Financial Advisor - Vernon, Canada - Envision Financial

Envision Financial Vernon, Canada

Found in: Talent CA C2 - 6 days ago

Description

We are currently seeking a Financial Advisor to join our team.

The Financial Advisor provides exceptional customer service to current and potential members by offering a full range of deposit/investments and complex lending services. The Financial Advisor identifies member life stage cycle and provides solutions to financial needs, and/or refers member to an appropriate advisor. This position manages a portfolio of members.

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.

Member Transactions : Processes a full range of complex member transactions including, but not limited to: personal loans, retail mortgages and RRSP loans; investment products (typically under $100K in investible assets); 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 potential members. Achieves established annual sales and referral targets.

Branch Support: Performs a variety of administrative duties which may include, but not limited to: administration of estates, completion of loan applications, conducting credit investigations, and follow-up phone calls to members, as required.

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 years in a Member Advisor role, or equivalent

Demonstrated ability to identify needs and recommend products and services to members

Self-starter with ability to work independently and solve problems using common sense and sound judgment

Proven ability to plan, organize and prioritize workload

Proficient in computer software . Microsoft Office and banking software programs

Displays an understanding of risk and risk ownership by being able to demonstrate adherence to policies and procedures.

Pay Transparency Salary Range: $48,640 - $62,300 Please note, the salary range mentioned in this job posting should serve as a guide. The final compensation offered may vary based on a variety of factors including bonuses and/or incentives, or a candidate's skills and experience. First West is committed to providing a fair, equitable, and competitive rewards package that reflects the value an individual brings to our organization.

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