Financial Advisor

7 days ago

Penticton, British Columbia, Canada First West Credit Union Full time $60,000 - $100,000 per year
Description

We are currently seeking a Financial Advisor to join our team.

The Financial Advisor provides exceptional customer service to current and potential members by offering a full range of deposit/investments and complex lending services. This role identifies member life stage cycle and provides solutions to financial needs, and/or refers member to an appropriate advisor.  The Financial Advisor manages a portfolio of members.   

Here's what would be included as a part of your typical day

  1. 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.
  2. 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.
  3. 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.
  4. Branch Support:  Performs a variety of administrative duties which may include, but not limited to: administration of estates, completion of loan applications, conducting credit investigations, and follow-up phone calls to members, as required.
  5. Other duties as required by branch leadership. Utilizes the Day in the Life as a guideline to prioritize and manage schedules - to align efforts in reaching goals while offering a remarkable, consistent member experience across First West.  

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 

Required Skills, Experience & Qualifications

  • College or Tech School Diploma (2 years) in related discipline or equivalent combination of education and experience required
  • Mutual Funds License required; PFP is an asset
  • Must complete the internal First West certification program specific to this role within the required timeframe
  • 2 years in a Member Advisor role, or equivalent
  • 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
  • Proficient in computer software e.g. Microsoft Office and banking software programs
  • Displays an understanding of risk and risk ownership by being able to demonstrate adherence to policies and procedures.

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