Senior Financial Advisor (Guisachan Branch)

We are currently seeking a Senior Financial Advisor to join our Guisachan Branch in Kelowna. 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 (generally with $100,000 to $250,000 in investible assets) 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 Tru Cooperative Bank 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. Utilizes the Day in the Life as a guideline to prioritize and manage schedules - to align efforts in reaching goals while offering a remarkable, consistent member experience across Tru Cooperative. 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 * College or Tech School Diploma (2 years) in related discipline or equivalent combination of education and experience * Mutual Funds License required * Must complete the internal Tru Cooperative certification program specific to this role within the required timeframe * PFP preferred * 2-3 years in a Financial Advisor role, or equivalent * Proven ability to conduct complex advisory, four quadrant conversations * Demonstrated ability to recognize needs, identify appropriate products and build strong member relationships * Proven track record achieving or exceeding sales targets in retail lending and investment products and service * Self-starter with ability to work independently and solve problems using common sense and sound judgment * Proficient in computer software e.g. Microsoft Office and banking software programs * Displays an understanding of risk and risk ownership by being able to demonstrate adherence to policies and procedures.

The Senior Financial Advisor manages a portfolio of members by providing investment, deposit, and complex lending solutions. They are responsible for building strong member relationships, achieving sales targets, and mentoring branch staff.

Candidates must possess a college or tech school diploma and a valid Mutual Funds License. A minimum of 2-3 years of experience in a financial advisor role is required, along with strong advisory and sales skills.

• Customer servicePreferred
• Microsoft OfficePreferred

Identified from the job description. Confirm important requirements above.

• Financial advisory
• Investment services
• Lending services
• Customer service
• Portfolio management
• Mutual funds
• Sales targets
• Relationship building
• Financial planning
• Risk management
• Microsoft Office
• Banking software
• Mentoring
• Cross-selling
• Account management
• Retail Mortgage
• Financial Advising
• Self-Starter
• Cross-Selling
• Banking Software
• Management
• Investments
• Customer Service
• Sales
• Leadership
• Loans
• Prioritization

• Finance & Accounting
• Sales
• Customer Service & Support
• Management & Leadership
• Branch Manager/Financial Advisor
• Financial Planner / Investment Consultant
• Financial and Investment Advisers
• Personal Financial Advisors

Minimum education

Professional degree

Minimum experience

2+ years

Posting language

English

Working hours

40 hours per week