Find work in Canada.

521,894 jobs across our Canadian network. How we count

Jobs in Canada

25+ jobs

Email me new jobs Save this search

Added 1 min ago
M
Administrative Assistant
MNP
Abbotsford, BC
- Full-time
…firm by supporting internal and external clients. As a trusted advisor, you’ll ensure the efficient and effective operation of our business. This role is based in our Abbotsford office with…
Added 16 mins ago
Financial Advisor - Port Hope (37.5 hours/week)
Scotiabank
Port Hope, ON
…through a broad range of advice, products and services, including personal and commercial banking, wealth management and private banking, corporate and investment banking, and capital…
Added 16 mins ago
B
Senior Insurance Advisor
BCAA
Vancouver, BC · Cambie Village
- Full-time
We are currently hiring an Insurance Advisor or Senior Insurance Advisor based in our Cambie Service Location!
Added 16 mins ago
MR
Academic Advisor
Mount Royal University
Calgary, AB
- Part-time
While the Academic Advisor reports centrally through the Manager, Academic Advising, they work in collaboration with their assigned Faculty to ensure their advising practices align with…
Added 16 mins ago
D
Manager, M&A Execution, Human Capital
Deloitte
Toronto, ON
- Full-time
…key decision makers, and establish credibility as a trusted advisor on M&A and Human Capital…
Added 31 mins ago
VC
Community Care Assistant (Community Health Worker)
Vancouver Coastal Health
Powell River, BC
- $29.76 to $31.64 CAD / hour
- Part-time
Come work as a Community Health Worker in Powell River, BC with Vancouver Coastal Health (VCH)! Apply today to speak to a Talent Acquisition Advisor!
Added 31 mins ago
RB
Banking Advisor
Royal Bank of Canada
Steinbach, MB
- Full-time
Flexibility, eagerness to learn, strong personal ethics, and a drive to succeed
Added 31 mins ago
RB
Client Advisor - Casual
Royal Bank of Canada
London, ON
- Part-time
Flexibility, eagerness to learn, strong personal ethics, and a hunger for success
Added 31 mins ago
RB
Banking Advisor
Royal Bank of Canada
Moose Jaw, SK
- Full-time
Flexibility, eagerness to learn, strong personal ethics, and a hunger for success
Added 46 mins ago
R
Client Advisor Intern
RBC
Ajax, ON
- Part-time
Flexibility, eagerness to learn, strong personal ethics, and a hunger for success
Added 46 mins ago
R
Investment Advisor
RBC
Toronto, ON
- Full-time
As an Investment Advisor at RBC Dominion Securities, you can help your clients reach their goals, while we help you reach yours. Maybe you’ve dreamed of starting your own business, but…
Added 46 mins ago
R
Client Advisor
RBC
Iqaluit, NU
- Full-time
Flexibility, eagerness to learn, strong personal ethics, and a hunger for success
Added 46 mins ago
FH
Pharmacy Technician - Squamish General Hospital
Fraser Health
North Vancouver, BC
- 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 46 mins ago
OH
Lead, Performance, Accountability & Funding Allocation
Ontario Health
Barrie, ON · Brampton, ON · Mississauga, ON
- Full-time
Three personal days and two float days annually, providing added flexibility to support work-life balance, in addition to vacation days
Added 46 mins ago
RD
Investment Advisor
RBC Dominion Securities
Toronto, ON
- Full-time
As an Investment Advisor at RBC Dominion Securities, you can help your clients reach their goals, while we help you reach yours. Maybe you’ve dreamed of starting your own business, but…
Added 1 hour ago
HR
Beauty Advisor - La Mer
Holt Renfrew
Vancouver, BC
- Full-time
The Beauty Advisor is responsible for developing deep, long lasting relationships with customers that lead to an increase in sales, service, and loyalty. Beauty Advisor compensation is…
Added 1 hour ago
SB
Human Resources Director
Strik, Baldinelli, Moniz Ltd.
London, ON
- Full-time
…to building solutions. With a vibrant culture that fosters personal growth and forward-thinking, we're on the lookout for passionate professionals to expand our…
Added 1 hour ago
Manager, Analytics
Scotiabank
Toronto, ON
Act as a trusted advisor to business leaders across Retail, Wealth, Risk, Finance, and other key functions.
Added 1 hour ago
Senior Manager, Learning Design & Delivery - Toronto, ON
Scotiabank
Toronto, ON
…Wealth Management learning programs, including onboarding and advisor development programs. Collaborates with business partners and the Practice Excellence team to lead program management,…
Added 1 hour ago
Business Advisor - Clarenville
Scotiabank
Clarenville, NL
…through a broad range of advice, products and services, including personal and commercial banking, wealth management and private banking, corporate and investment banking, and capital…
Added 1 hour ago
Bilingual Wealth Management Intern (Student/New Grad)
The Canada Life Assurance Company
Montreal, QC
…sales team to focus on generating new sales and growing the advisor base. You will also be part of supporting the implementation of multiple territory business…
Added 1 hour ago
Global Mobility - Expatriate Tax - Manager - Vancouver
EY
Vancouver, BC
Reviewing complex Canadian and US personal income tax returns and associated deliverables, ensuring technical accuracy and quality
Added 1 hour ago
AG
Spécialiste en acquisition de talents
Adelphi Group
Montreal, QC
- Full-time
Added 1 hour ago
CI
Manager, Sales Governance and Operations
Calian in Space & Technology
Ottawa, ON
- Full-time
Act as a trusted resource and advisor on procurement, governance, compliance, operational effectiveness, and process improvement.
Added 1 hour ago
WP
Sales Advisor - West 4th Ave
Warby Parker
Vancouver, BC
- Part-time
Warby Parker is searching for a well-rounded Sales Advisor to help us deliver the best possible service to each and every one of our customers. (At other brands, you might see similar roles…

First West

Financial Advisor (Sardis Branch)

45410 Luckakuck Way, Chilliwack, BC, V2R 3S9, Canada

Apply About employer

Applications open in a new tab.

Job details

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

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.

Apply About employer

More about this job

Responsibilities

The Financial Advisor manages a portfolio of members by providing financial advice, deposit/investment solutions, and complex lending services. They are also responsible for supporting branch goals through proactive product promotion and administrative tasks such as loan applications and estate administration.

Requirements

Candidates must have a college or tech school diploma and a Mutual Funds License, with at least 2 years of experience in a Member Advisor role. Proficiency in Microsoft Office and banking software, along with strong organizational and problem-solving skills, is required.

Skills

Customer service
Financial advice
Lending services
Portfolio management
Relationship building
Sales
Cross-selling
Loan processing
Investment products
Administrative duties
Credit investigations
Problem solving
Microsoft Office
Banking software
Risk management

Visa sponsorship

Not detected in the job text

Keywords

Financial Advisor
Deposit
Investments
Lending
Retail mortgages
RRSP loans
Credit cards
Overdraft protection
Insurance
Mutual Funds License
PFP
Credit services
Administrative
Estate administration
Loan applications
Credit investigations
Microsoft Office
Banking software
Risk ownership
Member service
Sales targets
Cross-sell
Referral
Financial planning

Report this job