Job Title

Financial Advisor (Chilliwack City Branch) Join to apply for the Financial Advisor (Chilliwack City Branch) role at Envision Financial, a division of First West Credit Union 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. Heres 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 FW 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. 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 Must complete the internal First West 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. About Us Whats in it for you: First, we strive to make our team members feel genuinely rewarded. Youll have Mental health coverage and resources Customizable health benefits, as well as topped-up parental leave Performance-based compensation, employee banking advantages and group RRSP matching Vacation time and flexible work arrangements to support your lifestyle We are committed to providing a fair, equitable, and competitive rewards package that reflects the value an individual brings to our organization. Diversity, Equity, Inclusion & Belonging At First West Credit Union, we embrace diversity regardless of gender identity or expression, sexual orientation, religion, race, ethnicity, age, diverse ability, and any aspect that makes someone unique. We encourage people who are from equity-deserving groups to apply for a career with us. If an accommodation would help you during the process of applying or interviewing for a career with us, please let us know how we can assist you. #J-18808-Ljbffr