Financial Advisor; Keremeos Branch Jobs in Keremeos, Canada at Envision Financial
Position: Financial Advisor (Keremeos Branch)
Location: Keremeos
We are currently seeking a Financial Advisor to join our team.
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
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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. 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 First West.
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 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 . Microsoft Office and banking software programs
Displays an understanding of risk and risk ownership by being able to demonstrate adherence to policies and procedures.
Title: Financial Advisor; Keremeos Branch
Company: Envision Financial
Location: Keremeos, Canada
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