We are currently seeking a Financial Planner to join our team.
The Financial Planner is responsible for working with and managing a book of high value members in assigned, multiple branch locations, by offering a full range of investment and financial planning advice including deposit and lending services. This role meets regularly with assigned members to ensure retention of assets and assist with retirement and/or financial plans. The Financial Planner works in close collaboration with retail branch team members and Wealth Planning Specialists to ensure members are receiving the necessary advice and ongoing service. This role will support the Sardis Branch, as well as the Chilliwack City and Garrison Village branches.

REQUIRED SKILLS, EXPERIENCE & QUALIFICATIONS

• College, Trade or Tech School Diploma (2 years) required; Bachelors degree preferred
• Mutual funds license required
• PFP designation required at minimum; CFP designation considered an asset
• 5 years’ experience in financial planning/investment sales with the proven ability to consistently meet or exceed targets required
• 2 years’ experience with retail lending required
• Expert knowledge of the investment industry, products, and the principles of investment advice/financial planning required
• “Four quadrant” member transaction experience preferred
• Proven track record of exceptional sales results preferred
• Retail banking experience preferred
• Superior sales abilities including active listening, identifying business opportunities, influencing & negotiating, asking for the business
• Proven relationship building, networking, and client acquisition skills
• Proven track record achieving or exceeding sales targets in retail lending and investment products and service
• Proven strong communication skills with ability to communicate both verbally and in writing or through presentations with a wide variety of people
• Proficient with computer software programs, e.g. Microsoft Office
• Demonstrated financial planning skills
• Proficient with planning software
• 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