Senior Financial Advisor (Ganges (Salt Spring) Branch) Join to apply for the Senior Financial Advisor (Ganges (Salt Spring) Branch) role at Island Savings, a division of First West Credit Union. We are currently seeking a Senior Financial Advisor to join our team. 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 $500,000 in investible assets) through proactive regular contact, ensuring current and future needs are identified and met. 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 FW products and services, participation in branch campaigns, and actively seeks potential cross‑sell and/or referral opportunities during interaction with members or general public. Mentors other branch employees in lending and investment products and services; 2-3 years in a Financial Advisor role, or equivalent ~ Proven track record achieving or exceeding sales targets in retail lending and investment products and service ~ 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. Mental health coverage and resources Customizable health advantages, as well as topped‑up parental leave Performance‑based compensation,



employee banking advantages and group RRSP matching Vacation time and flexible work arrangements to support your lifestyle The total cash compensation earned may vary based on a variety of factors including bonuses and/or incentives, an individual’s skills and experience, and may correlate with performance in the role. After all, as a credit union we’re powered by giving back—in big ways and through small gestures.

That’s why we offer employees paid time off to volunteer, partner with thousands of local charities, build long‑lasting relationships that help our members get ahead and commit to environmental, social and governance (ESG) practices. Wherever your own purpose leads, we’re here to support you with award‑winning in‑house training programs, access to LinkedIn Learning, and reimbursement for external courses to help you get ahead. Diversity, Equity, Inclusion & Belonging At First West Credit Union, we embrace diversity regardless of gender identity or expression, sexual orientation, religion, race, ethnicity, age, diverse ability, and any aspect that makes someone unique.

Inclusion is woven through our organization, from our employee‑led network groups, hiring practices and education programs that address barriers and continually grow our equitable, diverse and inclusive culture. We encourage people who are from equity‑deserving groups to apply for a career with us, including women or non‑binary people, persons with diverse abilities, Black, Indigenous Peoples, People of Colour and members of 2SLGBTQIA+ communities. If an accommodation would help you during the process of applying or interviewing for a career with us, please let us know how we can assist you, whether it’s preparing materials in an alternate format, booking an accessible meeting room or other arrangement.

Candidates, please note: if you are being considered for this role, you will be required to complete a background check, such as employment verification, credit check and criminal record check.

📌 Financial Planner Intern (Salt Spring Island)
🏢 Island Savings, a division of First West Credit Union
📍 Salt Spring Island