Senior Financial Advisor

4 days ago

Vancouver, British Columbia, Canada Prospera Credit Union Full time
Job Title: Senior Financial Advisor

About the Role:

We are seeking a highly skilled Senior Financial Advisor to join our team at Prospera Credit Union. As a key member of our advisory team, you will be responsible for maintaining and growing advisory relationships with our highest value members while providing back-up leadership support to the Branch Manager.

Key Responsibilities:

  • Assess members' financial objectives, risk tolerance, and unique needs to provide tailored advice.
  • Create holistic financial strategies that encompass investment, lending, protection, and omni-channel day-to-day banking.
  • Facilitate referrals to trusted partners, ensuring a smooth transition of the member while maintaining trust.
  • Develop and advance member relationships through the utilization of Financial Health Checks, pipeline management, and effective referrals to other Line of Business Specialists.
  • Contribute to positive member CEI scores through consistent adherence to the advisory process and adaptation of service.
  • Execute on holistic advice-based financial strategies by fulfilling members' complex lending, investment, protection, and day-to-day banking needs.
  • Maintain accurate records of member interactions, advice, and transactions, while adhering to internal policy, regulatory compliance, and ethical standards.
  • Support the execution of cash-related and other operational tasks on a daily, weekly, monthly, quarterly, and yearly basis.
  • Assist in the supervision of compliance and audit responsibilities, including the management of ATM, night deposit processes, postdated and pending file management, cash and negotiable balancing.
  • Help drive outcomes through leadership in campaign management and reporting.
  • Provide back-up support for other advice center roles as needed.

Requirements:

  • Grade 12 or Equivalent and Business Administration or Marketing diploma or degree (a plus).
  • 3+ years in financial services with at least one year in an advisory capacity.
  • Experience with mortgage lending (preliminary credit assessments) and selling mutual funds (required).

Our Values:

Cultivate trusting relationships: We are local at heart, aligned in our purpose to help our members, communities, and team thrive.

Empower and enable others: We give each other the space, trust, and tools to succeed.

Lead with curiosity: We approach all circumstances with curiosity and a drive for continuous learning and improvement.

Embrace change and execute with purpose: We plan with agility, take action, and pivot to deliver results.

Thrive as One Team: We collaborate because it strengthens us.

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