📍 Local Job Near You
First West Financial Advisor Position
First West Credit Union
📍
mission, Canada
Location
mission
Posted
June 05, 2026
Commute
Local Area
Local Opportunity Near You!
This job is in your area. Enjoy a short commute and work close to home.
Job Description
Become a Financial Advisor at First West, where exceptional customer service meets strategic financial planning. This role involves offering a breadth of services while building invaluable member relationships.
In your position, you will manage a diverse portfolio, providing personalized financial solutions tailored to the member's life stage. You'll process transactions, promote our banking products, and help achieve the branch's annual objectives. Effective communication and administrative skills will be essential for supporting various member service activities.
Key Responsibilities:
• Build lasting relationships with members and assess their needs
• Process transactions, loans, and investment account setups
• Actively promote branch offerings and achieve sales targets
• Complete administrative tasks and assist with loan applications
• Collaborate with branch leadership on member support initiatives
Requirements:
• 2-year College or Tech School Diploma or ...
In your position, you will manage a diverse portfolio, providing personalized financial solutions tailored to the member's life stage. You'll process transactions, promote our banking products, and help achieve the branch's annual objectives. Effective communication and administrative skills will be essential for supporting various member service activities.
Key Responsibilities:
• Build lasting relationships with members and assess their needs
• Process transactions, loans, and investment account setups
• Actively promote branch offerings and achieve sales targets
• Complete administrative tasks and assist with loan applications
• Collaborate with branch leadership on member support initiatives
Requirements:
• 2-year College or Tech School Diploma or ...