Senior Financial Advisor

2 days ago

Chilliwack, Canada Envision Financial, a division of First West... Full time
Senior Financial Advisor

Envision Financial, a division of First West, is seeking a highly skilled Senior Financial Advisor to join our team. As a Senior Financial Advisor, you will be responsible for providing exceptional customer service to a portfolio of members by offering a full range of investment, deposit, and complex lending services.

Key Responsibilities:
  • Build strong relationships with current and potential members, identifying their financial needs and providing solutions or referrals to appropriate advisors.
  • Manage an assigned portfolio of members, ensuring their current and future needs are identified and 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 FW products and services, participation in branch campaigns, and actively seeking potential cross-sell and/or referral opportunities.
  • Mentor other branch employees in the understanding of lending and investment products and services, and provide advice and/or assist employees with member issues in management's absence.
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.
  • 2-3 years in a Financial Advisor role, or equivalent.
  • Proven ability to conduct complex advisory, four quadrant 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.
  • Displays an understanding of risk and risk ownership by being able to demonstrate adherence to policies and procedures.

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