Senior Financial Advisor
| Company | First West Credit Union |
|---|---|
| Location | Victoria, BC, Canada |
| Salary | $Not Provided – $Not Provided |
| Type | Full-Time |
| Degrees | Associate’s |
| Experience Level | Senior |
Requirements
- 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 First West certification program specific to this role within the required timeframe
- 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.
Responsibilities
- 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 $500,000 in investible assets) through proactive regular contact, ensuring current and future needs are identified and met.
- 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.
- 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.
- 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.
- 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 First West.
- Other duties as required by branch leadership.
Preferred Qualifications
- PFP preferred