Senior Financial Advisor (Mill Bay Branch)

Islandsavings; British Columbia; On-site; CAD 80,000 - 100,000; Full time

Job summary

An established financial cooperative is seeking a Senior Financial Advisor to join their Mill Bay team. In this pivotal role, you will provide exceptional customer service and financial advice to a diverse portfolio of members, helping them navigate their financial journeys. You'll be responsible for managing complex transactions and achieving sales targets while fostering strong relationships. This role offers a unique opportunity to work within a supportive environment that values local connections and community service. If you are passionate about helping others achieve their financial goals, this position is ideal for you.

Qualifications

• 2-3 years in a Financial Advisor role or equivalent experience.
• Mutual Funds License and completion of internal certification required.

Responsibilities

• Provide exceptional service to members and manage a portfolio of clients.
• Process complex transactions and support branch goals through proactive promotion.

Skills

Financial Advisory

Sales Target Achievement

Relationship Building

Problem Solving

Customer Service

Education

College or Tech School Diploma

Mutual Funds License

PFP Certification (preferred)

Tools

Microsoft Office

Banking Software

Job description

Senior Financial Advisor (Mill Bay Branch)

Join to apply for the Senior Financial Advisor (Mill Bay Branch) role at Island Savings, a division of First West Credit Union

Job Description

We are currently seeking a Senior Financial Advisor to join our Mill Bay 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.

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. 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.

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
• 2-3 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

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. Our more than 250,000 members and approximately 1,250 employees operate from 45 branches throughout the province of BC, under the Envision Financial, Valley First, Island Savings and Enderby & District Financial brands.

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