Senior Financial Advisor (Sardis Branch)
- Chilliwack, BC, Canada
$56,800 to $72,800 USD / year · Full-time
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Job details
- Pay
- $56,800 to $72,800 USD / year
- Job type
- Full-time
- Apply by
- Experience
- College or Tech School Diploma (2 years) in related discipline or equivalent combination of education and experience
- Posting language
- English
- Posted
Original job description
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
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 $250,000 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.
- 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.
- 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 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.
More about this job
Responsibilities
Manage a portfolio of members by assessing their financial needs and providing advice on investment, deposit, and complex lending products, while processing related transactions. Support branch goals through sales, referrals, community relationship-building, and mentoring branch employees.
Requirements
Requires a two-year college or technical school diploma in a related discipline, or equivalent education and experience, along with a Mutual Funds License and completion of the internal certification program. Candidates should have 2–3 years of financial advisor experience or equivalent, strong advisory and relationship-building abilities, a record of meeting sales targets, and proficiency with Microsoft Office and banking software.
Skills
- Financial Advising
- Investment Products
- Complex Lending
- Retail Mortgages
- Personal Loans
- RRSP Loans
- Mutual Funds
- Sales Target Achievement
- Cross-Selling
- Referrals
- Financial Needs Assessment
- Mentoring
- Problem-Solving
- Risk Management
- Microsoft Office
Visa sponsorship
Not detected in the job text
Categories
- Finance & Accounting
- Sales
- Customer Service & Support
Keywords
- Financial Advisor
- Member Service
- Investment Products
- Deposit Services
- Complex Lending
- Mutual Funds License
- MFDA Products
- Retail Mortgages
- Personal Loans
- RRSP Loans
- Personal Accounts
- Business Accounts
- Debit Cards
- Credit Cards
- Lines Of Credit
- Overdraft Protection
- Insurance Products
- Portfolio Management
- Financial Needs Assessment
- Four-Quadrant Conversations
- Sales Targets
- Cross-Selling
- Referrals
- Risk Management
- Microsoft Office
- Banking Software
- PFP