Senior Financial Consultant

3 weeks ago


Chilliwack, Canada First West Credit Union Full time
Job Description

We are seeking a Senior Financial Advisor to provide exceptional customer service to a portfolio of members.

Key Responsibilities:
  • Offer a full range of investment, deposit, and complex lending services to members.
  • Identify and meet the financial needs of members through personalized service and product recommendations.
  • Develop and maintain strong relationships with members to ensure their financial goals are met.
  • Stay up-to-date on industry trends and regulatory requirements to provide expert advice to members.
Requirements:
  • Strong knowledge of financial products and services.
  • Excellent communication and interpersonal skills.
  • Ability to work in a fast-paced environment and meet deadlines.
  • Strong analytical and problem-solving skills.


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