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.

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.

ABOUT US

We’re a financial cooperative that does things differently. We provide time-tested advice that helps our members feel optimistic about their future, and we offer comprehensive banking solutions that enable people to confidently reach their goals. With the financial strength and extended branch network of a large financial institution, we maintain local connections to our communities and take a unique grassroots approach to service. Our more than 250,000 members and approximately 1,250 employees operate from 45 branches throughout the province of BC, under the Envision Financial, Valley First, Island Savings and Enderby & District Financial brands. Visit firstwestcu.ca for more information on First West Credit Union.
Please know we appreciate your interest in us but only candidates selected for an interview will be contacted

Please refer the Job description for details