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| Title |
Financial Advisor |
| Summary |
In a senior advisory capacity, this position is responsible for fostering valued relationships with members by promoting financial wellness across all credit, investment, insurance and banking product/service lines appropriate to life stage or life event. In doing so, the Financial Advisor will link in their specialist partners in the investment and insurance areas to bring their knowledge and expertise to address member needs and to develop a personal financial plan.
Through ongoing profiling of members/potential members, and ensuring adherence to the Member Intimacy (MI) strategy, the Financial Advisor uncovers and acts upon both short and long term needs to enhance and develop new relationships that enhance both the member’s financial well-being and contribute to organizational growth. As a Financial Advisor you will have or be working toward your Certified Financial Planner designation.
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| Description |
Proactively manages the relationship with assigned members and provides a lifespring™ regard level of advice to help members/potential members take action to create/maintain financial wellness. Through ongoing profiling of members/potential members, uncovers and acts upon appropriate sales opportunities that contribute to organizational growth and enhance members’ financial wellness.
Conducts interviews with members to clarify short-term and long-term financial goals and objectives by confirming risk tolerance levels, clarifying financial goals and identifying challenges and opportunities.
Promotes and completes the sale for a full range of deposit, investment, and lending products within assigned portfolio.
Grants mortgages, consumer loans and other loans within assigned lending limits for assigned portfolio. Promotes the sales of credit insurance.
Makes appropriat recommendations to manager for credit above limits.
As a registered mutual fund sales person, promotes and sells all types of mutual fund products (up to $100,000).
Identifies potential needs of members and acts as a liaison between the members and specialists in investments (mutual funds over $100,000 and full-service brokerage), insurance (not credit insurance), and advanced tax planning.
Effectively and proactively works with Sales Assistant, other team members, central support areas, and within the community to enhance relationships inside and outside the Credit Union to achieve business results.
Ensures confidentiality of credit union/member records.
Ensures ongoing learning to excel in member service.
Ensures personal development plan is current. Acts upon learning opportunities to maximize contributions.
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| Experience |
Minimum of Personal Financial Planner (PFP) designation and/or Certified Financial Planner (CFP) Designation (preferred)
Four to six years progressive experience in the financial services industry
Mutual Funds Licence
Proven investment and credit sales
Complete knowledge of lending practices and procedures; NSCU investment products and procedures; and NSCU core banking products
Complete knowledge of Credential Asset Management products and procedures
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| Compensation |
Base annual salary – market competitive (based on skills, knowledge and credentials) as well as a competitive benefits package.
Incentive/awards earnings of up to 90% of base salary based on a combination of performance and results targets comprised of:
Financial growth in key areas (credit, investment and insurance) and,
Targeted relationship and loyalty-building activities (financial plans, advice giving, business development and branch/community initiatives, member satisfaction/advocacy)
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