Jobs in Canada

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Added 15 mins 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 15 mins 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 30 mins ago
A
Senior Service Designer
Aviso
Toronto, ON
- $95,000 to $105,000 CAD / year
- Full-time
We're looking to fill an opening for a Senior Service Designer to join our Client Experience team.
Added 1 hour ago
Member Advisor (Orchard Plaza Branch)
First West
Kelowna, BC
The Member Advisor delivers front line service by identifying and responding to member needs through thoughtful financial conversations. This role enhances digital literacy by assisting…
Added 1 hour ago
GF
Sales (Fitness Advisor) - Pickering Ridge
GoodLife Fitness
Pickering, ON
- Full-time
The Fitness Advisor is responsible for recruiting and working with new members to understand their specific health and fitness goals and provide recommendations for how they can achieve…
Added 2 hours ago
FH
Pharmacy Technician - Langley Memorial Hospital
Fraser Health Authority
Langley (District), BC · City of Langley, BC
- $36.26 CAD / hour
- Part-time
…and provide an integrated approach to pharmaceutical care and service excellence patients, residents and clients committed to investing in your professional development in building an…
Added 4 hours ago
Sales Advisor
Reliance Home Comfort
Sarnia, ON
By joining Reliance as a Sales Advisor, you’ll become an important team member and will be provided with the tools you need to succeed. We have ambitious growth plans and are looking for…
Added 4 hours ago
NM
Agriculture Equipment Technician
Nelson Motors and Equipment
Avonlea, SK
- Full-time
Computer skills required, Service Advisor and/or Service Center an asset.
Added 4 hours ago
J
Personal Line Insurance - Customer Service Representative
JobsMedia.io
Markham, ON
- Full-time
✅ Someone who thinks like an advisor, not just processes tasks
Added 4 hours ago
M
Seasonal Store Advisor
MEC
North Vancouver, BC
- $19.35 to $20.2 CAD / hour
- Temporary
As a Seasonal Store Advisor, you’ll make MEC a great place to visit. You’ll give exceptional member service by matching people with gear that suits their needs, and you’ll share your…
Added 5 hours ago
Car Parts Advisor - Toyota
The Jim Pattison Auto Group
Victoria, BC
The Jim Pattison Auto Group is seeking a customer-focused and dependable Parts Advisor to be the welcoming face of the Parts Department at our Toyota Victoria dealership. As the main point…
Added 5 hours ago
Fixed Operations Manager - Toyota Northshore
The Jim Pattison Auto Group
North Vancouver, BC
We are seeking an experienced, results-driven Fixed Operations Manager to lead, direct, and grow our Parts and Service departments. This executive leadership role is responsible for the…
Added 6 hours ago
NB
Wealth Associate
National Bank of Canada
London, ON
- Full-time
…wealth advisors to stand out by offering exceptional customer service that will have a positive, long-term impact on our…
Added 6 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 6 hours ago
NB
Associate
National Bank of Canada
Surrey, BC
- Full-time
…wealth advisors to stand out by offering exceptional customer service that will have a positive, long-term impact on our…
Added 6 hours ago
NB
Wealth Associate
National Bank of Canada
Laval, QC
- Full-time
…wealth advisors to stand out by offering exceptional customer service that will have a positive, long-term impact on our…
Added 7 hours ago
CT
Retail Advisor - Part Time
Clutch Technologies Inc.
Halifax, NS
- Part-time
As a Part-Time Retail Advisor (Inbound Field Specialist), you may be the only Clutch team member a customer ever meets in person. Our entire car-buying and selling journey happens online -…
Added 7 hours ago
CL
Client Service Associate, Insurance and Investments
Canada Life
Winnipeg, MB
- Full-time
Reporting to the Manager, Operations the Client Service Associate, Insurance and Investments, will be the ‘glue’ that binds all client relationships together. You will be the first voice…
Added 7 hours ago
M
Tax Operations Representative
Manulife
Waterloo, ON · Montreal, QC · Halifax, NS
- Full-time
Reporting to the Manager of Tax Operations, the incumbent of the position is primarily responsible for handling advisor and customer interactions - including both outbound calls and…
Added 7 hours ago
Senior Member Experience Advisor (MAC)
First West
Langley (District), BC · Langley, BC
The Senior Member Experience Advisor (MAC) delivers exceptional service and advice to a diverse range of members across all divisions. This role focuses on providing proactive, holistic…
Added 7 hours ago
RJ
Financial Advisor Assistant
Raymond James
Calgary, AB
- Full-time
This role will support a team of 3 investment advisors. Raymond James Ltd. is one of Canada’s leading full-service independent investment dealers offering high-quality investment products…
Added 9 hours ago
SC
Industrial Foreman
Sureway Construction Group
Edmonton, AB
- Other
Must be proficient with CAT E.T., S.I.S., Komatsu, Prosis and Service Advisor
Added 9 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 9 hours ago
Senior Strategist, Enterprise
BrainStation
Toronto, ON
Act as a trusted advisor to your clients, leading them through opportunity discovery and managing the day-to-day relationship across the life of an engagement
Added 9 hours ago
Manager, Enterprise
BrainStation
Toronto, ON
Serve as the senior day-to-day advisor to your clients, leading them through opportunity discovery, managing expectations and stakeholders, and ensuring each engagement delivers measurable…

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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