Personal Advisor

5 days ago

Langley, Canada G&F Financial Group Full time

Why G&F?

Drive, contribute, grow - together.

At G&F, you have the opportunity to drive, develop and further your career alongside a team of passionate, empowered and engaged fellow professionals. G&F is proud to offer a caring, open-minded culture that encourages community involvement where you can contribute to causes that are important to you. You can grow your own success and feel great about working with us

**Position Overview**

The Personal Advisor is a key role in the Member Hub, acting as first point of contact for member calls and is an example of service excellence and powerful first impressions. The Personal Advisor provides a superior member experience by proactively solving member inquiries, promoting G&F’s products and services and collaborating to support the branch network and other departments in maintaining and growing the member portfolio while building lasting and meaningful relationships.

**Specific Accountabilities**:

- Sales & Service_
- Provides non-cash related account services to members and processes routine banking transactions.
- Analyzes member needs, provides individualized financial advice and recommends appropriate G&F products and services and alternatives, including cross-selling and referrals to specialists.
- Sells, prepares and ensures accurate processing of deposit and investment products and services including Term Deposits, RRSPs, RRIF’s, RESPs and related transactions.
- Proactively participates in seasonal and ongoing marketing product campaigns.
- Reporting & Administration_
- Maintains records of financial information, produces financial reports and maintains financial systems to provide accurate, timely and relevant information for the most effective decision making.
- Reviews computer generated reports such as overdraft, new accounts and term maturities to identify variances and necessary action.
- Business Development_
- Performs regular and proactive outbound calls for mortgage and deposit product renewals as well as marketing campaigns to increase member retention and wallet share.
- Proactively seeks opportunities to consolidate business from other financial institutions and strengthen financial relationships with G&F.
- Collaboration_
- Proactively identifies and recommends process improvements for better efficiencies.
- Collaborates with specialist departments by referring members for additional services.

This position requires shift work and may work at branches when needed.

**BEHAVIORAL COMPETENCY**

This position will require the demonstration of a solid behavioral skill base including the following:

- Community Involvement
- Commitment to the Member Experience
- Sales
- Knowledge of Products & Services
- Teamwork & Cooperation
- Building Relationships & Partnerships
- Adaptability to Change
- Self Confidence
- Results Orientation

**EDUCATION & EXPERIENCE**:

- Post-secondary business degree or diploma, or a combination of education and experience
- 2-3 years’ related experience
- Back to Basics - Lending Program
- Financial Planning 1 or equivalent is recommended
- CUIC 210: Consumer & Residential Mortgage Lending is preferred
- Equivalent combination of the above may be appropriate

**How to Apply

  • Personal Lines Advisor

    5 days ago

    Langley, British Columbia, Canada David Aplin Recruiting Full time

    To Apply for this Job Click HereOur client, a well-established insurance provider in British Columbia, is seeking a motivated and customer-focused Personal Lines Insurance Advisor to join their team. This is a fantastic opportunity for someone who is looking for a growth opportunity within a team of experienced advisors. As an advisor, you'll play a key role...

  • Personal Lines Advisor

    4 weeks ago

    Langley, Canada Impact Recruitment Full time

    Our client, a well-established insurance provider in British Columbia, is seeking a motivated and customer-focused Personal Lines Insurance Advisor to join their team. This is a fantastic opportunity for someone who is looking for a growth opportunity within a team of experience advisors. As an advisor, you’ll play a key role in delivering personalized...

  • Personal Lines Advisor

    3 weeks ago

    Langley, British Columbia, Canada David Aplin Recruiting Full time

    To Apply for this Job Click HereOur client, a well-established insurance provider in British Columbia, is seeking a motivated and customer-focused Personal Lines Insurance Advisor to join their team. This is a fantastic opportunity for someone who is looking for a growth opportunity within a team of experienced advisors. As an advisor, you'll play a key role...

  • Personal Lines Advisor

    3 weeks ago

    Langley, Canada Impact Recruitment Full time

    Our client, a well-established insurance provider in British Columbia, is seeking a motivated and customer-focused Personal Lines Insurance Advisor to join their team. This is a fantastic opportunity for someone who is looking for a growth opportunity within a team of experience advisors. As an advisor, you'll play a key role in delivering personalized...

  • Personal Lines Advisor

    4 weeks ago

    Langley, British Columbia, U3A, CA Impact Recruitment Full time

    Our client, a well-established insurance provider in British Columbia, is seeking a motivated and customer-focused Personal Lines Insurance Advisor to join their team. This is a fantastic opportunity for someone who is looking for a growth opportunity within a team of experience advisors. As an advisor, you’ll play a key role in delivering personalized...

  • Auto and Personal Lines Insurance Advisor

    2 weeks ago

    Langley, Canada Johnston Meier Insurance Agencies Group Full time

    **Auto and Personal Lines Insurance Advisor** Location: 20-20160 Langley Bypass, Langley **Job Summary** **Responsibilities** - Provide excellent customer service to our clients - New quotes on all Auto and Personal Lines types of business - Provide renewal terms and optional quotes - Update evaluators when necessary - Coverage for Auto Insurance when...

