Senior Financial Advisor Job Openings by First West Credit Union in Chemainus

Job Title Senior Financial Advisor Job Openings Chemainus First West Credit Union
Pub Date 30+ days ago
Company First West Credit Union
Location Chemainus

First West Credit Union Careers 2020 - First West Credit Union give away an opportunity to fill Senior Financial Advisor, that will be placed in Chemainus. You will receive a better prospect as well as safer dwell later on. Joining to this firm makes a person can do the purpose less complicated and make current aspiration come true.

To help this organization perspective and mission comes on legitimate First West Credit Union can be open of fresh placement seeing that November 2020. Everyone who are considering filling this particular vacant, make sure you take part in this kind of Senior Financial Advisor recruitment. If you are one that can certainly load qualifications, you can try to see more info about Senior Financial Advisor Job Openings below.

First West Credit Union Jobs 2020

Senior Financial Advisor Job Openings in Chemainus

If you believe in the same things we do, let’s talk.
is a tight-knit team of smart, friendly, creative, skillful and passionate professionals spread across British Columbia and beyond. We’ve come together because we believe in making a real difference in people’s financial lives. We believe that keeping things simple, showing leadership, and banking cooperatively can change the world for the better.
We are 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:
1. 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 through proactive regular contact, ensuring current and future needs are identified and met.
2. 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.
3. 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.
4. 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.
5. Other Duties as required by branch leadership.
Branch/Regional Differentiation:

  • Lending Limits will be assigned in consultation with credit servicesBased on experience and competency.
  • Assigned a portfolio of high value members based on regional and branch needs.
  • Build/maintain a strong presence and relationship in the community.

Required Skills, Experience & Qualifications:
  • SFA certification (within 12-18 months) required
  • Mutual funds license required
  • PFP course preferred
  • 2 years in a Financial Advisor role, or equivalent
  • Proven ability to conduct complex advisory, four quadrant conversations
  • Proficient in computer software e.g. Microsoft Office and banking software programs

Why work for us?
Our employees give us a lot and we think it’s only right to give something back. We offer a total rewards package that includes:
  • A competitive base salary plus performance-based incentive compensation and annual merit pay increases
  • Flexible benefits as well as retirement benefits
  • Vacation time, a flexible “Day4U”, and the ability to purchase up to 5 additional flex days
  • Other financial perks such as waived or reduced financial service fees, reduced rates on personal loans, mortgages, and vehicle leases, and no-interest loans to buy computers or fitness equipment for home use

But most of all, we’re invested in our local communities. Our initiatives are far-reaching with a special focus on raising food, funds and awareness for our local food banks. We volunteer and employees can be provided with paid time off to volunteer their time to assist in serving an organization.
What’s your place in the First West story? Apply now and let’s find out together.
Diversity & Inclusion: is committed to diversity and inclusion. Our goal is to create an inclusive, accessible environment for our candidates and employees that reflects the communities in which operate. If you require an accommodation for the recruitment or interview process (including alternate formats of materials, accessible meeting rooms or other types of accommodation), please let us know and we will work with you to meet your needs.
First West regrets that only candidates selected for an interview will be contacted.

As one of the leading companies in Canada, First West Credit Union offers variety of opportunities for employees to grow and make them as future leaders of the professional and disciplined. First West Credit Union also gives a dynamic work environment in order to encourage employees to give optimally, and at the same time, you are able to upgrade new skills and knowledge through the company programs.

If You are fascinated to submit an application for Senior Financial Advisor Jobs Chemainus November 2020 by First West Credit Union, please prepare requirements files and documents as soon as possible. To apply by online, please click the "Apply" button below. If you still do not satisfy with a hiring job above, you can try to read more jobs list in Chemainus region from another company below.

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