Closing Date: Open Until Filled.
The primary purpose of this position is to assist North Peace Savings & Credit Union in living out our Corporate Mission, “Helping our members succeed in life.” and our Service Mission, “To build rewarding relationships through a superior service experience.”, by delivering superior advice to both internal and external members. A key element of excellent advice is to identify mutually beneficial solutions to each member. Reporting to the Team Lead, Financial Advisors, the Senior Financial Advisor must quickly and efficiently probe to uncover and assess overall needs of all members (at every contact) and identify opportunities to further deepen the engagement with the member. The Senior Financial Advisor is able to provide appropriate education, advice, products and services to meet the varied need of Senior Financial Advisor will be responsible for maintaining up
to date knowledge on all NPSCU deposit and lending products for appropriate referral opportunities. In all activities, ensures prudent risk management is followed to protect the Credit Union.
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