Senior Financial Consultant

4 weeks ago


Mill Bay, Canada Envision Financial Full time

We are seeking a Senior Financial Advisor to provide exceptional customer service to a portfolio of members by offering a full range of investment, deposit, and complex lending services.

The Senior Financial Advisor identifies member life stage cycles and provides solutions to financial needs, referring members to appropriate advisors when necessary.

Key Responsibilities:

  • Member Service: Builds strong relationships with current and potential members, identifying their life stage cycles and providing financial advice or referrals as needed.
  • Member Transactions: Processes a full range of complex member transactions, including MFDA products and services, retail mortgages, personal and RRSP loans, and related insurance products.
  • Branch Goals: Supports achievement of annual branch goals and objectives through proactive promotion of FW products and services, participation in branch campaigns, and seeking potential cross-sell and/or referral opportunities.
  • Branch Support: Mentors other branch employees in the understanding of lending and investment products and services, providing advice and/or assistance 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, including Microsoft Office and banking software programs.
  • Displays an understanding of risk and risk ownership by adhering to policies and procedures.


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