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Added 1 day ago
Associate Wealth Advisor
First West
Chilliwack, BC
We are currently seeking an Associate Wealth Advisor to join our team.
Added 1 day ago
Assistant Branch Manager (Enderby Branch)
First West
Enderby, BC
The ABM is responsible for the leadership of an assigned team of branch advisory employees (up to the Financial Advisor position) and ensures current and potential members receive…
Added 1 day ago
HI
Personal Insurance Advisor
HUB International
Penticton, BC
- Full-time
Are you someone who thrives in a client-facing sales role and wants to help individuals find the right coverage for their personal insurance needs? If so, this is more than just a job –…
Added 1 day ago
LD
Beauty Advisor
London Drugs Limited
Prince George, BC
- $18.25 to $21.58 CAD / hour
- Other
The job of a London Drugs BEAUTY ADVISOR is to help the beauty department meet its sales and marketing objectives while ensuring top-notch customer service and retail beauty advice.
Added 1 day ago
RB
Banking Advisor
Royal Bank of Canada
Shelburne, ON
- Full-time
This unique position calls on your client-focused sales expertise and natural problem-solving skills to maximize each client interaction. Specifically, you help clients with their everyday…
Added 1 day ago
RB
Client Advisor
Royal Bank of Canada
Ponoka, AB
- Part-time
This unique position calls on your client-focused sales expertise and natural problem-solving skills to maximize each client interaction. Specifically, you help clients with their everyday…
Added 1 day ago
RB
Client Advisor
Royal Bank of Canada
Centre Wellington, ON
- Part-time
This unique position calls on your client-focused sales expertise and natural problem-solving skills to maximize each client interaction. Specifically, you help clients with their everyday…
Added 1 day ago
EG
Senior Manager, Partnerships
Emterra Group
Oakville, ON
- Full-time
Acting as a trusted advisor, the role bridges commercial, regulatory, and operational functions, helping clients navigate complex environmental requirements while advancing circularity…
Added 1 day ago
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Client Advisor
RBC
Centre Wellington, ON
- Part-time
This unique position calls on your client-focused sales expertise and natural problem-solving skills to maximize each client interaction. Specifically, you help clients with their everyday…
Added 1 day ago
R
Client Advisor
RBC
Ponoka, AB
- Part-time
This unique position calls on your client-focused sales expertise and natural problem-solving skills to maximize each client interaction. Specifically, you help clients with their everyday…
Added 1 day ago
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Private Banking Associate
CIBC
Toronto, ON
- Full-time
Sales Support – Support Private Banking Advisor in the management of their portfolios by reviewing all customer documentation with respect to compliance with regulations and bank policies.…
Added 1 day ago
Sales Representative - Uniform
Cintas
Edmonton, AB
That is why we are seeking a goal-oriented, motivated, and energetic Sales Representative to join our growing Outside Sales team. This role provides our customers with solutions to their…
Added 1 day ago
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H&M Sales Advisor - [Location]
H&M
Coquitlam, BC
- Part-time
As a Sales Advisor, you'll be responsible for providing excellent customer service, welcoming & guiding customers through your store to actively sell our products and providing customers…
Added 1 day ago
GA
Client Advisor (FT), AX Chinook Centre
Giorgio Armani
Calgary, AB
- Part-time
As a Client Advisor you will assist in the execution of merchandising and client relationship strategies. Your daily presence on the sales floor will allow you to develop a client base,…
Added 1 day ago
GA
Client Advisor (PT), AX Chinook Centre
Giorgio Armani
Calgary, AB
- Part-time
As a Client Advisor you will assist in the execution of merchandising and client relationship strategies. Your daily presence on the sales floor will allow you to develop a client base,…
Added 1 day ago
CC
Sales Representative - Uniform
Cintas Canada
AB · Edmonton, AB
- Full-time
That is why we are seeking a goal-oriented, motivated, and energetic Sales Representative to join our growing Outside Sales team. This role provides our customers with solutions to their…
Added 1 day ago
IF
Business Development Coordinator - ON
iA Financial Group
Toronto, ON
- Full-time
You will support Advisor onboarding, website user management, and the implementation of national initiatives such as Marketing Allowance, Advantage Program, Advisor segmentation process,…
Added 1 day ago
IF
Distribution Support Specialist
iA Financial Group
Calgary, AB
- Full-time
…improve operational efficiency, and enable Account Executives and sales teams to focus on advisor relationships and business…
Added 1 day ago
HG
H&M Sales Advisor - [Location]
H&M Group
Coquitlam, BC
- Part-time
As a Sales Advisor, you'll be responsible for providing excellent customer service, welcoming & guiding customers through your store to actively sell our products and providing customers…
Added 1 day ago
Insurance Advisor
Talent Acquisition Team at Westland Insurance. Text reply only.
Chestermere, AB
We’re searching for an Insurance Advisor. Are you searching for new possibilities?
Added 1 day ago
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Travel Product & Sales Digital Specialist
AMA - Alberta Motor Association
Edmonton, AB
- Full-time
As our Travel Product and Sales Digital Experience Strategist, you’ll advance the online member experience and digital growth strategy within AMA’s Travel division. You’ll be the primary…
Added 1 day ago
M
Manager, Affinity Advisor Marketing
Manulife
Toronto, ON · Waterloo, ON · Montreal, QC
- Full-time
The Marketing Manager, Affinity Advisor, will be responsible for developing and executing strategic marketing programs supporting the roll-out of key initiatives, including customer…
Added 1 day ago
SS
General Manager
Sienna Senior Living
Surrey, BC
- Full-time
Partner with Director of Wellness and Sales Advisor to create and execute strong outreach strategy to increase/maintain occupancy
Added 1 day ago
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Advisor, Partnership Sales
Metrolinx
Canada
- Full-time
We’re looking for an Advisor, Partnership Sales to help bring new sponsorships and strategic partnerships to life, managing the pipeline as we prospect, qualify and pitch opportunities to…
Added 1 day ago
SC
Financial Advisor - Delia
Servus Credit Union
Delia, AB
- Full-time
We are hiring for a full-time Financial Advisor in our Delia branch!

