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
Oliver, BC

We are seeking a Financial Advisor to join our team.

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

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.

2. Member Transactions: Processes a full range of complex member transactions including, but not limited to: personal loans, retail mortgages and RRSP loans; investment products; 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 potential members. Achieves established annual sales and referral targets.

4. Branch Support: Performs a variety of administrative duties which may include, but not limited to: administration of estates, completion of loan applications, conducting credit investigations, and follow-up phone calls to members, as required.

Branch Differentiation:

Based on the needs of the members and individual circumstances, the following may apply:

  • Lending limits will be assigned in consultation with credit services, based on experience and competency
  • In pilot locations, a key accountability is to build/maintain a strong presence and relationship in the community

Required Skills, Experience & Qualifications:

  • FA certification program (within 12 months) required
  • Mutual funds License required
  • 2 years in a Financial Services Advisor role, or equivalent
  • 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.

Apply now! network