Financial Services Advisor

4 weeks ago


Richmond, British Columbia, Canada G&F Financial Group Full time

About the Role

We are seeking a highly skilled Financial Services Advisor to join our team at G&F Financial Group. As a Financial Services Advisor, you will be responsible for providing exceptional financial advice and services to our members, helping them achieve their financial goals and objectives.

Key Responsibilities

  • Provide high-quality financial advice and services to meet the needs of new and existing members
  • Actively engage members at their first point of contact to identify their financial needs and promote personal banking solutions
  • Maintain and grow the member portfolio by identifying members' needs and referring them to our business partners as appropriate
  • Conduct interviews with members to identify lending needs and collect information for loan applications
  • Sell, prepare, and ensure accurate processing of deposit/investment products and services
  • Resolve problems with member's accounts and deposit instruments using sound judgment

Requirements

  • Minimum years of job-related experience
  • Back to Basics - Lending Program
  • Financial Planning I to be completed within months of start date
  • A degree in Business Administration or related area is preferred
  • CUIC: Consumer & Residential Mortgage Lending is preferred

What We Offer

  • Competitive base salary
  • An incentive bonus plan
  • Extended health care, dental coverage, and disability coverage
  • Favorable vacation benefits
  • RRSP with Employer contributions
  • Special banking perks

About Us

G&F Financial Group is a dynamic and growing financial institution that is committed to providing exceptional service to our members. We are a team of dedicated professionals who are passionate about helping our members achieve their financial goals and objectives.



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