Elevate member experiences as a Senior Financial Advisor with SASCU in Salmon Arm, BC. Engage with members, provide tailored financial advice, and support their financial goals throughout various stages of life.
In this temporary full-time role, you will manage an assigned portfolio to strengthen relationships with members. This position requires expertise in lending, investments, and everyday banking. You'll identify opportunities to meet both short and long-term financial needs while contributing to SASCU's sales and service objectives.
Key Responsibilities:
- Provide personalized advice on deposit and investment products
- Service personal and small business lending requests
- Analyze financial information for loan applications
- Conduct regular reviews and deepen member relationships
- Represent SASCU at community events and presentations
Requirements:
- 2 years of post-secondary education or equivalent
- 4-5 years in financial services with cash handling
- Knowledge of credit union products and services
- Mutual Funds representative registration within 6 months
- Reliable transportation to attend SASCU branches
Bring your financial expertise and interpersonal skills to foster growth at SASCU in Salmon Arm.
Senior Financial Advisor in Salmon Arm employer: Force Inspection Services
At General Bank of Canada, we pride ourselves on being a Great Place to Work, offering a vibrant and inclusive culture that prioritizes employee well-being and professional growth. Located in the heart of Edmonton, our beautiful office features an onsite gym and a stunning rooftop patio, fostering a collaborative environment where your contributions are valued. With generous benefits, flexible spending accounts, and opportunities for community involvement, we empower our employees to thrive both personally and professionally while making a meaningful impact in the communities we serve.
