Financial Advisor (Princeton Branch)

First West Credit Union; Princeton; On-site; CAD 45,000 - 75,000; Full time

Job summary

Ein etabliertes Finanzinstitut sucht einen engagierten Finanzberater, der außergewöhnlichen Kundenservice bietet und Mitgliedern bei ihren finanziellen Bedürfnissen hilft. In dieser spannenden Rolle bauen Sie starke Beziehungen zu Mitgliedern auf, identifizieren deren Lebenszyklus und bieten maßgeschneiderte Lösungen an. Sie sind verantwortlich für die Bearbeitung komplexer Transaktionen und die Unterstützung der Erreichung der Jahresziele der Filiale. Wenn Sie eine Leidenschaft für Finanzen haben und in einem dynamischen Team arbeiten möchten, ist dies die perfekte Gelegenheit für Sie.

Qualifications

• 2 Jahre Erfahrung in einer Mitgliedsberaterrolle oder gleichwertig.
• Mutual Funds License erforderlich.

Responsibilities

• Bietet außergewöhnlichen Kundenservice und Finanzberatung für Mitglieder.
• Verarbeitet komplexe Mitgliedstransaktionen, einschließlich persönlicher Kredite und Hypotheken.

Skills

Kundenberatung

Finanzanalyse

Problemlösungsfähigkeiten

Verkaufskompetenz

Microsoft Office

Education

College oder Technische Schule Diplom

Mutual Funds License

PFP-Zertifizierung

Tools

Bankensoftware

Microsoft Office

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

1. 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.
2. 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.
3. 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.
4. 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.
5. 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.