Jobs in Canada

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Added 8 mins ago
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Advisor
SASCU
Salmon Arm, BC
Full-time
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SASCU

Advisor

Salmon Arm, BC, Canada

Job type: Full-time
Apply by: Oct 22, 2026
Experience: 2 – 3 years of financial services experience.
Posting language: English
Posted: Sep 22, 2026

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Original job description

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.

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More about this job

Responsibilities

The Financial Advisor manages an assigned portfolio to deepen member relationships by identifying financial goals and offering tailored deposit, investment, and lending solutions. They are also responsible for analyzing loan applications, performing administrative duties, and consistently delivering a high-quality member experience.

Requirements

Candidates must have at least one year of post-secondary education and 2-3 years of experience in the financial services industry. Additionally, the role requires strong sales, communication, and organizational skills, along with a commitment to completing specific CUIC courses within 18 months.

Skills

Financial advising
Sales
Lending
Investment products
Relationship management
Credit analysis
Communication
Interpersonal skills
Time management
Organizational skills
Accountability
Initiative
Reporting
Auditing
Customer service

Benefits

Competitive base salary
Performance-based incentive pay
Pension plan with matching
Extended health care
Dental care
Travel insurance
Life insurance
Employee and Family Assistance Program
Flexible spending account
Flexible work arrangements
Paid time off
Paid community volunteering
Career growth opportunities
Financial assistance for training and development
Waived or reduced banking fees
Reduced rates on personal loans and mortgages

Visa sponsorship

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Keywords

Financial Advisor
Portfolio Management
Lending
Investments
Credit Analysis
Mortgages
Personal Loans
Business Accounts
CUIC
Financial Services
Sales
Relationship Management
Reporting
Audits
Insurance Products
Term Deposits
Member Experience

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