Financial Advisor (Duncan Branch) at First West Careers

Duncan, British Columbia, Canada -

Full Time

Start Date

Immediate

Expiry Date

06 Apr, 26

Salary

0.0

Posted On

06 Jan, 26

Experience

2 year(s) or above

Remote Job

Yes

Telecommute

Yes

Sponsor Visa

Skills

Customer Service, Financial Advice, Lending Services, Portfolio Management, Relationship Building, Transaction Processing, Sales Targets, Administrative Duties, Problem Solving, Planning, Organization, Risk Management, Microsoft Office, Banking Software, Mutual Funds License, Self-Starter

Industry

Financial Services

Description

We are currently seeking a Financial Advisor to join our team. 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 FW 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 First West. 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 First West 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.

Responsibilities

The Financial Advisor provides exceptional customer service by offering a full range of deposit/investments and complex lending services. They manage a portfolio of members and identify their financial needs to provide appropriate solutions or referrals.