Original job description
Brief Description
What You’ll Do
Reporting to branch leadership, the Financial Services Advisor (FSA) enriches member lives by offering sound advice, providing financial solutions and building long term relationships. This position is responsible for the promotion and sale of deposit, investment and credit products and services offered by the credit union. This position actively solicits new business and builds the membership through sound financial advice and exceptional service as well as is responsible for initiating action to improve growth and development of the credit union by pursuing new business and establishing and maintaining community contacts. This position requires an individual with strong business development and advisory services skills. The FSA will be self motivated, have superior communication, time management, and prioritizing skills.
Requirements
What Does the Ideal Candidate Bring?
In addition to formal post-secondary education and financial industry experience, we are looking for an individual who would like to continue their Advisory Services career. Someone who has superior communication, time management, prioritizing skills and is self-motivated to build and grow the membership of the credit union. The successful incumbent will be adept at problem solving, decision making, establishing strong working relationships, and demonstrating excellent sales and communication skills.
Summary
About Sunshine Coast Financial
For over 85 years, Sunshine Coast Financial and their members have been helping build a healthy, strong, vibrant Coast community. We are a full-service financial institution with assets exceeding $850 million, service 17,600 plus members in three growing coastal communities in British Columbia. Sunshine Coast Financial is committed to enriching the financial well-being of our members and our community.
More about this job
Responsibilities
Advise credit union members and promote deposit, investment, and credit products and services while delivering exceptional service. Develop new business, grow membership, and strengthen community relationships to support the credit union’s growth.
Requirements
The ideal candidate has post-secondary education and financial industry experience, with a desire to continue a career in advisory services. They are self-motivated and bring strong communication, time management, prioritization, problem-solving, decision-making, relationship-building, and sales skills.
Skills
- Financial Advice
- Business Development
- Sales
- Communication
- Time Management
- Prioritization
- Problem Solving
- Decision Making
- Relationship Building
- Member Service
- Financial Product Promotion
- Community Outreach
Visa sponsorship
Not detected in the job text
Categories
- Finance & Accounting
- Sales
- Customer Service & Support
Keywords
- Financial Services
- Credit Union
- Financial Advice
- Deposit Products
- Investment Products
- Credit Products
- Advisory Services
- Business Development
- Membership Growth
- Sales
- Member Service
- Community Outreach
- Relationship Building
- Problem Solving
- Decision Making
- Communication
- Time Management
- Prioritization
