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/2ok66n