Jobs in Canada

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Added 15 mins ago
NB
Private Wealth Advisor
National Bank of Canada
Montreal, QC · Saint-Laurent, QC
- Full-time
A career as a Private Wealth Advisor in the Commercial & Private Banking 1859 team means acting as a preferred financial specialist for wealthy clients. This job allows you to have a…
Added 15 mins ago
NB
Senior Advisor, Digital Assets
National Bank of Canada
Montreal, QC
- Full-time
A career as a Senior Advisor within the Strategy, Data and Performance team at National Bank means acting as a key contributor to the development and evolution of Digital Assets…
Added 15 mins ago
NB
Private Wealth Advisor
National Bank of Canada
Montreal, QC
- Full-time
A career as a Private Wealth Advisor in the Commercial & Private Banking 1859 team means acting as a preferred financial specialist for wealthy clients. This job allows you to have a…
Added 15 mins ago
NB
Banking Advisor
National Bank of Canada
Laval, QC
- Full-time
A career as a Banking Advisor at National Bank is a varied role that allows you to live your ambitions and have a positive impact on your own life as well as the lives of your clients and…
Added 3 hours ago
NB
Banking Advisor
National Bank of Canada
Granby, QC
- Full-time
A career as a Banking Advisor at National Bank is a varied role that allows you to live your ambitions and have a positive impact on your own life as well as the lives of your clients and…
Added 3 hours ago
NB
BANKING ADVISOR
National Bank of Canada
Nicolet, QC
- Full-time
A career as a Banking Advisor at National Bank is a varied role that allows you to live your ambitions and have a positive impact on your own life as well as the lives of your clients and…
Added 3 hours ago
A
Senior Service Designer
Aviso
Toronto, ON
- $95,000 to $105,000 CAD / year
- Full-time
…to leadership, innovation, partnership, responsibility, and community. Working with talented and energetic professionals who exemplify our values every day, you will quickly notice that our…
Added 5 hours ago
FH
Pharmacy Technician - Langley Memorial Hospital
Fraser Health Authority
Langley (District), BC · City of Langley, BC
- $36.26 CAD / hour
- Part-time
…where you work, and the people around you. From the financial advisor handling our health care resources, to the IT professional enabling life-saving data, to the nurse and physician on the…
Added 7 hours ago
UO
Director, Child Care Services
University of Victoria
Victoria, BC
- Full-time
…fostering relations between Child Care and the larger UVic…
Added 7 hours ago
UO
Accessibility Advisor
University of Victoria
Victoria, BC
- Full-time
The Accessibility Advisor provides advice and consultation on the University’s legal and regulatory
Added 7 hours ago
CH
Advisor
Covenant Health Canada
AB · Edmonton, AB
- Full-time
Reporting to the Manager, Medical Workforce, the Advisor plays an important role in physician workforce planning and recruitment across Covenant Health. Working closely with medical and…
Added 8 hours ago
NM
Agriculture Equipment Technician
Nelson Motors and Equipment
Avonlea, SK
- Full-time
At Nelson Motors and Equipment, we're proud to be a trusted partner in our agricultural community. Our customers count on us for dependable service, expert support, and a shop experience…
Added 8 hours ago
M
Seasonal Store Advisor
MEC
North Vancouver, BC
- $19.35 to $20.2 CAD / hour
- Temporary
MEC is more than a store. We’re a hub for the outdoor community, a leader in sustainability, and a place where you can be yourself. People come to us to try new things and plan new…
Added 9 hours ago
H
Architecture Principal – Education, Science and Sport
HDR
Toronto, ON
- Full-time
…you could help make great things possible not only in your community, but around the…
Added 9 hours ago
NB
Wealth Associate
National Bank of Canada
London, ON
- Full-time
…Reporting to the regional manager, you will team up with a wealth advisor to offer an exceptional client experience. Collaboration and partnership will be key to your…
Added 9 hours ago
NB
Banking Advisor
National Bank of Canada
Kitchener, ON
- Full-time
A career as a Banking Advisor at National Bank is a versatile and varied role that allows you to live your ambitions and have a positive impact on your own life as well as the lives of your…
Added 9 hours ago
NB
Associate
National Bank of Canada
Surrey, BC
- Full-time
…Reporting to the regional manager, you will team up with a wealth advisor to offer an exceptional client experience. Collaboration and partnership will be key to your…
Added 9 hours ago
NB
Wealth Associate
National Bank of Canada
Laval, QC
- Full-time
…Reporting to the regional manager, you will team up with a wealth advisor to offer an exceptional client experience. Collaboration and partnership will be key to your…
Added 10 hours ago
CL
Client Service Associate, Insurance and Investments
Canada Life
Winnipeg, MB
- Full-time
Schedule and manage Advisor/Client Appointments and events, participating and documenting key information where required.
Added 11 hours ago
RJ
Financial Advisor Assistant
Raymond James
Calgary, AB
- Full-time
Support the Financial Advisor(s) in growth of the overall business;
Added 12 hours ago
Account Executive, Commercial Insurance
Talent Acquisition Team at Westland Insurance. Text reply only.
Sudbury, ON · Sault Ste. Marie, ON
…maintaining and growing a book of business and acting as an advisor to foster valued relationships with our commercial clients. Are you a results-driven person who also loves providing…
Added 13 hours ago
EF
Financial Advisor (Sardis Branch)
Envision Financial
Chilliwack, BC
- $52,400 to $65,600 USD / year
- Full-time
We are currently seeking a Financial Advisor to join our team.
Added 13 hours ago
VS
Adult Education Senior Math Instructor
Vancouver School Board
Vancouver, BC
- Part-time
Recent Graduates to include your Faculty Advisor, School Advisor(s) and one or more of the following: Principal, Vice principal or most recent previous employer
Added 13 hours ago
VS
Adult Education Math Instructor
Vancouver School Board
Vancouver, BC
- Part-time
Recent Graduates to include your Faculty Advisor, School Advisor(s) and one or more of the following: Principal, Vice principal or most recent previous employer
Added 14 hours ago
UO
Research Assistant, Clinical Neurosciences
University of Calgary
Calgary, AB
- Part-time
This position is part of the AUPE bargaining unit, and falls under the Specialist/Advisor Job Family, Phase 1.

