Financial Advisor (Ganges (Salt Spring) Branch)

Islandsavings; British Columbia; On-site; CAD 48,000 - 63,000; Full time

Job summary

An established industry player is seeking a Financial Advisor to enhance member experiences by providing tailored financial advice and managing member portfolios. In this dynamic role, you will engage with members to understand their financial needs, process complex transactions, and support branch objectives through proactive promotion of services. This position offers the opportunity to make a significant impact on members' financial journeys while working in a supportive and collaborative environment. If you are a self-starter with a passion for helping others achieve their financial goals, this is the perfect opportunity for you.

Qualifications

• 2 years experience as a Member Advisor or equivalent role.
• Must complete internal certification program within required timeframe.

Responsibilities

• Build strong relationships with members and provide financial advice.
• Process complex member transactions and support branch goals.

Skills

Customer Service

Financial Advice

Problem Solving

Sales Skills

Relationship Building

Education

College or Tech School Diploma

Mutual Funds License

PFP Certification

Tools

Microsoft Office

Banking Software

Job description

Financial Advisor (Ganges (Salt Spring) Branch)

Join to apply for the Financial Advisor (Ganges (Salt Spring) Branch) role at Island Savings, a division of First West Credit Union

Base pay range

$48,640.00/yr - $62,300.00/yr

Job Description
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. The Financial Advisor identifies member life stage cycle and provides solutions to financial needs, and/or refers member to an appropriate advisor. This position manages a portfolio of members.

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 to members or refers to appropriate advisor.
• Member Transactions: Processes a full range of complex member transactions including, but not limited to: personal loans, retail mortgages and RRSP loans; investment products (typically under $100K in investible assets); opening personal or business accounts, debit/credit cards, LOC/overdraft protection, and related insurance products.
• Branch Goals: Supports achievement of annual branch goals and objectives through proactive promotion of FW products and services, participation in branch campaigns, and actively seeks potential cross-sell and/or referral opportunities during interaction with members or potential members. Achieves established annual sales and referral targets.
• Branch Support: Performs a variety of administrative duties which may include, but not limited to: administration of estates, completion of loan applications, conducting credit investigations, and follow-up phone calls to members, as required.
• Other duties: Utilizes the Day in the Life as a guideline to prioritize and manage schedules - to align efforts in reaching goals while offering a remarkable, consistent member experience across First West. Other duties as required by branch leadership.

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 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.

Please know we appreciate your interest in us but only candidates selected for an interview will be contacted.