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. J-18808-Ljbffr Apply on Kit Job: kitjob.ca/job/2oe6qh