Senior Financial Advisor

Senior Financial Advisor (Chilliwack City Branch)Join to apply for the Senior Financial Advisor (Chilliwack City Branch) role at Envision Financial, a division of First West Credit UnionWe 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.What’s in it for you:Mental health coverage and resourcesCustomizable health benefits, as well as topped-up parental leavePerformance-based compensation, employee banking advantages and group RRSP matchingVacation time and flexible work arrangements to support your lifestyleWe are committed to providing a fair, equitable, and competitive rewards package that reflects the value an individual brings to our organization. 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.By joining our team, you’ll be able to elevate your potential. 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.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 experienceMutual Funds License requiredMust complete the internal First West certification program specific to this role within the required timeframePFP preferred2-3 years in a Financial Advisor role, or equivalentProven ability to conduct complex advisory, four quadrant conversationsDemonstrated ability to recognize needs, identify appropriate products and build strong member relationshipsProven track record achieving or exceeding sales targets in retail lending and investment products and serviceSelf-starter with ability to work independently and solve problems using common sense and sound judgmentProficient in computer software e.g. Microsoft Office and banking software programsDisplays an understanding of risk and risk ownership by being able to demonstrate adherence to policies and procedures.Seniority level: Mid-Senior levelEmployment type: Full-timeJob function: Customer Service, Finance, and SalesCandidates, 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.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.Please know we appreciate your interest in us but only candidates selected for an interview will be contacted. #J-18808-Ljbffr