Financial Advisor OR Trainee
Oriental Trading Company
Abbotsford, British Columbia, Canada
4d ago

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 Financial Advisor (trainee) to join our team.

The goal of the Financial Advisor Trainee is to build strong and lasting relationships with members while providing them with advanced solutions to their financial needs.

In this role, you will demonstrate a dedication to continuous improvement, a collaborative work style, and an ability to adapt to fast-paced change.

You are motivated by providing genuine, remarkable member experiences every time.

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

  • A robust training plan and regular assessments to get you prepared for the role within six months.
  • Builds strong relationships with current and potential members; identifies member life stage cycle and provides financial advice to members or refers to appropriate advisor.
  • Processes a full range of complex member transactions including, but not limited to : personal loans, retail mortgages and RRSP loans;
  • investment products; opening personal or business accounts, debit / credit cards, LOC / overdraft protection, and related insurance products.

  • 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.
  • 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.
  • Required Skills, Experience & Qualifications :

  • Post-secondary education in Finance, Business, Social Sciences or other discipline.
  • Completed degree is preferred.
  • Specific coursework in Lending, Financial Planning, and Mutual Funds is preferred.
  • Knowledge of regulatory, procedural and privacy requirements in both investment and lending preferred.
  • Proven skills in sales and relationship building.
  • 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 :

  • A competitive base salary plus performance-based incentive compensation and annual merit pay increases
  • Flexible benefits as well as retirement benefits
  • Vacation time, a flexible Day4U , and the ability to purchase up to 5 additional flex days
  • Other financial perks such as waived or reduced financial service fees, reduced rates on personal loans, mortgages, and vehicle leases, and no-interest loans to buy computers or fitness equipment for home use
  • 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.

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