Senior Financial Advisor

4 weeks ago

Maple Ridge, British Columbia, Canada Prospera Credit Union Full time

Prospera Credit Union is a community-based, purpose-driven organization

Built on nearly 80 years of service in local communities, Prospera Credit Union offers a full range of financial products and services.

We are seeking a Senior Financial Advisor to join our team at our Maple Ridge Advice Centre for a 12 month contract.

In this role, you will be responsible for maintaining and growing advisory relationships with our highest value members.

Key Responsibilities:

  • Assess members' financial objectives, risk tolerance, and unique needs to provide tailored advice.
  • Create holistic financial strategies that encompass investment, lending, protection, and omni-channel day to day banking.
  • Facilitate referrals to trusted partners and ensure a smooth transition of the member while maintaining trust.
  • Responsible for retention and growth of our segment of highest value members across all lines of business.
  • Action product maturity, handling each lead with a holistic advice-based approach to grow relationship and help members to achieve their goals.
  • Execute on holistic advice based financial strategies by fulfilling members complex lending, investment, protection, and day to day banking needs.
  • Maintain accurate records of member interactions, advice, and transactions, while adhering to internal policy, regulatory compliance, and ethical standards.
  • Has a solid understanding of registered products including tax implications and is comfortable developing strategies for term deposits to balance members needs for liquidity and desired returns.
  • Supporting a positive member experience provides back-up support to all other AC roles when needed.

Requirements:

  • At least 3 years or more working in financial services with at least 1 year in an advisory capacity.
  • Proven previous experience with mortgage lending and selling mutual funds.
  • Mutual funds licensed.
  • Demonstrated financial acumen and knowledge of financial products and services.
  • Previous experience in a professional financial advisory sales environment.
  • Financial acumen skills and knowledge of financial products and services.
  • Superior understanding of retail lending, including complex mortgages such as construction and non-traditional mortgages.
  • Proven understanding of investments including experience selling mutual funds and developing holistic financial plans.
  • Able to develop and build relationships with members and provide advice in a variety of member situations.
  • Excellent listening and verbal and written communication skills.
  • Proficient with using a variety of technology.

Our Values:

Cultivate trusting relationships: We are local at heart, aligned in our purpose to help our members, communities, and team thrive.

Empower and enable others: We give each other the space, trust, and tools to succeed.

Lead with curiosity: We approach all circumstances with curiosity and a drive for continuous learning and improvement.

Embrace change and execute with purpose: We plan with agility, take action, and pivot to deliver results.

Thrive as One Team: We collaborate because it strengthens us.

What's in it for you?

Inclusive, equitable and accessible workplace: All team members are valued, respected and heard. We learn from each other's differences, gaining strength through our people and our perspectives.

Training and support: We set our employees up for success with training and continued support and access to resources throughout employment.

Career advancement: We're committed to our employees' growth and development and we want to see you soar.

Fun and camaraderie: We care deeply about our members and our employees, and we want the hours you spend with us to be fun, rewarding and sometimes lighthearted. We like to work hard, play hard, have fun and be there for each other.

Show me the money: We offer competitive pay, a personalized benefits program, and a generous defined contribution pension plan.

Community focused: We care about we live, work and play in. We participate in many community minded activities throughout the year.

Our commitment to Diversity, Equity and Inclusion:

Diversity, equity and inclusion is part of everything we do, and we're on a continuous journey to ensure every employee and members feels like they #BelongAtProspera.

If you require accommodation during any part of the recruitment process, please let us know.

#INDFSM

  • Senior Financial Advisor

    4 weeks ago

    Maple Ridge, British Columbia, Canada Prospera Credit Union Full time

    Prospera Credit Union is seeking a skilled Senior Financial Advisor to join our team at the Maple Ridge Advice Centre. As a key member of our team, you will be responsible for maintaining and growing advisory relationships with our highest value members.Key Responsibilities:Assess members' financial objectives, risk tolerance, and unique needs to provide...

