- 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. Manages an assigned portfolio of members (generally with $100,000 to $500,000 in investible assets) through proactive regular contact, ensuring current and future needs are identified and met.
- Member Transactions : Processes a full range of complex member transactions including, but not limited to: MFDA products and services; retail mortgages, personal and RRSP loans; 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 general public. Achieves established annual sales and referral targets.
- Branch Support: Mentors other branch employees in the understanding of lending and investment products and services; and provides advice and/or assists employees with member issues in management's absence.
- Other duties as required by branch leadership.
- 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
- 2-3 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 . 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: $55,200 - $70,700 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.
-
Financial Advisor
Found in: Jooble CA O C2 - 1 day ago
Sun Life Financial Kamloops, BC, CanadaYou'll work with dynamic colleagues - experts in their fields - who are eager to share their knowledge with you. Your leaders will inspire and help you reach your potential and soar to new heights. Discover how you can make a difference in the lives of individuals, families and c ...
-
Financial Advisor/ Planner
Found in: Jooble CA O C2 - 1 day ago
HSBC Kamloops, BC, Canada Part timeJob Description: · As a Personal Banker you are a Brand Ambassador for HSBC Bank Canada, delivering an outstanding customer experience by identifying and fulfilling all customer needs at first point of contact. You will work within a customer facing capacity in branch, generatin ...
-
sun life financial advisor
Found in: Jooble CA O C2 - 1 day ago
Sun Life Financial Kamloops, BC, CanadaYou are as unique as your background, experience and point of view. Here, you'll be encouraged, empowered and challenged to be your best self. You'll work with dynamic colleagues - experts in their fields - who are eager to share their knowledge with you. Your leaders will inspir ...
-
sun life financial advisor
Found in: Jooble CA O C2 - 13 hours ago
Sun Life Financial Kamloops, BC, CanadaSUN LIFE FINANCIAL ADVISOR page is loaded · SUN LIFE FINANCIAL ADVISOR · Apply locations Kamloops, British Columbia time type Full time posted on Posted 18 Days Ago job requisition id JR You are as unique as your background, experience and point of view. Here, you'll be encour ...
-
sun life financial advisor
Found in: Talent CA C2 - 1 day ago
Sun Life Kamloops, Canada Full timeJob Description · : Req#JR FC066Kamloops · What's holding you back from building your own business? · Take control of your life and determine your own success. Enjoy financial independence and work life balance. · As a Sun Life advisor, you'll receive exceptional training and sup ...
-
Part Time
Found in: Jooble CA O C2 - 1 day ago
Ontario Physiotherapy Association Kamloops, BC, Canada Part timeRoyal Inland Hospital (RIH), located in Kamloops, B.C., has an immediate permanent, full time Physiotherapist opening. · Effective April 2024 hourly rates of pay $42.56 to $52.95. Recognition of previous experience in determining starting salary. · What we offer: · ~ Financial ...
-
Client Care Representative
Found in: Jooble CA O C2 - 1 day ago
HUB International Kamloops, BC, CanadaHi, we're HUB · We are proud to be ranked 5th among the world's largest insurance brokerages where we advise businesses and individuals on how to reach their goals. When you partner with us, you're at the center of a vast network of risk, insurance, employee benefits, retirement ...
-
Relationship Manager, Business Markets
Found in: Talent CA C2 - 1 week ago
RBC - Royal Bank Kamloops, Canada Full timeJob Summary · Job Description · What is the opportunity? · You will provide business and financial advice and manage a portfolio of high value small business clients who need your help as they start, manage and grow their enterprises. You are RBC's ambassador to the local busin ...
-
Co-op Student, Assurance and Accounting
Found in: Talent CA C2 - 5 days ago
MNP Kamloops, Canada Full timeJob Details · Description · Inspirational, innovative and entrepreneurial - this is how we describe our empowered teams. Combine your passion with purpose and join a culture that is thriving in the face of change. · Make an impact with our Assurance & Accounting team as a Co- ...
-
Articling Accountant, Assurance and Accounting
Found in: Talent CA C2 - 5 days ago
MNP Kamloops, Canada Full timeJob Details · Description · Inspirational, innovative and entrepreneurial - this is how we describe our empowered teams. Combine your passion with purpose and join a culture that is thriving in the face of change. · Make an impact with our Assurance & Accounting team as an Ar ...
-
Investment Advisor
Found in: Talent CA C2 - 1 week ago
RBC - Royal Bank Kamloops, Canada Full timeJob Summary · Job Description · Grow your business, your way - with RBC · As an Investment Advisor at RBC Dominion Securities, you can help your clients reach their goals, while we help you reach yours. Maybe you've dreamed of starting your own business, but haven't had the train ...
-
Manager, Strategic Enrolment Initiatives
Found in: Talent CA C2 - 5 days ago
Thompson Rivers University Kamloops, CanadaDUTIES · Reporting to the AVP Strategic Enrolment & University Registrar, the Manager, Strategic Enrolment Initiatives works in a leadership, coordinator, facilitator, and individual contributor role on a broad range of special projects and ongoing initiatives to advance TRU's St ...
-
Client Advisor
Found in: Talent CA C2 - 1 week ago
RBC - Royal Bank Thompson, Canada Part timeJob Summary · Job Description · What is the opportunity? · As an RBC Ambassador inside our branches, you will put clients first and find solutions to their individual needs. You will champion the RBC brand and drive business by supporting new client acquisition and deepening exis ...
-
Client Advisor
Found in: Talent CA C2 - 2 weeks ago
Royal Bank of Canada THOMPSON, Canada Part timeJob Summary · Job Description · What is the opportunity? · As an RBC Ambassador inside our branches, you will put clients first and find solutions to their individual needs. You will champion the RBC brand and drive business by supporting new client acquisition and deepening exis ...
Senior Financial Advisor - Kamloops, Canada - Envision Financial
Description
We are currently seeking a Senior Financial Advisor to join our team.
The Senior Financial Advisor provides exceptional customer service to a portfolio of members by offering a full range of investment, deposit and complex lending services. The Senior Financial Advisor identifies member life stage cycle and provides solutions to financial needs, and/or refers member to an appropriate advisor.
Here's what would be included as a part of your typical day
Required Skills, Experience & Qualifications