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Financial Advisor Members
Job Description & How to Apply Below
Location: Salmon Arm
Empower members on their financial journeys as a Financial Advisor ld meaningful relationships by offering tailored financial solutions and achieving exceptional service every day.
This role requires understanding member needs and servicing an assigned portfolio. As a Financial Advisor, you will deepen relationships through regular reviews and personalized advice on loans, investments, and everyday banking products. You will also manage estate accounts and contribute to team objectives while ensuring a warm, welcoming experience.
Key Responsibilities:
• Advise on deposit and investment products
• Offer personal and small business lending products
• Analyze financial information and assess credit
• Manage member relationships and identify opportunities
• Perform administrative duties and reporting
Requirements:
• 2-3 years of financial services experience
• One year of post-secondary education or equivalent
• Completed CUIC 185, 210, and 240 courses
• Strong organizational and communication skills
• Commitment to continuous learning and growth
Become a trusted advisor and enhance member experiences at SASCU.
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