Financial Advisor

4 weeks ago

Whistler, Canada BlueShore Financial Full time

**Financial Advisor**

This Financial Advisor opportunity is located in the heart of the village in beautiful Whistler, British Columbia. Delivering senior advisory services in our unique Financial Spa, this position is responsible for fostering valued relationships with an established book of assigned clients by promoting financial wellness across all credit, investment, insurance and banking products. In doing so, the Financial Advisor will link their specialist partners in the investment and insurance areas to bring their knowledge and expertise to address clients’ needs and to develop a personal financial plan. The Financial Advisor uncovers and acts upon both short and long term needs to develop new relationships that enhance both the client’s financial well-being and contribute to organizational growth.

BlueShore Financial is a mid-sized Credit Union in British Columbia, with $7 billion in assets under administration and 390 employees. We have a compelling and differentiated brand that resonates with the West Coast community we serve. With over 80 years in the financial services industry, our innovative strategy is rooted in expert advice and expertise, delivered by an exceptional team.

Employee Type: Full Time

Job Category: Client Service and Sales

Location: Whistler Branch

**Key responsibilities of this role are**:

- Proactively establishes relationships with assigned clients to advise clients/potential clients to take action to create/maintain financial wellness. Through ongoing profiling of clients/potential clients, uncovers and acts upon appropriate sales opportunities that contribute to organizational growth and enhance clients’ financial wellness. Acts as an advocate for BlueShore Financial.
- Conducts interviews with clients to clarify short-term and long-term financial goals by confirming risk tolerance levels and identifying opportunities.
- Promotes and completes the sale for a full range of deposit, investment, wealth protection and lending products within assigned portfolio.
- Grants mortgages, consumer loans and other loans within assigned lending limits for assigned portfolio. Promotes the sales of credit insurance. Makes appropriate recommendations for credit above limits.
- Promotes and sells mutual fund products.
- Identifies potential needs of clients and acts as a liaison between the clients and specialists in investments, wealth protection, and advanced tax planning.
- Proactively and effectively uses all tools available, especially our Client Relationship Management (CEM) software, to provide seamless service to clients and contribute to BlueShore Financial’s growth.
- Keeps informed on all BlueShore Financial products and services, competitors’ products and current economic conditions to help understand the impact on clients and BlueShore Financial.
- Effectively and proactively works with Advisory Associate, other team members, central support areas, and within the community to enhance relationships inside and outside the Credit Union to achieve business results. Acts as a mentor with peers and other BlueShore employees.
- Adheres to safety and security policies and procedures to protect the clients and credit union interests. Operates within transaction approval limits. Ensures ongoing learning to excel in client service. Ensures personal development plan is current. Acts upon learning opportunities to maximize contributions.

**Qualifications and Experience**
- Certified Financial Planner (CFP) Designation or working towards an asset
- Four to six years progressive experience in the financial services industry
- Mutual Funds license
- Proven investment and credit sales

**Pay Transparency**

Pay transparency is an important characteristic of our recruitment process and overall BlueShore culture which supports a diverse, equitable and inclusive workforce.

The target base salary range of this role is $73,000 - $85,000/year. Employment offers are determined by knowledge, experience, formal accreditations and internal equity.

The total compensation for Financial Advisors includes competitive variable bonuses to reward performance in addition to base pay.

Whistler employees receive a location differential to support the increased cost of living in the area. This role will provide an additional $9,000-$10,000 per year on top of base and bonus compensation.

**What BlueShore Financial can provide you**:

- 4 weeks of paid vacation to start, plus paid personal and wellness days
- Whistler location differential of $9,000 - $10,000 k per year
- Opportunity to work in a world-class, award-winning organization
- Continuing education assistance and access to certified coach colleagues
- Comprehensive Total Rewards Program including bonuses, pension, flexible benefits, and employee assistance program
- Banking benefits including chequing and savings accounts, lines of credit, e-bike or bike loans, and supportive mortgage rates
- Unique lifestyle benefits including a tra

  • Business Associate

    4 weeks ago

    Whistler, Canada BlueShore Financial Full time

    **Business Associate** This is an exciting opportunity to diversify your experience in financial services and join the Business Group at BlueShore Financial. This position is responsible for providing support to the Business Advisor in order to provide a premium level of service to assigned business clients. If you want to gain business banking experience...

  • Trainee Insurance Advisor

    4 weeks ago

    Whistler, Canada Westland Insurance Ltd. Full time

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

  • Trainee Insurance Advisor

    3 weeks ago

    Whistler, Canada Westland Insurance Full time

    Whistler, BC, 4370 Lorimer Road #232, Whistler, British Columbia, Canada Req #1543 Friday, February 17, 2023 We’re searching for an Insurance Advisor Trainee. Are you searching for new possibilities? Westland Insurance Group Ltd has an exciting opportunity for a part-time Insurance Advisor Trainee at our Whistler, BC office. Do you love to provide...

  • Trainee - Insurance Advisor

    3 weeks ago

    Whistler, 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 part-time or full-time Trainee - Insurance Advisor at our Whistler, BC office. Do you love to provide exceptional client service? If so, you will love working for Westland! We are looking for a career...

