Job Description

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, permanent opportunity for a Financial Advisor 2 at our River Point branch in Prince George.

Doing More Together!

In this role, you will work closely with members to understand their financial needs and provide tailored financial solutions that support their success. You will manage and grow an assigned member portfolio, supporting lending, deposit, and product needs while building strong, trusted relationships. With a focus on delivering exceptional service and achieving sales and referral goals, you will play a key role in enhancing the member experience and contributing to the success of our community-focused organization. Join us and make a difference!

Salary range: $29.88 to $36.15 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., RRSP, RRIF payments, online banking) and completes transactions such as 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., RRSP, 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

• Independently processes personal loan, line of credit, and mortgage applications, assessing financial information and recommending suitable lending solutions.
• 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.
• Manages and grows an assigned member portfolio while building strong relationships.
• Identifies member needs, cross-sells products, and delivers trusted financial recommendations to support long-term member relationships.
• Consistently meets sales and referral goals.

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

• Strong understanding of registered and non-registered products and services offered by Integris.

• Demonstrated proficiency in the lending process and ability to analyze financial statements.

• Knowledge of banking systems such as T24, Collabria, Zoho CRM, BC Online, Black Book, Criterion/Pro-Lender, Landcor, Equifax, and Sagen/CMHC.

• Excellent communication, organizational, time management, and sales skills, with a strong sense of ownership and accountability.

Experience & Education:

• Post-secondary education in a relevant field of study.

• 2–4 years of experience in the financial services industry.

The deadline for this position is: March 23, 2026.