Financial Advisor (Tsawwassen Branch)

First West • Delta, BC

3h • CA$52,400 - CA$65,600 • Onsite

About The Position

We are currently seeking a licensed Financial Advisor to join our team in Tsawwassen. The role is focused on providing 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.

Requirements

• College or Tech School Diploma (2 years) in related discipline or equivalent combination of education and experience required
• Mutual Funds License required
• 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
• 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.

Nice To Haves

• PFP is an asset

Responsibilities

• Builds strong relationships with current and potential members; identifies member life stage cycle and provides financial advice to members or refers to appropriate advisor.
• 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.
• 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.
• 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.
• 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.
• Provides functional/technical guidance or advice to other employees as required.

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level
• Education Level: Associate degree