Senior Financial Advisor (Town Centre Branch)

Envision Financial; Abbotsford; On-site; CAD 80,000 - 110,000; Full time

Job summary

Tru Cooperative Bank in Abbotsford is seeking a Senior Financial Advisor to serve a portfolio of members with investment, deposit and lending services. You will identify life stages and tailor financial solutions, referring to specialists as needed.

The role emphasizes building relationships, meeting branch goals, mentoring staff, and delivering a consistent member experience. 2–3 years in advisory, Mutual Funds license, and proficiency with MS Office are preferred.

Qualifications

• Requires college or tech diploma in related discipline or equivalent
• Mutual Funds License is required
• Internal Tru Cooperative certification program must be completed
• PFP preferred
• 2-3 years in a Financial Advisor role or equivalent

Responsibilities

• Member Service: Manage an assigned portfolio of members with investments, deposits and lending needs.
• Process complex member transactions including MFDA products, mortgages, loans, accounts and related products.
• Promote branch products/services and pursue cross-sell/referral opportunities to achieve sales targets.
• Mentor branch staff on lending/investment products and services.
• Prioritize and manage schedules to deliver a consistent member experience across Tru Cooperative.

Skills

Complex advisory conversations

Relationship building

Sales targets

Independent work

Risk awareness

Education

Diploma or tech school (2y)

Mutual Funds License

PFP certification preferred

Tools

Microsoft Office

Banking software

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.

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.