Financial Advisor (South Point Branch)
About the role
Job Description
We are currently seeking a Financial Advisor to join our team in South Point.
The Financial Advisor provides exceptional customer service to current and potential members by offering a full range of deposit/investments and complex lending services. This role identifies member life stage cycle and provides solutions to financial needs, and/or refers member to an appropriate advisor. The Financial Advisor manages a portfolio of members.
Here’s what would be included as a part of your typical day
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. Member Transactions: Processes a full range of complex member transactions including, but not limited to personal loans, retail mortgages and RRSP loans; investment products (typically under $100K in investible assets); opening personal or business accounts, debit/credit cards, LOC/overdraft protection, and related insurance products. 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 potential members. Achieves established annual sales and referral targets. Branch Support: 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. 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 Differentiation: Based on the needs of the members and individual circumstances, the following may apply:
Lending limits will be assigned in consultation with credit services, based on experience and competency In pilot locations, a key accountability is to 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 required Mutual Funds License required; PFP is an asset Must complete the internal Tru Cooperative certification program specific to this role within the required timeframe 2 years in a Member Advisor role, or equivalent Demonstrated ability to identify needs and recommend products and services to members Self-starter with ability to work independently and solve problems using common sense and sound judgment Proven ability to plan, organize and prioritize workload 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.
Not the right fit? Search for Financial Advisor jobs in Surrey, British Columbia, Canada
About Envision Financial, a division of First West Credit Union
Envision Financial, a division of member-owned co-operative First West Credit Union, provides banking, borrowing and investment services for residents and businesses across B.C.’s Lower Mainland, Fraser Valley and North Coast communities.
As a division of First West Credit Union, B.C.'s third-largest credit union with nearly $18.6 billion in total assets and assets under administration, more than 253,000 members and 45 branches throughout the province, Envision Financial brings innovative products, an extensive branch network and local decision making to the banking experience.
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Financial Advisor (South Point Branch)
About the role
Job Description
We are currently seeking a Financial Advisor to join our team in South Point.
The Financial Advisor provides exceptional customer service to current and potential members by offering a full range of deposit/investments and complex lending services. This role identifies member life stage cycle and provides solutions to financial needs, and/or refers member to an appropriate advisor. The Financial Advisor manages a portfolio of members.
Here’s what would be included as a part of your typical day
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. Member Transactions: Processes a full range of complex member transactions including, but not limited to personal loans, retail mortgages and RRSP loans; investment products (typically under $100K in investible assets); opening personal or business accounts, debit/credit cards, LOC/overdraft protection, and related insurance products. 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 potential members. Achieves established annual sales and referral targets. Branch Support: 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. 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 Differentiation: Based on the needs of the members and individual circumstances, the following may apply:
Lending limits will be assigned in consultation with credit services, based on experience and competency In pilot locations, a key accountability is to 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 required Mutual Funds License required; PFP is an asset Must complete the internal Tru Cooperative certification program specific to this role within the required timeframe 2 years in a Member Advisor role, or equivalent Demonstrated ability to identify needs and recommend products and services to members Self-starter with ability to work independently and solve problems using common sense and sound judgment Proven ability to plan, organize and prioritize workload 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.
Not the right fit? Search for Financial Advisor jobs in Surrey, British Columbia, Canada
About Envision Financial, a division of First West Credit Union
Envision Financial, a division of member-owned co-operative First West Credit Union, provides banking, borrowing and investment services for residents and businesses across B.C.’s Lower Mainland, Fraser Valley and North Coast communities.
As a division of First West Credit Union, B.C.'s third-largest credit union with nearly $18.6 billion in total assets and assets under administration, more than 253,000 members and 45 branches throughout the province, Envision Financial brings innovative products, an extensive branch network and local decision making to the banking experience.