Financial Consultant 5

3 months ago

Nanaimo, Canada Coastal Community Financial Management I Full time

**Position Typ**e**:Permanent

**Together, Let’s Do Great Things**

We’re the largest financial institution based on Vancouver Island and the Gulf Islands, and we’ve got an opportunity for you. We are looking for a **Financial Consultant **in our Relationship Centre to join our team of investment experts. This role focuses solely on the wealth relationship and is a unique opportunity to move up to full
CIRO licensing with the security of a base salary with variable incentives that grow with your experience. As a learning organization, we support you with getting your required CIRO licensing and PFP Designation. This opportunity is ideal for anyone looking to grow their career in wealth management. If you are passionate about helping people achieve their goals and dreams, we want to hear from you

**Hours**

This position will have hours scheduled between 7:30am to 8:30pm Monday to Friday and 7:30am to 4:30pm Saturday. Shifts may vary with a combination of daytime and evening work.

As per Appendix A-2 in the Collective Agreement, “shift work ending after 6:00pm up to and including 8:30pm will be paid a premium of five percent (5%) above the employee’s regular rate for all hours worked beyond 6:00pm”.

**What’s the role?**

Reporting to the Manager, Credit Union Wealth, with a functional accountability to the Branch Manager, as the **Financial Consultant **you are responsible to contribute to the achievement of growth and profitability targets for Coastal Community by developing/enhancing mutually beneficial relationships with members and clients to promote the advantages that Coastal Community can offer. You will build relationships with existing and potential members/clients to provide advice and solutions of banking, borrowing, saving, and protection based on the unique needs of our members and clients. You are responsible for providing exceptional quality service to members/clients reviewing their current financial information, goals and objectives and working together to create a plan and direction to meet their overall needs. As the **Financial Consultant **you are also responsible for self-development and continuous learning to maintain and achieve the required knowledge to perform all principal duties and responsibilities.

Your duties will include:

- Proactively developing strong member/client relationships through regular contact providing quality advice and recommendations to ensure members/clients are aware of the Coastal Community’s full product and service offerings.
- Utilizing Coastal Community’s client service matrix and segmentation tools that are within CRM with each member/client.
- Inputting & maintaining all client information into a CRM system to create a permanent record of member/client interactions and discussions and maintain appropriate client documentation.
- Profiling members and clients to determine their personal financial needs based on their life stages and life events and pro-actively act upon the opportunities identified using Coastal Community’s processes.
- Utilizing client advocacy, centers of influence, seminars etc. to proactively develop business.
- Performing other duties as required to deliver exceptional service to Coastal Community members/clients and to enable the team to capitalize on all relationship building opportunities.
- Assisting members/clients in making decisions about banking, borrowing, saving, and protecting.
- Interviewing clients to determine their financial goals and objectives needed to develop a segmented financial plan.
- Proactively utilizing financial planning software to develop a plan for each member/client focusing on the achievement of their short
- and long-term goals.
- Meeting regularly with each member/client to review their financial situation and make updates and adjustments where necessary following Coastal Community’s Client Service Matrix.

**What are we looking for?**
- You will hold or be eligible to be CIRO licensed as a Registered Representative in the Province of BC within 9 months of start date
- You will complete all Continuing Education (CE) credits as required and have completed the CFP designation and be a member in good standing within 18 months of start
- a minimum of 5 years' experience in the financial services industry, including 1 year experience in managing stocks, bonds, and/or mutual funds

Ideally, you are a flexible, collaborative team player with:

- Familiarity with all Credit Union products and services, a proven track record of identifying and acting upon opportunities, and the ability to refer business to other Credit Union business lines to build client relationships.
- Excellent communication skills and the ability to articulate in a clear, concise manner is required to transfer information and understanding to members.
- Effective listening skills to and engage members in conversation to understand and identify their immediate financial needs, and provide resolution through s

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