Wealth Advisor

1 week ago

Surrey, Canada Envision Financial, a division of First West Credit Union Full time

We are currently seeking a Wealth Advisor to join our Envision Financial team.

The Wealth Advisor (WA) is responsible for working with and managing a book of high value members in assigned, multiple branch locations, by offering a full range of investment and financial planning advice including deposit and lending services. The role will work to consolidate investment assets through two broad groups: 1) existing members to consolidate external assets to First West; 2) referrals from existing members and business development that bring new members with wealth. The Wealth Advisor will also meet regularly with assigned members to ensure retention of assets and assist with retirement and/or financial plans. This role will work in close collaboration with retail branch employees and Wealth Planning Specialists to ensure members are receiving the necessary advice and ongoing service.

**Here’s what would be included as a part of your typical day**
- **Financial Planning and Advice**:An expert in the wealth discovery process, this role identifies wealth and financial planning needs, and is engaged with both existing and new or potential members to deepen relationships and bring credibility to FWs wealth offering across a territory of assigned branches. The WA uses financial planning tools to develop plans and recommendations to meet the members investing/financial planning goals; meets investment sales targets through advisory sales and financial planning; analyzes and identifies member needs through interview process; identifies member goals and risk tolerance; develops recommendation based on gaps determined; and collaborates with Wealth Planning Specialists to ensure members are receiving comprehensive financial planning. Processes a full range of complex member transactions including, but not limited to: MFDA products, retail mortgages, personal and RRSP loans, opening personal or business accounts, debit/credit cards, LOC/overdraft protection, and related insurance products.
- **Portfolio Management**:Manages and grows an assigned four quadrant portfolio of high value members (generally between $250-$500K in investible assets); develops methods and process to ensure members within portfolio are contacted on a regular basis; ensures portfolio reflects the life stage and risk tolerance of the member; makes recommendations on adjustments to portfolio, as required; and drives asset consolidation among members by helping members to implement the recommended financial plan within the credit union.
- **Business Development**:Develops and executes an annual business development plan that includes techniques and methods to be utilized for securing new member accounts or existing member new (external) wealth business; builds collaborative working relationships and teamwork with branch staff to identify current and potential members with investment and financial planning needs; gains introductions to members and identifies their current portfolio and investment needs; identifies and assists in developing opportunities for retail banking products and services with CU branch partners; and develops an internal and external referral network through community events, on-line social media and other networking activities.
- **Risk Management**:Ensures compliance with all FW audit/risk management policies and procedures; adheres to applicable external agency/vendor/government regulatory requirements and standards; maintains a profession standard of conduct at all times while promoting a positive image of the organization; meets annual professional continuing education requirements; and maintains up to date and accurate member files, electronic and physical records, as required.

**Required Skills, Experience & Qualifications**
- College, Trade or Tech School Diploma (2 years) required
- Bachelor’s Degree preferred
- Mutual funds license required
- PFP designation required.
- CFP or CFA designation preferred.
- 5 years’ experience in financial planning/investment sales with the proven ability to consistently meet or exceed targets required
- 2 years’ experience with retail lending required
- Expert knowledge of the investment industry, products, and the principles of investment advice/financial planning required
- “Four quadrant” member transaction experience preferred
- Proven track record of exceptional sales results preferred
- Retail banking experience preferred
- Superior sales abilities including active listening, identifying business opportunities, influencing & negotiating, asking for the business
- Proven relationship building, networking, and client acquisition skills
- Proven track record achieving or exceeding sales targets in retail lending and investment products and service
- Proven strong communication skills with ability to communicate both verbally and in writing or through presentations with a wide variety of people
- Proficient with computer software programs, e.g. Microsoft Office
- Demonstrated

  • Wealth Services Assistant

    2 weeks ago

    Surrey, Canada Envision Financial, a division of First West Credit Union Full time

    We are currently seeking a Wealth Services Assistant to join our team at our Sunshine Hills Envision Financial Branch. The Wealth Services Assistant provides administrative and marketing support to assigned Senior Wealth Advisors and responds to routine member/client inquiries. Responsibilities include: assisting in the preparation of client meetings,...

  • Wealth Associate

    1 month ago

    Surrey, Canada National Bank of Canada Full time

    A career as a Wealth Associate at National Bank Financial is a job where you can showcase your ability to work in synergy with clients and colleagues. In this role, you will help investment advisors to stand out by offering exceptional customer service that will have a positive, long-term impact on our clients. **Your job**: - Support investment advisors...

  • Premier Banking Advisor

    4 weeks ago

    Surrey, Canada Royal Bank of Canada Full time

    **Come Work with Us!** At RBC, our culture is deeply supportive and rich in opportunity and reward. You will help our clients thrive and our communities prosper, empowered by a spirit of shared purpose. Whether you’re helping clients find new opportunities, developing new technology, or providing expert advice to internal partners, you will be doing work...

  • Investment Administrator

    6 days ago

    Surrey, Canada Connect Wealth Full time

    **INVESTMENT ADMINISTRATOR** If you’re an experienced administrative professional looking for a new and rewarding challenge in the South Surrey area, then this could the position you’ve been looking for! We are recruiting on behalf of an independent financial planning and advisory firm specializing in wealth management for individuals and tax planning...

  • Financial Advisor

    4 weeks ago

    Surrey, Canada Blu Codes Inc Full time

    Overview: **Responsibilities**: - Provide financial advice and guidance to clients on Life insurance, Visitor Insurance, investment strategies, retirement planning, and wealth management - Conduct in-depth financial analysis and research to develop personalized financial plans - Assist clients with cash management, budgeting, and debt reduction strategies -...

