Financial Advisor

SASCU

Full-time Finance
Apply Now
Location
salmon arm, columbia shuswap regional district, Canada
Posted
July 13, 2026

Job Description

As a Financial Advisor , you will seek to understand what is important to each member and partner with them on their individual financial journey. Servicing an assigned portfolio, this position is responsible for deepening member relationships, uncovering membersโ€™ short- and long-term goals, and offering tailored solutions including loans, investments, and day-to-day products and services. The Advisor contributes to the team to achieve SASCUโ€™s sales and advice objectives and consistently delivers the SASCU Member Experience.

What youโ€™ll do:

  • Advise members on a full range of deposit and investment products and services (including new personal and business accounts, cards, term deposits, and registered products).
  • Advise members on personal and small business lending products and services (including mortgages, personal loans, lines of credit, credit cards, and associated insurance products).
  • Interview loan ...