Senior Financial Advisor

at  Valley First a Division of First West Credit Union

Kelowna, BC, Canada -

Start DateExpiry DateSalaryPosted OnExperienceSkillsTelecommuteSponsor Visa
Immediate25 Jan, 2025Not Specified26 Oct, 20242 year(s) or aboveCommon Sense,Microsoft Office,Risk,Adherence,PfpNoNo
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Description:

We are currently seeking a Senior Financial Advisor to join our team in Kelowna within our Valley First division.
The Senior Financial Advisor provides exceptional customer service to a portfolio of members by offering a full range of investment, deposit and complex lending services. The Senior Financial Advisor identifies member life stage cycle and provides solutions to financial needs, and/or refers member to an appropriate advisor.

REQUIRED SKILLS, EXPERIENCE & QUALIFICATIONS

  • 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
  • PFP preferred
  • 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:

Please refer the Job description for details


REQUIREMENT SUMMARY

Min:2.0Max:3.0 year(s)

Financial Services

Banking / Insurance

Finance

Diploma

Proficient

1

Kelowna, BC, Canada