Senior Financial Services Consultant
Job in
Delta, BC, Canada
Listed on 2026-04-29
Listing for:
Envision Financial, a division of First West Credit Union
Full Time
position Listed on 2026-04-29
Job specializations:
-
Finance & Banking
Financial Consultant, Banking & Finance, Financial Services, Financial Sales
Job Description & How to Apply Below
This role entails managing a portfolio of members, providing comprehensive financial services based on life stage assessments. With a focus on establishing strong community ties, you'll actively engage with clients to meet and exceed their financial needs. Mentorship of branch staff and collaboration will be essential for achieving collective goals.
Key Responsibilities:
• Foster strong member relationships through personalized service
• Utilize member lifecycle insights to guide financial advice
• Oversee complex member transactions effectively
• Collaborate with branch teams for shared objectives
• Maintain a strong community presence and advocate for services
Requirements:
• College Diploma or equivalent relevant experience
• Required Mutual Funds License
• 2-3 years in a Financial Advisor capacity
• Proven track record in achieving sales goals
• Self-starter with excellent communication skills
Make a significant impact in members' financial journeys through dedicated advisory services and community engagement.
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Position Requirements
10+ Years
work experience
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