Financial Advisor

Overview

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, the Advisor is responsible for deepening member relationships and uncovering members’ short- and long-term goals; tailored solutions may include loans, investments, or day-to-day products and services. The Advisor contributes to the team to achieve SASCU’s sales and advice objectives and consistently delivers the SASCU Member Experience.

What you’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 applicants, analyze finan...