We are currently seeking Senior Financial Advisors to join our Island Savings team, supporting our members across Vancouver Island.
The successful candidate will have a central base of operations and support multiple Island Savings locations, in the region. They will conduct their appointments over the phone and virtually; And will also travel to other branches, in the area to meet with members in-person, as needed.
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
Required Skills, Experience & Qualifications