Salmon Arm – Credit Union Careers

Training Assistant

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 the Training Assistant at SASCU, you will deliver entry-level training programs to attain organizational goals and foster a positive workplace. The Training Assistant works closely with the Talent Development Officer and Training Coordinator to ensure training initiatives are aligned with the objectives of the department and SASCU.

This is a part-time (18-37.5 hours per week), Monday – Friday position operating within an initial 12-month term. The successful candidate will work higher hours within the range during onboarding periods and lower hours during non-peak times. A high degree of flexibility is required for this role. Potential for term extension is possible.

What you’ll do:

Introduce new employees to the organization by assisting with the development, coordination, and facilitation of SASCU Orientation and Onboarding programs.
Facilitate entry-level training program as required, including consideration of learning styles and organizational competencies.
Use established training programs and tools to deliver training, make recommendations, and modify as required based on changing business needs.
Set up technical equipment and prepare physical spaces for training sessions as required.
Distribute to participants pre-course information, post-course evaluation questionnaires, and prepare and deliver Trainee Progress Reports upon completion of training.
May facilitate other SASCU training programs as required on a backup or personal development basis.

What you’ll bring:

Secondary school education, plus 1 year of formal adult education training is preferred.
At least two years of customer service experience within the financial services industry.
Strong proficiency utilizing various computer programs, including Microsoft Office and Customer Relationship Management (CRM) programs.

You’re perfect for this role if you:

Can adapt to and accommodate diverse learning styles.
Work well in a fast-paced team environment with changing priorities;
Are able to meet goals with minimal supervision and work independently;
Demonstrate commitment to ongoing learning and career development in the training and development profession.

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 is an excellent opportunity for a learning and development focused individual to further their career within a successful and growing organization. If this sounds like you, let us know! To apply, please email a cover letter and résumé to us at hr@sascu.com.

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 19,000 members, 150 staff, and $1 billion in assets. Learn more at www.sascu.com

The successful candidate will be required to meet fidelity bonding requirements, including completion of references, a criminal record check, and credit check.

Marketing Growth Specialist

This is a great opportunity to join a creative and well-established team of marketing professionals!

As SASCU’s Growth Specialist, you will carry out strategies to pursue growth for all SASCU business lines and the brand overall, including growth of members and clients. Providing strategic content creation, development, and execution in print and digital, you will be fundamental in introducing new campaigns promoting SASCU products and services to reach defined target audiences. You will advance the value of being part of SASCU.

What you’ll do:

Develop and execute content strategies to effectively reach desired target audiences and achieve marketing goals.
Liaise with team members and consultants on creative and design concepts to ideate and define content goals.
Engage staff in the delivery of campaigns and how the campaign ‘shows up’ in branch.
Research content and financial services trends to ensure content is relevant and appealing.
Create content for a variety of platforms, including SASCU’s websites and social media, to promote SASCU’s brand and the value of membership.
Create and manage online advertising.
Enhance SASCU’s position as a financial partner via social media, personalized outreach, and other digital channels.
Lead engagement and development of the Marketing Ambassador team to provide regular communication and face-to-face interaction with branch staff.

What you’ll bring:

Degree or diploma in Marketing, Digital Marketing, Communications, or a related field.
3-5 years’ experience in marketing, preferably in a financial services environment, or an equivalent combination of education and experience.
Experience using online platforms and tools to execute digital marketing strategies, grow social media channels, and track engagement.
Comprehensive knowledge of market/customer analysis principles, methodologies, tools, and techniques.
Working knowledge of project management fundamentals and proven ability to manage a variety of projects simultaneously through to completion.
Knowledge of product lines and business processes in the financial sector; front line experience providing financial services to customers is an asset.

You’re perfect for this role if you have:

Superior written and oral communication skills.
Advanced Microsoft Office (Excel, Word, PowerPoint) skills, and working knowledge of Google Ads and Analytics is preferred.
Attention to detail and high level of accuracy.
A valid driver’s license and access to reliable transportation is required.

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 is a full-time, Monday to Friday position. 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! To apply, please email a cover letter and résumé to us at hr@sascu.com.

Flexible Work Arrangements:

Consideration will be given to a partial remote work arrangement for the successful candidate. A regular in-branch presence is required.

