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Added 21 mins ago
Rehabilitation Consultant - Occupational Health, Safety & Wellness
Nova Scotia Health Authority
Antigonish, NS
Full-time
…and maintain illness/injury benefits, helping employees to access available supports, assessing work environments and positions for individuals with limitations, and working with internal…
Added 21 mins ago
Patient Care Aide, Families in Recovery (FIR) - BC Women’s Hospital and Health Centre
BC Women's Hospital and Health Centre
Vancouver, BC
Full-time
Patient Care Aide, Families in Recovery (FIR)BC Women’s Hospital and Health Centre
Added 51 mins ago
Rehabilitation Assistant | Acute
Interior Health Authority
Kamloops, BC
Part-time
We are committed to achieving a culturally diverse and inclusive workforce that is representative of the communities we serve, and where you are encouraged to bring your whole self to work.…
Added 51 mins ago
Social Worker | Primary Care
Interior Health Authority
Castlegar, BC
Part-time
We are hiring a relief, part-time (0.90 FTE) registered Social Worker for the Castlegar’s Primary Care Network.
Added 51 mins ago
Community Rehabilitation Assistant
Interior Health Authority
Kamloops, BC
Part-time
We are committed to achieving a culturally diverse and inclusive workforce that is representative of the communities we serve, and where you are encouraged to bring your whole self to work.…
Added 1 hour ago
Bilingual Child Care Coordinator - Licensing and Compliance
Government of Manitoba
Winnipeg, MB
Full-time
Provincial Operations, Early Learning and Child Care
Added 1 hour ago
Radiation Therapist - Eastern Zone
Nova Scotia Health and IWK Health
Sydney, NS
Virtual Health Access: Get convenient, on-demand care through Telus Health, in partnership with Nova Scotia Health - giving you and your family peace of mind wherever you are.
Added 1 hour ago
Administrative Assistant - Pharmacy
Southern Health-Santé Sud
De Salaberry, MB
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Find your rewarding career in a vibrant and diverse community within Southern Health-Santé Sud. Our organization is privileged to provide care for people at every point in their lives.
Added 2 hours ago
Citizen Support Worker
Metis Nation Saskatchewan
Beauval, SK
Up to $31,126 CAD / year
Part-time
Assist Métis citizens who have previously accessed services (Justice, Health, Foster Care, etc.) through navigation supports so they can return safely to their home community.
Added 2 hours ago
Forensic Community & Liaison Nurse, Registered Nurse (RN)/ Registered Psychiatric Nurse (RPN), Forensic Psychiatric Kamloops Regional Clinic – Kamloops, BC
Provincial Health Services Authority
Kamloops, BC
Full-time
You are a Registered Nurse or Registered Psychiatric Nurse who works with compassion and care while practicing trauma-informed care. You’re seeking a meaningful role that provides…
Added 2 hours ago
Manager, Transformation, BC Health Workday
Provincial Health Services Authority
BC · British Columbia, Canada
Full-time
…Health, Island Health, Northern Health, PHSA, Providence Health Care and Vancouver…
Added 2 hours ago
Registered Nurse (RN), Inpatient NRT - BC Children’s Hospital
Provincial Health Services Authority
Vancouver, BC
Full-time
…working environment of nurses in order to provide better quality care to our patients. Learn more at…
Added 2 hours ago
Community Disability Worker: Full Time Monday to Friday Evenings
Robin Hood Association
Sherwood Park, AB
$17.44 to $21.56 CAD / hour
Professional conduct and appearance befitting a representative of RHA, which will include good performance related to personnel policies, such as attendance, punctuality and conflict…
Added 2 hours ago
Community Disability Worker: Every Wednesday Afternoon
Robin Hood Association
Sherwood Park, AB
$17.44 to $21.56 CAD / hour
Part-time
Professional conduct and appearance befitting a representative of RHA, which will include good performance related to personnel policies, such as attendance, punctuality and conflict…
Added 2 hours ago
Bilingual Service Representative
Co-operators
Burlington, ON
Full-time
…purpose. The best part is that you will work with people that care passionately about you, our clients, and our…
Added 3 hours ago
Nurse B - Clinical Coordinator
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Saskatoon, SK
Full-time
…the Nurse Coordinator is responsible for the coordination of care and ensuring continuity of care for the pediatric patient with hematology/oncology and related complex chronic health…
Added 3 hours ago
Bilingual Service Representative
Co-operators
Burlington, ON
Full-time
…purpose. The best part is that you will work with people that care passionately about you, our clients, and our…
Added 3 hours ago
Technologist, Radiology - Radiology
Women's College Hospital
Toronto, ON
Women's College Hospital (WCH) is an academic, ambulatory care hospital in Ontario with a focus on health for women, health equity and health system solutions. If you're ready to be part of…
Added 4 hours ago
Community Disability Worker: Every Wednesday Afternoon
Robin Hood Association
Sherwood Park, AB
$17.44 to $21.56 CAD / hour
Full-time
Professional conduct and appearance befitting a representative of RHA, which will include good performance related to personnel policies, such as attendance, punctuality and conflict…
Added 4 hours ago
Student Care Representative
NorQuest College
Edmonton, AB
Reporting to the Team Lead of Student Care, this role is responsible for providing detailed front-line services and advice to NorQuest learners, staff, and community partners. Student Care…
Added 4 hours ago
Financial Analyst
Nova Scotia Health and IWK Health
Halifax, NS
…located in Halifax, Nova Scotia, providing tertiary and primary care for two million children, youth, adults and families each year across the Atlantic region. We have a team of…
Added 4 hours ago
Dietitian - Primary Health Care
Nova Scotia Health and IWK Health
Big Glace Bay, NS · Glace Bay, Nova
…health professional team and is responsible for the nutrition care, disease management and education of patients. The Dietitian initiates a cost effective nutrition therapy comprised of…
Added 4 hours ago
Financial Service Representative - LendDirect Office 1585
LendDirect
Red Deer, AB
Full-time
“After starting as a Financial Service Representative in late 2021 it was within a year, I quickly rose to being a Shift Lead. I trained diligently with my Branch Manager and Assistant…
Added 4 hours ago
Financial Service Representative - LendDirect Office 1585
Attain Finance
Red Deer, AB
Full-time
“After starting as a Financial Service Representative in late 2021 it was within a year, I quickly rose to being a Shift Lead. I trained diligently with my Branch Manager and Assistant…
Added 4 hours ago
Leader, Trades & Maintenance, Facilities Management
Fraser Health
Surrey, BC
Full-time
As required, valid BC Drivers License and access to a vehicle for business related purposes

