We are currently seeking a Financial Advisor to join our Salt Spring 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.
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.
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.
- 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.
- 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.
- 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 duties as 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 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 . 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 (Ganges (Salt Spring) Branch)
We are currently seeking a Senior Financial Advisor to join our Salt Spring team. The Senior Financial Advisor identifies member life stage cycle and provides solutions to financial needs, and/or refers member to an appropriate advisor. The Senior Financial Advisor provides exceptional customer serv...
Financial Advisor, Investment & Retirement Planning - University of BC Branch
Be passionate about financial sales as well as delivering trusted financial advice to customers regarding complex investment and retirement planning to customers . Conduct comprehensive reviews for assigned customers including retirement planning, wealth accumulation and estate planning utilizing fi...
Member Advisor (Penticton Main Branch)
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. The Member Advisor identifies member life stage cycle and provide...
Senior Financial Advisor - Shaughnessy Station Branch
You won't need to wait for a vacancy in your branch or move to another branch to elevate your career. Our Advisors are customer-centric and able to connect with people in a relatable way. As an essential member of the Canadian Banking Branch network, our focus is to provide exceptional service throu...
Financial Advisor - Burnaby Main Branch (Contract)
You won’t need to wait for a vacancy in your branch or move to another branch to elevate your career. Our Advisors are customer-centric and able to connect with people in a relatable way. As an essential member of the Canadian Banking Branch network, our focus is to provide exceptional service throu...
Financial Advisor - Prince George CBC & Main Branch
You won’t need to wait for a vacancy in your branch or move to another branch to elevate your career. Our Advisors are customer-centric and able to connect with people in a relatable way. As an essential member of the Canadian Banking Branch network, our focus is to provide exceptional service throu...
Member Advisor (Keremeos Branch)
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. The Member Advisor identifies member life stage cycle and provide...
Financial Advisor - Chinatown Branch
You won’t need to wait for a vacancy in your branch or move to another branch to elevate your career. Our Advisors are customer-centric and able to connect with people in a relatable way. As an essential member of the Canadian Banking Branch network, our focus is to provide exceptional service throu...
Senior Financial Advisor - Abbotsford Main Branch
You won’t need to wait for a vacancy in your branch or move to another branch to elevate your career. Our Advisors are customer-centric and able to connect with people in a relatable way. As an essential member of the Canadian Banking Branch network, our focus is to provide exceptional service throu...
Senior Financial Advisor (Mill Bay Branch)
The Senior Financial Advisor identifies member life stage cycle and provides solutions to financial needs, and/or refers member to an appropriate advisor. We are currently seeking a Senior Financial Advisor to join our Mill Bay team. The Senior Financial Advisor provides exceptional customer service...