Full-Time
Financial Advisor
Multiple Teams
Posted on 9/15/2025
First West Credit Union
501-1,000 employees
Member-owned financial co-operative providing banking
No salary listed
Langley, BC, Canada
In Person
 Finance & Banking (1) |
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- 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 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.
- Builds strong relationships with current and potential members; identifies member life stage cycle and provides financial advice to members or refers to appropriate advisor.
- 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.
- 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.
- 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.
- 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.
- PFP is an asset
First West Credit Union provides traditional banking (personal, commercial, and business) and wealth management through a network of local brands: Island Savings, Envision Financial, Valley First, and Enderby & District Financial. Customers use these brands and its financial advisors to access everyday banking, loans, and financial planning, with resources pooled across the network to support personalized service and technology-enabled support while staying member-focused. It differentiates itself by combining a multi-brand, member-owned co-operative structure that remains highly local with the strengths and governance of a larger cooperative,plus a strong emphasis on community involvement. Its goal is to help members, employees, and communities flourish by making banking more community-driven and sustainable for local growth.
Company Size
501-1,000
Company Stage
N/A
Total Funding
N/A
Headquarters
Langley, Canada
Founded
1946
Simplify's Take
What believers are saying
- Succession planning opportunity to modernize leadership and attract younger demographic segments.
- Strong cultural foundation emphasizing equality and community service differentiates from competitors.
- Potential to leverage institutional reputation for stability despite recent leadership transitions.
What critics are saying
- Reputational damage from Sandhu's CalPERS violation and $79,000 pension clawback in 2025.
- Regulatory scrutiny on employment practices triggered by Sandhu's failed appeal in February 2025.
- Loss of 64-year institutional knowledge and client relationships from July 2021 retirement.
What makes First West Credit Union unique
- Community-focused credit union with 64-year legacy of banking professionalism and diversity values.
- Established member base built on long-term client relationships and institutional trust.
- Division of First West Credit Union serving underserved communities through inclusive financial services.
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Benefits
Professional Development Budget
Company News
LANGLEY, B.C., July 15, 2025 (GLOBE NEWSWIRE) - First West Credit Union, in partnership with technology provider Caspian One Open Data, is proud to announce the launch of the Interac verification service, a secure and scalable digital identity verification solution.
First West Credit Union was one of the CWWA 2024 Winners in the large/private public sector category.
CALGARY, AB, Jan. 17, 2025 /PRNewswire/ -- VeriPark, a global leader in omnichannel customer experience solutions for financial services, has partnered with a coalition of leading Canadian credit unions and financial institutions, including First West Credit Union, Prospera Credit Union, DUCA Credit Union, and Coastal Community Credit Union, Together, the coalition aims to drive innovation, enhance member experiences, and empower institutions in an evolving financial landscape.This collaboration will deliver a Canadian-focused digital banking product tailored to the distinct needs of Canadians. Combining global and Canadian codebases, the solution allows institutions to maintain their identities while developing additional features to differentiate themselves."The partnership with VeriPark represents a uniquely Canadian solution that combines local expertise with global best practices," said Darrell Jaggers, CIO & CTO, First West Credit Union. "Our goal is to build on our successes and provide members with even more innovative, personalized digital banking services that align with their evolving lifestyles."The coalition selected VeriPark for its Canadian-centric product development, enhanced security and compliance, support for open banking frameworks and commitment to ongoing managed services. Powered by Microsoft Azure, the solution ensures adaptability, efficiency and long-term support.The solution integrates with Central 1's payment and fraud management systems while supporting compatibility with other payment platforms, providing flexibility for institutions.Coalition members gain:A Canadian-focused solution enhanced by global best practices.The ability to compete with larger banks while maintaining independence.A solution validated by a year-long assessment, ensuring innovation and long-term support through Microsoft's technology stack.Institutions can contact Darrell Jaggers or coalition CIOs for details on joining the coalition."The financial services sector is constantly evolving, and this partnership offers a unique opportunity to shape the future of digital banking in Canada," said Barry Frame, Chief Sales Officer, VeriPark. "By combining VeriPark's expertise with the coalition's forward-thinking vision, we are confident in delivering a transformative banking experience for Canadians."Selim Hasan, Sales Director, VeriPark, added, "This partnership also underscores our growth strategy for North America, as we continue to expand our footprint and deliver innovative solutions tailored to the needs of financial institutions in this region."Learn more: https://www.veripark.com/news/veripark-partners-leading-canadian-financial-institutions-coalition-redefine-digital-bankingAbout VeriParkVeriPark is a global solutions provider enabling financial institutions to become digital leaders with its AI-Powered Customer Experience Suite.Logo: https://mma.prnewswire.com/media/2447880/VeriPark_Logo.jpgSOURCE VeriPark
BURNABY, BC / ACCESSWIRE / January 10, 2024 / Integrated Financial Technologies (IFT), the leading business process outsourcing company for lenders, announced it was selected by First West Credit Union to manage its book of consumer automobile leases.
Tarlochan “Tochi” Sandhu, a man of faith, family, and relationships—retired from Envision Financial on July 31, 2021, after 64 years of dedicated service in the financial industry.