Kamloops Bc Risk Jobs – 24 Openings This Week

Financial Advisor
Valley First, a division of First West Credit Union —Kamloops, BC
- $52,400–$65,600 a year
- Full-time
- Microsoft Office
2d
Manager, Assurance
NUMIS Chartered Professional Accountants —Canada
- $95,000–$120,000 a year
- Full-time
- Remote
- Microsoft Word
- Microsoft Excel
- Microsoft Outlook
- Dental care
- Paid time off
Quick apply

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Residential Operations and Leasing Manager
Cross Developments —Kamloops, BC
Support and develop residential operations staff while promoting accountability, communication, and teamwork. Strong understanding of leasing, tenant relations,…
$85,000–$110,000 a year
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Survey Project Manager or BCLS - Kamloops Office
Underhill Geomatics Ltd —Kamloops, BC
Valid Class 5 driver’s license. Lead project planning and execution including scope, budget, schedule, safety, and risk; allocate resources and oversee team…
$100,000–$160,000 a year
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Group Financial Controller (Multi-Entity)
Mianco Group Inc. —Stouffville, ON
This is a hands-on leadership position responsible for overseeing all financial reporting, internal controls, budgeting, cash flow management, project…
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Senior Director, Strategic Accounts – Facilities
MTLI Group of Companies —Markham, ON
Strong understanding of scope development, risk management, and client ROI. As *Director of Strategic Partnerships – REIT & GC Accounts*, you will spearhead…
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Financial Advisor

Valley First, a division of First West Credit Union -
Kamloops, BC

Apply Now

Job details

Full-time
$52,400–$65,600 a year
2 days ago

Qualifications

Microsoft Office
College diploma

Full job description

We are currently seeking a Financial Advisor to join our team in Kamloops.

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 Tru Cooperative Bank 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.

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

Required Skills, Experience & Qualifications

No direct supervisory responsibility
Provides functional/technical guidance or advice to other employees as required
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 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.

Apply Now

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