive financial guidance on deposits, investments, mortgages and lending products for an assigned member portfolio.
• Assist members with personal and small business lending products and services including mortgages.
• Interview loan applicants, assess financials, and recommend lending within approved limits.
• Build relationships through regular reviews and proactive outreach.
• Represent SASCU in the community and deliver financial education.

Education

Two-year degree

CUIC 185: Credit Union Products & Services

CUIC 240: Fundamentals of Financial Planning

CUIC 210: Consumer and Residential Mortgage Lending

Mutual Funds Representative Certification or Enrollment

Access to reliable transportation

Job description

• Location 1120 25 St NE,Salmon Arm, BC, V1E 4N9,Canada
• Base Pay $68,834.81 - $86,043.56 / Year
• Employee Type Hourly Full Time
• Required Degree 2 Year Degree
• Manage Others No

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.

Additional Information

• Is this position permanent or temporary? Temporary
• Shift Monday to Friday OR Tuesday to Saturday