Senior Financial Advisor

Senior Financial Advisor (Lake Cowichan Branch) 2 days ago Be among the first 25 applicants Job Description We are currently 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 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 $500,000 in investible assets) through proactive regular contact, ensuring current and future needs are identified and met. 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. 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. 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. Other duties: 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 First West. Other duties as required by branch leadership. 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 First West 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. About Us First, we strive to make our team members feel genuinely rewarded. You’ll have: Mental health coverage and resources. Customizable health benefits, as well as topped‑up parental leave. Performance‑based compensation, employee banking advantages and group RRSP matching. Vacation time and flexible work arrangements to support your lifestyle. We are committed to providing a fair, equitable, and competitive rewards package that reflects the value an individual brings to our organization. The compensation mentioned in this job posting should serve as a guide. The total cash compensation earned may vary based on a variety of factors including bonuses and/or incentives, an individual’s skills and experience, and may correlate with performance in the role. We also provide and encourage opportunities for our employees to make a meaningful impact. After all, as a credit union we’re powered by giving back—in big ways and through small gestures. That's why we offer employees paid time off to volunteer, partner with thousands of local charities, build long‑lasting relationships that help our members get ahead and commit to environmental, social and governance (ESG) practices. By joining our team, you’ll be able to elevate your potential. Wherever your own purpose leads, we’re here to support you with award‑winning in‑house training programs, access to LinkedIn Learning, and reimbursement for external courses to help you get ahead. Take the next step in your career as part of our team. Apply for this opportunity. Candidates, please note: if you are being considered for this role, you will be required to complete a background check, such as employment verification, credit check and criminal record check. Diversity, Equity, Inclusion & Belonging At First West Credit Union, we embrace diversity regardless of gender identity or expression, sexual orientation, religion, race, ethnicity, age, diverse ability, and any aspect that makes someone unique. Inclusion is woven through our organization, from our employee‑led network groups, hiring practices and education programs that address barriers and continually grow our equitable, diverse and inclusive culture. We encourage people who are from equity‑deserving groups to apply for a career with us, including women or non‑binary people, persons with diverse abilities, Black, Indigenous Peoples, People of Colour and members of 2SLGBTQIA+ communities. If an accommodation would help you during the process of applying or interviewing for a career with us, please let us know how we can assist you, whether it’s preparing materials in an alternate format, booking an accessible meeting room or other arrangement. Your individuality is welcome here. Seniority level Mid‑Senior level Employment type Full‑time Job function Finance and Sales Referrals increase your chances of interviewing at Island Savings, a division of First West Credit Union by 2x. Get notified about new Senior Financial Advisor jobs in Lake Cowichan, British Columbia, Canada. Location: Duncan, British Columbia, Canada. Salary: CA$75 - CA$90,000 (2 days ago). Other positions listed: Financial Planning Consultant (FPC Compensation Plan) – Duncan, BC (1 week ago). Financial Advisor – Ganges (Salt Spring) Branch – Saltspring Island, BC (2 days ago). Member Advisor – Ganges (Salt Spring) Branch – Saltspring Island, BC (1 week ago). 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