Financial Advisor

2 weeks ago

Chilliwack, Canada Envision Financial, a division of First West Credit Union Full time

**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

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