Senior Financial Advisor: Growth in Investments & Lending

First West Credit Union; Brentwood (CA); On-site; CAD 65,000 - 90,000; Full time

Job summary

First West Credit Union in Canada is seeking a Senior Financial Advisor to provide a full range of investment, deposit, and complex lending services to a portfolio of members. You will identify life-stage needs and offer solutions or referrals to appropriate advisors.

The role focuses on building strong member relationships, handling complex transactions, and supporting branch goals while mentoring staff and maintaining risk-compliant practices.

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.

Responsibilities

• Member Service: Builds strong relationships with current and potential members; provides financial advice or referrals.
• Member Transactions: Processes complex transactions including MFDA products, mortgages, loans, accounts, cards, LOC and related insurance.
• Branch Goals: Supports annual branch goals and objectives through proactive promotion of Tru Cooperative Bank products and services; achieves sales and referral targets.
• Branch Support: Mentors other branch employees in lending and investment products and assists staff with member issues.
• Other duties: Aligns with branch leadership and prioritizes to deliver a remarkable member experience.

Skills

Financial advisory experience

Relationship building

Problem solving

Self-starter

Education

Diploma (2 years) in related discipline

Mutual Funds License

PFP preferred

Tools

Microsoft Office

Banking software

Job description

First West Credit Union in Canada is seeking a Senior Financial Advisor to provide a full range of investment, deposit, and complex lending services to a portfolio of members. You will identify life-stage needs and offer solutions or referrals to appropriate advisors.

The role focuses on building strong member relationships, handling complex transactions, and supporting branch goals while mentoring staff and maintaining risk-compliant practices.