  • Insurance Advisor Trainee

    3 weeks ago

    Whistler, Canada Westland Insurance Ltd. Full time

    We’re searching for an Insurance Advisor Trainee. Are you searching for new possibilities? Westland Insurance Group Ltd has an exciting opportunity for a part-time or full-time Insurance Advisor Trainee at our Whistler, BC office. Do you love to provide exceptional client service? If so, you will love working for Westland! We are looking for a career...

  • Trainee - Insurance Advisor

    3 weeks ago

    Whistler, 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 Whistler, BC location. Do you love to provide exceptional client service? If so, you will love working for Westland! We are looking for a career minded individual who...

  • Trainee - Insurance Advisor

    3 weeks ago

    Whistler, Canada Westland Insurance Full time

    Whistler, BC, 4370 Lorimer Road #232, Whistler, British Columbia, Canada Req #3112 Wednesday, June 12, 2024 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 Whistler, BC location. Do you love to provide exceptional...

  • Trainee Insurance Advisor

    2 weeks ago

    Whistler, British Columbia, Canada Westland Insurance Full time

    Whistler, BC, 4370 Lorimer Road #232, Whistler, British Columbia, Canada Req #1543Friday, February 17, 2023We're searching for an Insurance Advisor Trainee. Are you searching for new possibilities?Westland Insurance Group Ltd has an exciting opportunity for a part-time Insurance Advisor Trainee at our Whistler, BC office. Do you love to provide exceptional...

  • Trainee - Insurance Advisor

    2 weeks ago

    Whistler, Canada Westland Insurance Full time

    Trainee - Insurance Advisor Whistler, BC, 4370 Lorimer Road #232, Whistler, British Columbia, Canada Req #3112 Wednesday, June 12, 2024 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 Whistler, BC ...

  • Trainee - Insurance Advisor

    2 weeks ago

    Whistler, Canada Westland Insurance Full time

    Trainee - Insurance Advisor Whistler, BC, 4370 Lorimer Road #232, Whistler, British Columbia, Canada Req #3112 Wednesday, June 12, 2024 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 Whistler, BC...

  • Banking Advisor

    4 days ago

    Whistler, Canada Royal Bank of Canada Full time

    **Job Summary** **Banking Advisor Intern** **What is the opportunity?** This unique position calls on your client-focused sales expertise and natural problem-solving skills to maximize each client interaction. Specifically, you help clients with their everyday banking, credit, and investment needs. As an RBC ambassador, you add value in the moments that...

  • Banking Advisor

    4 weeks ago

    Whistler, British Columbia, Canada RBC - Royal Bank Full time

    Job SummaryJob DescriptionBanking Advisor InternWhat is the opportunity?This unique position calls on your client-focused sales expertise and natural problem-solving skills to maximize each client interaction. Specifically, you help clients with their everyday banking, credit, and investment needs. As an RBC ambassador, you add value in the moments that...

  • Banking Advisor

    2 months ago

    Whistler, British Columbia, Canada RBC - Royal Bank Full time

    Job SummaryJob DescriptionBanking Advisor InternWhat is the opportunity?This unique position calls on your client-focused sales expertise and natural problem-solving skills to maximize each client interaction. Specifically, you help clients with their everyday banking, credit, and investment needs. As an RBC ambassador, you add value in the moments that...

  • Banking Advisor

    2 weeks ago

    Whistler, British Columbia, Canada Royal Bank of Canada Full time

    Come Work with UsAt 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 that...

  • Banking Advisor

    4 weeks ago

    Whistler, 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...

  • Client Advisor Intern

    2 weeks ago

    Whistler, British Columbia, Canada Royal Bank of Canada Full time

    Job SummaryClient Advisor InternWhat is the opportunity?This unique position calls on your client-focused sales expertise and natural problem-solving skills to maximize each client interaction. Specifically, you help clients with their everyday banking, As an RBC ambassador, you add value in the moments that matter most to clients and collaborate with RBC...

  • Client Advisor

    4 weeks ago

    Whistler, Canada Royal Bank of Canada Full time

    **Job Summary** **What is the opportunity?** This unique position calls on your client-focused sales expertise and natural problem-solving skills to maximize each client interaction. Specifically, you help clients with their everyday banking, As an RBC ambassador, you add value in the moments that matter most to clients and collaborate with RBC partners to...

  • Client Advisor

    2 weeks ago

    Whistler, Canada Royal Bank of Canada Full time

    **Job Summary** **What is the opportunity?** This unique position calls on your client-focused sales expertise and natural problem-solving skills to maximize each client interaction. Specifically, you help clients with their everyday banking, As an RBC ambassador, you add value in the moments that matter most to clients and collaborate with RBC partners to...

  • Client Advisor

    4 weeks ago

    Whistler, British Columbia, Canada Royal Bank of Canada Full time

    Job SummaryJob DescriptionWhat is the opportunity?This unique position calls on your client-focused sales expertise and natural problem-solving skills to maximize each client interaction. Specifically, you help clients with their everyday banking, As an RBC ambassador, you add value in the moments that matter most to clients and collaborate with RBC partners...

  • Client Advisor

    2 months ago

    Whistler, British Columbia, Canada Royal Bank of Canada Full time

    Job SummaryJob DescriptionWhat is the opportunity?This unique position calls on your client-focused sales expertise and natural problem-solving skills to maximize each client interaction. Specifically, you help clients with their everyday banking, As an RBC ambassador, you add value in the moments that matter most to clients and collaborate with RBC partners...