Senior Financial Advisor

4 weeks ago

Penticton, Canada First West Credit Union Full time

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. #J-18808-Ljbffr

  • CA Financial Advisor

    1 day ago

    Penticton, Canada Edward Jones Full time

    Base pay rangeCA$38,500.00/yr - CA$100,000.00/yrJob OverviewEdward Jones proudly serves over 190,000 Canadians and spans 660 branches with more than 870 advisors across the country. As one of the largest independent wealth services providers in the country, we have ambitious plans to help many more Canadians improve their financial wellness through...

  • Senior Financial Advisor: Wealth Growth

    4 weeks ago

    Penticton, Canada First West Credit Union Full time

    A regional credit union is seeking a Senior Financial Advisor to enhance customer service and offer comprehensive investment advice. This role involves processing various member transactions and mentoring branch employees. Ideal candidates will have a college diploma, mutual funds license, and 2-3 years of relevant experience. Strong relationship-building...

  • CA Financial Advisor

    4 weeks ago

    Penticton, Canada Edward Jones Full time

    Job OverviewEdward Jones proudly serves over 190,000 Canadians and spans 660 branches with more than 870 advisors across the country. As one of the largest independent wealth services providers in the country, we have ambitious plans to help many more Canadians improve their financial wellness through comprehensive advice and planning. Over the past 6+...

  • CA Financial Advisor

    1 week ago

    Penticton, Canada Edward Jones Full time

    Job OverviewEdward Jones proudly serves over 190,000 Canadians and spans 660 branches with more than 870 advisors across the country. As one of the largest independent wealth services providers in the country, we have ambitious plans to help many more Canadians improve their financial wellness through comprehensive advice and planning. Over the past 6+...

  • Financial Advisor

    1 day ago

    Penticton, Canada Co-operators Full time

    The OpportunityAs an exclusive Financial Advisor of Co-operators you are an entrepreneurial-minded leader. You are a high achieving business builder who will manage your own insurance agency with the full support of an established company. As an independent contracted Financial Advisor of Co-operators, you will build strong, visible ties to the community and...

  • Financial Advisor

    1 week ago

    Penticton, British Columbia, Canada Co-operators Career Full time

    The OpportunityAs an exclusive Financial Advisor of Co-operators you are an entrepreneurial-minded leader. You are a high achieving business builder who will manage your own insurance agency with the full support of an established company. As an independent contracted Financial Advisor of Co-operators, you will build strong, visible ties to the community and...

  • CA Financial Advisor

    1 week ago

    Penticton, BC, Canada code4 Full time €38,500 - €100,000

    Job Overview Edward Jones proudly serves over 190,000 Canadians and spans 660 branches with more than 870 advisors across the country. As one of the largest independent wealth services providers in the country, we have ambitious plans to help many more Canadians improve their financial wellness through comprehensive advice and planning. Over the past 6+...

  • Wealth Advisor: Build Your Practice

    1 day ago

    Penticton, Canada Edward Jones Full time

    A leading wealth services firm is seeking a Financial Advisor to partner with clients in achieving their long-term financial goals. You will develop your own practice, supported by a client support team and expert advice from market analysts. This full-time role offers autonomy and rewards based on client-focused results. The ideal candidate has a strong...

  • Own Your Insurance Agency

    1 day ago

    Penticton, Canada Co-operators Full time

    An established industry player is seeking an entrepreneurial-minded Financial Advisor to lead their own insurance agency. This role involves building strong community ties and cultivating long-term client relationships while utilizing exclusive technology and tools. As a key player, you will develop business strategies, manage a team, and ensure compliance...

  • Prosperity Partner

    6 days ago

    Penticton, Canada beBeeCareer Full time

    Financial Advisor Career Are you a driven individual with a passion for helping others achieve their financial goals? As a Financial Advisor, you will play a vital role in providing expert guidance and support to our clients. This is an excellent opportunity to launch your career and grow with our firm. About the Role This dynamic role involves working...