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Penticton

    Financial Advisor - Penticton, Canada - Envision Financial

    Envision Financial
    Envision Financial Penticton, Canada

    5 days ago

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    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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