Senior Financial Advisor in Salmon Arm

Senior Financial Advisor in Salmon Arm

21 Oct
|
Force Inspection Services
|
Salmon Arm

21 Oct

Force Inspection Services

Salmon Arm

Elevate member experiences as a Senior Financial Advisor with SASCU in Salmon Arm, BC. Engage with members, provide tailored financial advice, and support their financial goals throughout various stages of life. In this temporary full time role, you will manage an assigned portfolio to strengthen relationships with members. This position requires expertise in lending, investments, and everyday banking. You'll identify opportunities to meet both short and long-term financial needs while contributing to SASCU's sales and service objectives.

Key Responsibilities
• Provide personalized advice on deposit and investment products
• Service personal and small business lending requests
• Analyze financial information for loan applications




• Conduct regular reviews and deepen member relationships
• Represent SASCU at community events and presentations

Requirements:
• 2 years of post-secondary education or equivalent
• 4-5 years in financial services with cash handling
• Knowledge of credit union products and services
• Mutual Funds representative registration within 6 months
• Reliable transportation to attend SASCU branches Bring your financial expertise and interpersonal skills to foster growth at SASCU in Salmon Arm.

📌 Senior Financial Advisor in Salmon Arm
🏢 Force Inspection Services
📍 Salmon Arm

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