Senior Financial Advisor (Sardis) Full Time
Envision Financial, a division of First West Credit Union • chilliwack, Canada
Role Description
Senior Financial Advisor We are currently seeking a full-time Senior Financial Advisor to join our Sardis Branch team in Chilliwack.
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. They identify member life stage cycle and provide solutions to financial needs, or refer members to an appropriate advisor.
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; retail ...
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. They identify member life stage cycle and provide solutions to financial needs, or refer members to an appropriate advisor.
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; retail ...