Financial Advisor (Oliver Branch)

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

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 FW 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 First West.

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

Required Skills, Experience & Qualifications