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financial advisor
Posted on May 09, 2024 by Employer details SASCU Credit Union
Job details
Create your future with SASCU Credit Union! We invite you to be part of a team where you can feel good about the work you do and the positive impact on the communities we serve in the Shuswap region. We believe in fostering a work environment that is the perfect blend of friendliness, support and professionalism, not to mention, fun! As an *Advisor* at SASCU, you will build deep relationships with members, first by seeking to understand what is important to them, and then by providing customized, advice-driven solutions that will guide them on their financial journey as it relates to their overall financial picture. *What you?ll do: * * Advise members on a full range of deposit and investment products and services (including new accounts, cards, term deposits, and registered products). * Advise members on personal and small business lending products and services (including mortgages, loans, lines of credit, credit cards, and associated insurance products). * Identify and pursue opportunities within an assigned portfolio and through referrals, connecting members to colleagues when appropriate to ensure the members? financial needs are fully met. * Service and manage an assigned portfolio of estate accounts. * Take a lead role in promotions and other activities to build the membership base and have a positive impact on the community. *What you?ll bring: * * One year of post-secondary education or equivalent. * At least 2-4 years of financial services experience with demonstrated sales skills. * A solid understanding of financial services policies and procedures, and branch and specialist roles, is an asset. *You?re perfect for this role if you:* * Have demonstrated sales skills ? promoting and selling financial products and services * Have strong organizational and time management skills * Are an excellent communicator with strong interpersonal skills * Possess a high level of ownership, accountability, and initiative * Are committed to continuous learning and self-development *We invest in our employees by offering:* * A competitive base salary ($52,000 - $62,000 per year) 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, paid 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. This is a full-time position working 5 days per week within the operating hours of the branch. It is an excellent opportunity for a community-minded individual to further their career within a successful and growing organization. If this sounds like you, let us know! *Our Commitment to Diversity and Inclusion:* SASCU is an equal opportunity employer committed to supporting Diversity and Inclusion. We recruit and select applicants for employment solely based on their qualifications, with emphasis on selecting the best-qualified person for the job. We support an inclusive environment where employees feel empowered to share their experiences, ideas, and perspectives. *A bit about SASCU:* SASCU Financial Group offers a broad range of personal and business financial services through SASCU Credit Union and its three lines of business: SASCU Insurance, SASCU Wealth, and Commercial banking. SASCU Credit Union branches are in Sicamous and Sorrento, plus two in Salmon Arm. Established in 1946, SASCU has more than 20,000 members, 165 staff, and $1 billion in assets. Learn more at www.sascu.com _The successful candidate will be required to meet- LocationSalmon Arm, BC
- Salary$52,800 to $62,100YEAR annually
- Terms of employment Permanent employmentFull time
- Start date Starts as soon as possible
- vacancies 1 vacancy
- Source indeed.com #9272810095
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