Senior Financial Advisor (Enderby, Vernon, Armstrong Branch)

Valley First, a division of First West Credit Union; Enderby; On-site; CAD 50,000 - 90,000; Full time

Job summary

Join a forward-thinking financial cooperative as a Senior Financial Advisor, where you will provide exceptional service and tailored financial solutions to members. In this dynamic role, you will manage a diverse portfolio, guiding members through their financial journeys, from investments to complex lending services. With a strong focus on relationship building and achieving sales targets, you'll play a key role in supporting branch goals and mentoring staff. Enjoy a competitive rewards package, flexible work arrangements, and opportunities for professional growth in a supportive environment that values diversity and community impact.

Benefits

Mental Health Resources

Flexible Health Benefits

Parental Leave

Performance-Based Pay

RRSP Matching

Vacation

Flexible Work Arrangements

Qualifications

• 2-3 years in a Financial Advisor role or similar.
• Mutual Funds License required.

Responsibilities

• Builds strong relationships with members and provides financial advice.
• Processes complex transactions including mortgages and loans.

Skills

Financial Advisory

Sales Target Achievement

Problem-Solving Skills

Relationship Building

Complex Advisory Conversations

Education

College or Tech School Diploma

PFP Certification

Tools

Microsoft Office

Banking Software

Job description

Job Description

We are currently seeking a Senior Financial Advisor to join our team.

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 members to an appropriate advisor.

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 or refers to appropriate advisor. Manages an assigned portfolio (generally with $100,000 to $500,000 in investible assets) through proactive contact, ensuring needs are met.
• Member Transactions: Processes complex transactions including MFDA products and services; retail mortgages; personal and RRSP loans; opening accounts; debit/credit cards; LOC/overdraft protection; and related insurance products.
• Branch Goals: Supports achievement of branch goals through promotion of products and participation in campaigns. Seeks cross-sell and referral opportunities, achieving sales and referral targets.
• Branch Support: Mentors staff in lending and investment products; provides advice and assists with member issues in management’s absence.
• Other duties: Uses the Day in the Life as a guideline to prioritize tasks and deliver a consistent member experience. Performs other duties as required by branch leadership.

Required Skills, Experience & Qualifications

• College or Tech School Diploma (2 years) or equivalent experience
• Mutual Funds License required
• Completion of internal First West certification within the required timeframe
• PFP certification preferred
• 2-3 years in a Financial Advisor role or similar
• Ability to conduct complex advisory conversations
• Ability to recognize needs, recommend products, and build relationships
• Track record of achieving sales targets in lending and investments
• Self-motivated with problem-solving skills
• Proficient in Microsoft Office and banking software
• Understanding of risk management and policy adherence

About Us

What’s in it for you:

• Mental health resources
• Flexible health benefits and parental leave
• Performance-based pay, banking advantages, RRSP matching
• Vacation and flexible work arrangements

We offer a competitive rewards package and opportunities for meaningful community impact. Join us to advance your career with in-house training, LinkedIn Learning, and external course reimbursement.

Applicants will be required to pass background checks. We embrace diversity and encourage applications from all equity-deserving groups. Accommodations are available during the application process.

We’re a financial cooperative dedicated to helping members reach their goals through trusted advice and community connections. Learn more at firstwestcu.ca.

We thank all applicants; only those selected for an interview will be contacted.