  • Personal Lines Insurance Advisor 72nd Avenue

    2 weeks ago

    Langley, Canada Johnston Meier Insurance Agencies Group Full time

    **Personal Lines Insurance Advisor Downtown Penticton, BC** Location: 19978 72nd Avenue, Langley, BC **Job Summary** **Responsibilities**: - Provide excellent customer service to our clients - New quotes on all Personal Lines types of business - Provide renewal terms and optional quotes - Update evaluators when necessary - Coverage for Auto Insurance...

  • Service Advisor

    2 weeks ago

    Langley, Canada True North Forklifts Full time

    About True North Fleet Maintenance: True North Fleet Maintenance is a trusted provider of commercial fleet maintenance and repair services in Langley, B.C. We are committed to keeping our clients equipment running smoothly and efficiently with top-quality service and expert technicians. As we continue to grow, we are looking for a knowledgeable and...

  • Service Advisor

    1 week ago

    Langley, Canada Tridem Services Ltd Full time

    Pay: $32.00-$36.00 per hour Expected hours: 40 per week Additional pay: - Overtime pay **Benefits**: - Dental care - Extended health care - Vision care Flexible language requirement: - French not required Schedule: - 10 hour shift **Experience**: - service advisor: 3 years (required) - Customer Service: 5 years (required) Work Location: In...

  • Service Advisor

    2 weeks ago

    Langley, Canada Supertech Auto Group Full time

    **Overview** We are seeking a motivated and customer-focused Service Advisor to join our dynamic team. In this role, you will be the primary point of contact for our customers, ensuring their service experience is seamless and satisfactory. You will communicate effectively with both customers and technicians to facilitate the service process. **Key...

  • Career Advisor

    3 days ago

    Langley, Canada School District #35 (Langley) Full time

    The Langley School District is situated on the traditional unceded territories of the Matsqui, Kwantlen, Katzie, and Semiahmoo First Nations. We are an innovative, inspiring, and unified learning community committed to the Core Values: Integrity, Courage, Excellence, and Community. Our district mission to inspire all learners to reach their full potential...

  • Rental Advisor

    2 weeks ago

    Langley, Canada ClearwayBC Full time

    **Clearway Car & Truck Rentals** 6780B Glover Rd, Langley, V2Y 1S6, BC, Canada **Job Position**: Rental Advisor (Full Time Position) **Company Overview**: - We are unique and different from any other workplace you have worked at before. - We care about our staff and our staff always feel appreciated and validated. - We have thrived in the Fraser Valley...

  • Personal Lines Advisor

    4 days ago

    Langley, Canada AMC Insurance Full time

    **Personal Lines Agent** AMC Insurance is expanding, and we're searching for people who want to be entrepreneurs to join our team! We are BC's fastest-growing company, we provide stability, possibilities for career advancement, and a strong teamwork environment. Whether you're new to the insurance industry or a seasoned veteran, AMC Insurance can help you...

  • Beauty Advisor

    3 weeks ago

    Langley, Canada Sephora Full time

    **Job ID**: 218924 **Location**: BC-Willowbrook Shopping Centre (1506) **Address**: 9705 Fraser Hwy, Langley, BC V3A 7E9, Canada (CA) **Hourly/Salaried**: Hourly (Non-Exempt) **Full Time/Part Time**: Part Time **Position Type**: Regular **Who we are behind the stripes**: Sephora has been changing the face of prestige cosmetics since its debut in 1970s...

  • Insurance Advisor

    2 weeks ago

    Langley, Canada BCAA Full time

    Work at an award-winning top employer! If you are looking for an empowering and progressive place to shape your future, then you’ve landed in the right place at BCAA. With our corporate Head Office in Burnaby and locations around BC, we offer a wide variety of opportunities all across the province. Share our purpose to empower British Columbians to move...

  • Insurance Advisor

    2 weeks ago

    Langley, Canada BCAA Full time

    Work at an award-winning top employer! If you are looking for an empowering and progressive place to shape your future, then you’ve landed in the right place at BCAA. With our corporate Head Office in Burnaby and locations around BC, we offer a wide variety of opportunities all across the province. Share our purpose to empower British Columbians to move...

  • Member Solutions Advisor

    2 weeks ago

    Langley, Canada First West Credit Union Full time

    We are currently seeking a full time Member Solutions Advisor to join our team. **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; works in...

  • Member Solutions Advisor

    1 week ago

    Langley, Canada First West Credit Union Full time

    We are currently seeking a Member Solutions Advisor to join our team. **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; works in partnership with...

  • Maintenance Advisor

    1 week ago

    Langley, Canada Driving Force Full time

    The Driving Force Inc. is currently seeking a Maintenance Advisors to join our Fleet Solutions team in Langley, BC. The Maintenance Advisor is responsible for executing the fleet maintenance process. Working with the Vehicle Assessors at each branch and directly with Fleet Maintenance Central customers, this role ensures maintenance and repairs are scheduled...

  • Client Solutions Advisor

    7 days ago

    Langley, Canada Scotiabank Full time

    **Requisition ID**: 197774 We are committed to investing in our employees and helping you continue your career at Scotiabank. **Sales Representative (Client Solutions Advisor)** We are actively recruiting experienced Sales Representatives (Client Solutions Advisors) - no previous banking experience required! **Job Overview**: As a Sales Representatives...