Senior Financial Advisor (Cowichan Valley Branch)

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.

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 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 . Microsoft Office and banking software programs
• Displays an understanding of risk and risk ownership by being able to demonstrate adherence to policies and procedures.

Pay Transparency

Salary Range : $55,200 - $70,700

Please note, the salary range mentioned in this job posting should serve as a guide. The final compensation offered may vary based on a variety of factors including bonuses and / or incentives, or a candidate’s skills and experience.

First West is committed to providing a fair, equitable, and competitive rewards package that reflects the value an individual brings to our organization.