Job Description

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Position Description

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.

Accountabilities * 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 $500,000 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 FW 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.

Branch/Regional Differentiation:

• 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.

People/Thought Leadership

• Provides functional/technical guidance or advice to other employees(no direct supervisory responsibilities)

Qualifications

• 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 First West 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

Competencies

• 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

Skills

• Proficient in computer software e.g. Microsoft Office and banking software programs

Travel

• Overnight travel may be occasionally required, up to 6 times per year

Risk Management

• Displays an understanding of risk and risk ownership by being able to demonstrate adherence to policies and procedures.

About Us:

If you believe in the same things we do, let\'s talk.

We\'re a financial cooperative that does things differently. That means we create innovative yet simple solutions to help people achieve their financial dreams and life goals. We make a difference by helping to build healthy communities. Our work environments will accelerate your personal and professional growth inspiring you to lead with courage. We strive to be an employer of choice in Canada, not just for what we do, but how we do it.

Exceed the limits of what you thought was possible and bring out your full potential. Inspire yourself with purpose and create new possibilities- for your future, for the lives of others and for the communities you\'re part of.

First West Credit Union