Investment Specialist

We invite you to join a team where you can feel good about the work you do and the positive impact you will have in the communities we serve in the Shuswap region. We believe in fostering a work environment that is the perfect blend of friendliness, support, and professionalism, not to mention fun!

As an Investment Specialist, you will partner with members to build personalized savings and investment strategies that strengthen their financial confidence and support their life goals. The Investment Specialist serves members across all SASCU branch locations, ensuring members have access to specialized investment expertise and a consistent advisory experience.

What you’ll do:

• Provide education and advice on a range of deposit and investment products (e.g., term deposits, registered products, mutual funds, new personal and business accounts) to help members make informed financial decisions and achieve their financial goals.
• Manage an assigned portfolio with regular reviews and personalized contact to build trusted relationships and ensure members' financial needs continue to be met.
• Identify opportunities and refers members to colleagues when appropriate to ensure members receive comprehensive financial solutions that meet their evolving needs.
• Contribute to marketing and community outreach to grow member relationships and strengthen SASCU's presence in the communities we serve.
• Complete documentation and transactions related to investments and mutual funds to ensure compliance with internal policies and regulatory standards.
• Provide peer coaching and back-up to Financial Advisors across SASCU's branch network.

What you’ll bring:

• Two years of post-secondary education or equivalent.
• 6-7 years of progressive banking or financial services experience. Mutual fund sales and lending knowledge is an asset.
• Registered as a mutual funds representative or willing to obtain registration within six months of attaining the position.
• Access to reliable transportation, and willingness to travel to any SASCU related business location as required.
• Proven sales skills and a passion for member education and advice.
• Strong communication, analytical, and organizational skills.
• Comfort with digital tools and financial systems.

We invest in our employees by offering:

• A competitive base salary ($68,800 - $86,000 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, life and disability insurance, and an Employee 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, with flexibility to work Saturdays as required. It is an excellent opportunity for a community-minded individual to further their career within a successful and growing organization.

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 $290 million in client investments and serves more than 5,000 insurance customers. Learn more at sascu.com

We thank all candidates for their interest, however, only those selected for an interview will be contacted. The successful candidate will be required to meet fidelity bonding requirements, including completion of reference, criminal record, and credit checks.

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