Financial Advisor - Sicamous, Canada - SASCU Credit Union

SASCU Credit Union

Verified Company

Sicamous, Canada

3 weeks ago

Posted by:

Sophia Lee

beBee Recruiter

Description

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.

Opportunities exist in Sicamous and Salmon Arm, BC.

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) for an assigned portfolio.
Advise members on personal and small business lending products and services (including mortgages, personal loans, lines of credit, and associated insurance products).
Interview loan applicants, analyze their finances, and make recommendations.
Service and manage estate accounts within an assigned portfolio.
Take personal responsibility for delivery of the SASCU Member Experience and contribute to the team creation of a warm and welcoming environment.

What you'll bring:

One year of postsecondary education or equivalent.
At least 24 years 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 selfdevelopment

We invest in our employees by offering:

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, a flexible "Floater Day", 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 position is full-time, working five days a 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:

Job Types:
Full-time, Permanent

Benefits: