Financial Advisor - Chilliwack, Canada - Envision Financial, a division of First West Credit Union

Envision Financial, a division of First West Credit Union

Verified Company

Chilliwack, Canada

2 weeks ago

Posted by:

Sophia Lee

beBee Recruiter

Description

Position Description

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.

Accountabilities
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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.
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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.
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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.
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Other duties as required by branch leadership.

Branch Differentiation:
Based on the needs of the members and individual circumstances, the following may apply:

Lending limits will be assigned in consultation with credit services, based on experience and competency
In pilot locations, a key accountability is to build/maintain a strong presence and relationship in the community

People/Thought Leadership

No direct supervisory responsibility
Provides functional/technical guidance or advice to other employees as required

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

Competencies

Demonstrated ability to identify needs and recommend products and services to members
Selfstarter with ability to work independently and solve problems using common sense and sound judgment
Proven ability to plan, organize and prioritize workload

Skills