First West

Associate Wealth Advisor

45840 Cheam Dr, Chilliwack, BC, V2P 1N8, Canada

Base Salary: $70,000

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Job details

Pay: Base Salary: $70,000
Posting language: English
Posted: Nov 6, 2026

Original job description

We are currently seeking an Associate Wealth Advisor to join our team.

The Associate Wealth Advisor (AWA) supports the Senior Wealth Advisor (SWA) in delivering professional investment and financial planning advice to a portfolio of high value members assigned to the SWA. The AWA works alongside the SWA on business development opportunities and/or offers analytical support, including client inquiries, trading, portfolio management, financial plans, and investment research, based on the SWA’s needs. This role offers the opportunity to assist a leading advisor, be involved in in critical decision-making for members and practice management, and benefit from mentorship within a highly recognized team servicing High-Net-Worth individuals.

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

Business Development: Establishes and maintains/supports the SWA relationships with existing members, within portfolio; networks with external business organizations in the community to generate referrals; may pursue relationships with potential new members and actively promotes the full range of FW Wealth Management products and services through participation in community initiatives and events.
Sales and Service Strategy: Provides and/or prepares complex financial planning advice on a wide range of investment products and services to high value current and potential members, utilizing financial planning tools provided; identifies needs based on member life cycle and provides appropriate investment vehicles or refers to product specialist within other FW lines of business; seeks opportunities to assist members in consolidating their financial assets with FW Wealth Management; may conduct follow-up interviews with members on their portfolio on an annual basis to identify changes in circumstances that would require alternate investment option.
Risk Management: Provides advice and acts in accordance with ethical standards, Aviso policies and applicable regulatory requirements ensuring that risk to the member and FW Wealth Management are minimized; maintains compliance with FW Wealth Management audit and risk management policies and procedures.
Leadership: Builds relationship with branch team members and provides subject matter expertise and/or mentoring when required; schedules and facilitates product knowledge sessions with members and/or branch team members. Provides leadership and coaching to administrative team members to help drive a consistent member experience and enhance revenue.
Member Transactions: Ensures member accounts are opened and transactions/purchases completed accurately and within required timeframes; maintains up to date member files with all required documentation.

Required Skills, Experience & Qualifications

College, Trade or Tech School Diploma (2 years) in related discipline required
CIRO Registered Representative licensing required
Life Insurance Qualifying Program (LLQP) required within 1 year from date of hire
Completion of CIRO CIRE & RSE & Wealth Management Essentials required within 1 year from date of hire
Financial planning designation: CFP, PFP, CFA or industry equivalent designation in good standing required within 2 years from date of hire
2-4 years in an investment/financial planning and advisory position managing a portfolio of high-net-worth individuals on an MFDA or IIROC environment
Strong familiarity with financial planning tools/software required
Proven superior knowledge of a wide range of investment products and services preferred
Attention to detail and strong problem solving and analytical skills
Proven networking and relationship building skills
Superior sales abilities e.g. active listening, identifying business opportunities, influencing, and negotiating to close sale.
Demonstrated ability to communicate both verbally and in writing with a wide variety of people
Ability to analyze financial statements
Proficient with computer software programs, e.g. Microsoft Office
Displays an understanding of risk and risk ownership by being able to demonstrate adherence to policies and procedures.

