Senior Financial Advisor Branch

Join to apply for the Senior Financial Advisor (Chilliwack City Branch) role at Envision Financial, a division of First West Credit Union

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.

What’s in it for you:

• Mental health coverage and resources
• Customizable health benefits, as well as topped-up parental leave
• Performance-based compensation, employee banking advantages and group RRSP matching
• Vacation time and flexible work arrangements to support your lifestyle

We are committed to providing a fair, equitable, and competitive rewards package that reflects the value an individual brings to our organization. The total cash compensation earned may vary based on a variety of factors including bonuses and/or incentives, an individual’s skills and experience, and may correlate with performance in the role.

By joining our team, you’ll be able to elevate your potential. We’re here to support you with award-winning in-house training programs, access to Linked In Learning, and reimbursement for external courses to help you get ahead.

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. 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: Utilizes the Day in the Life as a guideline to prioritize and manage schedules - to align efforts in reaching goals while offering a remarkable, consistent member experience across First West. 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
• 2-3 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 e.g. Microsoft Office and banking software programs
• Displays an understanding of risk and risk ownership by being able to demonstrate adherence to policies and procedures.

Seniority level: Mid-Senior level

Employment type: Full-time

Job function: Customer Service, Finance, and Sales

Candidates, please note: if you are being considered for this role, you will be required to complete a background check, such as…