Island Savings, a division of First West Credit Union
Financial Advisor (Ganges (Salt Spring) Branch)
Job Description
Overview
We are seeking a Financial Advisor to join our team at the Ganges (Salt Spring) Branch. The Financial Advisor provides exceptional customer service to current and potential members by offering a full range of deposit/investment and complex lending services. This role identifies member life stage cycle and provides solutions to financial needs, and/or refers the member to an appropriate advisor. The Financial Advisor manages a portfolio of members.
Responsibilities
- Member Service: Builds strong relationships with current and potential members; identifies member life stage cycle and provides financial advice to members or refers to appropriate advisor.
- Member Transactions: Processes a full range of complex member transactions including personal loans, retail mortgages and RRSP loans; investment products (typically under $100K in investible assets); opening personal or business accounts, debit/credit cards, LOC/overdraft protection, an...