Mortgage Advisor

2 weeks ago


Powell River, Canada First Credit Union Full time

**Location: Powell River**

**Mortgage Advisor**

Join a team where passion meets purpose At First Credit Union, we take pride in being one of B.C.’s Top Employers—a reflection of our team members who value meaningful work, opportunities for growth, and making a difference. As a certified B Corp, we are part of a global movement using business as a force for good. With branches in eight vibrant locations along B.C.'s south coast, we are driven by our vision of building financially healthy communities and our purpose to empower through knowledge. If this vision excites you, we’d love to have you join our team

**Major Responsibilities**:

- Build and maintain lasting relationships with members to understand their unique mortgage needs while providing high levels of professionalism and care.
- Provide expert, personalized guidance on mortgage products and services, aligning recommendations with each member’s specific financial situation and goals.
- Engage in community outreach initiatives and promotion activities to raise awareness about the credit union and expand the member base within our communities.
- Maintain up-to-date knowledge of industry trends, regulatory changes, and credit union policies to offer current and compliant lending advice.
- Ensure a positive, memorable experience for members by delivering exceptional service and support throughout the mortgage process.
- Ensures full compliance with applicable laws, regulations, and internal policies, safeguarding the credit union and its members.
- Proactively identifies referral opportunities that support building member relationships and achievement of their financial goals.

**Required Experience, Knowledge, Skill, and Ability**:

- Secondary school diploma.
- 2-5 years' experience in financial services, preferably within the credit union system.
- Minimum 2 years of direct retail lending experience.
- Demonstrated understanding of lending principles and practices, with specific knowledge of consumer lending products and regulations.
- Proven sales and business development understanding, with a track record of achieving targets and goals.
- Education or equivalent experience with Products & Services, Fundamentals of Personal Financial Planning, Consumer & Residential Mortgage Lending, and Business Financial Statement Analysis.
- Extensive knowledge of Wealthview banking system functionalities, including workplace operations and form utilization considered an asset.
- Accountability for both personal and branch-assigned growth goals, targets and major initiatives.

Successful employees will demonstrate the following skills:

- Excellent interpersonal skills, fostering effective collaboration and communication across all levels of the organization.
- Ability to multi-task and problem-solve, with strong organizational skills and emphasis on time management and prioritization.
- Commitment to adhering to First Credit Union’s policies and procedures, maintaining compliance and integrity in all aspects of work.
- Ability to thrive in a fast-paced environment, performing under pressure with a high degree of initiative, resourcefulness, and flexibility.
- Consistent track record of meeting deadlines, ensuring timely completion of tasks and projects.
- Demonstrated commitment to continuous learning and self-improvement.
- Proven dedication to supporting the growth of colleagues through training and development initiatives.

**Why work for us?**
- Take advantage of opportunities for career development including continuous training, education support and career planning.
- Embrace our commitment to employee wellness including a comprehensive employee and family assistance program.
- Enjoy a competitive compensation package.
- Be part of a company that is dedicated to making a meaningful community impact.

**Who should apply?**

**Job Types**: Full-time, Permanent

Pay: $31.46-$36.94 per hour

Expected hours: 35 per week

**Benefits**:

- Company events
- Company pension
- Dental care
- Disability insurance
- Employee assistance program
- Extended health care
- Life insurance
- On-site parking
- Paid time off
- Profit sharing
- Vision care

Flexible language requirement:

- French not required

Schedule:

- Monday to Friday
- No weekends

Work Location: In person


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