Our Commitment to Diversity and Inclusion:

A bit about SASCU:

The successful candidate will be required to meet fidelity bonding requirements, including completion of references, a criminal record check, and credit check.

Regional Branch Manager

We invite you to lead 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!

The Regional Branch Manager will oversee the operation of multiple branches as well as act as the Branch Manager of our Downtown Branch. The position will provide overall branch network management and is responsible for its efficient operation, including meeting key performance indications in growth, member satisfaction, employee engagement, as well as ensuring compliance with security and risk management.

What you’ll do:

Manage the operation of the Downtown Branch and oversee the overall operation of other SASCU branches through Branch Managers; ensure that activities are consistent with established corporate strategic objectives, values, policies, procedures, and service standards;
Work with the Director, Banking to convert strategic initiatives into actions, and ensure communication and operational alignment.
Act as coach to direct reports to address unique situations outside of established policies and procedures; resolve or recommend course of action for escalated operational and service issues.
Implement and sustain initiatives at the branch level that build member relationships to enhance service and contribute to the growth of SASCU’s business.
Actively pursue partnerships within the communities SASCU serves for business development purposes and champion community involvement among the branch network.
Effectively lead employees through change with particular emphasis on change tools, processes, and collaboration with Human Resources as necessary.

What you’ll bring:

A degree or diploma in Business Administration.
Eight to ten years of financial services or credit union experience, including at least five years at the management level, or an equivalent combination of education and experience.
Three years of mutual funds sales experience.
Extensive sales and sales management experience.

You’re perfect for this role if you:

Demonstrate capacity to lead, coach, and motivate various teams to successfully achieve results.
Are an innovative thinker with proven ability to engage staff to find new solutions to move business forward.
Possess advanced understanding of financial services products, services, policies, and procedures.
Have excellent communication and interpersonal skills.
Knowledge or application of Lean or Agile processes is preferred.
Access to transportation and willingness to travel within the SASCU community is required.

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 is a full-time Monday to Friday position. 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! To apply, please email a cover letter and résumé to us at hr@sascu.com.

Our Commitment to Diversity and Inclusion:

A bit about SASCU:

Senior Advisor

As a Senior 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 (including new accounts, mutual funds, registered products, and term deposits).
Advise members on personal and small business lending products and services (including mortgages, loans, lines of credit, credit cards, and associated insurance products).
Service and manage an assigned portfolio of estate accounts.
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.
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:

Two years of post-secondary education or equivalent.
At least 4-6 years of progressive financial services with demonstrated sales skills.
Registration as a Mutual Funds Representative, or enrollment in the Investment Funds in Canada (IFC) course within 3 months of attaining position, with the intention to register as a Mutual Funds Representative.

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 and demonstrated leadership ability
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 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.

Our Commitment to Diversity and Inclusion:

A bit about SASCU:

Advice Coach

This is a great opportunity to contribute to a dynamic and community-minded organization!

We invite you to be part of a team where you can feel good about the work you do and the positive impact you will have in the communities we serve in the Shuswap. We believe in fostering a work environment that is the perfect blend of friendliness, support, and professionalism (not to mention fun)!

The Advice Coach is a subject matter expert and source of support for all aspects of SASCU’s advice/sales programs, skills, and expectations. The Advice Coach reports to the Director, Banking and continually enhances and advances SASCU’s Coaching Program, including being a resource to the Training Department (e.g., classroom training, webinars, supportive communications, job aides). This position leads the ongoing sales management disciplines of coaching (including observational) and on-demand training to sales positions in SASCU’s branches and Contact Centre.

*This is a new position at SASCU, and its accountabilities and the reporting relationship may evolve over the course of an initial one-year pilot. The successful candidate will be integral to the outcome and success of the pilot.

What you’ll do:

Observe, coach, and develop live interactions to ensure sales staff are following the service program to deliver a consistent experience throughout SASCU branches and the Contact Centre.
In collaboration with branch leaders, work to support individual development plans as they relate to sales and service.
Support branch leadership through development and provision of ongoing coaching material and ensure alignment with existing sales models.
Contribute to the performance review process by providing input into staff performance reviews through regular updates, feedback, and post-coaching debriefs.
Collaborate with internal partners (e.g., the Marketing Department) to develop and deliver internal sales campaigns that support business development and growth.
Actively and continually seek and identify opportunities for continuous improvement and increased efficiencies; recommend and share ideas for improvements.

