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Senior Financial Advisor
2 months ago
We are seeking a highly skilled Senior Financial Advisor to provide exceptional customer service to a portfolio of members at our Penticton Main Valley First West Credit Union branch.
Key Responsibilities:- Build strong relationships with current and potential members, identifying their financial needs and providing tailored solutions.
- Manage an assigned portfolio of members, ensuring their current and future needs are met through proactive regular contact.
- Process a full range of complex member transactions, including MFDA products and services, retail mortgages, personal and RRSP loans, and related insurance products.
- Support the achievement of annual branch goals and objectives through proactive promotion of First West Credit Union products and services.
- Mentor other branch employees in the understanding of lending and investment products and services.
- College or Tech School Diploma (2 years) in a 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.
- 2-3 years in a Financial Advisor role, or equivalent.
- Proven ability to conduct complex advisory conversations.
- Demonstrated ability to recognize needs, identify appropriate products, and build strong member relationships.
- Proven track record achieving or exceeding sales targets in retail lending and investment products and services.
- Self-starter with ability to work independently and solve problems using common sense and sound judgment.
- Proficient in computer software, e.g., Microsoft Office and banking software programs.
The salary range for this position is $55,200 - $70,700. Please note that the final compensation offered may vary based on a variety of factors, including bonuses and/or incentives, or a candidate's skills and experience.
