Community Business Financial Advisor (British Columbia)

Community Business Financial Advisor (British Columbia)

18 Aug
|
SASCU
|
British Columbia

18 Aug

SASCU

British Columbia

Join SASCU Financial as a Community Business Financial Advisor and support local businesses in the Shuswap region. Deliver personalized financial solutions and foster community relationships.

This vital role involves managing client relationships and providing customized banking solutions that meet their operational needs. As a Business Advisor, you will engage with businesses through networking and community events, ensuring they receive the financial advice necessary to succeed. Your previous experience in lending and advisory services will be essential in guiding the success of diverse business memberships.

Key Responsibilities:
• Manage a portfolio by providing tailored financial advice
• Establish business relationships through community involvement




• Identify members' banking needs and opportunities
• Underwrite and monitor commercial lending portfolios
• Represent SASCU through seminars and networking events

Requirements:
• 4-5 years in lending or advisory services
• 2 years post-secondary education or equivalent
• Proven sales and relationship-building skills
• Robust analytical and communication abilities
• Ability to work with digital financial systems

Promote financial resilience for businesses with your skills at SASCU Financial.
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📌 Community Business Financial Advisor (British Columbia)
🏢 SASCU
📍 British Columbia

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