Envision Financial – A division of First West Credit Union Senior Financial Advisor Contract in Abbotsford, BC

Envision Financial – A division of First West Credit Union

Branch Abbotsford BC CA

Senior Financial Advisor
Abbotsford, BC

Other financial perks such as waived or reduced financial service fees, reduced rates on personal loans, mortgages, and vehicle leases, and no-interest loans to…

If you believe in the same things we do, let’s talk.

First West Credit Union is a tight-knit team of smart, friendly, creative, skillful and passionate professionals spread across British Columbia and beyond. We’ve come together because we believe in making a real difference in people’s financial lives. We believe that keeping things simple, showing leadership, and banking cooperatively can change the world for the better.

We are seeking a Senior Financial Advisor within our Valley First region at our Rutland Branch location.

The Senior Financial Advisor plays a key role in the delivery of exceptional financial service to each member. This role builds lasting long-term business relationships and a referral network by developing trust and providing personalized financial service to meet member needs. Through creating and updating member profiles, this role analyzes which financial solutions would be suitable to the member to help them reach their goals

Here’s what would be included as a part of your typical day:
Consult with members personally to assess financial and investment needs, analyzing and matching products and fund investment solutions with member needs and risk tolerance capacity. Identify and recommend financial investment alternatives for members.

Provide personal deposit, conventional and non-conventional retail lending suitable to members using the appropriate “Relationship Management Tools.” This involves all aspects of the lending process including underwriting, risk mitigation, credit analysis and proper due diligence.

Advise members on fund investment products and recommend products that will help them reach their goals. Open Qtrade Asset Management Accounts, complete “Know Your Client” documentation, and purchase appropriate investments as directed by the members ensuring copies of all documents are maintained in the member file.

Prepare investment, loan, new account and all other files according to established policies and legislative guidelines. Keep files up to date for auditing purposes.

Meet portfolio growth targets by following up with members to ensure expectations are met or exceeded; plan and implement prospecting activities for sales opportunities within the portfolio.

Required Skills, Experience & Qualifications:
Minimum of 3 years lending experience including being able to adjudicate on lending


Successfully complete MFIS annual exam or Canadian Securities Course

Completed course 204 (Risk Management and Estate Planning) of the Certified Financial

Planner curriculum

Commit to completing a minimum of 5 General and 10 Technical CE credits per year

Fully competent in lending and investments with an advanced knowledge of mutual fund


Why work for us?

Our employees give us a lot and we think it’s only right to give something back. We offer a total rewards package that includes:

A competitive base salary plus performance-based incentive compensation and annual merit pay increases

Flexible benefits as well as retirement benefits

Vacation time, a flexible “Day4U”, and the ability to purchase up to 5 additional flex days

Other financial perks such as waived or reduced financial service fees, reduced rates on personal loans, mortgages, and vehicle leases, and no-interest loans to buy computers or fitness equipment for home use

But most of all, we’re invested in our local communities. Our initiatives are far-reaching with a special focus on raising food, funds and awareness for our local food banks. We volunteer and employees can be provided with paid time off to volunteer their time to assist in serving an organization.

Diversity & Inclusion

First West Credit Union is committed to diversity and inclusion. Our goal is to create an inclusive, accessible environment for our candidates and employees that reflects the communities in which operate. If you require an accommodation for the recruitment or interview process (including alternate formats of materials, accessible meeting rooms or other types of accommodation), please let us know and we will work with you to meet your needs.

What’s your place in the First West story? Apply now and let’s find out together.

or proceed with Standard Application Form.

Employment Type: Freelance
Location: Abbotsford, BC, CA
Posted on: 2016-11-01
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