Empower members on their financial journeys as a Financial Advisor at SASCU. Build 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 productsOffer personal and small business lending productsAnalyze financial information and assess creditManage member relationships and identify opportunitiesPerform administrative duties and reportingRequirements:2-3 years of financial services experienceOne year of post-secondary education or equivalentCompleted CUIC 185, 210, and 240 coursesStrong organizational and communication skillsCommitment to continuous learning and growthBecome a trusted advisor and enhance member experiences at SASCU.

📌 Financial Advisor For Sascu Members (Salmon Arm)
🏢 SASCU
📍 Salmon Arm