4 meilleures offres (senior financial advisor, penticton, bc) (à pourvoir)

Senior Financial Advisor
Valley First, a division of First West Credit Union —Penticton, BC
- De 56 800 $ à 72 800 $ par an
- Temps plein
- Microsoft Office
- Congés payés
Senior Financial Planner
Raymond James Financial, Inc. —Kelowna, BC
- De 115 000 $ à 125 000 $ par an
- Temps plein
- Microsoft Office
- Finance
- Capacités de présentation
- Plan d'actionnariat des employés
- Bourses d'Études
Senior Commercial Banking Advisor
Valley First, a division of First West Credit Union —Penticton, BC
- De 90 400 $ à 115 800 $ par an
- Temps plein
- Microsoft Word
- Microsoft Excel
- Vente
- Congés payés
Senior Financial Analyst, Accounting Advisory
Metrolinx —Canada
- 93 798 $ par an
- Temps plein
- Comptabilité
il y a 6 jours

Related jobs to explore

Based on your search for senior financial advisor

Senior Financial Advisor
Valley First, a division of First West Credit Union —Penticton, BC
Must complete the internal Tru Cooperative certification program specific to this role within the required timeframe. Mental health coverage and resources.
De 56 800 $ à 72 800 $ par an
Financial Advisor
Valley First, a division of First West Credit Union —Penticton, BC
Must complete the internal Tru Cooperative Bank certification program specific to this role within the required timeframe. Mental health coverage and resources.
De 52 400 $ à 65 600 $ par an

Show more related jobs

Explore jobs in cities nearby

Check out jobs in cities near your current location, Columbus

Senior Private Wealth Advisor
SafeBridge Financial Group —North York, ON
We are looking for an experienced, creative thinking, intrapreneurial Financial Advisor who can provide custom tailored insurance and wealth management…
Postuler rapidement
Senior Consultant, Financial Crimes
KPMG —Toronto, ON
Master’s degree or graduate degree in financial crimes or related field is considered an asset. Bachelor’s degree in accounting, criminology, finance, business,…
De 69 000 $ à 107 500 $ par an

Show more jobs in cities nearby

Je souhaite recevoir la dernière alerte emploi pour les postes de ce type : senior financial advisor (penticton, bc)

En vous connectant à votre compte, vous acceptez les conditions d'utilisation, la politique relative aux fichiers témoins et la politique de confidentialité de Workopolis.

Senior Financial Advisor

Valley First, a division of First West Credit Union
Penticton, BC

Postuler dès maintenant

Détails du poste

Temps plein

Avantages

Cotisation égale au RÉER
Congés payés

Compétences

PFP
Investissement
Microsoft Office
Diplôme d'études collégiales (hors Québec)

Description complète du poste

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

This role 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.

What’s in it for you:

First, we strive to make our team members feel genuinely rewarded. You’ll have:

Mental health coverage and resources
Customizable health benefits, 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

We are committed to providing a fair, equitable, and competitive rewards package that reflects the value an individual brings to our organization. The compensation mentioned in this job posting should serve as a guide. 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.

We also provide and encourage opportunities for our employees to make a meaningful impact. 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.

By joining our team, you’ll be able to elevate your potential. 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.

Take the next step in your career as part of our team. Apply for this opportunity!

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.

Diversity, Equity, Inclusion & Belonging

At Tru Cooperative Bank, 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.

Your individuality is welcome here.

About Us

We’re a financial cooperative that does things differently. We provide time-tested advice that helps our members feel optimistic about their future, and we offer comprehensive banking solutions that enable people to confidently reach their goals. With the financial strength and extended branch network of a large financial institution, we maintain local connections to our communities and take a unique grassroots approach to service. Our more than 250,000 members and approximately 1,250 employees operate from 45 branches throughout the province of BC, under the Envision Financial, Valley First, Island Savings and Enderby & District Financial brands. Visit firstwestcu.ca for more information on Tru Cooperative Bank.

Please know we appreciate your interest in us but only candidates selected for an interview will be contacted.

Postuler dès maintenant

Affinez votre recherche

senior financial advisor emplois - penticton, bc

Senior Financial Advisor

Senior Financial Planner

Senior Commercial Banking Advisor

Senior Financial Analyst, Accounting Advisory

Related jobs to explore

Explore jobs in cities nearby

Je souhaite recevoir la dernière alerte emploi pour les postes de ce type : senior financial advisor (penticton, bc)

Outils pour les chercheurs d'emploi

Outils Employeurs

Parcourir

Garder le contact