  • Service Advisor

    4 weeks ago

    Surrey, Canada BCAA Full time

    Why BCAA? Feel proud of what you do and help shape the future of BC at a BC Top Employer. We’re driven by purpose - delivering peace of mind to one in three BC households with insurance, roadside assistance, auto repair, Evo Car Share and Evolve E-Bike Share. With a long history of keeping roads safe and giving back in ways that build stronger...

  • Client Solutions Advisor

    2 weeks ago

    Surrey, British Columbia, Canada Scotiabank Full time

    Requisition ID: 190738We are committed to investing in our employees and helping you continue your career at Scotiabank.Client Solutions Advisor Job PostingJob Overview:As a Client Solutions Advisor (CSA) you will be responsible for onboarding customers that have purchased a mortgage through our indirect mortgage salesforce. Your role will be to deepen...

  • Financial Advisor

    2 weeks ago

    Surrey, British Columbia, Canada Scotiabank Full time

    Financial Advisor - Newton Town Centre BranchRequisition ID: 200041Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture.About the roleWhat your role will be...Financial AdvisorAt Scotiabank we help employees build their futures – where they can be themselves, and win together. With a commitment to diversity...

  • Financial Advisor

    4 weeks ago

    Surrey, British Columbia, Canada Scotiabank Full time

    Financial Advisor - Newton Town Centre BranchRequisition ID: 200041Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture.About the roleWhat your role will be...Financial AdvisorAt Scotiabank we help employees build their futures – where they can be themselves, and win together. With a commitment to diversity...

  • Client Solutions Advisor

    4 weeks ago

    Surrey, Canada Scotiabank Full time

    **Requisition ID**: 190738 We are committed to investing in our employees and helping you continue your career at Scotiabank. **Client Solutions Advisor Job Posting** **Job Overview**: As a Client Solutions Advisor (CSA) you will be responsible for onboarding customers that have purchased a mortgage through our indirect mortgage salesforce. Your role will...

  • Small Business Advisor

    3 weeks ago

    Surrey, Canada Scotiabank Full time

    Requisition ID: 177259 Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture. **About the role**: **What you’ll be doing** Our Advisors are customer-centric and able to connect with people in a relatable way. As an essential member of the Canadian Banking Branch network, the focus is to provide exceptional...

  • Financial Advisor

    4 weeks ago

    Surrey, Canada CIBC Full time

    We’re building a relationship-oriented bank for the modern world. We need talented, passionate professionals who are dedicated to doing what’s right for our clients. At CIBC, we embrace your strengths and your ambitions, so you are empowered at work. Our team members have what they need to make a meaningful impact and are truly valued for who they are...

  • Associate

    2 weeks ago

    Surrey, Canada Royal Bank of Canada Full time

    **Job Summary** **What is the opportunity?** RBC Dominion Securities is Canada’s leading full-service investment and wealth management firm and is backed by Canada’s leading financial institution. We take pride in hiring and nurturing talented individuals who share our commitment to helping our clients build and preserve their wealth so they can...

  • Financial Advisor

    3 weeks ago

    Surrey, Canada Scotiabank Full time

    Requisition ID: 198361 Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture. **About the role**: **What your role will be** Financial Advisor At Scotiabank we help employees build their futures - where they can be themselves, and win together. With a commitment to diversity and inclusion and a...

  • Investment Advisor

    2 weeks ago

    SURREY, Canada Royal Bank of Canada Full time

    Job SummaryJob DescriptionGrow your business, your way – with RBCAs an Investment Advisor at RBC Dominion Securities, you can help your clients reach their goals, while we help you reach yours. Maybe you’ve dreamed of starting your own business, but haven’t had the training, support, and resources from a company like RBC. Here, you’ll...

  • Investment Advisor

    4 weeks ago

    Surrey, Canada Royal Bank of Canada> Full time

    Job SummaryJob DescriptionGrow your business, your way – with RBCAs an Investment Advisor at RBC Dominion Securities, you can help your clients reach their goals, while we help you reach yours. Maybe you’ve dreamed of starting your own business, but haven’t had the training, support, and resources from a company like RBC. Here, you’ll find what you...

  • Pia Client Service Associate

    4 weeks ago

    Surrey, Canada TD Bank Full time

    409303BR Wealth Management Surrey, BC May 12, 2023 Company Overview Department Overview TD Private Wealth Management takes a sophisticated and holistic goals discovery approach to wealth planning and protection to provide highly personalized advice, solutions and service to clients. **TD Private Investment Advice** offers clients the chance to create...

  • Money Advisor

    2 weeks ago

    Surrey, British Columbia, Canada Gulf & Fraser Full time

    About BeemBeem Credit Union, founded by Gulf & Fraser and Interior Savings, is the second largest provincially regulated credit union in BC with approximately $10 billion in total assets under administration. 1,000 Beem employees work to serve over 160,000 members who live and work across the province. The credit union offers personal and commercial banking...

  • Money Advisor

    2 weeks ago

    Surrey, British Columbia, Canada Beem Credit Union Full time

    About BeemBeem Credit Union, founded by Gulf & Fraser and Interior Savings, is the second largest provincially regulated credit union in BC with approximately $10 billion in total assets under administration. 1,000 Beem employees work to serve over 160,000 members who live and work across the province. The credit union offers personal and commercial banking...

  • Money Advisor

    2 weeks ago

    Surrey, British Columbia, Canada G&F Financial Group Full time

    About Beem Beem Credit Union, founded by Gulf & Fraser and Interior Savings, is the second largest provincially regulated credit union in BC with approximately $ billion in total assets under administration. , Beem employees work to serve over , members who live and work across the province. The credit union offers personal and commercial banking and a...