Financial Advisor

5 months ago

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

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 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.
- **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.
- **Other duties **as 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 years in a Member Advisor role, or equivalent
- Demonstrated ability to identify needs and recommend products and services to members
- Self-starter with ability to work independently and solve problems using common sense and sound judgment
- Proven ability to plan, organize and prioritize workload
- 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.

  • Financial Services Representative

    1 month ago

    Delta, British Columbia, Canada Envision Financial Full time

    Job SummaryWe are seeking a highly skilled and customer-focused Member Advisor to join our team at Envision Financial. As a Member Advisor, you will be responsible for providing exceptional member service, building strong relationships with current and potential members, and identifying member needs to provide tailored financial solutions.Key...

  • Member Advisor

    5 months ago

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

    We are currently seeking a Member Advisor to join our team. The Member Advisor is responsible for providing front line member service to triage and manage member needs by asking members thoughtful financial questions and create positive experiences to retain and deepen financial relationships. Advance member knowledge and use of digital channels set up to...

  • Financial Advisor

    3 weeks ago

    Delta, Canada Scotiabank Full time

       Requisition ID: 209924Join 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 and inclusion and a...

  • Insurance Advisor

    5 months ago

    Delta, Canada Westland Insurance Ltd. Full time

    We’re searching for an Insurance Advisor. Are you searching for new possibilities? Westland Insurance Group is growing and has an exciting opportunity for an Insurance Advisor for Ladner, BC at our Trenant Park 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...

  • Insurance Advisor

    5 months ago

    Delta, Canada Westland Insurance Ltd. Full time

    We’re searching for an Insurance Advisor. Are you searching for new possibilities? Westland Insurance Group is growing and has an exciting opportunity for an Insurance Advisor for Ladner, 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...

  • Insurance Advisor

    6 months ago

    Delta, Canada Westland Insurance Ltd. Full time

    We’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 Scottsdale location. Do you love to talk about insurance and provide exceptional client service? If so, you will love working for Westland! We are looking for...

  • Insurance Advisor

    5 months ago

    Delta, Canada Westland Insurance Ltd. Full time

    We’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 our Scottsdale office in Delta, BC. Do you love to talk about insurance and provide exceptional client service? If so, you will love working for Westland! We are looking for a...

  • Insurance Advisor

    6 months ago

    Delta, Canada Westland Insurance Ltd. Full time

    We’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 our Ladner Center office in Delta, BC. Do you love to talk about insurance and provide exceptional client service? If so, you will love working for Westland! We are looking for...

  • Insurance Advisor

    5 months ago

    Delta, Canada Westland Insurance Ltd. Full time

    We’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 our Ladner Trenant Park office in Delta, BC. Do you love to talk about insurance and provide exceptional client service? If so, you will love working for Westland! We are...

  • Insurance Advisor

    5 months ago

    Delta, Canada Westland Insurance Ltd. Full time

    We’re searching for an Insurance Advisor. Are you searching for new possibilities? Westland Insurance Group is growing and has an exciting opportunity for an Insurance Advisor for Ladner, BC at our Trenant Park 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...

  • Insurance Advisor

    5 months ago

    Delta, Canada Westland Insurance Ltd. Full time

    We’re searching for an Insurance Advisor. Are you searching for new possibilities? Westland Insurance Group is growing and has an exciting opportunity for an Insurance Advisor for Ladner, 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...

  • Insurance Advisor

    5 months ago

    Delta, Canada Westland Insurance Ltd. Full time

    We’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 our Ladner Trenant Park office in Delta, BC. Do you love to talk about insurance and provide exceptional client service? If so, you will love working for Westland! We are...

  • Insurance Expert Advisor

    3 weeks ago

    Delta, British Columbia, Canada Westland Insurance Full time

    Senior Insurance AdvisorWe seek an expert with a passion for insurance and a keen eye for exceptional client service.At Westland Insurance, we're dedicated to fostering growth and development across our team. As a Senior Insurance Advisor, you'll promote and educate clients on insurance products, build strong client relationships, and contribute to our...

  • Insurance Advisor Trainee

    5 months ago

    Delta, Canada Westland Insurance Ltd. Full time

    We’re searching for a Trainee - Insurance Advisor. Are you searching for new possibilities? Westland Insurance Group Ltd has an exciting opportunity for a Trainee - Insurance Advisor at our Ladner, BC (Ladner Center) location. Do you love to provide exceptional client service? If so, you will love working for Westland! We are looking for a career minded...

  • Insurance Advisor Trainee

    5 months ago

    Delta, Canada Westland Insurance Ltd. Full time

    We’re searching for a Trainee - Insurance Advisor. Are you searching for new possibilities? Westland Insurance Group Ltd has an exciting opportunity for a Trainee - Insurance Advisor at our Ladner, BC (Ladner Center) location. Do you love to provide exceptional client service? If so, you will love working for Westland! We are looking for a career minded...

  • Senior Insurance Advisor

    5 months ago

    Delta, Canada Westland Insurance Full time

    Senior Insurance Advisor Tsawwassen (Tsawwassen Center), BC, 1288 56th Street, Delta, British Columbia, Canada Req #3001 Monday, June 17, 2024 We’re searching for a Senior Insurance Advisor . Are you searching for new possibilities? Westland Insurance Group is growing and has an exciting opportunity for a  Senior Insurance Advisor for our ...

  • Insurance Advisor

    1 month ago

    Delta, Canada Westland Insurance Ltd. Full time

    We’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 our Ladner Center office in Delta, BC. Do you love to talk about insurance and provide exceptional client service? If so, you will love working for Westland! We are looking for...

  • Insurance Advisor-ladner Trenant Park

    2 months ago

    Delta, Canada Westland Insurance Ltd. Full time

    We’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 Part-time Insurance Advisor in our Ladner Trenant Park office in Delta, BC. Do you love to talk about insurance and provide exceptional client service? If so, you will love working for Westland! We...

  • Financial Analyst

    2 months ago

    Delta, Canada Rubicon Organics Inc. Full time

    **We are looking for an outstanding Financial Analyst who wants to leave a tangible legacy**: - Someone who masterfully works an excel spreadsheet and enjoys doing it. Performs complex formulas individually and recommends strategies that maximize efficiency and output to share with the rest of the team. - Possesses a Finance &/or Accounting background and...

  • Senior Insurance Advisor

    4 weeks ago

    Delta, British Columbia, Canada Westland Insurance Full time

    Insurance Career OpportunityWe're seeking a skilled Insurance Industry Expert to join our team at Westland Insurance. As a Senior Insurance Advisor, you'll promote and educate clients on insurance products, take ownership of client relationships, and help us grow our presence and profile in the local community.Key Responsibilities:Work with clients to...