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Senior Financial Advisor

@ First West

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Kelowna, Colombie-Britannique

Sur place2+ ans d’expérience
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First West is hiring a Senior Financial Advisor for its Guisachan Branch in Kelowna. The role manages a portfolio of members, delivers investment, deposit and complex lending services, and meets annual sales and referral targets. The posting requires a Mutual Funds License and a two-year diploma, with a must-complete internal certification program.

Responsabilités :

  • Manage a portfolio of members with $100,000 to $250,000 in investible assets
  • Process complex member transactions including MFDA products, mortgages and loans
  • Achieve annual sales and referral targets for the branch
  • Mentor branch employees on lending and investment products
  • Build a strong presence and relationships in the community

Résumé des exigences :

  • Two-year college or tech diploma, or equivalent experience
  • Mutual Funds License required
  • 2-3 years as a Financial Advisor or equivalent
  • Proven record of meeting or exceeding sales targets
  • Proficiency in Microsoft Office and banking software

Outils et compétences

Microsoft Officebanking software

Avantages mentionnés

Régime de retraite
Source et dates

Site carrière / système de candidatures · oraclecloud

Date publiée par l’employeur
2026-08-20
Première détection par notre source
2026-10-08
Mise à jour du dossier source
2026-11-06

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

Détails du poste

NiveauSenior
DomaineVentes
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 Guisachan Branch in Kelowna.

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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