Sales financial services advisor Jobs

Account Manager II
Cascadia Credit Union —Osoyoos, BC
- $50,974.92–$67,966.56 a year
- Full-time
- Hospitality
- English
- Windows
- Disability insurance
- Dental care
Quick apply
Senior Financial Advisor - Abitibi-Témiscamingue
CIBC —Val-d'Or, QC
- Full-time
Senior Account Executive, Commercial Insurance
Westland Insurance Ltd. —Timmins, ON
- $150,000–$175,500 a year
- Full-time
- Hybrid work
- Sales
Quick apply
Controller
Crown Packaging —Richmond, BC
- $103,500–$129,000 a year
- Full-time
- CPR Certification
- Microsoft Excel
- Inventory management
- Dental care
- Vision care
Quick apply
8d
Licensed Insurance & Financial Advisor
Innogate Solutions | GFI CANADA —Vancouver, BC
- $39,700.00–$98,942.99 a year
- Part-time
- Remote
- Financial services
- Leadership
- Profit sharing
- Disability insurance
Quick apply
23h
Insurance Advisor, Auto
Westland Insurance Ltd. —Ste. Rose du Lac, MB
- Full-time
- Sales
- Customer service
Quick apply
NetSuite Service Delivery Consultant
Elim Solutions —Ontario
- $100,000–$120,000 a year
- Full-time
- Remote
- Computer Science
- Sales
- ERP systems
Quick apply
Associate Insurance Advisor - Commercial Lines Support
Bjornson Insurance Group Inc. / Co-operators —Red Deer County, AB
- $40,000–$60,000 a year
- Full-time
- Sales
- Customer service
- Microsoft Office
- Disability insurance
- Dental care
Quick apply
Member Experience Advisor - Crowsnest Pass
Servus Credit Union —Coleman, AB
- Part-time
- Sales
- Customer service
- High school diploma or GED
- Profit sharing
Quick apply
Junior Investment Advisor
Manulife Wealth Inc. —Montréal, QC
- From $24,000 a year
- Full-time
- English
- Microsoft Office
- Bachelor's
Quick apply
5d
Automotive Service Manager
Kitchener Nissan —Kitchener, ON
- $110,000–$165,000 a year
- Full-time
- High school diploma or GED
- Organizational skills
- In-person
Quick apply
Managing Director, National Accounts
BMO Financial —Montréal, QC
- $110,500–$192,500 a year
- Finance
- Master's degree
- Business development
- Tuition reimbursement
- Life insurance
Financial Advisor-CIRO-MFD/AMF
CIBC —100 Mile House, BC
- Full-time
VP, IT Services
ABM Integrated Solutions —Dartmouth, NS
- From $1 a year
- Full-time
- Computer Science
- Engineering
- Bachelor's
- Wellness program
- Disability insurance
Quick apply
Commercial Insurance Advisor
Westland Insurance Ltd. —Rimbey, AB
- Full-time
Quick apply
Regional Supervisor
Canaccord Genuity Corp. —Toronto, ON
- $85,000–$95,000 a year
- Full-time
- Microsoft Office
- Organizational skills
Financial Advisor - Rouyn-Noranda
CIBC —Rouyn-Noranda, QC
- Full-time
Account Manager, Commercial Insurance
Westland Insurance Ltd. —Thunder Bay, ON
- $55,200–$69,000 a year
- Full-time
- Hybrid work
- Sales
Quick apply
Financial Advisor
Pelee Lighthouse Life & Financial —Leamington, ON
- $50,000–$100,000 a year
- Full-time
- Research
- Finance
- Bachelor's
- Dental care
Quick apply
Associate Director, National Accounts
BMO Financial —Montréal, QC
- $69,000–$129,000 a year
- Microsoft Powerpoint
- No experience needed
- Finance
- Tuition reimbursement
- Life insurance

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Account Manager II

Cascadia Credit Union
Osoyoos, BC

Quick apply

Job details

Full-time
$50,974.92–$67,966.56 a year

Qualifications

Hospitality
Post-secondary education
English
Windows
High school diploma or GED
Organizational skills
Computer skills
Financial services
Time management

Full job description

Job Purpose

The Account Manager II (AMII) provides service excellence and fosters relationship building by utilizing their expending knowledge in the delivery of financial solutions, including lending, within assigned limits to enhance the members overall financial well-being. Building knowledge gained as an AM I, the AM II expands their products and services capacity while developing and maintaining strong member relationships and adhering to security, risk, and compliance procedures and policies.

