Senior Financial Advisor

November 10 2021
Industries Bank, Insurance, Financial services
Categories Accounting, Finance, Actuarial Services, Bank, Insurance, Financial Services, Bank, Insurance, Financial services, Sales, Business Development
Keremeos, BC

We are seeking a Senior Financial Advisor to join our team.

The Senior Financial Advisor provides exceptional customer service to a portfolio of members by offering a full range of investment, deposit and complex lending services. The Senior Financial Advisor identifies member life stage cycle and provides solutions to financial needs, and/or refers member to an appropriate advisor.

Here’s what would be included as a part of your typical day:

1. Member Service: Builds strong relationships with current and potential members; identifies member life stage cycle and provides financial advice to members or refers to appropriate advisor. Manages an assigned portfolio of members through proactive regular contact, ensuring current and future needs are identified and met.

2. Member Transactions: Processes a full range of complex member transactions including, but not limited to: MFDA products and services; retail mortgages, personal and RRSP loans; opening personal or business accounts, debit/credit cards, Loc/overdraft protection, and related insurance products.

3. Branch Goals: Supports achievement of annual branch goals and objectives through proactive promotion of FW products and services, participation in branch campaigns, and actively seeks potential cross-sell and/or referral opportunities during interaction with members or general public. Achieves established annual sales and referral targets.

4. Branch Support: Mentors other branch employees in the understanding of lending and investment products and services; and provides advice and/or assists employees with member issues in management’s absence.

5. Other Duties as required by branch leadership.

Branch/Regional Differentiation:

  • Lending Limits will be assigned in consultation with credit services - Based on experience and competency.
  • Assigned a portfolio of high value members based on regional and branch needs.
  • Build/maintain a strong presence and relationship in the community.

Required Skills, Experience & Qualifications:

  • SFA certification (within 12 months) required
  • Mutual funds license required
  • PFP course preferred
  • 2 years in a Financial Advisor role, or equivalent
  • Proven ability to conduct complex advisory, four quadrant conversations
  • Proficient in computer software e.g. Microsoft Office and banking software programs

Why work for us?

We offer a total rewards package that recognizes the meaningful work you do to support our members and our communities, which includes:

  • A competitive base salary plus performance-based incentive compensation
  • Annual merit pay increases
  • Flexible benefits as well as support for retirement benefits
  • Vacation time, a flexible “Day4U” and the option to purchase up to five additional vacation days
  • Other financial perks such as our Employee Banking Advantages which includes waived or reduced financial service fees, reduced rates on personal loans, mortgages and no-interest loans on lifestyle-related items that promote health, wellness, learning and business aptitude

In addition you can enjoy socially conscious perks, like three paid days off every year, to volunteer for causes you care about.

What’s your place in the First West story? Apply now and let’s find out together.

First West regrets that only candidates selected for an interview will be contacted.

Diversity & Inclusion:

First West Credit Union is committed to diversity and inclusion. Our goal is to create an inclusive, accessible environment for our candidates and employees that reflects the communities in which operate. If you require an accommodation for the recruitment or interview process (including alternate formats of materials, accessible meeting rooms or other types of accommodation), please let us know and we will work with you to meet your needs.
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