Overview
Financial Advisor Lending Expertise Jobs in Delta, Canada at Envision Financial, a division of First West Credit Union
Title: Financial Advisor Lending Expertise
Company: Envision Financial, a division of First West Credit Union
Location: Delta, Canada
Category:
Position: Financial Advisor with Lending Expertise
Excel as a Senior Financial Advisor, delivering unmatched service in investment and lending. Cultivate member relationships and drive success through effective financial solutions.
In this impactful role, you’ll manage a select portfolio, guiding members through their finances based on identified needs. Engaging with members, you’ll ensure they receive advice tailored to their circumstances while supporting ongoing branch performance metrics. Your proactive approach will inspire trust and encourage transactions that meet members’ financial goals.
Key Responsibilities:
• Assess and support member needs with financial advice
• Administer complex financial transactions effectively
• Mentor staff on lending and investment strategies
• Drive branch campaigns and referral opportunities
• Achieve assigned sales targets and promote products
Requirements:
• 2-3 years of experience in Financial Advising
• Must hold a Mutual Funds License
• Diploma or equivalent experience in finance
• Strong relationship-building and sales skills
• Proficient in banking software and Microsoft Office
Deliver exceptional financial insights and solutions, helping members achieve their financial aspirations with confidence.
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