1st Choice Savings is a full-service financial institution and cooperative serving approximately
18,500 members across a network of 5 branch locations in Southern Alberta. With assets under
administration exceeding $950 million, 1st Choice Savings is a financially strong Credit Union
with a promising potential for growth. The organization follows a corporate purpose and guiding
principles where the goal is putting the members financial well-being first, above all else. For
further information, please check out our website at www.1stchoicesavings.ca
The Financial Advisor is responsible for recognizing needs of member and thinking creatively to
identify opportunities and solutions that are mutually beneficial to 1st Choice Savings and the
member’s Financial Plan.
Key Accountabilities:
Engage and deliver the 1st Choice Savings brand promise by delivering a consistent brand
experience to members:
• Follow the 1st Choice Onboarding activities to ensure a consistent member experience
delivery with every interaction.
• Proactively manage and maintain regular communication with an assigned portfolio of
members to strengthen and grow the financial relationship by helping members manage
their short to long term goals for both investment and lending needs by providing general
counsel, advice, and guidance as it aligns with their financial planning strategy.
• Assist members with structuring their investment and retirement needs by utilizing
different investment strategies in conjunction with the available product options, as well
as optimizing the different Wealth Strategy options based on the members need and
financial plan.
• Use the supporting tools available to help identify the member’s current financial
situation, their future financial goals, and to support how the members can accomplish
their future financial goals.
• Create and manage a scheduled contact plan to provide financial literacy sessions with
assigned portfolio members.
Focus on Business Development initiatives that will align with the corporate strategy and brand
promise:
• Review and update existing credit and loan files in a timely fashion and utilize this as an
opportunity to provide value-added information, advice and recommendations.
• Generate and develop new memberships to increase revenue by outbound calling,
attending networking functions, and creating a referral base through centers of influence
or existing membership base.
• Promote and maintain awareness of 1st Choice Savings in your community and network.
Participate in any development activities to ensure the success of the branch and the
organization.
• Maintain appropriate record keeping to ensure year end goals are met, i.e. Pipelines, goal
tracking, maintaining calendar bookings, etc.
• Offer and assist on a broad range of investment options such as mutual funds, locked-in
funds, RESPs, RIFs.
• Develop and maintain strong relationships with center of influences, management,
members, and the community.
• Manage risks within the standards of sound business practice and comply with the legal
and regulatory requirements.
Skills and Qualifications:
• Post secondary education in commerce or finance, or an equivalent combination of
education and experience.
• Financial Planning 1 and Financial Planning ll or working towards; continuing education
may be required.
• Mutual Funds license and experience.
• 3-5 years of experience in the financial services industry with a solid understanding of
retail lending (including mortgages) and investment products.
• Highly flexible with strong interpersonal skills to work effectively in a diverse
environment. Ability to deal with people sensitively, tactfully, diplomatically and
professionally at all times.
• Proven business development and growth skills.