Financial Advisors & Senior Financial Advisors
Job No:
154448
Location:
Salmon Arm, BC
- Make a difference in the community and be part of a professional and fun work environment!
- Receive a highly competitive salary, plus a range of great benefits!
- Join an organization with a supportive team culture within a tight-knit community in Salmon Arm!
About SASCU
SASCU Credit Union has been a provider of financial products and services for over 75 years. We constantly strive to be a part of the fabric of the Shuswap, by serving individuals, businesses, and the community as a whole.
We are owned by our 19,000+ members, who are also our customers. With assets of over $1 billion under administration, we’re among the top-rated credit unions in all of Canada. We are proud to contribute to the economic, environmental, and social development of our region. We care about what happens in the Shuswap because it's not just where we work, it's where we live.
SASCU is an employer who can help you progress in your financial career, right here in Salmon Arm. Our team is focused on a continuous improvement culture which helps us achieve our financial and growth goals, and develop our people, all while making a positive contribution to the communities we serve.
To learn more about us, please visit our website by clicking here.
About the Opportunity
We currently have an exciting opportunity for Financial Advisors and Senior Financial Advisors to join our team on a full-time basis at our Salmon Arm branches.
The Advisor/Senior Advisor will show aptitude as a trusted guide by analyzing and recognizing individual member needs and providing customized solutions through products and services that best meets those needs. In addition, they will provide appropriate financial advice, and develop and maintain relationships with external and internal members.
Some of your responsibilities as a Financial Advisor include, but are not limited to:
- Creating relationships with members to understand their needs, and delivering personalized financial solutions
- Providing advice on a full range of deposit and investment products, as well as personal and small business lending products and services
- Interviewing loan applicants, analyzing financial information, and assessing credit
- Taking a lead role in activities that build the membership base or have a positive impact on the community
- Acknowledging and addressing member concerns and taking appropriate action to resolve them
- Providing proactive, individualized financial advice, and achieving set portfolio targets
- Fostering long-term relationships with follow-ups and referrals in order to support members on their financial journey
- Collaborating with others to ensure collective success
As a Senior Financial Advisor, your responsibilities will also include:
- Taking a lead role in mentoring and coaching team members
- Completing and processing mutual fund investments and complex lending files
More About You
To qualify for this role, you will have prior experience in retail banking, in both lending and deposits. A combination of education and experience will also be considered.
As our ideal candidate, you will have a passion for delivering exceptional service and a strong sales record with an aptitude for relationship building. You are a resourceful, superior communicator, and a natural problem solver. You are able to gain the confidence and trust of others through thoughtful, clear, and open communication, with integrity and a thorough understanding of the culture of the organization and the financial products we offer.
Furthermore, you are flexible and adaptable, with a passion for learning and continuous improvement. You will positively contribute to the success of your team and the organization. Most importantly, you have a genuine desire to make a positive impact in your community!
Financial Advisors will require the following qualifications:
- One year of post-secondary education or equivalent
- 2-4 years of financial experience
- Demonstrated sales experience
- Adept with technology, and the ability to learn new systems
Senior Financial Advisors will require the following qualifications:
- Two years of post-secondary education or equivalent
- 4-6 years progressive financial experience
- Mutual funds license, or ability to register as a mutual funds representative within 3 months of attaining position
- Demonstrated sales experience and leadership ability
- Adept with technology, and the ability to learn new systems
About the Benefits
As a valued member of our independent financial institution, you will be awarded a highly competitive salary of $49.6K-$58.3K as an Advisor, or $55.6K-$69.5K as a Senior Advisor (negotiable based on experience). SASCU’s comprehensive total rewards program includes a competitive base salary and variable pay program, plus group health benefits, retirement savings, paid time off, professional development and training, work-life effectiveness, and employee recognition.
Other Employee Benefits:
- Reduced banking fees and staff pricing on personal loans and mortgages
- Payment of annual fees, memberships, and professional accreditation
- Health Spending Account
- Employee and Family Assistance Program
- Preferred partner rates on hotel bookings and self-directed investing
- Rewards and recognition, including an Annual Awards Night
- Community volunteering policy with paid volunteer time
If you’re a team player who shares our company values, then we would love to hear from you - Apply today!
Background Check Process
The successful candidate will be required to meet fidelity bonding requirements, including completion of references, a criminal record check, and credit check. Employment offers will be conditional on the candidate providing satisfactory proof of COVID-19 vaccination, subject only to valid legal or medical exceptions.
We thank all candidates for their interest; however, only those selected for an interview will be contacted.