Experienced Financial Advisor Role (Oliver)

Join First West as a Financial Advisor, where your expertise in customer service and financial solutions will shine. Help members navigate their financial journeys by offering tailored advice and service that truly makes a difference. In this Financial Advisor role, you will manage a portfolio while providing exceptional service that includes processing complex financial transactions. Your ability to identify member needs and refer them to appropriate advisors will be crucial in achieving branch goals and fostering community relationships. Key Responsibilities: • Cultivate relationships by advising on financial products • Handle member transactions, from loans to investments • Contribute to branch success through cross-selling • Execute various administrative tasks for member support • Strengthen community presence through engagement Requirements: • 2-year college diploma or equivalent experience • Mutual Funds License is necessary; PFP is a plus • At least 2 years in a Member Advisor role • Solid independent problem-solving abilities • Familiarity with banking software and Microsoft Office Utilize your financial knowledge and relationship-building skills to excel at First West. #J-18808-Ljbffr Apply on Kit Job: kitjob.ca/job/2oi24a