Location
salmon arm, columbia shuswap regional district, Canada
Posted
July 20, 2026
Job Description
Become a Financial Advisor at SASCU and help shape the financial futures of our members. This full-time role emphasizes building relationships and providing customized financial solutions.
At SASCU, you'll service a portfolio of members, helping them achieve their goals with personalized advice on loans, investments, and everyday banking products. You will bring 2-3 years of experience in financial services and a commitment to delivering the SASCU Member Experience.
Key Responsibilities:
• Guide members on a comprehensive range of financial products
• Evaluate loan applications and credit assessments
• Maintain regular member contact and relationship management
• Oversee administration of estate accounts
• Conduct reporting and audit tasks as required
Requirements:
• One year of post-secondary education or equivalent
• 2-3 years of relevant financial services experience
• Completion of CUIC courses w...
At SASCU, you'll service a portfolio of members, helping them achieve their goals with personalized advice on loans, investments, and everyday banking products. You will bring 2-3 years of experience in financial services and a commitment to delivering the SASCU Member Experience.
Key Responsibilities:
• Guide members on a comprehensive range of financial products
• Evaluate loan applications and credit assessments
• Maintain regular member contact and relationship management
• Oversee administration of estate accounts
• Conduct reporting and audit tasks as required
Requirements:
• One year of post-secondary education or equivalent
• 2-3 years of relevant financial services experience
• Completion of CUIC courses w...