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Envision Financial
Financial Advisor (Orchard Plaza Branch)Envision Financial • Kelowna, BC, Canada
Financial Advisor (Orchard Plaza Branch)

Financial Advisor (Orchard Plaza Branch)

Envision Financial • Kelowna, BC, Canada
30+ days ago
Job type
  • Full-time
Job description

We are currently seeking a Financial Advisor to join our Orchard Plaza Branch in Kelowna.

The Financial Advisor provides 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.

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 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

Required Skills, Experience & 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
  • 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.
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Financial Advisor (Orchard Plaza Branch) • Kelowna, BC, Canada

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