What you’ll bring:

A post-secondary degree or diploma is preferred.
4 to 6 years’ experience within financial services and/or sales leadership.
Registered as a mutual funds representative or willing to be licensed within a three-month period.

You’re perfect for this role if you have:

Knowledge of the features and benefits of lending and investments, including mutual funds.
Demonstrated leadership ability, including experience mentoring, coaching, and change management.
Strong organizational and time management skills.
Excellent communication and interpersonal skills.
High level of ownership, accountability, and initiative.

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 is a full-time, Monday to Friday position. It 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! To apply, please email a cover letter and résumé to us at hr@sascu.com.

A bit about SASCU:

Our Commitment to Diversity and Inclusion:

We thank all candidates for their interest; however, only those selected for an interview will be contacted. The successful candidate will be required to meet fidelity bonding requirements, including completion of references, a criminal record check, and credit check.

Marketing Insights Analyst

This is a great opportunity to join a creative and well-established team of marketing professionals! We invite you to be part of a team where you can feel good about the work you do and the positive impact you will have in the Shuswap community. We believe in fostering a work environment that is the perfect blend of friendliness, support, and professionalism (not to mention fun)!

As SASCU’s Marketing Insights Analyst, you’ll turn data into valued insights that strengthen the actions of each member of the Marketing team and support SASCU’s growth. You’ll be a data subject matter expert on our members and customers, performing analysis of digital usage, surveys, campaign performance, new markets, and product opportunities. This role is critical to the development and operation of SASCU’s marketing automation and personalization strategy.

What you’ll do:

Analyze client information and competitive benchmarking to identify opportunities to optimize performance of marketing and sales efforts.
Collaborate with internal teams and third parties to identify new data sources and database/platform integration opportunities.
Leverage existing tools and, where needed, develop new tools, to measure and report on campaign and digital delivery results.
Develop insights into digital and omnichannel customer experience issues and opportunities.
Develop and implement marketing automation, including use of artificial intelligence.
Through A/B testing and analysis of data points, recommend changes to generate stronger leads and heighten lead conversion rates.
Recommend data-driven changes to personalize touchpoints along the customer journey.
Develop dashboards, reports, and visuals to present data and report on key performance indicators.
Provide analysis and advice on product development to lines of business across the organization.

What you’ll bring:

Degree or diploma in Marketing, Statistics, Business, or a related field.
5 years’ experience in a related field, preferably in a financial service environment, or an equivalent combination of education and experience.
Experience using and/or implementing a marketing automation platform.

You’re perfect for this role if you have:

Understanding of market/customer analysis principles, methodologies, tools, and techniques.
Proven data extraction, analysis, and interpretation skills.
Outstanding problem-solving and analytical skills including a talent for conducting research, and turning data into relevant and communicable insights.
Advanced computer skills including Microsoft Office programs (Excel, Access, PowerPoint), analytical and reporting software.
Attention to detail and a high level of accuracy.
Ability to communicate both orally, visually, and in writing with internal customers, technical teams, and other coworkers, work to schedules and adapt easily to changing priorities and business needs.
Commitment to ongoing professional development, learning, and growth.

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.

Flexible Work Arrangement:

Consideration will be given to a remote work arrangement for the successful candidate. The successful candidate must reside in British Columbia.

Our Commitment to Diversity and Inclusion:

A bit about SASCU:

Community Branch Manager

This is a great opportunity to lead an enthusiastic and community-minded team!

We invite you to be part of a team where you can feel good about the work you do and the positive impact you will have in the Sorrento community. We believe in fostering a work environment that is the perfect blend of friendliness, support, and professionalism (not to mention fun)! Add in a competitive salary, and perks such as our employee incentive plan, reduced banking fees, and spectacular natural scenery, and you’ll see why SASCU is an award-winning employer.

As Community Branch Manager you will provide overall branch management by leading the team to achieve objectives, ensure operational efficiency, and deliver on the SASCU Member Experience. The Community Branch Manager coaches branch staff to work together to achieve results and implement SASCU’s sales and advice strategy.

