Financial Advisor

BlueShore Financial; Regina; On-site; CAD 75,000 - 85,000; Full time

Job summary

BlueShore Financial is seeking a Financial Advisor to enhance client relationships and promote financial wellness across a variety of services. The role requires proactive client engagement, expertise in investment and credit sales, and collaboration with specialist partners. Ideal candidates should possess a CFP designation or be working towards it, alongside significant experience in financial services.

Benefits

4 weeks of paid vacation

Comprehensive Total Rewards Program including pension

Flexible benefits and employee assistance program

Qualifications

• CFP designation or pursuing it is preferred.
• 4 - 6 years progressive experience in financial services.
• Required mutual funds license.

Responsibilities

• Establish and maintain client relationships for financial wellness.
• Conduct interviews to clarify financial goals and risk tolerance.
• Promote a full range of financial products within assigned portfolio.

Skills

Investment sales

Credit sales

Client relationship management

Proactive thinking

Education

Certified Financial Planner (CFP) Designation

Mutual Funds license

4 – 6 years of experience in financial services

Job description

Delivering senior advisory services in our Financial Spa in Squamish, this position is responsible for fostering valued relationships with an established book of assigned clients by promoting financial wellness across all credit, investment, insurance and banking products. The Financial Advisor will collaborate with specialist partners in investment and insurance to leverage their expertise in addressing clients’ requirements and crafting personalized financial plans. By identifying and addressing both immediate and future needs, the Financial Advisor strives to establish new connections that enrich clients’ financial health and contribute to the growth of the organization.

BlueShore Financial is a division of Beem Credit Union. We have a compelling and differentiated brand that resonates with the West Coast community we serve. With over 80 years in the financial services industry, our innovative strategy is rooted in expert advice and expertise, delivered by an exceptional team.

Key responsibilities of this role are :

• Proactively establishes relationships with assigned clients to advise clients / potential clients to take action to create / maintain financial wellness. Through ongoing profiling of clients / potential clients, uncovers and acts upon appropriate sales opportunities that contribute to organizational growth and enhance clients’ financial wellness. Acts as an advocate for BlueShore Financial.
• Conducts interviews with clients to clarify short-term and long-term financial goals by confirming risk tolerance levels and identifying opportunities.
• Promotes and completes the sale for a full range of deposit, investment, wealth protection and lending products within assigned portfolio.
• Grants mortgages, consumer loans and other loans within assigned lending limits for assigned portfolio. Promotes the sales of credit insurance. Makes appropriate recommendations for credit above limits.
• Promotes and sells mutual fund products.
• Identifies potential needs of clients and acts as a liaison between the clients and specialists in investments, wealth protection, and advanced tax planning.
• Proactively and effectively uses all tools available, especially our Client Relationship Management (CEM) software, to provide seamless service to clients and contribute to BlueShore Financial’s growth.
• Keeps informed on all BlueShore Financial products and services, competitors’ products and current economic conditions to help understand the impact on clients and BlueShore Financial.
• Effectively and proactively works with Advisory Associate, other team members, central support areas, and within the community to enhance relationships inside and outside the Credit Union to achieve business results. Acts as a mentor with peers and other BlueShore employees.
• Adheres to safety and security policies and procedures to protect the clients and credit union interests. Operates within transaction approval limits. Ensures ongoing learning to excel in client service. Ensures personal development plan is current. Acts upon learning opportunities to maximize contributions.

Qualifications and Experience

• Certified Financial Planner (CFP) Designation or working towards an asset
• 4 – 6 years progressive experience in the financial services industry
• Mutual Funds license
• Proven investment and credit sales

Pay Transparency

Pay transparency is an important characteristic of our recruitment process and overall BlueShore culture which supports a diverse, equitable and inclusive workforce.

The target base salary range of this role is $75,000 - $85,000 / year. Employment offers are determined by knowledge, experience, formal accreditations and internal equity.

The total compensation for Financial Advisors also includes competitive variable bonuses to reward performance in addition to base pay.

What BlueShore Financial can provide you :

• 4 weeks of paid vacation to start, plus paid personal and wellness days
• Comprehensive Total Rewards Program including Financial Advisor incentive pay, pension, flexible benefits, and employee assistance program

What BlueShore Financial needs from you :

• Recognize the strength that diversity, equity and inclusion brings
• Forge relationships with colleagues for strong collaboration
• Provide a premium level of service to all clients, internal and external
• Communicate effectively and professionally
• Exhibit a growth mind-set
• Strive for continuous learning
• Be a proactive thinker and problem solver
• Be accountable for the risk responsibilities in your area

Be Richly Valued. At BlueShore Financial, our employees are as important as our clients. We strive to create a workplace culture of openness, empowerment, trust and passion. We are building an even stronger and better BlueShore by incorporating the values of diversity, equity and inclusion into our everyday practices. We believe in being curious, asking questions, and seeking to understand and embrace our differences. Our values unite our organization and are our guiding compass, but it is our exceptional employees that bring our corporate values to life. They are passionate about delivering exceptional client service and a banking experience that promises to impress.

From the moment you walk into one of our Financial Spas, you’ll know you’ve arrived at a special place, where all the elements work together to stimulate the senses and create a distinctive atmosphere unlike any financial institution you’ve experienced. We embrace the West Coast lifestyle, while providing a premium and sophisticated experience for our clients and employees. We’ve been entered into Waterstone Human Capital’s “Hall of Fame” as one of “Canada’s Most Admired Corporate Cultures”.

BlueShore Financial is strongly committed to fostering diversity within our community. We welcome those who would contribute to the further diversification of our organization, but not limited to, women, visible minorities, Indigenous people, persons with disabilities and persons of any sexual orientation or gender identity. If you require accommodation during the recruitment process, please let us know and we will work with you to meet your needs.

Beem Credit Union serves communities across many traditional Territories and Treaty areas in British Columbia. We are grateful to live and work on this land and are committed to reconciliation, decolonization, and building strong, connected relationships.