White Rock, Bc Senior financial advisor Jobs – 6 Openings This Week

Senior Financial Advisor
Envision Financial, a division of First West Credit Union —Langley, BC
- $56,800–$72,800 a year
- Full-time
- Microsoft Office
4d
ScotiaMcLeod Senior Financial Planning Associate - White Rock
Scotiabank —White Rock, BC
- Finance
- Presentation skills
- Communication skills
- Paid time off
Senior Manager, Global Family Office Group - Calgary or Vancouver
Scotiabank —Vancouver, BC
- Microsoft Powerpoint
- English
- Finance
9d
Senior Financial Advisor - Grandview Corners Branch - Surrey, BC
Scotiabank —Surrey, BC
- Sales
9d

More jobs to discover

Find similar jobs that you might be interested in.

ScotiaMcLeod Senior Financial Planning Associate - White Rock
Scotiabank —White Rock, BC
Advanced understanding of financial planning software; ability to model complex strategies. Maintain financial planning professional practice standards while…

Explore jobs in cities nearby

Check out jobs in cities near your current location, Columbus

Senior Financial Advisor - Yonge & St. Clair, Toronto, ON
Scotiabank —Toronto, ON
A strategic mindset to develop personalized financial strategies including day-to-day banking, investments and borrowing solutions.
9d
Contact Centre Rep IV - Money-In Services
TD Bank —Markham, ON
You'll support customers through inbound and outbound calls. Total Rewards at TD includes a base salary, variable compensation, and several other key plans such…
$52,700–$74,400 a year
4d

Show more jobs in cities nearby

I want to receive the latest job alerts for senior financial advisor in white rock, bc

By signing in to your account, you agree to SimplyHired's Terms of Service and consent to our Cookie and Privacy Policy.

Explore jobs in more locations

senior financial advisor jobs near white rock, bc

Senior Financial Advisor jobs in Surrey, BC

Senior Financial Advisor jobs in Montréal, QC

Student Advisor jobs in Ontario

Senior Financial Advisor jobs in Edmonton, AB

Senior Financial Advisor jobs in Richmond Hill, ON

Envision Financial jobs in British Columbia

Financial Analyst jobs in Vancouver, BC

Financial Analyst jobs in Surrey, BC

Senior Financial Advisor jobs in Brampton, ON

Group Manager jobs in Woodbridge, ON

Compass Group, Sfu Dining jobs in Burnaby, BC

Diversity Inclusion Manager jobs in Toronto, ON

Group Manager jobs in Montréal, QC

Group Manager jobs in Canmore, AB

Fleet Manager jobs in Edmonton, AB

Group Home jobs in Oshawa, ON

Group Manager jobs in London, ON

Vice President Finance jobs in Ontario

No Experience Entry Level Finance jobs in Ontario

Senior Finance Associate jobs in Toronto, ON

Senior Financial Advisor

Envision Financial, a division of First West Credit Union -
Langley, BC

Apply Now

Job details

Full-time
$56,800–$72,800 a year
4 days ago

Qualifications

PFP
Investment
Microsoft Office
College diploma

Full job description

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

The Senior Financial Advisor provides exceptional customer service to a portfolio of members by offering a full range of investment, deposit and complex lending services. The Senior Financial Advisor identifies member life stage cycle and provides solutions to financial needs, and/or refers member to an appropriate advisor.

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. Manages an assigned portfolio of members (generally with $100,000 to $250,000 in investible assets) through proactive regular contact, ensuring current and future needs are identified and met.

Member Transactions : Processes a full range of complex member transactions including, but not limited to: MFDA products and services; retail mortgages, personal and RRSP loans; 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 general public. Achieves established annual sales and referral targets.

Branch Support: Mentors other branch employees in the understanding of lending and investment products and services; and provides advice and/or assists employees with member issues in management’s absence.

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/Regional Differentiation:

Lending limits will be assigned in consultation with credit services – based on experience and competency.
Assigned a portfolio of high value members based on regional and branch needs.

Required Skills, Experience & Qualifications

College or Tech School Diploma (2 years) in related discipline or equivalent combination of education and experience
Mutual Funds License required
Must complete the internal Tru Cooperative certification program specific to this role within the required timeframe
PFP preferred
2-3 years in a Financial Advisor role, or equivalent
Proven ability to conduct complex advisory, four quadrant conversations
Demonstrated ability to recognize needs, identify appropriate products and build strong member relationships
Proven track record achieving or exceeding sales targets in retail lending and investment products and service
Self-starter with ability to work independently and solve problems using common sense and sound judgment
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

Refine Your Search

senior financial advisor jobs in white rock, bc

Senior Financial Advisor

ScotiaMcLeod Senior Financial Planning Associate - White Rock

Senior Manager, Global Family Office Group - Calgary or Vancouver

Senior Financial Advisor - Grandview Corners Branch - Surrey, BC

More jobs to discover

Explore jobs in cities nearby

I want to receive the latest job alerts for senior financial advisor in white rock, bc

Explore jobs in more locations

Job seeker tools

Employer Tools

Browse

Stay Connected