Financial advisor jobs in Delta, BC and nearby

Financial advisor jobs within 25 km of Delta, BC, Canada. Nearby towns and cities are included. Distances are straight-line, not driving distances.

Counted Sep 18, 2026

Hiring at a glance

View jobs

Open jobs: 75
Employers: 23

Advertised starting pay

Not enough comparable pay figures yet.

Employer-advertised starting pay, not employee salaries. Currencies and pay periods stay separate.

Where work happens

Remote: 0%0 listings
Hybrid: 17%13 listings
On-site: 81%61 listings

Not specified: 1% (1 listing)

Employers hiring include RBC (13), Scotiabank (10), Royal Bank of Canada (8).

Sources & calculation notes

These figures describe the listings on this role page at the date shown, not the whole job market. Listings can change.

Employer-listed minimums from at least 10 listings per currency and pay period. These are advertised starting amounts, not employee salaries. Jobs without a minimum and unusual amounts are excluded.

Hybrid and on-site classifications may be inferred from descriptions. Check the original ad. How we count

Financial advisor jobs in Delta, BC and nearby

Within 25 km

Save this search

Added 23 mins ago
Banking advisor
National Bank of Canada
Vancouver, BC
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 13 hours ago
Senior Financial Advisor MFDA
CIBC
Vancouver, BC
Full-time
Added 21 hours ago
Business Banking Advisor (Newton & Fleetwood Branches)
Envision Financial
Surrey, BC
$64,600 to $82,500 USD / year
Full-time
We are currently seeking a full-time Business Banking Advisor to join our team in Surrey in our Newton and Fleetwood Branches.
Added 23 hours ago
Commercial Banking Advisor Intern
RBC
Richmond, BC
Full-time
By joining RBC as a Commercial Banking Advisor Intern, you open the door to an exciting career in commercial banking. This is your opportunity to become a critical member of a…
Added 23 hours ago
Financial Advisor, Investment & Retirement Planning - Granville & 12th, Vancouver, British Columbia
Scotiabank
Vancouver, BC
Internally known as Financial Advisor, Investment and Retirement Planning (FAIR), as a Financial Planner in our retail branch network, you are a member of the branch sales team responsible…
Added 1 day ago
Commercial Banking Advisor Intern
RBC
Richmond, BC
Full-time
By joining RBC as a Commercial Banking Advisor Intern, you open the door to an exciting career in commercial banking. This is your opportunity to become a critical member of a…
Added 1 day ago
Business Banking Advisor (Newton & Fleetwood Branches)
First West
Surrey, BC
We are currently seeking a full-time Business Banking Advisor to join our team in Surrey in our Newton and Fleetwood Branches.
Added 1 day ago
Associate Financial Advisor
CIBC
Richmond, BC
Full-time
Added 1 day ago
Financial Advisor - Tsawwassen, Delta BC
Scotiabank
Delta, BC
Added 1 day ago
Financial Planner
BMO
Vancouver, BC
Full-time
*We are hiring Financial Planners for anticipated opportunities in our Downtown Vancouver Market.
Financial Planner, Investment and Retirement Planner
Royal Bank of Canada
Surrey, BC
Full-time
…advice and solutions that help clients achieve their long-term financial…
Financial Advisor - False Creek, Vancouver, BC
Scotiabank
Vancouver, BC
Financial Advisor (Newton Branch)
Envision Financial
Surrey, BC
$52,400 to $65,600 USD / year
Full-time
We are currently seeking a Financial Advisor to join our team in Newton Branch in Surrey. This role is to support the branch operation from Tuesday - Saturday.
Financial Advisor (Newton Branch)
First West
Surrey, BC
We are currently seeking a Financial Advisor to join our team in Newton Branch in Surrey. This role is to support the branch operation from Tuesday - Saturday.
Wealth Advisor (Mutual fund licensed) - Vancouver, BC
IG Wealth Management
Vancouver, BC
Full-time
IGM Financial Inc. is a leading wealth and asset management company in Canada, managing approximately $310 billion in assets as of December 31, 2025. It offers financial planning and…
Senior Financial Advisor - Oakridge Centre - Vancouver, BC
Scotiabank
Vancouver, BC
Financial Advisor
HM Financial Academy
Burnaby, BC
Other
We are on a mission to empower Canadian families by simplifying complex financial concepts and making them accessible to everyone. Our goal is to help every household across Canada build a…
Financial Advisor CIRO - MFD/AMF
CIBC
Vancouver, BC
Full-time
Senior Financial Advisor
Adecco
Vancouver, BC
Full-time
Adecco is currently hiring a Senior Financial Advisor to support cost leadership initiatives within a large-scale industrial manufacturing environment.
Banking Advisor
RBC
Burnaby, BC
Full-time
Banking Advisor
Royal Bank of Canada
Burnaby, BC
Full-time
Financial Planner
Royal Bank of Canada
Vancouver, BC
Full-time
As an RBC Financial Planner, you have the opportunity to grow and manage a portfolio of mass affluent clients. You provide ongoing comprehensive reviews of your clients’ financial…
Financial Planner
RBC
Vancouver, BC
Full-time
As an RBC Financial Planner, you have the opportunity to grow and manage a portfolio of mass affluent clients. You provide ongoing comprehensive reviews of your clients’ financial…
Financial Advisor CIRO - MFD/AMF
CIBC
Vancouver, BC
Full-time
Senior Financial Advisor (Vietnamese/Korean an asset) Brentwood Shopping Centre - Burnaby BC
Scotiabank
Burnaby, BC

