Financial Advisor – Investments & Lending

First West Credit Union; Abbotsford; On-site; CAD 60,000 - 80,000; Full time

Job summary

A leading financial cooperative in Abbotsford is seeking a Financial Advisor to join their team. This role involves providing exceptional service to members, managing a portfolio, and offering diverse lending and investment products. The ideal candidate will have a College diploma and Mutual Funds License, with at least two years of experience in a similar role. This position offers a comprehensive rewards package, dedication to community relations, and opportunities for professional development.

Benefits

Mental health coverage

Customizable health benefits

Flexible work arrangements

Vacation time

Performance-based compensation

Qualifications

• Must complete internal certification program specific to this role.
• 2 years in a Member Advisor role or equivalent.
• Demonstrated ability to identify needs and recommend products.

Responsibilities

• Builds strong relationships with members and offers financial advice.
• Processes complex member transactions including loans and investments.
• Supports annual branch goals through promotions and referrals.

Skills

Relationship Building

Problem Solving

Proficiency in Microsoft Office

Financial Advice

Time Management

Education

College or Tech School Diploma

Mutual Funds License

Tools

Banking software programs

Job description

A leading financial cooperative in Abbotsford is seeking a Financial Advisor to join their team. This role involves providing exceptional service to members, managing a portfolio, and offering diverse lending and investment products. The ideal candidate will have a College diploma and Mutual Funds License, with at least two years of experience in a similar role. This position offers a comprehensive rewards package, dedication to community relations, and opportunities for professional development.