We are currently seeking aFinancial Advisorto 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.

Heres what would be included as a part of your typical day Member Service: Builds robust 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 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.

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 First West.

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 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 .

Microsoft Office and banking software programs Displays an understanding of risk and risk ownership by being able to demonstrate adherence to policies and procedures.

📌 Financial Advisor (Oliver Branch)
🏢 Envision Financial
📍 Oliver