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Added 12 mins ago
Sales Representative
Total Sanitation Services
Coquitlam, BC
Full-time
Minimum of 3 years outside sales experience in the construction site service industry, preferably in B2B environments
Added 12 mins ago
Seasonal Customer Experience Representative-Coles Lambton Mall
Indigo
Sarnia, ON
Part-time
Ability to be mobile on the sales floor for extended periods of time
Added 14 mins ago
Financial Advisor, Investment & Retirement Planning - Fergus, Ontario
Scotiabank
Fergus, ON
…in our retail branch network, you are a member of the branch sales team responsible for contributing to the team’s overall success by meeting or exceeding negotiated deposit and investment…
Added 14 mins ago
Financial Advisor, Investment & Retirement Planning - Spadina & Lonsdale (Forest Hill Village)
Scotiabank
Toronto, ON
…in our retail branch network, you are a member of the branch sales team responsible for contributing to the team’s overall success by meeting or exceeding negotiated deposit and investment…
Added 14 mins ago
Financial Advisor, Investment & Retirement Planning - Cambridge, ON
Scotiabank
Cambridge, ON
…in our retail branch network, you are a member of the branch sales team responsible for contributing to the team’s overall success by meeting or exceeding negotiated deposit and investment…
Added 14 mins ago
Financial Advisor, Investment & Retirement Planning - West Ridge Place, Orillia, Ontario
Scotiabank
Orillia, ON
…in our retail branch network, you are a member of the branch sales team responsible for contributing to the team’s overall success by meeting or exceeding negotiated deposit and investment…
Added 14 mins ago
Front Counter Sales Representative
Kal Tire
Sparwood, BC
Temporary
As a Front Counter Sales Representative, you’ll be the first point of contact in the store - helping customers choose the right products and services while keeping things moving. This is a…
Added 14 mins ago
Front Counter Sales Representative
Kal Tire
Red Deer, AB
Temporary
As a Front Counter Sales Representative, you’ll be the first point of contact in the store - helping customers choose the right products and services while keeping things moving. This is a…
Added 14 mins ago
Licensed Assistant
Manulife
Burlington, ON
Full-time
The Licensed Assistant plays a key role in supporting our Corporate Advisors by handling administrative tasks, client service, and account management. This individual must hold relevant…
Added 14 mins ago
Customer Service Representative (Casual) - Cochrane
LCBO
Cochrane, ON
Part-time
As a Customer Service Representative, your role will include:
Added 14 mins ago
Customer Service Representative
Bunzl Canada
Edmonton, AB
Full-time
The Customer Service Representative will assist customers by educating them on our products and services, answering questions, taking and entering orders, utilizing & maintaining multiple…
Added 14 mins ago
Route Service Representative
Cintas
Ottawa, ON
Cintas is seeking a Route Service Representative to manage and grow customer accounts in the Rental Division. Our partners drive a truck along an established route and service and sell…
Added 14 mins ago
Counter Staff, Tim Horton's
Nova Scotia Health and IWK Health
Halifax, NS
…Counter Staff, supporting the store in providing great customer service and generating sales and as a Baker, preparing the popular Tims products throughout the day, supporting cost control…
Added 29 mins ago
Enterprise Hunter Inside Sales Representative
HP
Mississauga, ON
Full-time
The Inside Sales Representative (ISR) partners with the Account Executive (AE) to retain recurring revenue and create new opportunities with existing or new accounts. In this role, you…
Added 29 mins ago
Member Service Supervisor
Sunrise Credit Union
Shoal Lake, MB
Full-time
Review and oversee the daily activities of the Member Service Representative (i.e. overrides, cash holdings, may act as custodian of Treasury).
Added 29 mins ago
Member Service Supervisor
Sunrise Credit Union
Reston, MB
Full-time
Review and oversee the daily activities of the Member Service Representative (i.e. overrides, cash holdings, may act as custodian of Treasury).
Added 29 mins ago
Account Representative
Veolia Environnement SA
Edmonton, AB
Full-time
Join Veolia as an Account Representative in our Chemical Monitoring and Solutions (CMS) division and launch your career in technical sales while contributing to innovation and…
Added 29 mins ago
Seasonal Customer Experience Representative
Indigo Books & Music
Coquitlam, BC
Part-time
Ability to be mobile on the sales floor for extended periods of time
Added 29 mins ago
Commercial Account Manager – Small Business
Assiniboine Credit Union
La Salle, MB
Full-time
Quality Member Service: Interpret and understand operating processes, procedures, lending policies, and security requirements to ensure quality and seamless delivery of sales and service to…
Added 29 mins ago
Store Associate (Part-Time)
Giant Tiger
Montreal, QC
Part-time
The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodation may be…
Added 29 mins ago
Store Associate (Part-Time)
Giant Tiger
Moncton, NB
Part-time
The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodation may be…
Added 29 mins ago
Store Associate (Part-Time)
Giant Tiger
Listowel, ON
Part-time
The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodation may be…
Added 29 mins ago
Courier Driver
Gordon Food Service
Rocky View No 44, AB · Rocky View County Calgary-Alberta-CGY
Full-time
Presents a positive image to Gordon Food Service (GFS) non-commercial customers through courteous, on-time, and accurate deliveries of GFS products. Serves as liaison between GFS management…
Added 42 mins ago
Customer Service Representative
Gen7 Fuel
Fort Frances, ON
Part-time
We are seeking dedicated and enthusiastic Gas Station Customer Service / Bistro Representatives to join our team part time. The ideal candidates will provide excellent customer service,…
Added 42 mins ago
2026 Seasonal Customer Experience Representative
Indigo
Sault Ste. Marie, ON
Part-time
Join our team in Sault Ste Marie, Canada, as a 2026 Seasonal Customer Experience Representative! This is a fixed-term seasonal position where you'll play a vital role in creating authentic…

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

Apply About employer

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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.

Apply About employer

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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