- Builds relationships with credit union members, including seeking out new members and opening new accounts, along with maintaining positive and productive relationships with existing members.
- Provides full-cycle account services including processing general banking transactions, identifying and processing deposit, investment and lending needs and resolving account issues.
- Proactively connects with members to identify needs as well as seek opportunities for additional and future business, and strengthen members' banking relationships with G&F.
- Collaborates with branches and other departments, and provides referrals to product specialists, to ensure a superior member experience and increase business across the credit union.
- Builds and maintains a professional network within the branch and local community and represents G&F as a positive community partner.
- years' experience in a sales and service-oriented role
- Mandarin and/or Cantonese language is an asset
- Excellent customer service and strong relationship building abilities
- Entrepreneurial and collaborative spirit
- Self-initiative in driving your career and personal development
- Degree or diploma in Business or Finance is an preferred; general understanding of retail banking principles is an asset
- Competitive base salary; reviewed annually. The salary range for this position is $, to $, starting salary will be based on related education, training, and experience.
- An incentive bonus plan
- Top-notch benefits plan & confidential EAP service
- Annual time off to recharge – vacation starting at weeks and personal days
- Amazing RRSP program – we contribute at a great rate, whether you choose to contribute yourself or not
- Loans at preferred interest rates, discounted banking accounts and credit cards, unique banking instruments, professional financial advice – we are a credit union, after all
- Professional development – we're truly committed to our team's growth through in-house training, personal coaching, leadership development programs, mentorship, tuition reimbursement, professional dues coverage, and conference participation
- Connect and feel recognized through social events, Employee Recognition Night, and an employee recognition program that translates into real rewards
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Money Advisor - Surrey, Canada - G&F Financial Group
Description
Looking to join a team of driven, collaborative, and positive professionals, grow your career, and contribute meaningfully to your community? Sounds like this opportunity might be the perfect fit At Gulf & Fraser, we strive to create a future where everyone in our communities can achieve financial wellness. For over years, Gulf & Fraser has invested in what we value most: our members, partners, employees, and our communities. We are proud to serve our members across BC by offering reliable advice, a welcoming environment, and a full range of personal and business banking, investment, and insurance solutions. We help our members find the best options to fulfill their financial potential. We believe in the power of progressive thinking and positive action to take incredible steps forward in every aspect of life.
What this role is all about:
G&F Financial Group is looking for motivated individuals looking to grow a career in financial services to join us in the role of Money Advisor. This is a position that offers an abundance of growth and knowledge to launch your professional career in financial services and empower you to be your best. This is not just a job—it's a career. As a Money Advisor, you are the face of Gulf & Fraser and central to the member experience. You have an entrepreneurial spirit, personal drive and initiative, and thrive on seeking out the best solutions for your customers with your knack for balancing sales and outstanding customer service.
What you'll do:
A little about your qualifications:
What you'll gain:
Who we are:
Power your possible TM . At Gulf & Fraser, growth and development is an important facet of your experience and we encourage everyone to progress and contribute in a meaningful way. Here, you can develop and further your career alongside a team of passionate, empowered and engaged professionals who recognize the power of collaboration, innovation, recognition, and driving their own success. For us, the vision of 'Power your possibleTM extends to our teams, as well as our members.
Drive, contribute, grow – together. We are stronger together and are proud to foster a caring, open-minded, and inclusive culture. We embrace diversity of backgrounds, ideas, perspectives, and experiences – this way we can meet the unique needs of our employees, members, and communities Join our team and let's work together to embody and promote our values: offering a welcoming environment, accountability, collaboration, and adaptability.
Giving back to our communities. We are committed to empowering our communities through local collaboration, financial wellness education, and charitable donations to charity groups, non-profit organizations, cultural and sports organizations, and students. At Gulf & Fraser, we encourage community involvement and support everyone contributing to causes that are important to them – you can feel good about working here We empower, enrich, engage, educate, and support initiatives that positively impact our communities in three main areas of focus: community health, financial wellness, and environmental impact. Learn more about how we "Do Some Good" at .
Ready to join?
Visit us at to learn more about what it's like to work for Gulf & Fraser If you like what you see, please submit your application online through . We sincerely thank all applicants for their interest; however, only shortlisted candidates will be contacted for an interview.
We at Gulf & Fraser are committed to ensuring inclusive employment practices and an accessible business environment to our employees. We do not discriminate on the basis of any protected attribute and encourage all qualified candidates to apply, regardless of race, religion, creed, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, or disability.
