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Publié il y a 8 jours

Senior Financial Advisor (Chemainus Branch)

@ First West

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Chemainus, Colombie-Britannique

2+ ans d’expérience
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SIGNAUX

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First West is hiring a Senior Financial Advisor for its Chemainus branch to serve a portfolio of members with investment, deposit and complex lending services. The role identifies members' life stage needs, provides financial advice or refers them to the appropriate advisor, and meets annual sales and referral targets. Mutual Funds License required.

Responsabilités :

  • Manage a portfolio of members with investment and deposit needs
  • Process complex member transactions including MFDA products, mortgages and loans
  • Achieve annual branch sales and referral targets
  • Mentor branch staff on lending and investment products
  • Build community presence and member relationships

Résumé des exigences :

  • Two-year college or tech school diploma or equivalent
  • Mutual Funds License required
  • 2-3 years as a financial advisor or equivalent
  • Proven track record meeting sales targets
  • Proficiency in Microsoft Office and banking software

Outils et compétences

Microsoft Officebanking software
Source et dates

Site carrière / système de candidatures · oraclecloud

Date publiée par l’employeur
2026-11-02
Première détection par notre source
2026-11-02
Mise à jour du dossier source
2026-11-02

Ces dates décrivent le dossier source, pas une vérification en direct du recrutement. Consultez l’offre originale.

Détails du poste

NiveauSenior
DomaineDéveloppement des affaires
Expérience2 an(s) et plus
Déplacementsavion : aucun · route : aucun
Milieu de travailBureau
PositionSurtout assis
Exigences physiquesphysique faible · ordinateur élevé
Permis et certificationsMutual Funds License, PFP
FormationCollégial (DEC) (exigé)

Résumé et détails rédigés par l’IA à partir de l’offre; l’offre de l’employeur fait foi.

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Description

We are currently 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 (generally with $100,000 to $250,000 in investible assets) through proactive regular contact, ensuring current and future needs are identified and met.
  2. 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.
  3. Branch Goals: Supports achievement of annual branch goals and objectives through proactive promotion of Tru Cooperative Bank 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.
  4. 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.
  5. Other duties: As required by branch leadership.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 Tru Cooperative.

Branch/Regional Differentiation:

  • Lending limits will be assigned in consultation with credit services – based on experience and competency.
  • Assigned a portfolio of high value members based on regional and branch needs.
  • Build/maintain a strong presence and relationship in the community.

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 Tru Cooperative 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 e.g. Microsoft Office and banking software programs
  • Displays an understanding of risk and risk ownership by being able to demonstrate adherence to policies and procedures.

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