Senior Financial Advisor

4 weeks ago

Kelowna, Canada Envision Financial Full time

We are currently seeking a Senior Financial Advisor to join our team in Kelowna within our Valley First division.

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

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

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. Manages an assigned portfolio of members (generally with $100,000 to $500,000 in investible assets) through proactive regular contact, ensuring current and future needs are identified and met. Member Transactions : Processes a full range of complex member transactions including, but not limited to: MFDA products and services; retail mortgages, personal and RRSP loans; 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 general public. Achieves established annual sales and referral targets. Branch Support: Mentors other branch employees in the understanding of lending and investment products and services; and provides advice and/or assists employees with member issues in management’s absence. Other duties: 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. Other dutiesas required by branch leadership.

Required Skills, Experience & 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 2-3 years in a Financial Advisor role, or equivalent Proven ability to conduct complex advisory, four quadrant conversations Demonstrated ability to recognize needs, identify appropriate products and build strong member relationships Proven track record achieving or exceeding sales targets in retail lending and investment products and service Self-starter with ability to work independently and solve problems using common sense and sound judgment Proficient in computer software . Microsoft Office and banking software programs Displays an understanding of risk and risk ownership by being able to demonstrate adherence to policies and procedures.

  • Senior Financial Advisor

    4 weeks ago

    Kelowna, British Columbia, Canada Envision Financial Full time

    We are seeking a Senior Financial Advisor to provide exceptional customer service to a portfolio of members by offering a full range of investment, deposit, and complex lending services.The Senior Financial Advisor identifies member life stage cycles and provides solutions to financial needs, referring members to appropriate advisors when necessary.Key...

  • Senior Financial Advisor

    4 weeks ago

    Kelowna, British Columbia, Canada Envision Financial Full time

    We are seeking a Senior Financial Advisor to provide exceptional customer service to a portfolio of members by offering a full range of investment, deposit, and complex lending services.The ideal candidate will identify member life stage cycles and provide solutions to financial needs, referring members to appropriate advisors as needed.Key...

  • Senior Financial Advisor

    4 weeks ago

    Kelowna, British Columbia, Canada MD Financial Management Full time

    {"title": "Senior Financial Advisor", "description": "Job SummaryAs a Senior Financial Advisor at MD Financial Management, you will play a key role in providing expert financial guidance to our clients. Your primary responsibility will be to champion a customer-focused culture, deepening client relationships and leveraging broader Bank relationships,...

  • Senior Financial Advisor

    3 weeks ago

    Kelowna, British Columbia, Canada Envision Financial Full time

    We are seeking a skilled Senior Financial Advisor to provide exceptional customer service to a portfolio of members by offering a full range of investment, deposit, and complex lending services.The ideal candidate will identify member life stage cycles and provide solutions to financial needs, referring members to appropriate advisors when necessary.Key...

  • Senior Financial Advisor

    3 weeks ago

    Kelowna, British Columbia, Canada Envision Financial Full time

    We are seeking a highly skilled Senior Financial Advisor to provide exceptional customer service to a portfolio of members by offering a full range of investment, deposit, and complex lending services.The ideal candidate will identify member life stage cycles and provide solutions to financial needs, referring members to appropriate advisors as needed.Key...

  • Senior Financial Services Consultant

    2 days ago

    Kelowna, British Columbia, Canada Envision Financial Full time

    About Envision FinancialEnvision Financial is a leading financial institution in Kelowna, offering a range of investment, deposit, and complex lending services to its valued members.Job Title: Senior Financial AdvisorWe are seeking an experienced Senior Financial Advisor to join our team in Kelowna within our Valley First division. As a Senior Financial...

  • Sun Life Financial Advisor

    4 weeks ago

    Kelowna, Canada Sun Life Financial Full time

    You are as unique as your background, experience and point of view. Here, you'll be encouraged, empowered and challenged to be your best self. You'll work with dynamic colleagues - experts in their fields - who are eager to share their knowledge with you. Your leaders will inspire and help you reach your potential and soar to new heights. Every day, you'll...

  • Advisor

    3 weeks ago

    Kelowna, British Columbia, Canada Sun Life Financial Full time

    Seeking a dynamic individual to join our team as a Sun Life Financial Advisor. As a successful advisor, you will build long-term relationships with clients, provide financial guidance, and help them plan for life's milestones. We offer a purpose-driven career with unlimited income potential, independence, and growth opportunities. Key responsibilities...

