Financial Advisor
3 days ago
OverviewWe 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/investments and complex lending services. This role 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.ResponsibilitiesMember 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); 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 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 DifferentiationLending limits will be assigned in consultation with credit services, based on experience and competencyIn pilot locations, a key accountability is to build/maintain a strong presence and relationship in the communityRequired Skills, Experience & QualificationsCollege or Tech School Diploma (2 years) in related discipline or equivalent combination of education and experience requiredMutual Funds License required; PFP is an assetMust complete the internal First West certification program specific to this role within the required timeframe2 years in a Member Advisor role, or equivalentDemonstrated ability to identify needs and recommend products and services to membersSelf-starter with ability to work independently and solve problems using common sense and sound judgmentProven ability to plan, organize and prioritize workloadProficient 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. #J-18808-Ljbffr
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Mission, Canada Scotiabank Full timeSelect how often (in days) to receive an alert: Title: Senior Financial Advisor Mission City Branch, Mission BC Requisition ID: 244594. Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture. About the role What your role will be… Senior Financial Advisor At Scotiabank we help employees build their futures –...
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Mission, Canada Scotiabank Full timeSelect how often (in days) to receive an alert: Title: Senior Financial Advisor Mission City Branch, Mission BC Requisition ID: 244594. Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture. About the role What your role will be… Senior Financial Advisor At Scotiabank we help employees build their futures –...
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