Senior Financial Advisor; Penticton Main Branch

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 members to an appropriate advisor.

• Member Service:
  Builds strong relationships with current and potential members; identifies member life stage cycle and provides financial advice or refers to an 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 products and services, participation in branch campaigns, and actively seeks potential cross-sell and/or referral opportunities during interaction with members or the 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 duties as required by branch leadership.

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

• Mental health coverage and resources
• Customizable health benefits, as well as topped-up parental leave
• Performance-based compensation, employee banking advantages and group RRSP matching
• Vacation time and flexible work arrangements to support your lifestyle