Senior Advisor
- Sorrento, BC, Canada
Full-time
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Job details
- Job type
- Full-time
- Apply by
- Experience
- 4 – 5 years of progressive financial services experience including cash handling, investments, and lending services.
- Posting language
- English
- Posted
Original job description
Brief Description
As a Senior Advisor, you will partner with members to understand their financial goals and deliver personalized advice and solutions that support their financial well-being. Responsible for an assigned portfolio, the role deepens member relationships through proactive engagement, identifies opportunities to meet both short- and long-term needs, and provides expertise across complex lending, investments, mutual funds, and everyday banking services. The Senior Advisor contributes to team success by achieving SASCU's sales and service objectives while delivering an exceptional member experience.
What You'll Do (key Responsibilities)
As a Senior Advisor, you will partner with members to understand their financial goals and deliver personalized advice and solutions that support their financial well-being. Responsible for an assigned portfolio, the role deepens member relationships through proactive engagement, identifies opportunities to meet both short- and long-term needs, and provides expertise across complex lending, investments, mutual funds, and everyday banking services. The Senior Advisor contributes to team success by achieving SASCU's sales and service objectives while delivering an exceptional member experience.
What You'll Do (key Responsibilities)
- Partner with members at all stages of their life, providing advice on a full range of deposit and investment products (including new personal and business accounts, cards, term deposits, registered products, and mutual funds), and associated services for an assigned portfolio.
- Partner with members at all stages of their life, providing advice on personal and small business lending products and services (including mortgages, personal loans, lines of credit, MasterCard application and associated insurance products).
- Interview loan applicants, analyzes financial information, assess credit relating to loan requests and grants loans within approved lending limits, make recommendations to Centralized Credit.
- Deepen relationships with an assigned portfolio of members through regular review, identification of opportunities, and personalized contact.
- Identify and pursue opportunities within the assigned portfolio and through internal referrals, deepening member relationships and connecting members with the appropriate SASCU specialists to ensure their full cycle financial needs are met.
- Service and manage estate accounts within an assigned portfolio.
- Undertake assigned administrative duties including regular and ad hoc reporting, audits and preparing routine correspondence.
- Contribute and collaborate with others to ensure the collective success of the branch team; take a lead role in providing support through sharing of knowledge and peer-to-peer coaching.
- Perform duties of other positions within the branch team, up to and including duties of the branch manager, as required.
- Build team capability and continuity by training, mentoring, and supporting new employees in the responsibilities and expectations of the role.
- Champion the SASCU Member Experience by leading through example and contributing to a positive, welcoming environment where every member feels valued, understood and supported.
- Represent SASCU within the community by delivering financial education presentations, participating in community events, and building relationships that support member and business growth.
- 2 years of post-secondary education or equivalent.
- 4 – 5 years of progressive financial services experience including cash handling, investments, and lending services.
- CUIC 185: Credit Union Products & Services.
- CUIC 240: Fundamentals of Financial Planning.
- CUIC 210: Consumer and Residential Mortgage Lending.
- Registered as a Mutual Funds representative or if not registered, registered as a Mutual Funds representative within 6 months of commencement of the position:
- Enrolled in an applicable course (such as CIFC from the IFSE Institute (preferred) or IFC from the Canadian Securities Institute) upon, or prior to, commencement of the position.
- Access to reliable transportation and the ability to attend any SASCU branch.
- 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.
More about this job
Responsibilities
Advise members on deposit, investment, lending, and everyday banking products, assess loan applications, and manage an assigned member portfolio through proactive engagement and personalized financial solutions. Support branch performance by coaching colleagues, handling administrative and estate account duties, contributing to a welcoming member experience, and representing SASCU in the community.
Requirements
Requires two years of post-secondary education or equivalent and four to five years of progressive financial services experience, including cash handling, investments, and lending. Candidates need the listed CUIC courses and mutual funds registration, or must enroll in an applicable course and obtain registration within six months; reliable transportation and availability to attend any SASCU branch are also required.
Skills
- Financial Advice
- Deposit and Investment Products
- Mutual Funds
- Personal and Small Business Lending
- Mortgage Lending
- Credit Assessment
- Financial Analysis
- Portfolio Management
- Sales
- Customer Service
- Estate Account Management
- Internal Referrals
- Peer Coaching
- Training and Mentoring
- Financial Education
Benefits
- Performance-Based Incentive Pay
- Pension Plan With Employer Matching
- Extended Health Insurance
- Dental Insurance
- Travel Insurance
- Life Insurance
- Employee and Family Assistance Program
- Flexible Spending Account
- Flexible Work Arrangements
- Paid Vacation
- Paid Medical and Care Time
- Personal Days
- Paid Community Volunteering
- Career Growth Opportunities
- Training and Development Assistance
- Rewards and Recognition
- Reduced Banking Fees
- Reduced Rates on Personal Loans and Mortgages
Visa sponsorship
Not detected in the job text
Categories
- Finance & Accounting
- Sales
- Customer Service & Support
- Management & Leadership
Keywords
- Financial Services
- Credit Union
- Member Experience
- Financial Planning
- Deposit Products
- Investment Products
- Mutual Funds
- Registered Products
- Term Deposits
- Personal Lending
- Small Business Lending
- Residential Mortgages
- Lines of Credit
- Credit Assessment
- Loan Applications
- Portfolio Management
- Estate Accounts
- CUIC 240: Fundamentals of Financial Planning
- CUIC 210: Consumer and Residential Mortgage Lending
- Mutual Funds Representative
- CIFC
- IFC
- IFSE Institute
- Canadian Securities Institute
- Community Financial Education