Senior Financial Advisor (Enderby Branch)

Updated: April 04, 2024 01:45 AM GMT

Envision Financial

Armstrong, 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

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.

Member Transactions : Processes a full range of complex member transactions including, but not limited to : MFDA products and services;

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