Financial Advisor: Mission Branch

Join First West as a Financial Advisor focused on exceptional member service. Guide your clients through their financial journey, providing expert advice tailored to their needs. This role centers on managing member relationships and advising them through various life stages. You will engage in complex transactions while promoting First West’s diverse financial products, contributing to branch goals and delivering unparalleled customer experiences. Administrative tasks and productive member interactions will anchor your daily workflow. Key Responsibilities: • Enhance member relationships and financial outcomes • Perform complex transactions including loans and accounts • Promote branch products to achieve annual targets • Execute various administrative duties as needed • Balance daily schedules to ensure superior member service Requirements: • 2-year college diploma or equivalent experience • Possession of a Mutual Funds License required • Minimum 2 years’ experience as a Member Advisor • Proven ability to identify and recommend products • Competency in Microsoft Office and banking software Deliver exceptional financial insights and services as a Financial Advisor at First West. #J-18808-Ljbffr Apply on Kit Job: kitjob.ca/job/2p2ru0