Senior Financial Advisor (Duncan Branch)

First West Credit Union

Duncan, BC

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
1. 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 $500,000 in investible assets) through proactive regular contact, ensuring current and future needs are identified and met.
2. Member Transactions: Processes a full range of complex member transactions including, but not limited to: MFDA products and services; retail mortgages... More Detail

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