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$52k–$66k/yr
Full-time
associate degree, professional certificate
Posted 60d ago
~40 hrs/week
Responsibilities
The Financial Advisor provides exceptional customer service by offering deposit, investment, and complex lending solutions to members. They manage a member portfolio and support branch goals through proactive product promotion and administrative duties.
Requirements
Requires a 2-year college diploma in a related field and a Mutual Funds License, with PFP considered an asset. Candidates must have at least 2 years of experience in a Member Advisor role or equivalent.
Full job description
We are currently seeking a Financial Advisor to join our Sardis Branch team in Chilliwack.
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.
Branch Differentiation: Based on the needs of the members and individual circumstances, the following may apply:
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
Required Skills, Experience & Qualifications
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.
At Tru Cooperative Bank, formerly First West Credit Union, we're redefining what banking can do for people.
Industry
Financial Services
Company size
1,001-5,000 employees
Founded
1946
Headquarters
Langley Twp, BC
LinkedIn followers
10,119
Total funding
$107M
Welcome to Tru Cooperative Bank, formerly First West Credit Union. As one of Canada’s leading member-owned financial co-operatives, we believe every person, business and community deserves to feel financially confident, so we’re redefining banking to make that possible.
By combining the local touch of your credit union with the national resources of our collective, our members’ experience banking that’s built on community, powered by cooperation. And that’s something that every Canadian deserves.
At Tru Cooperative Bank, we bring together local financial cooperatives to harness their collective strength, combining the stability of a leading Canadian bank with the care and community leadership of a local credit union.
Our core business is traditional banking (personal, commercial, and business) and wealth management, delivered through distinct regional brands that are led by community-rooted teams who bring local insight and relationship building to everything we do.
As Island Savings, Envision Financial, Valley First and Enderby & District Financial, we’re creating something better for our communities.
By redefining what banking can do for people, our local communities and our world, we deliver more impact, innovation and stability than any one brand could on its own. Whether it’s a quick question or a major life decision, the experts across our regional brands engage deeply with members, investing the time to understand and help improve their financial health and confidence. We connect people with meaningful and personal advice, enhanced digital banking tools, education, and an accessible network of advisors, to help build the life they love.
We share and invest in the co-operative movement, leveraging our expertise, technologies, best practices, and size for the benefit of all like-minded credit unions. We cultivate amazing workplaces, we step up in our communities, and we help our members, our team members, and our communities flourish.
Offices: 19933 88 Ave #200, Langley Twp, BC V2Y 4K5, CA
Personal and business bankingWealth managementAuto financingSubordinated debt financingLeadershipLean for ServiceCustomer experienceand Partnership modelFinanceConsulting
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