Financial Services Professional

2 days ago


Princeton, Canada Envision Financial Full time
Financial Advisor Role

We are seeking a skilled Financial Advisor to provide exceptional customer service to current and potential members by offering a full range of deposit/investments and complex lending services.

Key Responsibilities:
  • Build strong relationships with current and potential members to identify their financial needs and provide tailored solutions.
  • Process a full range of complex member transactions, including personal loans, retail mortgages, and investment products.
  • Support the achievement of annual branch goals and objectives through proactive promotion of FW products and services.
  • Perform administrative duties, such as administration of estates, completion of loan applications, and conducting credit investigations.
Requirements:
  • 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 years in a Member Advisor role, or equivalent.


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