This position is covering for a leave of absence. The permanent location of the position will be within the SASCU service area (Salmon Arm, Sicamous, Sorrento).

What you’ll do:

Coach the branch team on objectives and ensure teamwork to achieve the desired results.
Lead and develop the sales team to meet or exceed individual and team sales and activity targets.
Manage an assigned member portfolio.
Identify opportunities to create branch presence in the community.
Champion service standards and coach for consistency of those behaviours and experiences.
Be visible and accessible, welcoming interaction with employees and members to build rapport, discuss their needs, and resolve concerns.
Participate in talent management planning to ensure business continuity and to develop future leaders across the organization.
Build employee engagement, develop plans, and take action to close any gaps.
Monitor and maintain controls in accordance with policy to ensure operational integrity.

What you’ll bring:

A business administration degree or diploma is preferred.
At least 7 years of financial industry experience including at least 3 years at the leadership level.
Demonstrated results orientation in both sales and service.
Solid experience in consumer lending and investments.
Registered as a mutual funds representative or willing to be licensed within a three-month period.
An aptitude for business development and relationship building.
Excellent communication and interpersonal skills.
Access to transportation and willingness to travel within the SASCU community.

This is a full-time, Tuesday to Saturday position. It 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! To apply, please email a cover letter and résumé to us at hr@sascu.com.

A bit about SASCU:

Our Commitment to Diversity and Inclusion:

Marketing Community Lead

This is a great opportunity to join a creative and well-established team of marketing professionals!

We invite you to be part of a team where you can feel good about the work you do and the positive impact you will have in the Shuswap community. We believe in fostering a work environment that is the perfect blend of friendliness, support, and professionalism (not to mention fun)! Add in a competitive compensation plan, and perks such as reduced banking fees, comprehensive benefits, and spectacular natural scenery, and you’ll see why SASCU is an award-winning employer.

As SASCU’s Community Lead, you will develop, support, and monitor SASCU’s social and environmental programs and community partnerships. You will be fundamental in nurturing SASCU’s position in the region as a community leader, a desired community partner, and a valuable community contributor. You will promote SASCU’s reputation, story, and image through coordination of internal and external programs and events, and you will be instrumental in engaging staff and the public with SASCU’s social purpose.

What you’ll do:

Provide recommendations for the development and implementation of community relations and communication programs that advance SASCU’s reputational and strategic goals.
Lead and promote SASCU’s employee volunteer program.
Promote, coordinate, and support scholarship, donation, and sponsorship processes.
Manage SASCU’s social media channels, including content creation and coordination.
Use story-telling best practices to create meaningful content to generate internal and external awareness of and emotional connection to SASCU initiatives.
Build community presence in SASCU’s markets, including serving on association boards as requested.
Seek sponsorships, including partnerships, with organizations that align with SASCU’s desired impact.
Enhance SASCU’s visibility and appropriate participation in projects, activities, events, and other supported initiatives.
Prepare submission packages for Board presentations and participate in Community Relations and Sponsorship Committee meetings.
Work closely with the Manager, Brand & Community to develop and execute department strategies and goals related to SASCU’s underserved communities, Indigenous, and new Canadians.

What you’ll bring:

Degree or diploma in Marketing, Digital Marketing, Public Relations, Communications, or a related field.
2-3 years’ experience in community engagement, outreach, event planning, and working in partnership with community organizations; or an equivalent combination of education and experience.

You’re perfect for this role if you have:

Solid knowledge of social media, and a working knowledge of audio-visual equipment (DSLR cameras, video/audio recorder, microphones).
The ability to build relationships, generate enthusiasm, and work with diverse populations.
Proven ability to coordinate a variety of work under deadlines and adapt easily to changing priorities and business needs.
Excellent verbal and written communication skills.
A valid driver’s license and access to reliable transportation is required.

This is a full-time, Monday to Friday position, requiring the ability to work flexible hours, including evening and weekends as needed for community events. 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! To apply, please email a cover letter and résumé to us at hr@sascu.com.

Flexible Work Arrangements

Consideration will be given to a partial remote work arrangement for the successful candidate. A regular in-branch/community presence is required.

