Are you passionate about helping others achieve their financial goals? Integris, a division of Coastal Community Credit Union, is excited to offer a full-time, 2-year term opportunity for a Financial Advisor 1 at our Vanderhoof branch.
Doing More Together!
In this role, you will work closely with our members, providing personalized financial solutions to help them succeed. Managing an assigned portfolio, you’ll support their lending, investment, and product needs while building lasting relationships. With a focus on delivering exceptional service and achieving sales targets, you’ll play a key role in creating positive member experiences and contributing to the success of our community-focused organization. Join us and make a difference!
Salary range: $24.26 - $28.62 per hour.
Total Rewards: We provide employees with a comprehensive compensation package beyond the base salary, including:
- Employer paid pension plan.
- Generous paid time off options to foster work-life-family balance
- Extended health & dental benefits
- Time off for Volunteering
- Vision Care
- Short-term and Long-term disability insurance
Main Accountabilities:
Operational Duties
- Assists members with inquiries (e.g., RSP, RRIF payments, online banking) and completes transactions like cheque processing, transfers, and card services.
- Opens and maintains accounts for individuals, businesses, and estates, ensuring accurate member information.
- Promotes financial products and services (e.g., RRIF, RESP) tailored to members' needs.
- Resolves account errors with clear communication to members and stakeholders.
- Manages safety deposit boxes and ensures regulatory record-keeping.
Lending Duties
- Processes personal loan, line of credit, and mortgage applications, assessing financial information and recommending suitable options.
- Sets up and maintains loans and credit products, including insurance coverage.
- Follows policies, maintains compliance, and ensures proper documentation.
Service & Sales Duties
- Provides exceptional member experiences and participates in service enhancement programs.
- Identifies member needs, cross-sells products, and delivers trusted recommendations.
- Meets sales and referral goals while building a member portfolio and maintaining strong relationships.
Revenue Recovery & Loss Prevention
- Reviews and resolves delinquent accounts, working with members to avoid recurrence.
- Escalates complex delinquent files to appropriate team members.
Regulatory Compliance
- Ensures compliance with internal and external guidelines, including Know Your Member and Anti-Money Laundering regulations.
- Maintains proper documentation and reports unusual or fraudulent activity.
Knowledge, Skills &Experience:
- Strong understanding of registered and non-registered products and services offered by Integris.
- Familiarity with the lending process and the ability to analyze financial statements.
- Knowledge of banking systems and tools, such as T24, Collabria, Zoho CRM, BC Online, Black Book, Criterion/Pro-Lender, Landcor, Equifax, and Sagen/CMHC (or willingness to learn).
- Excellent communication, organizational, time management, and sales skills, with a proven ability to take ownership and demonstrate accountability and initiative.
- Completed post-secondary education in a relevant field and 1-3 years of experience in the financial services industry.
The deadline for this position is: March 30, 2026.