As an advisor, the Account Manager II plays an essential role on the front-line branch team and is dedicated to assisting and advising members with their financial needs. They understand the importance of placing the right products and services in the hands of our members or referring them to fellow experts. Building trust and loyalty with each member interaction, the AMII gains a deeper understanding of the member needs and delivers financial solutions to enhance members’ financial well-being with a commitment to building lasting relationships. This position strives for excellence and plays a vital role in growing member relationships and making sound decisions and recommendations to support the growth, member retention, and profitability of Cascadia Credit Union (CCU).

Key Duties & Responsibilities

Develops and builds member relationships by promoting, and selling a complete range of deposit products and services to support business growth, by identifying and pursuing opportunities within existing portfolio and delivering tailored financial solutions that meet member needs either directly or through referrals to other AMs , wealth management, or insurance subsidiaries as needed,
Provides knowledgeable member service in various capacities including, but not limited to, opening, modifying, or closing accounts, setting up applications for credit cards, estate or trust account management, lending, within approved limits, sale and withdrawal of registered products and term deposits, or safety deposit box information and other offerings,
Provides individualized financial counseling and information to members on loan services, electronic services, credit cards, deposit and service products offered, including recommendations to lending staff, if over limits, while providing appropriate documentation preparation and processing,
Conducts credit investigations and searches as required,
Proactively contacts members periodically to identify present and future needs for additional opportunities,
Responds to members’ enquiries and resolves any problems or concerns, including providing any specific information required, by maintaining an exceptional knowledge of the full range of products and services offered by CCU,
Resolves problems with member accounts and deposit instruments, inputs data into computer systems to reflect deposit product changes,
Ensures all documentation pertaining to accounts, products and services is prepared and/or executed in accordance with established policies, procedures, and relevant legislation,
Maintains up to date and complete Member files with documentation in hardcopy and/or in approved electronic form as required,
Displays confidence and exercises sound judgement in decision making,
Demonstrates and maintains a high level of risk management knowledge and ensures adherence to all legislative, security, compliance, and regulatory requirements (e.g., Privacy, Money Laundering),
Performs additional responsibilities aligned with team goals as assigned.

Skills & Attributes

Passion for delivering exceptional member/client service and dedicated to building strong relationships and connections in the community,
Committed to professional growth and development. Responsible for ensuring skills and knowledge are up to date to meet industry and position requirements, while expanding knowledge in lending,
Grows member relationships by actively listening and asking open ended questions to add value beyond members’ immediate requests,
Demonstrates strong interpersonal skills and the ability to communicate effectively both verbally and in writing,
Instills confidence and trust in others through thoughtful, clear, and open communication,
Ability to quickly adapt to changing priorities and a willingness to tackle new challenges,
Displays awareness of the financial services industry and understands the components for organizational success,
Gains the confidence and trust of others through honesty and integrity,
Demonstrates strong attention to detail and accuracy in completing work and providing information,
Advanced knowledge of CCU products and services offered, including lending, registered, and electronic products and services,
Demonstrates commitment to applying relevant and applicable policies and procedures in the day-to-day performance of the functions of this position,
Demonstrates a good knowledge of computer skills, including MS Windows and Office program environments, as well as the banking system,
Excellent time management and organizational skills.

Qualifications

Secondary school diploma
Minimum one-year post-secondary formal education, or equivalent
Minimum five (5) years’ experience financial, retail or hospitality industry
Successful completion and of in-house training program and CCUA Fundamentals of Personal Financial Planning, Products & Services courses, and Consumer lending, within established timeframes.
Maintain proficiency with developing systems, applications, and productivity programs.
Combined experience and post-secondary education in the areas that are directly related to industry will be considered

Job Type: Full-time

Pay: $50,974.92-$67,966.56 per year

Benefits:

Company events
Dental care
Disability insurance
Employee assistance program
Extended health care
Life insurance
On-site parking
Paid time off
RRSP match
Vision care

Education:

Secondary School (required)

Experience:

Financial services: 3 years (required)

Language:

English (required)

Location:

Osoyoos, BC (required)

Work Location: In person

Quick apply

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