Financial Advisor, Member Service Centre (Remote)
Prospera Credit Union
Abbotsford, British Columbia, Canada
3h ago

Description

Join passionate people. Elevate your potential.

For over 75 years, Prospera Credit Union has been a successful financial institution because of an unwavering focus on meeting the needs of our members, providing fulfilling careers for employees, and giving back to the communities we serve.

Westminster Savings and Prospera Credit Union officially merged, January 1st, 2020. We continue to be a purpose-driven organization involved in our communities and a true financial partner to our local business members.

Do you love providing great service and helping people achieve their dreams? We are currently seeking a Financial Advisor for our Member Service Centre .

This is an all-encompassing, role that includes lending and investments, as well as offers tremendous service delivery flexibility to the Member Service Centre.

It's also a fantastic opportunity to utilize your customer service acumen, passion for the team and commitment to delivering results! This position offers the opportunity to work remotely.

If this sounds like something that you’d like to be a part of, apply today!

What you’ll do :

  • Maintain high service quality standards, incorporate the strategic selling process in customer interactions, build rapport with customers, and seek opportunities to deepen customer relationships
  • Seek opportunities to demonstrate value proposition, uncover needs, and recommend appropriate products, services, and solutions
  • Act as the ambassador for digital and self-service channels. Educate customers on the ease and convenience of digital and self-serve channels for daily banking transactions.
  • Provide lending, investments, and cash-related expertise support
  • Develop maintain, and grow the branch wealth management portfolio, including both mutual funds and term deposits
  • Interview clients to identify needs and ensure products meet identified needs, demonstrate opportunities to generate sales leads.
  • Refer customers to other lines of business experts as needed, collaborating to ensure a seamless and rewarding customer experience

  • Interview clients, analyze current wealth management products and prepare required documentation for the purchase of recommended mutual funds
  • Prepare documentation and approve loans within current limits; refer loans above limits or exceptions to branch management or corporate with rationale as to why the loan should be approved
  • Ensure consistent follow-up on existing clients and provide ongoing advice and solutions
  • What you bring :

  • 2 years’ front-line, proven sales experience within an operations or financial services environment; must have exposure to retail lending or deposits
  • Mutual fund license or ability to become licensed within 6 months of hire date
  • Completion of Prospera’s Investment Funds and Strategies course within 12 months of hire date
  • Proven ability to uncover customer needs through establishing rapport and listening to the customer
  • Effective selling, cross-selling and referral skills
  • Excellent verbal and written communication and negotiation skills with the ability to interact with a variety of people
  • Self-motivated, outgoing, confident, and sales-oriented
  • Detailed knowledge of deposit-related products, personal lending, mortgages, registered and non-registered investments and mutual funds
  • Proficient with technology, including banking and Customer Relationship Management systems and Microsoft Office programs
  • What’s in it for you?

    Inclusive, equitable and accessible workplace : All team members are valued, respected, and heard. We learn from each other’s differences, gaining strength through our people and our perspectives.

    Career Advancement! We are committed to our employee’s growth and development and we want to see you soar.

    Fun & Camaraderie. We care deeply about our members and our employees and we want the hours you spend with us to be fun, rewarding and sometimes lighthearted.

    We like to work hard, play hard, have fun and be there for each other.

    Flexibility! This opportunity includes flexible work arrangements. Whether you work from head office, a branch, your home office or a coffee shop, we want your best work no matter where that is!

    Show me the money! We offer competitive pay, a personalized benefits program, and a generous defined contribution pension plan.

    Community Focused. We care about giving back to the communities we live, work and play in. We participate in many community minded activities throughout the year.

    Great Place to Work. We are committed to employee engagement and have achieved the Great Place to Work certification 3 years in a row.

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