A bit about SASCU:

Our Commitment to Diversity and Inclusion:

SASCU is an equal opportunity employer committed so 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.

Marketing Growth Specialist

This is a great opportunity to join a creative and well-established team of marketing professionals!

What you’ll do:

Develop and execute content strategies to effectively reach desired target audiences and achieve marketing goals.
Liaise with team members and consultants on creative and design concepts to ideate and define content goals.
Engage staff in the delivery of campaigns and how the campaign ‘shows up’ in branch.
Research content and financial services trends to ensure content is relevant and appealing.
Work closely with team members to develop implement, and optimize a personalize marketing strategy.
Create content for a variety of platforms, including SASCU’s websites and social media, to promote SASCU’s brand and the value of membership.
Enhance SASCU’s position as a financial partner via social media and other digital channels including SASCU’s website; and executes the Social Media Strategy in collaboration with the Community Lead, including sourcing, writing, creating, and coordinating content material.
Lead engagement and development of the Marketing Ambassador team to provide regular communication and face-to-face interaction with branch staff.

What you’ll bring:

Degree or diploma in Marketing, Digital Marketing, Communications, or a related field.
3-5 years’ experience in marketing, preferably in a financial services environment, or an equivalent combination of education and experience.
Experience using social media tools to execute online marketing strategies, grow social media channels, and track engagement and sentiment.

You’re perfect for this role if you have:

Comprehensive knowledge of market/customer analysis principles, methodologies, tools, and techniques, and of social media across multiple platforms.
Working knowledge of project management fundamentals and proven ability to manage a variety of projects simultaneously through to completion.
Knowledge of product lines and business processes in the financial sector; front line experience providing financial services to customers is an asset.
Superior written and oral communication skills.
Advanced Microsoft Office (Excel, Word, PowerPoint) skills, and working knowledge of Google Analytics and HTML coding is preferred.
Attention to detail and high level of accuracy.
A valid driver’s license and access to reliable transportation is required.

Flexible Work Arrangements:

Consideration will be given to a partial remote work arrangement for the successful candidate. A regular in-branch presence is required.

A bit about SASCU:

We thank all candidates for their interest, however, only those selected for an interview will be contacted. 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, and complying with all pandemic/epidemic control measures affecting the workplace.

Investment Specialist

This is a great opportunity to join an established and well-respected wealth management team!

As an Investment Specialist, you will deliver professional financial advice to SASCU members and non-members, primarily focused on savings, investments, and retirement solutions that build a bridge for members as their needs progress towards full financial planning. The Investment Specialist delivers on the SASCU Member Experience by identifying member needs, building sound modular financial plans, and partnering to actively promote the growth of all SASCU products and services.

What you’ll do:

Build and maintain a book of business by sourcing new business, building relationships with other SASCU business lines, and developing existing member and community relationships.
Build internal and external networks to capitalize on business referral opportunity.
Prepare and present financial strategies appropriate for the achievement of the client’s specific goals and objectives.
Provide comprehensive investment, insurance, and financial advice in a way that educates the client and enables them to make sound financial choices.
Sell SASCU on- and off-book (mutual fund) investment products.
Build high-trust member relationships by consistently following through on commitments, being proactive with client contact efforts, and providing value-added financial advice that enables the client to improve their financial position over time.
Partner with credit union peers through referral or joint client meetings to consolidate business held elsewhere and provide the right product at the right time.
Serve as an internal resource for SASCU peers in the provision of financial products and services.

What you’ll bring:

Completed post-secondary education.
At least 3 years of investment-related experience in a fast-paced professional sales role.
Valid and current BC Mutual Funds License (IFIC/Canadian Securities). CFP (or PFP) designation or specialization is an asset.
Professional level knowledge of Canadian investment, insurance, and financial planning products, strategies, and concepts.

You’re perfect for this role if you have:

A proven record of achieving and exceeding sales objectives.
Understanding of regulatory and compliance policies and procedures.
Strong organizational and time management skills.
Excellent communication and interpersonal skills.
High levels of ownership, accountability, and initiative.

This is a full-time Monday to Friday position (flexibility is required to meet member needs). It 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! To apply, please email a cover letter and résumé to us at hr@sascu.com.

A bit about SASCU: