Financial Advisor
6 days ago
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/investments and complex lending services. The Financial Advisor identifies member life stage cycle and provides solutions to financial needs, and/or refers member to an appropriate advisor. This position manages a portfolio of members.Here’s what would be included as a part of your typical dayMember 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: 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 & QualificationsCollege 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 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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Financial Advisor
7 days ago
Victoria, Canada Envision Financial Full timeWe 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. The Financial Advisor identifies member life stage cycle and provides solutions to financial needs, and/or refers member to an...
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SUN LIFE FINANCIAL ADVISOR
6 days ago
Victoria, Canada Sun Life Financial Full timeSUN LIFE FINANCIAL ADVISOR page is loaded## SUN LIFE FINANCIAL ADVISORlocations: Victoria, British Columbiatime type: Full timeposted on: Posted 12 Days Agojob requisition id: JR00034425You are as unique as your background, experience and point of view. Here, you’ll be encouraged, empowered and challenged to be your best self. You'll work with...
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SUN LIFE FINANCIAL ADVISOR
6 days ago
Victoria, Canada Sun Life Financial Full timeSUN LIFE FINANCIAL ADVISOR page is loaded## SUN LIFE FINANCIAL ADVISORlocations: Victoria, British Columbiatime type: Full timeposted on: Posted 12 Days Agojob requisition id: JR00034425You are as unique as your background, experience and point of view. Here, you’ll be encouraged, empowered and challenged to be your best self. You'll work with...
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Financial Advisor
2 weeks ago
Victoria, British Columbia, Canada First West Credit Union Full timeDescriptionWe 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. The Financial Advisor identifies member life stage cycle and provides solutions to financial needs, and/or refers...
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Financial Advisor
2 weeks ago
Victoria, Canada Royal Bank of Canada Full time**Job Summary** **What is the opportunity?** As an RBC Financial Advisor, you attract, nurture, and grow relationships with our high-value personal and small business clients, by adding value in the moments that matter to them. You provide our clients with proactive, professional advice and collaborate with RBC partners to help clients with their goals and...
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Financial Advisor
4 days ago
Victoria, Canada Royal Bank of Canada Full time**Job Summary** **What is the opportunity?** As an RBC Financial Advisor, you attract, nurture, and grow relationships with our high-value personal and small business clients, by adding value in the moments that matter to them. You provide our clients with proactive, professional advice and collaborate with RBC partners to help clients with their goals and...
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Member Solutions Advisor
2 weeks ago
Victoria, Canada Envision Financial Full timeWe are currently seeking a Member Solutions Advisor to join our team.The Member Solutions Advisor is based in the member advice centre and provides exceptional customer service to current and potential members by offering a range of deposit and personal lending services. The Member Solutions Advisor identifies member life stage cycle and provides solutions...
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Financial Advisor
1 week ago
Victoria, British Columbia, Canada Co-operators Full timeCompany: CGICEmployment Type: Temporary Full-Time (48 months)Work Model: HybridLanguage: This role operates in English.Additional Information: This/these role(s) is/are currently vacantThe OpportunityWe are a leading Canadian financial services co-operative committed to being a catalyst for a sustainable and resilient society and our team is essential to...
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Financial Advisor
2 weeks ago
Victoria, British Columbia, Canada Co-operators Career Full timeCompany: CGICEmployment Type: Temporary Full-Time (48 months)Work Model: HybridLanguage: This role operates in English.Additional Information: This/these role(s) is/are currently vacantThe Opportunity:We are a leading Canadian financial services co-operative committed to being a catalyst for a sustainable and resilient society and our team is essential to...
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Financial Management Advisor
2 weeks ago
Victoria, Canada PSD Full time**About PSD Citywide** PSD is a full-service firm offering research, consulting services and software to the North American public sector market. Our client base includes hundreds of small, mid-sized, and large municipalities from across North America, provincial/state and federal government agencies, and private sector entities. We are an industry leader...
