Financial Advisor (Brentwood Branch)
- Brentwood Bay, BC, Canada
$52,400 to $65,600 USD / year · Full-time
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Job details
- Pay
- $52,400 to $65,600 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 required
- Posting language
- English
- Posted
Original job description
Job Description
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
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 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 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 Tru Cooperative.
- Lending limits will be assigned in consultation with credit services, based on experience and competency
- In pilot locations, a key accountability is to 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 required
- Mutual Funds License required; PFP is an asset
- Must complete the internal Tru Cooperative certification program specific to this role within the required timeframe
- 2 years in a Member Advisor role, or equivalent
- Demonstrated ability to identify needs and recommend products and services to members
- Self-starter with ability to work independently and solve problems using common sense and sound judgment
- Proven ability to plan, organize and prioritize workload
- 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
Build and manage relationships with current and prospective members, assess their financial needs, and provide advice or referrals. Process complex lending, investment, account, and related transactions while supporting branch goals, sales targets, administrative duties, and a consistent member experience.
Requirements
Requires a two-year college or technical school diploma in a related discipline, or equivalent education and experience, a Mutual Funds License, and two years in a Member Advisor role or equivalent. Candidates must complete the internal role-specific certification program and demonstrate sound judgment, organization, product recommendation ability, computer proficiency, and adherence to policies and procedures; a PFP designation is an asset.
Skills
- Financial Advice
- Needs Assessment
- Product Recommendations
- Cross-Selling
- Referrals
- Personal Lending
- Retail Mortgages
- Investment Products
- Account Opening
- Credit Investigations
- Sales Target Achievement
- Problem-Solving
- Workload Planning And Prioritization
- Microsoft Office
- Banking Software
Visa sponsorship
Not detected in the job text
Categories
- Finance & Accounting
- Sales
- Customer Service & Support
Keywords
- Financial Services
- Financial Advisor
- Member Service
- Member Portfolio Management
- Financial Advice
- Mutual Funds License
- PFP
- Deposit Products
- Investment Products
- Personal Loans
- Retail Mortgages
- RRSP Loans
- Personal Accounts
- Business Accounts
- Debit Cards
- Credit Cards
- Lines Of Credit
- Overdraft Protection
- Insurance Products
- Credit Investigations
- Loan Applications
- Estate Administration
- Cross-Selling
- Sales Targets
- Referral Targets
- Microsoft Office
- Banking Software
- Risk Management
- Policies And Procedures