Senior Financial Advisor (Brentwood Branch)
- Brentwood Bay, 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 and advise a portfolio of members by identifying their financial needs and providing investment, deposit, lending, and related services, or referring them to an appropriate advisor. Support branch goals by meeting sales and referral targets, mentoring branch employees, and building strong community relationships.
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 role-specific 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
- Retail Lending
- Complex Advisory Conversations
- Sales Target Achievement
- Cross-Selling
- Referrals
- Mutual Funds
- Mortgage Lending
- Problem-Solving
- Risk Management
- Microsoft Office
- Banking Software
Visa sponsorship
Not detected in the job text
Categories
- Finance & Accounting
- Sales
- Customer Service & Support
Keywords
- Financial Advising
- 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
- Sales Targets
- Referral Targets
- Cross-Selling
- Financial Needs Assessment
- Risk Management
- Microsoft Office
- Banking Software
- Internal Certification Program