Job Posting Details

Financial Service Advisor , Aldergrove Credit Union

Location:Fraser Valley , British Columbia
Posting Date:September 18, 2020
Closing Date:until filled
Web Site:www.aldergrovecu.ca
Employment Type:Full-time

We’re hiring Financial Service Advisors!

Position Overview

As an advisor, the Financial Service Advisor (FSA) plays an essential role on the branch team and is dedicated to assisting and advising members with their financial needs. They understand the importance of placing the right products and services in the hands of our members or referring them to fellow experts. Building trust and loyalty with each member interaction, the FSA gains a deeper understanding of the member needs and delivers financial solutions, including investments and lending products to enhance the members financial well-being.

The FSA strives for excellence and plays a vital role in growing member relationships and making sound decisions and recommendations to support the growth and profitability of our credit union.

Key Accountabilities

  • Sales & Service Promotion
  • Member Experience & Community Involvement
  • Employee Experience
  • Risk Management

Skills & Attributes

  • Passion for delivering exceptional member service and is dedicated to building strong member relationships; peer relationships and connections in the community
  • Committed to professional growth and is responsible for ensuring skills and knowledge are up to date to meet position requirements
  • Serves as a subject matter expert in all product and service areas in location
  • Delivers strong business development and advisory services skills
  • Demonstrates strong interpersonal skills and the ability to communicate effectively both verbally and in writing
  • Ability to quickly adapt to changing priorities and a willingness to tackle new challenges
  • Displays awareness of the financial services industry, keeps abreast of the changing environment and understands the components for organizational success
  • Acts as a trusted advisor to members/individuals, ensuring their financial well-being is top priority
  • Demonstrates strong attention to detail and accuracy in completing work and providing information

Experience & Education

  • Minimum three years financial service industry experience, preferably with investment and  lending experience
  • Combined experience and post-secondary education in the areas that are directly related to financial services will be considered

Additional Information

  • Has a strong desire and commitment to ongoing personal and professional development to fulfill the requirements of position as it evolves.
  • Continuing education will include relevant courses to develop advanced investment and lending knowledge
  • Mutual Fund license is an asset or those individuals interesting in pursuing this level of education

Qualified applicants should identify how their skills and experience match our requirements. We thank all applicants for their interest. Only those applicants considered for an interview will be contacted.

Aldergrove Credit Union is a financial service cooperative located in the heart of the Fraser Valley. We proudly offer personal and commercial banking, insurance and financial planning solutions to our members and clients in the communities of Langley, Aldergrove, Abbotsford and Mission. Our Credit Union has approximately 110 staff serving 17,500 members and operates six branches, four insurance offices, and three financial planning offices. The strength of our credit union is a direct reflection of our commitment to our people, service to members, and growing our communities. For more information, visit www.aldergrovecu.ca.