Personal Account Manager (Permanent, Full-Time) - Powell River
$65,437–$76,835 year
On-sitePowell River, British Columbia, Canada
Job Summary
Provide personal deposit, investment, and lending advice to an existing and growing client base, analyzing member needs to match products such as term deposits, mutual funds, and retail loans. Meet portfolio growth targets by following up with members to uncover additional needs, implementing prospecting activities, and generating a referral network within the community and portfolio. Actively support branch campaigns, promote events, and assist branch employees by educating them on key member referrals and identifying investment needs. Maintain continuous learning to achieve required knowledge for the position, demonstrating accountability for personal and branch-assigned growth goals.
Required Qualifications
- Active Mutual Funds License
- Three years minimum sales and financial services experience
- Education or equivalent experience with Products & Services, Fundamentals of Personal Financial Planning and Consumer & Residential Mortgage Lending
- Working toward Personal Financial Planner (PFP) or Certified Financial Planner (CFP) designation
- Thorough knowledge of account, lending, and deposit products and services, and related policies, procedures and documentation requirements
- Accountability for both personal and branch-assigned growth, goals and targets
- Strong computer skills with proficiency in MS Office
- Ability to communicate effectively, both orally and in writing
- Ability to multi-task and problem-solve, with strong organizational skills and emphasis on time management and prioritization
- Strong interpersonal skills with a service-oriented focus
- Ability to work in a fast-paced environment, perform under pressure, and demonstrate a high degree of initiative, resourcefulness and flexibility
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