Job Posting Details

Senior Advisor, Salmon Arm Savings and Credit Union

Location:Sicamous, British Columbia
Posting Date:February 8, 2019
Closing Date:March 1, 2019
Web Site:www.sascu.com
Competition:HR2019.005
Employment Type:Full-time / Permanent

HR2019.005 Senior Advisor

Sicamous, BC

Are you an experienced Senior Financial Advisor looking to take the next step in your already successful career?

Or, perhaps, you have some financial services experience and would welcome the opportunity to assume a “developmental” Financial Advisor role leading to the Senior Advisor level through continued training and development in our supportive environment?

Above all, you demonstrate a high level of ownership, accountability and initiative, and are ready to join a dynamic employer and work alongside an energetic group in a stunning, natural setting.

Create your future at SASCU. 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 also believe in fostering a work environment that is the perfect blend of friendliness, support and professionalism, not to mention, fun! Add in competitive salary and benefit packages, along with perks such as an employee incentive plan, reduced banking fees and spectacular natural scenery, and you’ll see why SASCU is an award-winning employer.

As a Senior Advisor at our Sicamous Branch, 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.

As the successful candidate for the role of Senior Advisor, you will:

• Advise members on a full range of deposit and investment products, including new personal and business accounts, cards, term deposits, registered products, and mutual funds and associated services;

• Advise members regarding personal and small business lending products and services, including mortgages, personal loans, lines of credit, MasterCard application and associated insurance products;

• Service and manage estate accounts within an assigned portfolio;

• Interview loan applicants, analyze credit information, assess credit and make recommendations to Centralized Credit;

• Identify and pursue opportunities within the assigned portfolio or through referrals, and, when appropriate, connect the member to another colleague within your team to ensure all of the member’s financial needs are met;

• Demonstrate a strong knowledge of the financial planning process by partnering with organizational specialists who can assist members with customized financial solutions;

• Take a lead role in various marketing promotions and other activities to build the membership base and have a positive impact on the community;

• Take personal responsibility for delivery of the SASCU Member Experience and contribute to the team creation of a warm and welcoming environment.

EDUCATION, TRAINING AND EXPERIENCE

The ideal candidate will possess the following skills and experience:

· Two (2) years’ post-secondary education or equivalent, plus 4 to 6 years’ progressive experience, including cash, investments and lending services;

· 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;

· Strong sales record, with an aptitude for business development and relationship building;

· Ability to quickly acquire an advanced understanding of SASCU products and services, policies and procedures, as well as branch and specialist roles;

· Demonstrated leadership ability;

· High level of ownership, accountability and initiative.

NOTE: If you are motivated and interested in being considered for a developmental opportunity as an Advisor, you must have at least the following experience:

· One (1) year of post-secondary education and 2 to 4 years’ financial services experience;

A full training plan tailored to your learning needs will be provided to support your progression to the Senior Advisor role.

This is a permanent, full-time position. To apply, please email a résumé to us by Friday, March 1, 2019 at:

SASCU Financial Group

Human Resources