Financial Advisor

Financial Advisor (Lake Cowichan Branch) Join to apply for the Financial Advisor (Lake Cowichan Branch) role at Island Savings, a division of First West Credit Union. Job Description We are currently 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, investment and complex lending services, identifies member life stage cycle and provides solutions to financial needs, and/or refers member to an appropriate advisor. The Financial Advisor manages a portfolio of members. Typical Day / Responsibilities 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. Member Transactions: Processes a full range of complex member transactions including, but not limited to personal loans, retail mortgages and RRSP loans; investment products (typically under $100K in investible assets); open 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 potential members. Achieves established annual sales and referral targets. 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. 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 First West. Branch Differentiation 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 College or Tech School Diploma (2 years) in related discipline or equivalent combination of education and experience required. Mutual Funds License required; PFP is an asset. Must complete the internal First West certification program specific to this role within the required timeframe. 2 years in a Member Advisor role, or equivalent. Demonstrated ability to identify needs and recommend products and services to members. Self‑starter with ability to work independently and solve problems using common sense and sound judgment. Proven ability to plan, organize and prioritize workload. 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. Benefits 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. 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. 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. Please know we appreciate your interest in us but only candidates selected for an interview will be contacted. #J-18808-Ljbffr