Senior Financial Advisor
1 week ago
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 dutiesas 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
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Senior Financial Advisor
2 weeks ago
Delta, Canada Envision Financial Full timeWe 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...
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Senior Financial Advisor
4 days ago
Delta, British Columbia, Canada First West Credit Union Full timeDescriptionWe 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,...
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Financial Advisor
2 weeks ago
Delta, Canada Envision Financial, a division of First West Credit Union Full timeWe are currently seeking a full-time Financial Advisor to join our team at our North Delta Envision Financial branch. The Financial Advisor provides exceptional customer service to current and potential members by offering a full range of deposit/investments and complex lending services. The Financial Advisor identifies member life stage cycle and provides...
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Senior Financial Advisor
2 weeks ago
Delta, Canada Envision Financial, a division of First West Credit Union Full timeOverviewSenior Financial Advisor (Ladner Branch) role at Envision Financial, a division of First West Credit Union. We are currently seeking a Senior Financial Advisor to join our team.Responsibilities Member Service: Builds strong relationships with current and potential members; identifies member life stage cycle and provides financial advice to members or...
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Senior Financial Advisor: Wealth, Lending
1 week ago
Delta, Canada First West Credit Union Full timeA leading financial institution in the Metro Vancouver area is looking for a Senior Financial Advisor to provide exceptional service to members. The ideal candidate will manage a portfolio of clients, assist with complex member transactions, and support branch goals by promoting various financial products. A College or Tech School diploma and Mutual Funds...
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Financial Insurance Advisor
16 hours ago
Delta, Canada Serenia Life Financial Full timeLocation: British Columbia Type: Full Time Imagine working for a company that is both **Human** and **Kind**... At Serenia Life Financial we’ve been helping people protect the ones they love and live generously for close to a century. Our philosophy is to understand our clients financial needs and to proactively provide solutions. As a Serenia Life...
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Member Advisor
4 days ago
Delta, British Columbia, Canada First West Credit Union Full timeDescriptionWe are currently seeking a Member Advisor to join our team.The Member Advisor delivers front line service by identifying and responding to member needs through thoughtful financial conversations. This role enhances digital literacy by assisting with online banking setup and addressing inquiries with accuracy and discretion. By recognizing each...
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Insurance Advisor
2 weeks ago
Delta, Canada Westland Insurance Ltd. Full timeWe’re searching for an Insurance Advisor. Are you searching for new possibilities? Westland Insurance Group Ltd is growing and has a new opportunity for an Insurance Advisor in Delta, BC at our Ladner Center office. Do you love to talk about insurance and provide exceptional client service? If so, you will love working for Westland! We are looking for...
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Insurance Advisor
2 weeks ago
Delta, Canada Westland Insurance Ltd. Full timeWe’re searching for an Insurance Advisor. Are you searching for new possibilities? Westland Insurance Group Ltd is growing and has a new opportunity for an Insurance Advisor in Tsawwassen, BC at our Tsawwassen Shopping Center office. Do you love to talk about insurance and provide exceptional client service? If so, you will love working for Westland!...
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Insurance Advisor
4 days ago
Delta, Canada Westland Insurance Ltd. Full timeWe’re searching for an Insurance Advisor. Are you searching for new possibilities? Westland Insurance Group Ltd is growing and has a new opportunity for an Insurance Advisor in Delta, BC at our Ladner Center office. Do you love to talk about insurance and provide exceptional client service? If so, you will love working for Westland! We are looking for...
