Brief Description
As a Financial Advisor, you will seek to understand what is important to each member and partner with them on their individual financial journey. Servicing an assigned portfolio, this position is responsible for deepening member relationships, uncovering members’ short- and long-term goals, and offering tailored solutions including loans, investments, and day-to-day products and services. The Advisor contributes to the team to achieve SASCU’s sales and advice objectives and consistently delivers the SASCU Member Experience.
What You’ll Do (key Responsibilities)
- Advise members on a full range of deposit and investment products and services (including new personal and business accounts, cards, term deposits, and registered products).
- Advise members on personal and small business lending products and services (including mortgages, personal loans, lines of credit, credit cards, and associated insurance products).
- Interview loan applicants, analyze financial information, assesses credit relating to loan requests, and make recommendations to the Credit department.
- Deepen member relationships through regular review, identification of opportunities, and personalized contact within an assigned portfolio. Manage a pipeline of opportunities with dedicated contact strategy.
- Service and manage estate accounts within an assigned portfolio.
- Undertake assigned administrative duties including regular and ad hoc reporting, audits, and preparing routine correspondence.
- Perform front line duties as required.
- Take personal responsibility for delivery of the SASCU Member Experience and contributes to the team creation of a warm and welcoming environment.
What You’ll Bring (qualifications)
- One year of post-secondary education or equivalent.
- 2 – 3 years of financial services experience.
- Completion of CUIC 185, 210, and 240 (university level courses) within 18 months of attaining position.
- Demonstrated sales skills.
- Strong organizational and time management skills.
- Excellent communication and interpersonal skills.
- High level of ownership, accountability, and initiative.
- Commitment to continuous learning and self-development.
We invest in our employees by offering (rewards and benefits):
- A competitive base salary plus performance-based incentive pay, and a pension plan with SASCU matching all funds.
- Comprehensive group benefits coverage including extended health and dental care, travel insurance, and life insurance, and an Employee and Family Assistance Program.
- Flexible spending account for additional health and personal wellness activities and expenses.
- Flexible work arrangements and paid time off including vacation, medical/care time, personal days, and paid community volunteering.
- Opportunities for career growth, financial assistance for training and development, and rewards and recognition.
- Additional benefits including waived or reduced banking fees and reduced rates on personal loans and mortgages.