Envision Financial

Financial Advisor (Sardis Branch)

Chilliwack, BC, Canada

$52,400 to $65,600 USD / year · Full-time

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Job details

Pay: $52,400 to $65,600 USD / year
Job type: Full-time
Apply by: Nov 27, 2026
Experience: College or Tech School Diploma (2 years) in related discipline or equivalent combination of education and experience required
Posting language: English
Posted: Oct 28, 2026

Original job description

Job Description

We are currently seeking a Financial Advisor to join our team.

The Financial Advisor provides exceptional customer service to current and potential members by offering a full range of deposit/investments and complex lending services. This role identifies member life stage cycle and provides solutions to financial needs, and/or refers member to an appropriate advisor. The Financial Advisor manages a portfolio of members.

Here’s what would be included as a part of your typical day

Member Service: Builds strong relationships with current and potential members; identifies member life stage cycle and provides financial advice to members or refers to appropriate advisor.
Member Transactions: Processes a full range of complex member transactions including, but not limited to personal loans, retail mortgages and RRSP loans; investment products (typically under $100K in investible assets); opening personal or business accounts, debit/credit cards, LOC/overdraft protection, and related insurance products.
Branch Goals: Supports achievement of annual branch goals and objectives through proactive promotion of Tru Cooperative Bank products and services, participation in branch campaigns, and actively seeks potential cross-sell and/or referral opportunities during interaction with members or potential members. Achieves established annual sales and referral targets.
Branch Support: Performs a variety of administrative duties which may include, but not limited to: administration of estates, completion of loan applications, conducting credit investigations, and follow-up phone calls to members, as required.
Other duties as required by branch leadership. Utilizes the Day in the Life as a guideline to prioritize and manage schedules - to align efforts in reaching goals while offering a remarkable, consistent member experience across Tru Cooperative.

Branch Differentiation: Based on the needs of the members and individual circumstances, the following may apply:

Lending limits will be assigned in consultation with credit services, based on experience and competency
In pilot locations, a key accountability is to build/maintain a strong presence and relationship in the community

Required Skills, Experience & Qualifications

College or Tech School Diploma (2 years) in related discipline or equivalent combination of education and experience required
Mutual Funds License required; PFP is an asset
Must complete the internal Tru Cooperative certification program specific to this role within the required timeframe
2 years in a Member Advisor role, or equivalent
Demonstrated ability to identify needs and recommend products and services to members
Self-starter with ability to work independently and solve problems using common sense and sound judgment
Proven ability to plan, organize and prioritize workload
Proficient in computer software e.g. Microsoft Office and banking software programs
Displays an understanding of risk and risk ownership by being able to demonstrate adherence to policies and procedures.

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More about this job

Responsibilities

Build and manage relationships with current and prospective members, assess their financial needs, and provide advice or referrals across deposit, investment, and lending services. Process complex transactions, support branch sales and referral goals, and complete administrative and community relationship-building activities as required.

Requirements

Requires a two-year college or technical school diploma in a related discipline, or equivalent education and experience, a Mutual Funds License, and two years in a Member Advisor role or equivalent. Candidates must also complete the internal certification program and demonstrate sales, organization, problem-solving, computer, and risk-compliance capabilities; a PFP designation is an asset.

Skills

Member Relationship Building
Financial Advice
Needs Assessment
Deposit and Investment Services
Complex Lending
Personal Loans
Retail Mortgages
Mutual Funds
Sales and Referrals
Cross-Selling
Credit Investigations
Problem-Solving
Workload Planning and Prioritization
Microsoft Office
Banking Software
Risk and Policy Compliance

Visa sponsorship

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Keywords

Financial Advisor
Member Service
Financial Advice
Deposit Products
Investment Products
Complex Lending
Personal Loans
Retail Mortgages
RRSP Loans
Mutual Funds License
PFP
Member Portfolio Management
Personal and Business Accounts
Debit and Credit Cards
Lines of Credit
Overdraft Protection
Insurance Products
Sales Targets
Referrals
Cross-Selling
Loan Applications
Credit Investigations
Estate Administration
Microsoft Office
Banking Software
Risk Management
Policy Compliance
Branch Campaigns
Community Relationships

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