If you believe in the same things we do, let’s talk.
First West Credit Union is a tight-knit team of smart, friendly, creative, skillful and passionate professionals spread across British Columbia and beyond.
We’ve come together because we believe in making a real difference in people’s financial lives. We believe that keeping things simple, showing leadership, and banking cooperatively can change the world for the better.
We are seeking a Senior Financial Advisor to join our team.
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 :
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.
Manages an assigned portfolio of members through proactive regular contact, ensuring current and future needs are identified and met.
retail mortgages, personal and RRSP loans; 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 general public.
Achieves established annual sales and referral targets.
and provides advice and / or assists employees with member issues in management’s absence.
5. Other Duties as required by branch leadership.
Branch / Regional Differentiation :
Required Skills, Experience & Qualifications :
SFA certification (within 12-18 months) required
Mutual funds license required
PFP course preferred
2 years in a Financial Advisor role, or equivalent
Proven ability to conduct complex advisory, four quadrant conversations
Proficient in computer software e.g. Microsoft Office and banking software programs
Why work for us? Our employees give us a lot and we think it’s only right to give something back. We offer a total rewards package that includes :
But most of all, we’re invested in our local communities. Our initiatives are far-reaching with a special focus on raising food, funds and awareness for our local food banks.
We volunteer and employees can be provided with paid time off to volunteer their time to assist in serving an organization.