Found Description
Join SASCU as a Senior Financial Advisor, guiding clients through their financial journey in the Shuswap region. Leverage your expertise in investment solutions and lending products to make a positive community impact.
In this full-time role, you'll build strong relationships with members, providing tailored advice on a range of financial products. With 4-6 years of experience in financial services, you'll play a key role in serving both personal and small business clients. Emphasizing sales skills, strong organization, and communication, you'll lead initiatives that contribute to our growth and the community's well-being.
Key Responsibilities:
• Advise on deposit and investment products
• Service an assigned portfolio of estate accounts
• Identify opportunities within your portfolio
• Manage personal and small business lending services
• Lead promotions and community engagement activities
Requirements:
• 4-6 ye...
In this full-time role, you'll build strong relationships with members, providing tailored advice on a range of financial products. With 4-6 years of experience in financial services, you'll play a key role in serving both personal and small business clients. Emphasizing sales skills, strong organization, and communication, you'll lead initiatives that contribute to our growth and the community's well-being.
Key Responsibilities:
• Advise on deposit and investment products
• Service an assigned portfolio of estate accounts
• Identify opportunities within your portfolio
• Manage personal and small business lending services
• Lead promotions and community engagement activities
Requirements:
• 4-6 ye...