Senior Financial Services Specialist
6 days ago
We are seeking a Senior Financial Services Specialist to join Envision Financial, a division of First West.
About the RoleThis senior-level position provides exceptional customer service to a portfolio of members by offering a full range of investment, deposit, and complex lending services. The ideal candidate will identify member life stage cycles and provide tailored financial advice, referring members to appropriate advisors as needed.
Key Responsibilities- Member Service: Develop strong relationships with current and potential members, identifying their financial needs and providing expert advice to help them achieve their goals.
- Member Transactions: Process a wide range of complex member transactions, including MFDA products and services, retail mortgages, personal loans, RRSP loans, account openings, debit/credit cards, LOC/overdraft protection, and related insurance products.
- Branch Goals: Contribute to the achievement of annual branch goals and objectives by promoting Envision Financial's products and services, participating in branch campaigns, and actively seeking cross-sell and referral opportunities during interactions with members or the general public.
- Branch Support: Mentor other branch employees in the understanding of lending and investment products and services, providing guidance and support on member issues in the manager's absence.
- 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 conversations.
- Demonstrated ability to recognize needs, identify suitable 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.
$80,000 - $120,000 per year, depending on experience and qualifications.
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