Senior Financial Advisor (North Delta Branch)

Envision Financial; Delta; On-site; CAD 90,000 - 130,000; Full time

Job summary

Envision Financial is seeking a Senior Financial Advisor to provide comprehensive investment, deposit and lending services to a portfolio of members in Delta. The role focuses on identifying life stage needs and offering solutions or referring to specialists, while delivering exceptional customer service.

The successful candidate will manage a high-value member portfolio, conduct complex four-quadrant advisory conversations, meet sales targets, and mentor branch staff on lending and investment

Qualifications

• 2-3 years in a Financial Advisor role or equivalent.
• Mutual Funds License required.
• Complete Tru Cooperative certification program within required timeframe.
• Proven ability to conduct complex advisory conversations.
• Demonstrated ability to build member relationships and meet sales targets.

Responsibilities

• Provide advisory and financial services to a member portfolio with assets between $100k–$250k.
• Process a full range of financial transactions including MFDA products and lending.
• Support branch goals and cross-sell Tru Cooperative Bank products.
• Mentor branch staff on lending and investment products; assist in member issue resolution.
• Prioritize work using branch leadership guidance to ensure a high-quality member experience.

Skills

Relationship building

Sales target achievement

Complex advisory conversations

Independent problem solving

Customer service excellence

Education

College/Tech Diploma (2 yrs)

PFP preferred

Tools

Banking software

Microsoft Office

Job description

Job Description

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.

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 $250,000 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 Tru Cooperative Bank 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: As required by branch leadership. 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 Tru Cooperative.

Branch/Regional Differentiation

• Lending limits will be assigned in consultation with credit services – based on experience and competency.
• Assigned a portfolio of high value members based on regional and branch needs.
• Build/maintain a strong presence and relationship in the community.

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 Tru Cooperative 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.