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Source: LocalWorkBC.ca Listed: Tuesday 13 June, 2017
Viewed: 43 times  
 

SASCU Financial Group 
Investment Specialist 
Make your future at SASCU. As a value-based organization, SASCU is as committed to our employees as we are to our home communities. Not your typical employer, we o?er things our employees appreciate on a daily basis. Come discover for yourself what makes SASCU such a great place to work.Investment Specialist, Full-time Salmon Arm Downtown Branch SASCU is currently seeking an Investment Specialist, a proactive sales position that is responsible for delivering professional ?nancial advice to Credit Union members and non-members, primarily focused on savings, investment and retirement solutions. The Investment Specialist role provides mid-level ?nancial advice and investment solutions, o?ering products, services and scalable advice that builds a bridge for members as their needs progress towards full ?nancial planning. The Investment Specialist delivers on the SASCU Member Experience by demonstrating initiative in identifying member needs, building sound modular ?nancial plans and partnering to actively promote the growth of all SASCU Credit Union and SASCU Wealth products and services. The successful incumbent shall have post-secondary education, plus 3 years recent investment related experience. CFP (or PFP) an asset with expectation to attain designation within a 3 year period. Valid and current BC Mutual Funds License (IFIC/Canadian Securities). For a complete description of this role and how to apply, please visit www.sascu.com/careers. This position will remain open until ?lled. We thank all candidates for their interest, however, only those selected for an interview will be contacted.. Human Resources SASCU Financial Group Box 868, Salmon Arm, BC V1E 4N9 Tel: 250.833.1313 Fax: 250.833.4480 Email: hr@sascu.com




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