First West Credit Union

Member-owned financial co-operative providing banking

Financial Advisor

Retail & Commercial BankingConfirmed live in the last 24 hours

Full-timePenticton, BC, Canada$52.4k - $65.6kIn-person

About the Job

Requirements

A two-year College or Tech School Diploma in a related discipline or an equivalent combination of education and experience is required.
A Mutual Funds License is required.
The employee must complete the internal Tru Cooperative Bank certification program specific to this role within the required timeframe.
Two years of experience in a Member Advisor role or equivalent is required.
Demonstrated ability to identify members' needs and recommend products and services is required.
Ability to work independently and solve problems using common sense and sound judgment is required.
Ability to plan, organize, and prioritize workload is required.
Proficiency with computer software, including Microsoft Office and banking software programs, is required.
Understanding of risk and risk ownership, including adherence to policies and procedures, is required.

Responsibilities

Build relationships with current and potential members, identify their life-stage needs, and provide financial advice or refer them to an appropriate advisor.
Process complex member transactions, including personal loans, retail mortgages, RRSP loans, investment products typically under $100,000 in investible assets, personal or business accounts, debit and credit cards, lines of credit, overdraft protection, and related insurance products.
Support annual branch goals and objectives by promoting Tru Cooperative Bank products and services, participating in branch campaigns, and pursuing cross-sell and referral opportunities.
Achieve established annual sales and referral targets.
Perform branch administrative duties as needed, including estate administration, completing loan applications, conducting credit investigations, and following up with members by phone.
Prioritize and manage schedules in accordance with the Day in the Life guideline to support goals and provide a consistent member experience.
Perform other duties as required by branch leadership.
In pilot locations, build and maintain a strong community presence and relationships when required.

Desired Qualifications

PFP is an asset.

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: 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 TCB 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 Bank.

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 Bank 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.

Compensation : $52,400-$65,600

About the Company

First West Credit Union

Member-owned financial co-operative providing banking

First West Credit Union is a member-owned Canadian financial co-operative offering traditional banking and wealth management through local brands Island Savings, Envision Financial, Valley First, and Enderby & District Financial. Members access everyday banking, loans, and financial planning via branch networks and teams of financial advisors. It differentiates itself by staying ultra-local through a multi-brand cooperative model that pools resources while keeping a local-first focus and active community involvement. Its goal is to help members, employees, and communities flourish by supporting sustainable local growth and redefining banking as cooperative and community-driven.

Company size: 501-1,000
Company stage: Not listed
Total funding: Not listed
Headquarters: Langley, Canada
Founded: 1946

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