First West

Business Banking Advisor (Newton & Fleetwood Branches)

112, 7322 King George Hwy, Surrey, BC, V3W 5A5, Canada

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At a glance

Automatically prepared from the listing. Check the original description for the full requirements.

Jump to the original description

Responsibilities

The Business Banking Advisor manages and grows an assigned portfolio of business banking members by providing advisory services and wealth management solutions. They are responsible for executing sales plans, conducting account reviews, and proactively seeking new business opportunities to meet branch goals.

Requirements

Candidates must hold a Bachelor's degree in Business and possess at least 4 years of experience in retail, business, or commercial lending. A valid Mutual Funds License is required, along with the ability to complete internal certification programs.

Experience

2 to 5 years

Education

bachelor degree
professional certificate

Working hours

40 hours per week

Job type

Full-time

Work arrangement

On-site

Skills

Business development
Portfolio management
Relationship building
Financial advisory
Wealth management
Risk management
Sales planning
Credit analysis
Communication
Time management
Microsoft Excel
Microsoft Word
Commercial lending
Networking
Teamwork

Minimum pay

$64,600

Maximum pay

$82,500

Pay currency

CAD

Pay period

YEAR

Visa sponsorship

Not detected in the job text

Keywords

Business Banking
Portfolio Management
Wealth Management
Sales Strategy
Risk Management
Commercial Lending
Mutual Funds License
Business Development
Relationship Management
Financial Advisory
Credit Analysis
Microsoft Office
Networking
Account Management
Retail Banking
TCB Certification

Original job description

We are currently seeking a full-time Business Banking Advisor to join our team in Surrey in our Newton and Fleetwood Branches.

This Business Banking Advisor (BBA) is responsible for the management and growth of an assigned portfolio of business banking members and their associated retail banking and wealth management needs. The BBA provides advisory services and develops long-term relationships with current and potential business banking members and proactively seeks business banking or referral opportunities that contribute to the achievement of department and branch goals.

Accountabilities

Business Development: Develops and executes long term and weekly sales plans to consolidate and retain existing business and attract new business; proactively solicits new business by pursuing, establishing and maintaining community contacts and networks with external business organizations and individuals to generate new business and/or referrals.
Portfolio Management: Manages and grows an existing portfolio of business banking members; and their associated personal banking and wealth management needs; builds long term relationships with existing members; conducts annual reviews on accounts within the assigned portfolio and ensures all terms and conditions of credit are being met. Engages with members, through interviews and other meetings, to identify their current and future financial needs and concerns.
Sales and Service Strategy: Provides ongoing advisory services to business banking members; initiates referrals to product specialist as required; achieves or exceeds sales and growth targets. 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 Bank (“TCB”).
Wealth Management: As a licensed MFDA Advisor, provides wealth and investment solutions.
Risk Management: Initiates collection activity in the event of delinquency less than 90 days and recommends appropriate course of action to address significantly delinquent accounts and to maximize recovery of funds.

People/Thought Leadership

No direct supervisory responsibility

Qualifications

Bachelor's Degree in Business or equivalent combination of education and experience required
Must complete the internal TCB certification program specific to this role within the required timeframe
Mutual Funds License required
4 years retail/business/commercial lending or commercial credit experience or equivalent required
Sales experience preferred

Competencies

Strong relationship builder and communicator with a demonstrated ability to work well in a team environment
Results oriented attitude with demonstrated business development techniques
Strong organizational and time management skills with the flexibility to adapt to a constantly changing environment

Skills

Proficiency in Microsoft Office Applications, specifically MS Excel and Word.

Travel

Overnight travel may be occasionally required, up to 6 times per year

Risk Management

Displays an understanding of risk and risk ownership by being able to demonstrate adherence to policies and procedures.

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