First West Financial Advisor Role (Mission)

Advance your skilled journey at First West as a Financial Advisor committed to enriching customer interactions. Provide personalized financial advice and solve member's needs expertly each day. In this pivotal role, you will oversee a portfolio of members, delivering high-quality service while navigating various financial products like investments and lending solutions. Your contribution will be vital in driving branch performance through proactive member engagement and cross-sell initiatives, aligning your efforts with First West's goals. Key Responsibilities: - Identify members’ financial needs through meaningful interactions - Execute complex member transactions efficiently - Drive branch initiatives by promoting financial products - Handle various administrative tasks effectively - Manage your schedule to enhance member experiences Requirements: - 2-year college/tech diploma or equivalent - Required Mutual Funds License - 2 years of experience in a similar role - Exceptional problem-solving and organizational skills - Familiarity with banking software and Microsoft Office Foster invaluable relationships while guiding financial decisions at First West. Apply on Kit Job: kitjob.ca/job/2o26pu