Posted 3 months ago
Senior Financial Advisor
@ First West
Kelowna, British Columbia
Overview
First West is hiring a Senior Financial Advisor for its Guisachan Branch in Kelowna. The role manages a portfolio of members, delivers investment, deposit and complex lending services, and meets annual sales and referral targets. The posting requires a Mutual Funds License and a two-year diploma, with a must-complete internal certification program.
Responsibilities:
- Manage a portfolio of members with $100,000 to $250,000 in investible assets
- Process complex member transactions including MFDA products, mortgages and loans
- Achieve annual sales and referral targets for the branch
- Mentor branch employees on lending and investment products
- Build a strong presence and relationships in the community
Requirements summary:
- Two-year college or tech diploma, or equivalent experience
- Mutual Funds License required
- 2-3 years as a Financial Advisor or equivalent
- Proven record of meeting or exceeding sales targets
- Proficiency in Microsoft Office and banking software
Tools & skills
Benefits mentioned
Source and dates
Employer career site / ATS feed · oraclecloud
- Employer posting date
- 2026-08-20
- First seen by our source
- 2026-10-08
- Source record updated
- 2026-11-06
These dates describe the source record, not a live verification that the employer is still hiring. Check the original posting.
Job details
| Seniority | Senior |
| Department | Sales |
| Experience | 2+ years |
| Travel | air: none · ground: none |
| Work setting | Office |
| Position | Mostly sitting |
| Physical demands | physical low · computer high |
| Licences & certifications | Mutual Funds License, PFP |
| Education | College diploma (required) |
Summary and details written by AI from the posting; the employer’s posting is the authority.
First West
| Field | Value |
|---|---|
| Open jobs on Jobsy | 65 |
We are currently seeking a Senior Financial Advisor to join our Guisachan Branch in Kelowna.
The Senior Financial Advisor provides exceptional customer service to a portfolio of members by offering a full range of investment, deposit and complex lending services. The Senior Financial Advisor identifies member life stage cycle and provides solutions to financial needs, and/or refers member to an appropriate advisor.
Here’s what would be included as a part of your typical day
- 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. Manages an assigned portfolio of members (generally with $100,000 to $250,000 in investible assets) through proactive regular contact, ensuring current and future needs are identified and met.
- Member Transactions: Processes a full range of complex member transactions including, but not limited to: MFDA products and services; retail mortgages, personal and RRSP loans; opening personal or business accounts, debit/credit cards, LOC/overdraft protection, and related insurance products.
- Branch Goals: Supports achievement of annual branch goals and objectives through proactive promotion of Tru Cooperative Bank products and services, participation in branch campaigns, and actively seeks potential cross-sell and/or referral opportunities during interaction with members or general public. Achieves established annual sales and referral targets.
- Branch Support: Mentors other branch employees in the understanding of lending and investment products and services; and provides advice and/or assists employees with member issues in management’s absence.
- Other duties: As required by branch leadership.Utilizes the Day in the Life as a guideline to prioritize and manage schedules - to align efforts in reaching goals while offering a remarkable, consistent member experience across Tru Cooperative.
Branch/Regional Differentiation:
- Lending limits will be assigned in consultation with credit services – based on experience and competency.
- Assigned a portfolio of high value members based on regional and branch needs.
- Build/maintain a strong presence and relationship in the community.
Required Skills, Experience & Qualifications
- College or Tech School Diploma (2 years) in related discipline or equivalent combination of education and experience
- Mutual Funds License required
- Must complete the internal Tru Cooperative certification program specific to this role within the required timeframe
- PFP preferred
- 2-3 years in a Financial Advisor role, or equivalent
- Proven ability to conduct complex advisory, four quadrant conversations
- Demonstrated ability to recognize needs, identify appropriate products and build strong member relationships
- Proven track record achieving or exceeding sales targets in retail lending and investment products and service
- Self-starter with ability to work independently and solve problems using common sense and sound judgment
- Proficient in computer software e.g. Microsoft Office and banking software programs
- Displays an understanding of risk and risk ownership by being able to demonstrate adherence to policies and procedures.
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