SASCU

Senior Advisor

Salmon Arm, BC, Canada

Job type: Full-time
Apply by: Oct 22, 2026
Experience: 2 years of post-secondary education or equivalent. 4 – 5 years of progressive financial services experience including cash handling, investments, and lending services.
Posting language: English
Posted: Sep 22, 2026

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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)

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.

What You'll Bring (qualifications)

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.

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 Senior Advisor manages an assigned portfolio to provide personalized financial advice, lending solutions, and investment services to members. They also contribute to branch success through team collaboration, mentoring, and community representation.

Requirements

Candidates must have at least 2 years of post-secondary education and 4-5 years of progressive financial services experience. Specific certifications such as CUIC 185, 240, 210, and mutual fund registration are required or must be obtained shortly after hiring.

Skills

Financial advising
Portfolio management
Lending services
Investment products
Mutual funds
Credit analysis
Relationship management
Estate account management
Financial planning
Mentoring
Coaching
Customer service
Sales
Reporting
Auditing
Community engagement

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

Not detected in the job text

Keywords

Financial Services
Senior Advisor
Portfolio Management
Lending
Investments
Mutual Funds
Credit Union
CUIC 185
CUIC 240
CUIC 210
Financial Planning
Mortgages
Estate Accounts
Customer Experience
Sales Objectives
Mentoring
Audits
Reporting
Banking Services
Business Accounts
Registered Products
Insurance Products
Credit Analysis
Relationship Building
Financial Education

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