Jobs in Canada

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Added 2 hours ago
NB
BANKING ADVISOR
National Bank of Canada
Saint-Gabriel-de-Brandon, 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 8 hours 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 8 hours 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 8 hours 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 10 hours ago
VF
Member Advisor (Orchard Plaza Branch)
Valley First
Kelowna, BC
- $46,900 to $50,200 USD / year
- Full-time
We are currently seeking a Member Advisor to join our team in Kelowna. The Orchard Plaza branch is open to support our members Monday through Saturday.
Added 11 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 11 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 12 hours ago
Member Advisor (Orchard Plaza Branch)
First West
Kelowna, BC
We are currently seeking a Member Advisor to join our team in Kelowna. The Orchard Plaza branch is open to support our members Monday through Saturday.
Added 17 hours ago
Fixed Operations Manager - Toyota Northshore
The Jim Pattison Auto Group
North Vancouver, BC
Partner with sales and finance departments to ensure a seamless customer journey from vehicle delivery through long-term service ownership.
Added 17 hours ago
NB
Wealth Associate
National Bank of Canada
London, ON
- Full-time
Carry out routine operations related to financial transactions (e.g., purchases and sales of securities, necessary transaction adjustments)
Added 17 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 17 hours ago
NB
Wealth Associate
National Bank of Canada
Laval, QC
- Full-time
Carry out routine operations related to financial transactions (e.g., purchases and sales of securities, necessary transaction adjustments)
Added 19 hours ago
Senior Member Experience Advisor (MAC)
First West
Langley (District), BC · Langley, BC
We are currently seeking a Senior Member Experience Advisor (MAC) to join our team.
Added 19 hours ago
RJ
Financial Advisor Assistant
Raymond James
Calgary, AB
- Full-time
Support the Financial Advisor(s) in growth of the overall business;
Added 21 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 21 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 22 hours ago
S
Channel Executive
Sage
Toronto, ON
- Full-time
Every day, you will identify growth opportunities within channel partners and coordinate Sage resources, including pre-sales, professional services, marketing, customer success, and product…
Added 22 hours ago
EF
Member Advisor (North Delta Branch)
Envision Financial
Delta, BC
- $46,900 to $50,200 USD / year
- Full-time
We are currently seeking a Member Advisor to join our team.
Added 23 hours ago
DB
Part Time Bridal Sales
David's Bridal
Winnipeg, MB
- Part-time
…Customer Service to all David’s Bridal customers, achieving sales goals and productivity by expertly following our 5-Step Selling Process, and performing duties related to the presentation…
Added 1 day ago
NB
BANKING ADVISOR
National Bank of Canada
Drummondville, 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 1 day ago
NB
Banking Advisor
National Bank of Canada
Montreal, 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 1 day ago
PI
Business Development Manager ( Inside Sales)
PICTON Investments
Calgary, AB · Greater Calgary Metropolitan Area
- Full-time
Demonstrate a keen focus on prospecting and growing the advisor base, position PICTON’s strategies using a consultative sales approach and close new business.
Added 1 day ago
NB
Financial Advisor
National Bank of Canada
Saint-Bruno, 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 1 day ago
Member Advisor (North Delta Branch)
First West
Delta, BC
We are currently seeking a Member Advisor to join our team.
Added 1 day ago
CI
Client Transaction Specialist
Colliers International
Toronto, ON
- Full-time
Independently prepare legal documents for advisor review, including agreements of purchase and sale, agreements to lease, letters of intent, amendment agreements, listing and commission…

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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