Financial Advisor 1 - Edgemont Village
BlueShore Financial
British Columbia
Financial Advisor 1

As a Financial Advisor 1, you are starting to build a book of assigned clients in a junior advisory capacity. This role is perfect for an experienced Senior Financial Services representative ready to make to make a move to the next level. Your sales, advisory and relationship management skills drive your success and the financial well-being of our clients. In this critical role, you will deliver world class client service in one of our unique Financial Spas™ alongside a full team of experienced financial professionals.

Employee Type: Full Time

Job Category: Client Service and Sales

Location: Edgemont Village branch

Key responsibilities of this role are:
Proactively manages the relationship with assigned clients and provides a LifeSpring™ level of advice to help clients/potential clients create and maintain financial wellness.
Conducts interviews with clients to clarify short-term and long-term financial goals by confirming risk tolerance levels, clarifying financial objectives and identifying challenges and opportunities.
Promotes and completes the sale of a full range of deposit, investment, and lending products within an assigned portfolio.
Grants mortgages, consumer loans and other loans within assigned lending limits for an assigned portfolio. Promotes the sales of credit insurance. Makes appropriate recommendations to manager for credit above limits.
As a registered mutual fund sales representative, promotes and sells mutual fund products.
Acts as a liaison between clients and specialists in investments, insurance and advanced tax planning.
Keeps informed on all BlueShore Financial products and services, competitors’ products and current economic conditions to help determine the impact on clients and BlueShore Financial.
Liaises within the community to enhance relationships outside the Credit Union to achieve business results.
Qualifications and Experience

Four to six years progressive experience in the financial services industry
Mutual Funds license
Proven investment and credit sales
Complete knowledge of lending practices and procedure
What can BlueShore Financial can do for you?

A Performance Rewards Program which pays a variable cash reward recognizing the achievement of corporate, team and individual goals.
Limitless career progression opportunities.
Comprehensive Total Rewards Program including bonuses, pension, flexible benefits and competitive compensation.
Opportunity to work in a world class, award winning organization.

What BlueShore Financial needs from you:
Accountability, in all directions.
“Can do” attitude.
The drive to provide a premium level of service regardless of location or position.
Professional appearance and manner.
Got awards? At BlueShore Financial we are constantly innovating, connecting and improving to deliver exceptional client and employee experiences. As a result, we have grown to become an award winning organization, garnering both local and national attention for our progressive practices.

Be Richly Valued. At BlueShore Financial, our employees are as important as our clients. We strive to create a workplace culture of openness, empowerment, trust and passion. Our values unite our organization and are our guiding compass. But it is our exceptional staff that bring our corporate values to life. They are passionate about delivering exceptional client service and a banking experience that promises to impress. And this level of engagement shows. We've been formally recognized making Aon's "50 Best Employers in Canada" list eight years in a row and as one of "Canada's Most Admired Corporate Cultures" in Canada by Waterstone Human Capital.

From the moment you walk into one of our Financial Spas™, you’ll know you’ve arrived at a special place, where all the elements work together to stimulate the senses and create a distinctive atmosphere unlike any financial institution you’ve experienced. We embrace the west coast lifestyle, while providing a premium and sophisticated experience for our clients and employees. You may not recognize us, but we've been serving the lower mainland for almost 75 years! But this isn’t the Credit Union of your childhood. We’re different and better.