Financial Wellness Advisor

3 days ago

Surrey, British Columbia, Canada G&F Financial Group Full time
About G&F Financial Group

G&F Financial Group, a union of Gulf and Fraser, is a leading credit union in BC with approximately $ billion in total assets under administration. Our team at G&F Financial Group works to serve over members who live and work across the province. We offer personal and commercial banking, insurance, and wealth management services from branches spanning BC from downtown Vancouver to the North Peace region.

A Career in Financial Services

We strive to create a future where everyone in our communities can achieve financial wellness. As a Money Advisor at G&F Financial Group, you will serve as the face of our credit union, providing expert advice and guidance to our members. You will be responsible for building relationships with our members, identifying their financial needs, and providing tailored solutions to meet those needs. You will also be responsible for maintaining a professional network within the branch and local community, representing G&F Financial Group as a positive community partner.

Key Responsibilities

• Builds relationships with credit union members, including seeking out new members and opening new accounts, along with maintaining positive and productive relationships with existing members.
• Provides full-cycle account services including processing general banking transactions, identifying and processing deposits, investment and lending needs and resolving account issues.
• Proactively connects with members to identify needs as well as seek opportunities for additional and future business and strengthen members' banking relationships with G&F Financial Group.
• Collaborates with branches and other departments, and provides referrals to product specialists, to ensure a superior member experience and increase business across the credit union.
• Builds and maintains a professional network within the branch and local community and represents G&F Financial Group as a positive community partner.

Requirements

• years' experience in a sales and service-oriented role
• Excellent customer service and strong relationship building abilities
• Entrepreneurial and collaborative spirit
• Self-initiative in driving your career and personal development.
• Degree or diploma in Business or Finance is preferred; general understanding of retail banking principles is an asset.

What You'll Gain

• Competitive base salary; reviewed annually. The salary range for this position is $ to $. The starting salary will be based on related education, training, and experience.
• An incentive bonus plan.
• Extended health care, dental coverage and disability coverage.
• Favorable vacation benefits - paid time off to recharge
• RRSP with Employer contributions, and the option to contribute yourself.
• Special banking perks - including mortgage and lending products.

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