Financial Services Representative

22 hours ago

Kelowna, British Columbia, Canada Envision Financial Full time
{"title": "Member Advisor", "description": "Key Responsibilities

As a Member Advisor, you will provide exceptional customer service to our members, ensuring their financial needs are met and exceeded. Your primary focus will be on building strong relationships with current and potential members, identifying their life stage cycles, and providing personalized financial advice and solutions.

Key Skills and Qualifications
  • High school diploma required
  • Completion of FW Sales Essentials Course within 6 months of hire required
  • College, trade, or tech school diploma (2 years) preferred
  • 2 years of retail/customer service experience or equivalent required
  • Sales and cash handling experience preferred
  • Demonstrated ability to identify needs and recommend products and services to members
  • Strong interpersonal skills and ability to build relationships with current and potential members
  • Demonstrated ability to be positive, flexible to change, and work in a busy environment
  • Proficient in computer software programs, including Microsoft Office
  • Displays an understanding of risk and risk ownership by being able to demonstrate adherence to policies and procedures
What We Offer

We offer a competitive salary range of $24.97, a fair, equitable, and competitive rewards package that reflects the value an individual brings to our organization, and opportunities for growth and development.

", "lang_code": "en"}

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