Talent.com
Envision Financial
Senior Financial Advisor (Penticton Main Branch)Envision Financial • Penticton, BC, Canada
Senior Financial Advisor (Penticton Main Branch)

Senior Financial Advisor (Penticton Main Branch)

Envision Financial • Penticton, BC, Canada
30+ days ago
Salary
CA$500,000.00 yearly
Job type
  • Full-time
Job description

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 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 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.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/Regional Differentiation:

  • Lending limits will be assigned in consultation with credit services – based on experience and competency.
  • Assigned a portfolio of high value members based on regional and branch needs.
  • 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
  • Mutual Funds License required
  • Must complete the internal Tru Cooperative 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.
Create a job alert for this search

Senior Financial Advisor (Penticton Main Branch) • Penticton, BC, Canada

Similar jobs

Managing Veterinarian: Lead, Mentor & Collaborative Care

National Veterinary AssociatesPenticton, Regional District of Okanagan-Similkameen, CA
Full-time

A vibrant multi-vet practice in Penticton is seeking a Managing Veterinarian to lead a dedicated team.In this role, you will work closely with the Hospital Manager, focusing on performance, mentors... Show more

 • Promoted

Deliver with Uber - Sign Up and Start Earning

Uber eatsPeachland, BC, CA
Full-time +2

Delivering with Uber is an alternative to a part-time or full-time job and can get you earning cash quickly.Delivering with Uber allows you to earn quick cash while maintaining the flexibility your... Show more

 • Promoted

Mortgage Specialist

BMOPenticton, Regional District of Okanagan Similkameen, Canada
Part-time

Join BMO – imagine the possibilities.Are you looking for a chance to let your entrepreneurial spirit shine and turn potential into performance with great earning possibilities? Becoming a BMO® Mort... Show more

 • Promoted

Enterprise Mobility Management Training Role

EnterprisePenticton, Regional District of Okanagan-Similkameen, CA
Full-time

Kickstart your career at Enterprise Mobility through our Management Training Role in Penticton, BC.Experience hands-on learning in business development, customer service, and retail operations.The ... Show more

 • Promoted

Mortgage specialist

BMO Financial GroupPenticton, Regional District of Okanagan Similkameen, Canada
Part-time

Join BMO - imagine the possibilities.Are you looking for a chance to let your entrepreneurial spirit shine and turn potential into performance with great earning possibilities? Becoming a BMO® Mort... Show more

 • Promoted

Insurance Sales Representative

Combined InsuranceWestbank, BC, CA
Full-time

Are you an enthusiastic, results-driven individual with a desire for independence and flexibility in how you manage your workday? Do you want to make a meaningful impact in your community and in th... Show more

 • Promoted

Join Our Team as a Physiotherapist

Interior Health AuthorityOliver, Regional District of Okanagan-Similkameen, CA
Part-time +1

We are seeking a dedicated Physiotherapist for a permanent part-time role at South Okanagan General Hospital in picturesque Oliver.Work Tuesday to Friday and make an impact in community health.You ... Show more

 • Promoted

Elder Care Provider Wanted - Join Our Family: Seeking Compassionate Elder Care Provider In

ElderCare.comPeachland, British Columbia, Canada
CA$25.00 hourly
Full-time

Position: Care Aide / Companion Location: Peachland, BC Schedule: 5 days per week About the Role: We are seeking a compassionate and reliable Care Aide to support an elderly woman in her home in P... Show more

 • Promoted

Online Survey Participant: Work Remote and Earn Up To $25 Per Survey

Earn HausSummerland, BC, CA
Remote
Full-time +1

Looking for people to participate in taking online surveys for Fortune 500 brands.All you need to do is complete online surveys by sharing your opinion.You will help influence brand decisions on se... Show more

 • Promoted

Want Cash Jobs? Earn With Uber Instead

Uber eatsPeachland, BC, CA
Full-time +2

Delivering with Uber is an alternative to a part-time or full-time job and can get you earning cash quickly.Delivering with Uber allows you to earn quick cash while maintaining the flexibility your... Show more

 • Promoted

Sitter Wanted - Seeking A Reliable Sitter In Summerland, Bc $20/Hour

Sitter.comSummerland, British Columbia, Canada
CA$20.00 hourly
Part-time

We are a family in Summerland, BC seeking a part-time nanny for our primary school-aged children.The position is live-out and offers a competitive rate of $20.We are looking for a responsible and e... Show more

 • Promoted

Complete Online Surveys For Cash (Up to $25/per)

Earn HausSummerland, BC, CA
Full-time +1

Looking for people to participate in taking online surveys for Fortune 500 brands.All you need to do is complete online surveys by sharing your opinion.You will help influence brand decisions on se... Show more

 • Promoted

Casual SLP Opportunity in Penticton

Interior Health AuthorityPenticton, Regional District of Okanagan-Similkameen, CA
Full-time

Become a Casual Speech-Language Pathologist at Penticton Regional Hospital, providing vital communication support in a flexible work environment.Ideal for both recent graduates and experienced prof... Show more

 • Promoted

Deliver with Uber on your schedule

Uber eatsPeachland, BC, CA
Full-time +2

Delivering with Uber is an alternative to a part-time or full-time job and can get you earning cash quickly.Delivering with Uber allows you to earn quick cash while maintaining the flexibility your... Show more

 • Promoted

Delivery Driver - Make Money This Semester

Uber eatsPeachland, BC, CA
Full-time +2

Delivering with Uber is an alternative to a part-time or full-time job and can get you earning cash quickly.Delivering with Uber allows you to earn quick cash while maintaining the flexibility your... Show more

 • Promoted

Uber Eats Seasonal Delivery - Driver

Uber eatsPeachland, BC, CA
Full-time +2

Delivering with Uber is an alternative to a part-time or full-time job and can get you earning cash quickly.Delivering with Uber allows you to earn quick cash while maintaining the flexibility your... Show more

 • Promoted

Assoc Insurance Advisor II

Co-operatorsOkanagan Falls, BC, CA
Full-time

Employment Type: Regular Full-Time.Language: This role operates in English.We are a leading Canadian financial services co-operative committed to being a catalyst for a sustainable and resilient so... Show more

 • Promoted

Deliver with Uber - Earn Between Classes

Uber eatsPeachland, BC, CA
Full-time +2

Delivering with Uber is an alternative to a part-time or full-time job and can get you earning cash quickly.Delivering with Uber allows you to earn quick cash while maintaining the flexibility your... Show more

 • Promoted

Physiotherapist | Acute and Long-term Care

Interior Health AuthorityOliver, Regional District of Okanagan-Similkameen, CA
Part-time +1

We are hiring for a permanent part-time 0.Physiotherapist for the South Okanagan General Hospital in Oliver.Applicable positions may qualify for up to $10,000 as a recruitment incentive and/or be e... Show more

 • Promoted

Deliver with Uber - Flexible Gig

Uber eatsPeachland, BC, CA
Full-time +2

Delivering with Uber is an alternative to a part-time or full-time job and can get you earning cash quickly.Delivering with Uber allows you to earn quick cash while maintaining the flexibility your... Show more