Financial Advisor

**Financial Advisor - Burnaby Branch**

Delivering senior advisory services in our Financial Spa in Burnaby, this position is responsible for fostering valued relationships with an established book of assigned clients by promoting financial wellness across all credit, investment, insurance and banking products. The Financial Advisor will collaborate with specialist partners in investment and insurance to leverage their expertise in addressing clients’ requirements and crafting personalized financial plans. By identifying and addressing both immediate and future needs, the Financial Advisor strives to establish new connections that enrich clients’ financial health and contribute to the growth of the organization.

BlueShore Financial is a mid-sized Credit Union in British Columbia, with $7 billion in assets under administration and 390 employees. We have a compelling and differentiated brand that resonates with the West Coast community we serve. With over 80 years in the financial services industry, our innovative strategy is rooted in expert advice and expertise, delivered by an exceptional team.

Employee Type: Full Time

Job Category: Client Service and Sales

Location: Burnaby

**Key responsibilities of this role are**:

- Proactively establishes relationships with assigned clients to advise clients/potential clients to take action to create/maintain financial wellness. Through ongoing profiling of clients/potential clients, uncovers and acts upon appropriate sales opportunities that contribute to organizational growth and enhance clients’ financial wellness. Acts as an advocate for BlueShore Financial.
- Conducts interviews with clients to clarify short-term and long-term financial goals by confirming risk tolerance levels and identifying opportunities.
- Promotes and completes the sale for a full range of deposit, investment, wealth protection and lending products within assigned portfolio.
- Grants mortgages, consumer loans and other loans within assigned lending limits for assigned portfolio. Promotes the sales of credit insurance. Makes appropriate recommendations for credit above limits.
- Promotes and sells mutual fund products.
- Identifies potential needs of clients and acts as a liaison between the clients and specialists in investments, wealth protection, and advanced tax planning.
- Proactively and effectively uses all tools available, especially our Client Relationship Management (CEM) software, to provide seamless service to clients and contribute to BlueShore Financial’s growth.
- Keeps informed on all BlueShore Financial products and services, competitors’ products and current economic conditions to help understand the impact on clients and BlueShore Financial.
- Effectively and proactively works with Advisory Associate, other team members, central support areas, and within the community to enhance relationships inside and outside the Credit Union to achieve business results. Acts as a mentor with peers and other BlueShore employees.
- Adheres to safety and security policies and procedures to protect the clients and credit union interests. Operates within transaction approval limits. Ensures ongoing learning to excel in client service. Ensures personal development plan is current. Acts upon learning opportunities to maximize contributions.

**Qualifications and Experience**
- Certified Financial Planner (CFP) Designation or working towards an asset
- Four to six years progressive experience in the financial services industry
- Mutual Funds license
- Proven investment and credit sales

**Pay Transparency**

Pay transparency is an important characteristic of our recruitment process and overall BlueShore culture which supports a diverse, equitable and inclusive workforce.

The target base salary range of this role is $75,000 - $85,000/year. Employment offers are determined by knowledge, experience, formal accreditations and internal equity.

The total compensation for Financial Advisors includes competitive variable bonuses to reward performance in addition to base pay.

**What BlueShore Financial can provide you**:

- 4 weeks of paid vacation to start, plus paid personal and wellness days
- Opportunity to work in a world-class, award-winning organization
- Continuing education assistance and access to certified coach colleagues
- Comprehensive Total Rewards Program including Financial Advisor bonuses, pension, flexible benefits, and employee assistance program
- Banking benefits including chequing and savings accounts, lines of credit, e-bike or bike loans, and supportive mortgage rates
- Unique lifestyle benefits including a transit subsidy, personal health expense reimbursement (Keeping Well Benefits) and Perkopolis discount portal
- Gender-neutral washrooms
- Opportunities to be involved including social, inclusion, health and fundraising committees (ShoreConnect, Cultural Ambassadors, Health & Safety or BC Children’s Hospital)

**What BlueShore Financial needs from you**:

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