Senior Financial Advisor (Enderby, Vernon, Armstrong Branch)

Valley First, a division of First West Credit Union; Enderby; On-site; CAD 70,000 - 90,000; Full time

Job summary

A leading financial services provider in British Columbia seeks a Senior Financial Advisor to offer outstanding customer service to members. The ideal candidate will have experience in financial advising, strong relationship-building skills, and the ability to achieve sales targets. The position includes diverse responsibilities such as managing member transactions and supporting branch goals. This role provides a competitive benefits package and supports career growth within the organization.

Benefits

Mental health coverage and resources

Customizable health benefits

Vacation time and flexible work arrangements

Performance-based compensation

Qualifications

• 2-3 years in a Financial Advisor role or equivalent.
• Proven ability to conduct complex advisory conversations.
• Demonstrated ability to recognize needs and build strong member relationships.

Responsibilities

• Provide exceptional customer service to a portfolio of members.
• Manage complex member transactions and advise on financial products.
• Support branch goals by achieving sales and referral targets.

Skills

Customer service excellence

Relationship building

Financial advisory skills

Sales target achievement

Problem-solving

Education

College or Tech School Diploma in related discipline

Mutual Funds License

Tools

Microsoft Office

Banking software programs

Job description

Overview

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 member to an appropriate advisor.

Responsibilities

• 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. Manages an assigned portfolio of members (generally with $100,000 to $500,000 in investible assets) through proactive regular contact, ensuring current and future needs are identified and met.
• Member Transactions: Processes a full range of complex member transactions including, but not limited to: MFDA products and services; retail mortgages, personal and RRSP loans; 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 general public. Achieves established annual sales and referral targets.
• Branch Support: Mentors other branch employees in the understanding of lending and investment products and services; and provides advice and/or assists employees with member issues in management’s absence.
• 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.

Qualifications

• College or Tech School Diploma (2 years) in a 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
• 2-3 years in a Financial Advisor role, or equivalent
• Proven ability to conduct complex advisory, four quadrant conversations
• Demonstrated ability to recognize needs, identify appropriate products and build strong member relationships
• Proven track record achieving or exceeding sales targets in retail lending and investment products and service
• Self-starter with ability to work independently and solve problems using common sense and sound judgment
• 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 and What’s in it for you

First West Credit Union is committed to providing a fair, equitable, and competitive rewards package that reflects the value an individual brings to our organization. The compensation mentioned in this job posting should serve as a guide. The total cash compensation earned may vary based on a variety of factors including bonuses and/or incentives, an individual’s skills and experience, and may correlate with performance in the role.

• Mental health coverage and resources
• Customizable health benefits, as well as topped-up parental leave
• Performance-based compensation, employee banking advantages and group RRSP matching
• Vacation time and flexible work arrangements to support your lifestyle

We also provide opportunities for our employees to make a meaningful impact. As a credit union, we’re powered by giving back — in big ways and through small gestures. We offer paid time off to volunteer, partner with thousands of local charities, build long-lasting relationships to help our members get ahead, and commit to environmental, social and governance (ESG) practices. We provide award-winning in-house training programs, access to LinkedIn Learning, and reimbursement for external courses.

Take the next step in your career as part of our team. Apply for this opportunity!

Note: If you are being considered for this role, you will be required to complete a background check (employment verification, credit check and criminal record check).

Diversity, Equity, Inclusion & Belonging

We embrace diversity regardless of gender identity or expression, sexual orientation, religion, race, ethnicity, age, diverse ability, and any aspect that makes someone unique. Inclusion is woven through our organization, from our employee-led network groups, hiring practices and education programs that address barriers and continually grow our equitable, diverse and inclusive culture. We encourage people from equity-deserving groups to apply, including women or non-binary people, persons with diverse abilities, Black, Indigenous Peoples, People of Colour and members of 2SLGBTQIA+ communities. If an accommodation would help you during the process of applying or interviewing, please let us know how we can assist you. Your individuality is welcome here.

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. With a strong presence across BC, we operate from multiple brands under First West Credit Union. Visit firstwestcu.ca for more information.

Please note: only candidates selected for an interview will be contacted.