Closed listing
Senior Advisor
- Salmon Arm, BC, Canada
Full-time
This opening has closed.
The original listing is kept below for reference.
Job details
- Job type
- Full-time
- Closing date
- 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
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Search current openingsOriginal job description
Archived listing. The details below describe a past opening.
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
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
Categories
- Finance & Accounting
- Sales
- Customer Service & Support
- Management & Leadership
- Administrative
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