Jobs in Canada

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Added 16 mins ago
T
Customer Experience Associate
TD
Kelowna, BC
- Part-time
…and solutions to existing or prospective TD customers. At the branch, we understand customer needs and identify opportunities to promote products and services to refer customers to the…
Added 16 mins ago
T
Personal Banking Associate Trainee
TD
AB
- Full-time
…and solutions to existing or prospective TD customers. At the branch, we understand customer needs and identify opportunities to promote products and services to refer customers to the…
Added 16 mins ago
Capital Program Support Coordinator
Government of Alberta
AB
The work of the CIDI branch directly impacts visitor experience for outdoor recreation activities and the natural environment in our parks and public lands. The focus is to enable efficient…
Added 16 mins ago
Bridge Engineer
Government of Alberta
Red Deer, AB
Build Collaborative Environments: Works with the regional bridge team, procurement and technical standards branch to get technical and procedural knowledge to effectively deliver projects.
Added 16 mins ago
Branch and Issues Coordinator, LROHS and Workplace Supports and Prevention
Government of Alberta
AB
Job Title: Branch and Issues Coordinator, Labour Relations & Occupational Health and Safety (LR & OHS) and Workplace Supports and Prevention (WSP)
Added 31 mins ago
RB
Relationship Manager, Commercial Financial Services
Royal Bank of Canada
Regina, SK
- Full-time
A post-secondary diploma/degree, ideally in commerce or business administration, or related experience
Added 46 mins ago
GC
Branch Administrator
GSF Car Parts
ON · Middlesex, ON
- Part-time
We are looking for a Branch Administrator who as part of your role will support the branch by contributing to the financial performance.
Added 1 hour ago
Information Processing Tech. (Information Processing Technician 4)
The Government of Nova Scotia
Halifax, NS
…protection of forest, parks and wildlife resources and the administration of the province's Crown land. Together we are working with Nova Scotians to build a better future through…
Added 1 hour ago
FH
Project Manager Civil
Fuze HR Solutions
Oakville, ON
- Full-time
The Project Manager is responsible for providing overall leadership, contract administration, technical expertise, and operational oversight for construction projects. This role ensures…
Added 1 hour ago
SB
Office Administrator
Simon Brien Bradley
Meath Park, SK
- Full-time
In this role, you will provide excellent customer service, support daily branch operations, and ensure the smooth administration of property related tasks.
Added 2 hours ago
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Client Services Assistant
BMO
Newmarket, ON
- Full-time
Supports one or more Investment Advisors (IAs) and IA Team and staff, and branch operations with day-to-day administration and provides exceptional client service to support achievement of…
Added 2 hours ago
WM
Office Administrator
Waste Management, Inc. (WM)
Brampton, ON
- Full-time
Added 2 hours ago
RB
Assistant Branch Manager
Royal Bank of Canada
Prince George, BC
- Full-time
As an Assistant Branch Manager, you motivate and coach a high-performing team of Advisors in a dynamic, high-volume, and rewarding marketplace, while establishing and achieving team…
Added 2 hours ago
OD
Administrative Assistant
Overhead Door
Saskatoon, SK
- Full-time
Role: We have an immediate opening for an Administrative Assistant located in the Saskatoon Branch. Reporting to the General Manager, the Receptionist/administrative Assistant is…
Added 3 hours ago
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Assistant Branch Manager
RBC
Prince George, BC
- Full-time
As an Assistant Branch Manager, you motivate and coach a high-performing team of Advisors in a dynamic, high-volume, and rewarding marketplace, while establishing and achieving team…
Added 3 hours ago
T
Personal Banking Associate (Part time, 18.75h)- Jean-Talon & Querbes
TD
Montreal, QC
- Part-time
…and solutions to existing or prospective TD customers. At the branch, we understand customer needs and identify opportunities to promote products and services to refer customers to the…
Added 3 hours ago
T
Personal Banking Associate Trainee
TD
Toronto, ON
- Full-time
…and solutions to existing or prospective TD customers. At the branch, we understand customer needs and identify opportunities to promote products and services to refer customers to the…
Added 3 hours ago
T
Personal Banking Associate Trainee
TD
Bowmanville, ON
- Full-time
…and solutions to existing or prospective TD customers. At the branch, we understand customer needs and identify opportunities to promote products and services to refer customers to the…
Added 3 hours ago
T
Personal Banking Associate Trainee (North York, Central Toronto) - Current and Future Opportunities
TD
Toronto, ON
- Full-time
…and solutions to existing or prospective TD customers. At the branch, we understand customer needs and identify opportunities to promote products and services to refer customers to the…
Added 3 hours ago
HP
Administration, Finance and Operations Coordinator
HR Project Partners Inc.
Labrador City, NL
- Full-time
Finance and Operations Coordinator on behalf of one of our clients. Reporting to the Controller and functionally to the Branch – Operations Manager, the Administration, Finance and…
Added 3 hours ago
AE
Operations Supervisor
Avenir Energy
Truro, NS
- Full-time
Travel regularly to branch locations across Atlantic Canada to support operational consistency, staff engagement, safety initiatives, and business needs.
Added 3 hours ago
AE
Operations Supervisor
Avenir Energy
Dartmouth, NS
- Full-time
Travel regularly to branch locations across Atlantic Canada to support operational consistency, staff engagement, safety initiatives, and business needs.
Added 3 hours ago
AE
Operations Supervisor
Avenir Energy
Moncton, NB
- Full-time
Travel regularly to branch locations across Atlantic Canada to support operational consistency, staff engagement, safety initiatives, and business needs.
Added 3 hours ago
AE
Operations Supervisor
Avenir Energy
New Glasgow, NS
- Full-time
Travel regularly to branch locations across Atlantic Canada to support operational consistency, staff engagement, safety initiatives, and business needs.
Added 3 hours ago
W
Account Manager, Commercial Insurance
Waypoint
Vancouver, BC
- $65,000 to $90,000 CAD / year
- Full-time
This is a hybrid role with the flexibility to work in-office or in-branch based on the needs of the role and/or as required by management.

First West

Financial Advisor (Sardis Branch)

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

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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.

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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

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