Personal Advisor

1 week ago

Langley, Canada G&F Financial Group Full time

Why G&F?

Drive, contribute, grow - together.

At G&F, you have the opportunity to drive, develop and further your career alongside a team of passionate, empowered and engaged fellow professionals. G&F is proud to offer a caring, open-minded culture that encourages community involvement where you can contribute to causes that are important to you. You can grow your own success and feel great about working with us

**Position Overview**

The Personal Advisor is a key role in the Member Hub, acting as first point of contact for member calls and is an example of service excellence and powerful first impressions. The Personal Advisor provides a superior member experience by proactively solving member inquiries, promoting G&F’s products and services and collaborating to support the branch network and other departments in maintaining and growing the member portfolio while building lasting and meaningful relationships.

**Specific Accountabilities**:

- Sales & Service_
- Provides non-cash related account services to members and processes routine banking transactions.
- Analyzes member needs, provides individualized financial advice and recommends appropriate G&F products and services and alternatives, including cross-selling and referrals to specialists.
- Sells, prepares and ensures accurate processing of deposit and investment products and services including Term Deposits, RRSPs, RRIF’s, RESPs and related transactions.
- Proactively participates in seasonal and ongoing marketing product campaigns.
- Reporting & Administration_
- Maintains records of financial information, produces financial reports and maintains financial systems to provide accurate, timely and relevant information for the most effective decision making.
- Reviews computer generated reports such as overdraft, new accounts and term maturities to identify variances and necessary action.
- Business Development_
- Performs regular and proactive outbound calls for mortgage and deposit product renewals as well as marketing campaigns to increase member retention and wallet share.
- Proactively seeks opportunities to consolidate business from other financial institutions and strengthen financial relationships with G&F.
- Collaboration_
- Proactively identifies and recommends process improvements for better efficiencies.
- Collaborates with specialist departments by referring members for additional services.

This position requires shift work and may work at branches when needed.

**BEHAVIORAL COMPETENCY**

This position will require the demonstration of a solid behavioral skill base including the following:

- Community Involvement
- Commitment to the Member Experience
- Sales
- Knowledge of Products & Services
- Teamwork & Cooperation
- Building Relationships & Partnerships
- Adaptability to Change
- Self Confidence
- Results Orientation

**EDUCATION & EXPERIENCE**:

- Post-secondary business degree or diploma, or a combination of education and experience
- 2-3 years’ related experience
- Back to Basics - Lending Program
- Financial Planning 1 or equivalent is recommended
- CUIC 210: Consumer & Residential Mortgage Lending is preferred
- Equivalent combination of the above may be appropriate

**How to Apply

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