Our Compensation has Three Parts

Base Salary: $70,000
Commission Structure: Driven by performance of duties and participation in the revenue generated by assets under administration of the Senior Wealth Advisor
Performance Bonus: Additional annual incentive aligned to individual results

The total compensation potential may be approximately $90,000, with actual total compensation varying above or below this amount based on individual and portfolio performance.

What’s in it for you:

First, we strive to make our team members feel genuinely rewarded. You’ll have:

Mental health coverage and resources
Customizable health benefits, as well as topped-up parental leave
Performance-based compensation, employee banking advantages and group RRSP matching
Vacation time and flexible work arrangements to support your lifestyle

We are committed to providing a fair, equitable, and competitive rewards package that reflects the value an individual brings to our organization. The compensation mentioned in this job posting should serve as a guide. The total cash compensation earned may vary based on a variety of factors including bonuses and/or incentives, an individual’s skills and experience, and may correlate with performance in the role.

We also provide and encourage opportunities for our employees to make a meaningful impact. After all, as a credit union we’re powered by giving back - in big ways and through small gestures. That's why we offer employees paid time off to volunteer, partner with thousands of local charities, build long-lasting relationships that help our members get ahead and commit to environmental, social and governance (ESG) practices.

By joining our team, you’ll be able to elevate your potential. Wherever your own purpose leads, we’re here to support you with award-winning in-house training programs, access to LinkedIn Learning, and reimbursement for external courses to help you get ahead.

Take the next step in your career as part of our team. Apply for this opportunity!

Candidates, please note: if you are being considered for this role, you will be required to complete a background check, such as employment verification, credit check and criminal record check.

Diversity, Equity, Inclusion & Belonging

At Tru Cooperative Bank, we embrace diversity regardless of gender identity or expression, sexual orientation, religion, race, ethnicity, age, diverse ability, and any aspect that makes someone unique. Inclusion is woven through our organization, from our employee-led network groups, hiring practices and education programs that address barriers and continually grow our equitable, diverse and inclusive culture.

We encourage people who are from equity-deserving groups to apply for a career with us, including women or non-binary people, persons with diverse abilities, Black, Indigenous Peoples, People of Colour and members of 2SLGBTQIA+ communities.

If an accommodation would help you during the process of applying or interviewing for a career with us, please let us know how we can assist you, whether it’s preparing materials in an alternate format, booking an accessible meeting room or other arrangement.

Your individuality is welcome here.

About Us

We’re a financial cooperative that does things differently. We provide time-tested advice that helps our members feel optimistic about their future, and we offer comprehensive banking solutions that enable people to confidently reach their goals. With the financial strength and extended branch network of a large financial institution, we maintain local connections to our communities and take a unique grassroots approach to service. Our more than 250,000 members and approximately 1,250 employees operate from 45 branches throughout the province of BC, under the Envision Financial, Valley First, Island Savings and Enderby & District Financial brands. Visit trucooperativebank.ca for more information on Tru Cooperative Bank.

Statement on AI Use:

In accordance with Ontario’s Employment Standards Act, we confirm that no artificial intelligence (AI) tools are used to screen, assess, or select applicants for this position. All applications are reviewed by our recruitment team.

Statement of Genuine Vacancy:

This posting represents a true and current vacancy within our organization. We are actively seeking to fill this role and welcome applications from qualified candidates.

Please know we appreciate your interest in us but only candidates selected for an interview will be contacted.

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More about this job

Responsibilities

The Associate Wealth Advisor supports the Senior Wealth Advisor in delivering professional investment and financial planning advice to high-net-worth members. This role involves business development, portfolio management, analytical support, and providing leadership to the administrative team.

Requirements

Candidates must have a 2-year diploma in a related discipline and 2-4 years of experience in an investment or financial planning advisory position. Required certifications include CIRO Registered Representative licensing, with additional requirements like LLQP and a financial planning designation to be completed within specified timeframes.

Skills

Investment advice
Financial planning
Business development
Portfolio management
Trading
Investment research
Relationship building
Networking
Sales
Analytical skills
Problem solving
Financial statement analysis
Risk management
Coaching
Communication
Microsoft Office

Benefits

Mental health coverage
Customizable health benefits
Topped-up parental leave
Performance-based compensation
Employee banking advantages
Group RRSP matching
Vacation time
Flexible work arrangements
Paid time off to volunteer

Visa sponsorship

Not detected in the job text

Keywords

Wealth Management
Financial Planning
Investment Products
CIRO
LLQP
CFP
PFP
CFA
MFDA
IIROC
High-Net-Worth
Portfolio Management
Business Development
Risk Management
Compliance
Financial Statements
Microsoft Office
Relationship Management
Sales Strategy
Mentorship
ESG
Credit Union
Banking
Investment Research
Client Inquiries
Practice Management
Financial Advice
Asset Consolidation
Audit
Performance Bonus

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