Financial Advisor
2 days ago
**Position Description**
The Financial Advisor provides exceptional customer service to current and potential members by offering a full range of deposit/investments and complex lending services. The Financial Advisor identifies member life stage cycle and provides solutions to financial needs, and/or refers member to an appropriate advisor. This position manages a portfolio of members.
**Accountabilities**
- **Member Service**:Builds strong relationships with current and potential members; identifies member life stage cycle and provides financial advice to members or refers to appropriate advisor.
- **Member Transactions**: Processes a full range of complex member transactions including, but not limited to: personal loans, retail mortgages and RRSP loans; investment products (typically under $100K in investible assets); opening personal or business accounts, debit/credit cards, LOC/overdraft protection, and related insurance products.
- **Branch Goals**:Supports achievement of annual branch goals and objectives through proactive promotion of FW products and services, participation in branch campaigns, and actively seeks potential cross-sell and/or referral opportunities during interaction with members or potential members. Achieves established annual sales and referral targets.
- **Other duties **as required by branch leadership.
**Branch Differentiation**:Based on the needs of the members and individual circumstances, the following may apply:
- Lending limits will be assigned in consultation with credit services, based on experience and competency
- In pilot locations, a key accountability is to build/maintain a strong presence and relationship in the community
**People/Thought Leadership**
- No direct supervisory responsibility
- Provides functional/technical guidance or advice to other employees as required
**Qualifications**
- College or Tech School Diploma (2 years) in 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 years in a Member Advisor role, or equivalent
**Competencies**
- Demonstrated ability to identify needs and recommend products and services to members
- Self-starter with ability to work independently and solve problems using common sense and sound judgment
- Proven ability to plan, organize and prioritize workload
**Skills**
- Proficient in computer software e.g. Microsoft Office and banking software programs
**Travel**
- Overnight travel may be occasionally required, up to 6 times per year
**Risk Management**
- Displays an understanding of risk and risk ownership by being able to demonstrate adherence to policies and procedures.
**Pay Transparency**
Salary Range: $48,640-$62,300
-
Senior Financial Advisor
3 weeks ago
Chilliwack, Canada Envision Financial Full timeSenior Financial Advisor (Chilliwack City Branch)Join to apply for the Senior Financial Advisor (Chilliwack City Branch) role at Envision Financial, a division of First West Credit UnionWe are currently seeking a Senior Financial Advisor to join our team.The Senior Financial Advisor provides exceptional customer service to a portfolio of members by offering...
-
Member Advisor
1 week ago
Chilliwack, Canada Envision Financial, a division of First West Credit Union Full timeWe are currently seeking a Member Advisor to join the Envision Financial team, supporting our Sardis community branch, in Chilliwack. The Member Advisor is responsible for providing front line member service to triage and manage member needs by asking members thoughtful financial questions and create positive experiences to retain and deepen financial...
-
Member Advisor
2 weeks ago
Chilliwack, Canada Envision Financial, a division of First West Credit Union Full timeWe are currently seeking a Member Advisor to join our team. The Member Advisor is responsible for providing front line member service to triage and manage member needs by asking members thoughtful financial questions and create positive experiences to retain and deepen financial relationships. Advance member knowledge and use of digital channels set up to...
-
Financial Advisor
3 weeks ago
Chilliwack, Canada Scotiabank Full timeSelect how often (in days) to receive an alert: Title: Financial Advisor - Chilliwack, BC Requisition ID: 242638 Join a purpose driven winning team, committed to results, in an inclusive and high‑performing culture. About the role What your role will be… Financial Advisor At Scotiabank we help employees build their futures – where they can be...
-
Financial Advisor
2 weeks ago
Chilliwack, Canada Scotiabank Full timeSelect how often (in days) to receive an alert: Title: Financial Advisor - Chilliwack, BC Requisition ID: 242638 Join a purpose driven winning team, committed to results, in an inclusive and high‑performing culture. About the role What your role will be… Financial Advisor At Scotiabank we help employees build their futures – where they can be...
-
Member Advisor
2 days ago
Chilliwack, Canada Envision Financial, a division of First West Credit Union Full timeWe are currently seeking a Member Advisor to join our team. The Member Advisor is responsible for providing front line member service to triage and manage member needs by asking members thoughtful financial questions and create positive experiences to retain and deepen financial relationships. Advance member knowledge and use of digital channels set up to...
-
Financial Advisor
3 weeks ago
Chilliwack, Canada Scotiabank Full timeA leading financial institution is searching for a Financial Advisor in Chilliwack, BC. The role involves building strong customer relationships, achieving sales targets, and providing personalized financial advice. The ideal candidate is customer-centric, driven by results, and possesses a Mutual Funds licence. This position offers a competitive benefits...
-
Financial Advisor
2 weeks ago
Chilliwack, Canada Scotiabank Full timeA leading financial institution is searching for a Financial Advisor in Chilliwack, BC. The role involves building strong customer relationships, achieving sales targets, and providing personalized financial advice. The ideal candidate is customer-centric, driven by results, and possesses a Mutual Funds licence. This position offers a competitive benefits...
-
Financial Services Advisor
2 weeks ago
Chilliwack, Canada Bannister Automotive Group Full timeAre you looking for a rewarding role with an organization that embraces a supportive and inclusive work culture? Look no further! We are searching for an exceptional Finance Advisor to become part of our dynamic, high-performing team. **Why Bannister Kia Chilliwack? **We are a WINNING team in a BRAND-NEW state-of-the-art building. We SET YOU UP FOR SUCCESS...
-
Financial Advisor
2 weeks ago
Chilliwack, Canada Scotiabank Full timeRequisition ID: 180313 Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture. **About the role**: **What your role will be** Financial Advisor At Scotiabank we help employees build their futures - where they can be themselves, and win together. With a commitment to diversity and inclusion and a...
