Wealth Management Associate - Partner - SASCU - Jobs in Salmon Arm British Columbia

Job Description

As a Wealth Management Associate, you will deliver on the SASCU Member Experience by demonstrating initiative in identifying client needs, providing sound advice, and partnering to actively promote the growth of SASCU products and services. You will be responsible for delivering professional financial advice to clients, primarily focused on savings, investment, and retirement solutions. The Wealth Management Associate provides financial advice and investment solutions that build a bridge for clients as their needs progress towards high net-worth advisory services and financial planning.What you’ll do:

• Build and maintain a book of business by sourcing new business, building relationships with other SASCU business lines, and developing existing client and community relationships.
• Provide comprehensive investment and financial advice in a way that educates the client and enables them to make sound financial choices based on their specific goals and objectives.
• Advise on SASCU off-book (mutual fund) investment products.
• Perform ongoing client service, financial goal review, and portfolio rebalancing as appropriate to proactively identify existing and emerging needs.
• Serve as an internal resource for SASCU peers in the provision of financial products and services, concepts, and advice.
• Partner with credit union peers through referrals and joint client meetings to consolidate business held elsewhere and provide the right product at the right time.

What you’ll bring:

• Valid and current BC Mutual Funds License (IFIC or Canadian Securities Institute).
• 4 - 5 years of investment-related experience in a fast-paced professional sales role within a financial institution or investment firm.
• 2 years of post-secondary education or equivalent.
• Professional-level knowledge of Canadian investment products, strategies, and concepts.
• Proven track record of achieving sales objectives.
• Understanding of regulatory and compliance policies and procedures.
• Strong communication, organizational, and time management skills.
• Fully proficient with industry standard systems and programs such as securities processing and portfolio management software; experience with Dataphile and Morningstar software is an asset.
• Ability to operate with a high degree of autonomy and professionalism.

We invest in our employees by offering:

• A competitive base salary ($66,830 - $83,530 per year) plus performance-based incentive pay, and a pension plan with SASCU matching all funds.
• Comprehensive group benefits coverage including extended health and dental care, disability insurance, life insurance, and an Employee and Family Assistance Program.
• Flexible spending account for additional health and personal wellness activities and expenses.
• Flexible work arrangements and paid time off including vacation, medical/care time, personal days, and paid community volunteering.
• Opportunities for career growth, financial assistance for training and development, and rewards and recognition.
• Additional benefits including waived or reduced banking fees and reduced rates on personal loans and mortgages.

This is a full-time, Monday - Friday position. It is an excellent opportunity for a community-minded individual to further their career within a successful and growing organization. If this sounds like you, let us know! To apply, please email a cover letter and résumé to us at hr@sascu.com.Our Commitment to Diversity and Inclusion:SASCU is an equal opportunity employer committed to supporting Diversity and Inclusion. We recruit and select applicants for employment based solely on their qualifications, training, and experience as they relate to the position, with emphasis on selecting the best-qualified person for the job. We support an inclusive environment where employees feel empowered to share their experiences, ideas, and perspectives.A bit about SASCU:SASCU Financial Group offers a broad range of personal and business financial services through SASCU Credit Union and its three lines of business: SASCU Insurance, SASCU Wealth, and Commercial banking. SASCU Credit Union branches are in Sicamous and Sorrento, plus two in Salmon Arm. Established in 1946, SASCU has more than 20,000 members, 165 staff, and $1 billion in assets. In addition, SASCU stewards $280 million in client investments and serves more than 5,000 insurance customers. Learn more at www.sascu.comThe successful candidate will be required to meet fidelity bonding requirements, including completion of references, a criminal record check, and credit check.