Financial Advisor; Tsawwassen Branch Job Delta area,Tsawwassen BC Canada,Finance & Banking

Position: Financial Advisor (Tsawwassen Branch)
Location: Tsawwassen

We are currently seeking a licensed Financial Advisor to join our team in Tsawwassen.

The role is focused on providing exceptional customer service to current and potential members by offering a full range of deposit/investments and complex lending services. This role identifies member life stage cycle and provides solutions to financial needs, and/or refers member to an appropriate advisor. The Financial Advisor manages a portfolio of members.

Accountabilities

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 Tru Cooperative Bank 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. 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 Tru Cooperative.

Branch Differentiation: Based on the needs of the members and individual circumstances, the following may apply:

Lending limits will be assigned in consultation with credit services, based on experience and competency

In pilot locations, a key accountability is to build/maintain a strong presence and relationship in the community

People/Thought Leadership

No direct supervisory responsibility

Provides functional/technical guidance or advice to other employees as required

Qualifications

College or Tech School Diploma (2 years) in related discipline or equivalent combination of education and experience required

Mutual Funds License required; PFP is an asset

Must complete the internal Tru Cooperative certification program specific to this role within the required timeframe

2 years in a Member Advisor role, or equivalent

Competencies

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

Skills

Proficient in computer software . Microsoft Office and banking software programs

Travel

Overnight travel may be occasionally required, up to 6 times per year

Risk Management

Displays an understanding of risk and risk ownership by being able to demonstrate adherence to policies and procedures.