  • Member Advisor

    4 weeks ago

    Kelowna, Canada Envision Financial Full time

    We are currently hiring Member Advisors to join our team in Kelowna, BC. 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...

  • Member Advisors

    4 weeks ago

    Kelowna, Canada Envision Financial Full time

    We are currently seeking Member Advisors to join our Valley First team in Kelowna, BC. 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...

  • Member Advisor

    1 month ago

    Kelowna, Canada Envision Financial Full time

    We are currently seeking a Member Advisor to join our team at our Rutland Valley First branch in Kelowna, BC. 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...

  • Financial Services Consultant

    1 week ago

    Kelowna, British Columbia, Canada Envision Financial Full time

    Financial Services ConsultantWe are seeking a highly skilled Financial Services Consultant to provide exceptional customer service to a portfolio of members by offering a full range of investment, deposit, and complex lending services. The ideal candidate will identify member life stage cycles and provide solutions to financial needs.Key...

  • Strategic Financial Services Consultant

    6 days ago

    Kelowna, British Columbia, Canada Envision Financial Full time

    We are seeking a skilled Strategic Financial Services Consultant to join Envision Financial's team in Kelowna. The successful candidate will provide exceptional customer service and financial advice to members, identifying their needs and providing solutions through various investment, deposit, and lending services.The ideal candidate will have a strong...

  • Senior Financial Analyst

    6 months ago

    Kelowna, Canada G&F Financial Group Full time

    About Beem Beem Credit Union, founded by Gulf & Fraser and Interior Savings, is the second largest provincially regulated credit union in BC with approximately $ billion in total assets under administration. , Beem employees work to serve over , members who live and work across the province. The credit union offers personal and commercial banking and a...

  • Senior Financial Analyst

    4 weeks ago

    Kelowna, British Columbia, Canada G&F Financial Group Full time

    About Beem Credit UnionBeem Credit Union, a leading financial institution in BC, is seeking a skilled Senior Financial Analyst to support its Financial Planning & Analysis (FP&A) function. The ideal candidate will have a strong background in financial analysis, budgeting, and forecasting, with the ability to provide accurate and timely financial information...

  • Senior Financial Analyst

    4 weeks ago

    Kelowna, British Columbia, Canada G&F Financial Group Full time

    About Beem Credit UnionBeem Credit Union, a leading financial institution in BC, is seeking a skilled Senior Financial Analyst to support its Financial Planning & Analysis (FP&A) function. As a key member of the team, you will be responsible for performing financial analysis, budgeting, and forecasting tasks to ensure accurate and effective monitoring of...

  • Senior Financial Analyst

    4 weeks ago

    Kelowna, British Columbia, Canada G&F Financial Group Full time

    About Beem Credit UnionBeem Credit Union, a leading financial institution in BC, is seeking a skilled Senior Financial Analyst to support its Financial Planning & Analysis (FP&A) function. As a key member of the team, you will be responsible for performing financial analysis, budgeting, and forecasting tasks to ensure accurate and effective monitoring of...

  • Strategic Financial Solutions Expert

    4 days ago

    Kelowna, British Columbia, Canada Envision Financial Full time

    Job SummaryWe are seeking a highly skilled Strategic Financial Solutions Expert to join our team in Kelowna within our Valley First division.This role will provide exceptional customer service to a portfolio of members by offering a full range of investment, deposit and complex lending services.Key Responsibilities:Member Service: Build strong relationships...

  • Financial Services Representative

    4 weeks ago

    Kelowna, British Columbia, Canada Envision Financial Full time

    We are seeking a Financial Services Representative to provide exceptional member service at our Envision Financial branch in Kelowna, BC.The Financial Services Representative is responsible for delivering front-line member service, triaging and managing member needs by asking thoughtful financial questions and creating positive experiences to retain and...

  • Student Financial Services Advisor

    3 days ago

    Kelowna, British Columbia, Canada Royal Bank of Canada> Full time

    About the RoleWe are seeking a talented and motivated Student Financial Services Advisor to join our team. This is an exciting opportunity for a student looking to gain experience in the financial services industry.Job SummaryThe Student Financial Services Advisor will provide exceptional customer service to clients, engage in needs-based conversations, and...