Financial Advisor - Jobs in Chilliwack, BC - 610171

Prospera Credit Union
Job Summary
  • Job Type
    Full Time
  • Telecommuting
    N/A



Job Description

Theres never been a more exciting time to join our team.

Thats because members of Prospera Credit Union and Westminster Savings have approved the largest merger in Canadian credit union history. The merged credit union, Prospera Credit Union, will be Canadas sixth largest, with more than $9.0 billion in assets under management, over 120,000 members, 900 employees and 29 full service branch locations.

A key benefit of this merger is that it will provide even more career and growth opportunities for our people- both our current and future employees! Come be part of our team.

We are currently seeking a Financial Advisor for our Sardis branch (Chilliwack, BC) who will proactively support our members financial wellness. If you are ready to engage in deep conversations to truly understand members goals, needs and money pain points and provide personalized solutions, consider applying for this opportunity today!

What youll do:
Proactively provide financing and investment advice to members and recommend personalized solutions including mortgages, consumer loans, lines of credit, protection, credit cards, term deposits, registered plans and mutual funds
Underwrite consumer loan applications and submit mortgage applications to our Centralized Mortgage Centre
Meet with members to complete real estate secured lending (mortgage) applications
Provide investment advice and recommendations for personalized solutions to members including monthly investment plans, term deposits, registered plans (RRSP, RRIF, RESP and TFSA) and mutual funds
Hold advice-based investing conversations for mutual fund solutions based on members needs and refer members to other specialists where applicable
Provide credit card solutions to members, seeks to understand card spend activity and recommends personalized card solutions that meet member needs
Drive smart growth through proactively reviewing sales, activities and promotions that will achieve individual and organizational goals

What youll need:
Resilient, adaptive and thrives in an environment of ongoing change and fast-paced teams
Active within your community and eager to make a difference
Superior communication and relationship building skills
Well-developed knowledge of daily banking and investment products and services including consumer lending products
Basic financial services business acumen
To be flexible as Saturdays may be included in work days required

Your ideal qualifications:
Two plus years in the financial services industry
Two plus years of mortgage lending experience including lending to self-employed individuals
Mutual fund sales experience
Mutual fund licensed or intentions to be licensed within six months of employment

What we can offer you:
An employer that values you and recognizes the power you have to create success for yourself while making a difference in the financial well-being of others.
A financially-stable and growing team that believes in providing world class service in our local setting.
An employee focused culture that provides extensive learning and career development opportunities.
A competitive total rewards package including a pension plan.

Please apply for our Financial Advisor opportunity online at /Careers

Quick Apply

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