Senior Financial Advisor

We are currently seeking a full-time Senior Financial Advisor to join our Sardis Branch team in Chilliwack.

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. They identify member life stage cycle and provide solutions to financial needs, or refer members to an appropriate advisor.

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 $500,000 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...