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

Senior Financial Advisor (Oliver Branch)

Envision Financial • Oliver, BC, Canada
30+ days ago
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 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: 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. Other dutiesas 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.
Create a job alert for this search

Senior Financial Advisor (Oliver Branch) • Oliver, BC, Canada

Similar jobs

Financial Planner, Scotia Financial Planning - Penticton

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

Financial Planner within the Scotia Financial Planning team (formerly Investment Specialist in the Mobile Advice Team) in the Global Asset Management Division.As a Financial Planner you will focus ... Show more

 • Promoted

Automotive Service Advisor

Canadian Tire - Penticton, BC (Store 351)Penticton, Regional District of Okanagan-Similkameen, CA
Full-time

The Automotive Service Advisor communicates directly with customers, managing their needs and expectations regarding auto service maintenance and repairs.This role is the link between the technicia... Show more

 • Promoted

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

Remote Sales Representative

Spade RecruitingNaramata
Remote
Full-time +1

We are a well-established provider of supplemental benefits, dedicated to delivering value, transparency, and exceptional service to working families.Our team is growing, and we are currently seeki... Show more

 • Promoted

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

Earn HausPeachland, 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

Scotia Financial Planner Opportunity

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

Join Scotia Financial Planning as a Financial Planner, focusing on client relationships and investment solutions in Penticton, British Columbia.You’ll thrive in a flexible, mobile work environment.... Show more

 • Promoted

Financial Advisor

Co-operators General Insurance CompanyPenticton, Regional District of Okanagan-Similkameen, CA
Full-time

As an exclusive Financial Advisor of Co-operators you are an entrepreneurial-minded leader.You are a high achieving business builder who will manage your own insurance agency with the full support ... Show more

 • Promoted

Investment & Retirement Planner - Tailored Advice

Prosperity Workforce SolutionsOliver, Regional District of Okanagan-Similkameen, CA
Full-time

A leading financial institution in Canada seeks a skilled Investment and Retirement Planner to create tailored investment solutions for clients.The successful candidate will develop client relation... Show more

 • Promoted

Family Physician | British Columbia, Canada

Central Okanagan Division of Family PracticePeachland, BC, CA
Part-time +1

Exceptional career opportunities in one of Canada’s most desirable regions.The Central Okanagan Division of Family Practice is seeking Canadian and internationally trained Family Physicians, includ... Show more

 • Promoted

Sales Setter-to-Closer (Kelowna) - $300K OTE

Martell MediaPeachland, BC, CA
Full-time

A dynamic sales organization based in British Columbia is seeking an On-Site Sales Representative to convert leads into high-ticket clients across mindset and business programs.You will be responsi... Show more

 • Promoted

SALES/LEASING ADVISOR

Bannister Automotive GroupPenticton, Regional District of Okanagan-Similkameen, CA
Permanent

Bannister Kia Penticton | Beautiful Okanagan, BC.Drive Your Career Forward with Bannister Automotive Group.Are you energized by people, motivated by results, and ready to build a career—not just a ... Show more

 • Promoted

Expert en Hypothèques avec BMO

BMO Financial GroupPenticton, Regional District of Okanagan-Similkameen, CA
Full-time

Faites briller votre carrière chez BMO comme Expert en Hypothèques, un rôle orienté vers le client avec la possibilité d'accroître vos revenus.Assistez les clients dans leurs demandes de financemen... Show more

 • Promoted

Certified Personal Trainer Crafting Personalized In-Home Fitness Plans

Svetness Personal TrainingPeachland, BC, CA
Full-time

Elevate clients' fitness journeys as a certified personal trainer specializing in in-home sessions.Create customized workout programs that inspire and motivate clients to reach their goals.As an ex... Show more

 • Promoted

Canadian Tire Automotive Service Advisor Role

Canadian Tire - Penticton, BC (Store 351)Penticton, Regional District of Okanagan-Similkameen, CA
Full-time

Join Canadian Tire as an Automotive Service Advisor, specializing in customer service and vehicle knowledge.Work to ensure complete satisfaction for every patron in this vital communication role.Yo... Show more

 • Promoted

Sales Representative

Martell MediaPeachland, BC, CA
Full-time

You will start as a sales setter and after 90 days you will grow into a sales closer.Team Culture That Actually Feels Like One.Martell Ventures is not your typical venture studio.We’re an AI-native... Show more

 • Promoted

Mortgage specialist

BMO Financial GroupPenticton, Regional District of Okanagan-Similkameen, CA
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

Palliative Home Health RN (Casual) – Oliver, BC

Interior HealthOliver, Regional District of Okanagan-Similkameen, CA
Full-time

A healthcare organization in Oliver, BC, is seeking an experienced Registered Nurse to join their Home Health Palliative team.This casual role involves assessing and coordinating nursing care for c... Show more

 • Promoted

Delivery Driver

Ontario Trillium FoundationSummerland, Regional District of Okanagan-Similkameen, CA
Full-time +2

Job type: Full time and Part time, Permanent.Do you know why Domino's Pizza hires so many drivers? Well, aside from the fact that our delicious pizza is the perfect solution for dinner for families... Show more

 • Promoted

Occupational Therapist

LifemarkPenticton
Full-time

Casual Speech‑Language Pathologist – Penticton Regional Hospital.Hours: 15-15 hour/week, flexible hours available.Responsibilities: Perform clinical evaluations, including admission assessments, AD... Show more

 • Promoted

Expert Financial Consultant Delivering Tailored Investment Strategies

Prosperity Workforce SolutionsOliver, Regional District of Okanagan-Similkameen, CA
Full-time

Shape financial futures as an expert Investment Planner focused on custom solutions.Leverage your experience and network to build lasting client partnerships that drive mutual success.The Investmen... Show more