  • Financial Services Advisor

    4 days ago

    Maple Ridge, British Columbia, Canada BMO Financial Group Full time

    Job SummaryWe are seeking a Financial Services Advisor to join our team in British Columbia. As a key member of our branch, you will be responsible for delivering exceptional customer service and providing financial solutions that meet the needs of our customers.ResponsibilitiesCustomer Service: Deliver exceptional service to BMO customers and prospects,...

  • Senior Legal Advisor

    4 weeks ago

    Maple Ridge, British Columbia, Canada Carter Litigation Full time

    Job Title: Senior Legal AdvisorAt Carter Litigation, we are seeking a highly skilled Senior Legal Advisor to join our team. As a Senior Legal Advisor, you will be responsible for advising clients on their legal rights and matters related to law.Responsibilities:• Advise clients on legal matters and represent their interests in courts of law, tribunals, and...

  • Senior Legal Advisor

    4 weeks ago

    Maple Ridge, British Columbia, Canada Carter Litigation Full time

    Job Title: Senior Legal AdvisorCarter Litigation is seeking a highly skilled Senior Legal Advisor to join our team. As a Senior Legal Advisor, you will be responsible for advising clients on their legal rights and matters related to law. You will also perform administrative functions related to the practice of law, plead clients' cases before courts of law,...

  • Senior Legal Advisor

    4 weeks ago

    Maple Ridge, British Columbia, Canada Carter Litigation Full time

    Job Title: Senior Legal AdvisorCarter Litigation is seeking a highly skilled Senior Legal Advisor to join our team. As a Senior Legal Advisor, you will be responsible for advising clients on their legal rights and matters related to law. You will also perform administrative functions related to the practice of law, plead clients' cases before courts of law,...

  • Senior Legal Advisor

    4 weeks ago

    Maple Ridge, British Columbia, Canada Carter Litigation Full time

    Job Title: Senior Legal AdvisorCarter Litigation is seeking a highly skilled Senior Legal Advisor to join our team. As a Senior Legal Advisor, you will be responsible for advising clients on their legal rights and matters related to law. You will also perform administrative functions related to the practice of law, plead clients' cases before courts of law,...

  • Senior Legal Advisor

    4 weeks ago

    Maple Ridge, British Columbia, Canada Carter Litigation Full time

    Job Title: Senior Legal AdvisorCarter Litigation is seeking a highly skilled Senior Legal Advisor to join our team. As a Senior Legal Advisor, you will be responsible for advising clients on their legal rights and matters related to law. You will also perform administrative functions related to the practice of law, plead clients' cases before courts of law,...

  • Senior Financial Advisor

    5 days ago

    Maple Ridge, British Columbia, Canada Prospera Credit Union Full time

    Prospera Credit Union: A Leading Community-Based OrganizationBuilt on nearly 80 years of service in local communities, Prospera Credit Union is a purpose-driven organization that offers a full range of financial products and services. With approximately $9.3 billion in assets and 120,000 members, Prospera is one of the largest credit unions in British...

  • Senior Legal Advisor

    1 month ago

    Maple Ridge, British Columbia, Canada Carter Litigation Full time

    Job DescriptionCarter Litigation is seeking a highly skilled Senior Legal Advisor to join our team. As a key member of our litigation department, you will be responsible for providing expert legal advice and representation to our clients.Key Responsibilities:Advise clients on their legal rights and matters related to lawPerform administrative functions...

  • Senior Financial Director

    1 week ago

    Maple Ridge, British Columbia, Canada Hillcrest Security Ltd Full time

    Job DescriptionWe are seeking a skilled Financial Manager to join Hillcrest Security Ltd. This is a permanent role, working 40 hours per week.About the JobThe successful candidate will have a strong educational background, holding a Bachelor's degree.With 2-3 years of experience in a similar role, they will be well-equipped to manage daily operations and...

  • Senior Financial Administrator

    4 weeks ago

    Maple Ridge, British Columbia, Canada Hillcrest Security Ltd Full time

    Job SummaryHillcrest Security Ltd is seeking a highly skilled Financial Manager to join our team. The ideal candidate will have a strong background in financial planning and control, with experience in budgeting, forecasting, and financial analysis.Key ResponsibilitiesDevelop and implement financial plans and budgets to ensure the company's financial goals...

