Senior Financial Advisor: Wealth, Lending & Member Growth

First West Credit Union; Delta; On-site; CAD 70,000 - 90,000; Full time

Job summary

A leading financial institution in the Metro Vancouver area is looking for a Senior Financial Advisor to provide exceptional service to members. The ideal candidate will manage a portfolio of clients, assist with complex member transactions, and support branch goals by promoting various financial products. A College or Tech School diploma and Mutual Funds License are essential, along with strong relationship-building skills and a proven sales record. The role requires a self-starter with excellent problem-solving abilities and proficiency in banking software.

Qualifications

• 2-3 years in a Financial Advisor role or equivalent.
• Must complete the internal First West certification program specific to this role.
• PFP preferred.

Responsibilities

• Builds strong relationships with members.
• Processes complex member transactions including mortgages and loans.
• Supports annual branch goals and actively promotes products.

Skills

Relationship building

Complex advisory conversations

Sales achievement

Problem-solving

Proficiency in Microsoft Office

Education

College or Tech School Diploma

Mutual Funds License

Tools

Banking software programs

Job description

A leading financial institution in the Metro Vancouver area is looking for a Senior Financial Advisor to provide exceptional service to members. The ideal candidate will manage a portfolio of clients, assist with complex member transactions, and support branch goals by promoting various financial products. A College or Tech School diploma and Mutual Funds License are essential, along with strong relationship-building skills and a proven sales record. The role requires a self-starter with excellent problem-solving abilities and proficiency in banking software.