Financial Advisor 1, Full-time, Permanent, Prince George

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 1 at our River Point branch in Prince George.

Doing More Together!

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: May 1st, 2026