  • Financial Services Professional in Coquitlam, BC

    1 month ago

    Maple Ridge, British Columbia, Canada Co-operators Full time

    Role OverviewAs a Financial Advisor with Co-operators, you will be an entrepreneurial-minded leader, driving business growth and delivering exceptional client experiences.Key ResponsibilitiesDevelop and execute business strategies to drive sales growth and customer acquisition.Build and maintain strong relationships with clients, understanding their...

  • Senior Legal Advisor

    4 weeks ago

    Maple Ridge, British Columbia, Canada Carter Litigation Full time

    Job SummaryWe are seeking a highly skilled and experienced Senior Legal Advisor to join our team at Carter Litigation. As a key member of our legal department, you will be responsible for advising clients on their legal rights and matters related to law.Key ResponsibilitiesAdvise clients on their legal rights and matters related to lawPerform administrative...

  • Financial Operations Director

    4 weeks ago

    Maple Ridge, British Columbia, Canada Hillcrest Security Ltd Full time

    Hillcrest Security Ltd is seeking a highly skilled Financial Manager to join our team. The ideal candidate will have a Bachelor's degree and 2 years of experience in financial management.Key ResponsibilitiesPlan and control budget and expenditures to ensure efficient use of company resources.Establish and implement policies and procedures to maintain...

  • Financial Director

    4 weeks ago

    Maple Ridge, British Columbia, Canada Hillcrest Security Ltd Full time

    Hillcrest Security Ltd is seeking a highly skilled Financial Director to join our team. The ideal candidate will have a strong background in financial management and be able to plan and control budgets and expenditures.The successful candidate will establish and implement policies and procedures, monitor financial control systems, and manage contracts. They...

  • Financial Director

    4 weeks ago

    Maple Ridge, British Columbia, Canada Hillcrest Security Ltd Full time

    Hillcrest Security Ltd is seeking a highly skilled Financial Director to join our team. The ideal candidate will have a Bachelor's degree and 2 years of experience in financial management. Key responsibilities include planning and controlling budgets, establishing and implementing policies, and overseeing financial data analysis.Key ResponsibilitiesPlan and...

  • Financial Director

    4 weeks ago

    Maple Ridge, British Columbia, Canada Hillcrest Security Ltd Full time

    Hillcrest Security Ltd is seeking a highly skilled Financial Director to join our team. The ideal candidate will have a Bachelor's degree and 2 years of experience in financial management.Key ResponsibilitiesPlan and control budget and expendituresEstablish and implement policies and proceduresMonitor financial control systemsManage contractsOversee the...

  • Financial Director

    4 weeks ago

    Maple Ridge, British Columbia, Canada Hillcrest Security Ltd Full time

    Financial Manager Job DescriptionHillcrest Security Ltd is seeking a skilled Financial Manager to oversee the company's financial operations. The ideal candidate will have a strong background in finance and be able to plan and control budgets, establish and implement policies, and monitor financial control systems.Key Responsibilities:Plan and control budget...

  • Chief Financial Strategist

    4 days ago

    Maple Ridge, British Columbia, Canada Hillcrest Security Ltd Full time

    About Hillcrest Security LtdHillcrest Security Ltd is a reputable organization seeking an experienced Chief Financial Strategist to oversee our financial operations.Job SummaryWe are looking for a skilled financial manager with a strong background in budget planning, policy implementation, and financial analysis. The successful candidate will be responsible...

  • Financial Operations Director

    2 weeks ago

    Maple Ridge, British Columbia, Canada Hillcrest Security Ltd Full time

    Hillcrest Security Ltd seeks a highly skilled Financial Manager to lead our company’s financial operations. The successful candidate will possess a Bachelor’s degree and at least 2 years of experience in financial management.ResponsibilitiesDevelop and implement effective budgeting and financial control systems.Establish and enforce financial policies...