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Added 6 mins ago
MS
Organizational Dashboard Director
Morgan Stanley
Montreal, QC
- Full-time
…Resources, Technology, Risk Management, Legal & Compliance, and business stakeholders to support data-driven decision-making, strategic initiatives, and process transformation, requiring…
Added 21 mins ago
RB
Investment Funds Advisor Assistant
Royal Bank of Canada
Vancouver, BC
- Full-time
…experience, skills, registration status; market conditions; and business…
Added 21 mins ago
RB
Client Advisor
Royal Bank of Canada
Langley (District), BC · LANGLEY, British Columbia
- Full-time
Focus on client education and demonstration, leveraging technology to deliver a memorable client experience, drive sales, and retain business
Added 1 hour ago
HP
Commercial Account Manager - Networking
Hewlett Packard Enterprise
Calgary, AB
- Full-time
You can build strong professional relationships with key IT and business executives, including C level Executives and diverse set of external partners - using solution based consulting,…
Added 1 hour ago
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Product Support Specialist
Pigment
Toronto, ON
- Full-time
Join Pigment: The AI Platform Redefining Business Planning
Added 1 hour ago
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AI Business Solutions
Microsoft
Calgary, AB · Edmonton, AB · Vancouver, BC · Winnipeg, MB
- Full-time
Be a trusted advisor and drive business value through AI Transformation: Create business value by translating customer challenges into prioritized Copilot and agent scenarios aligned to…
Added 3 hours ago
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Client Advisor
RBC
Langley (District), BC
- Full-time
Focus on client education and demonstration, leveraging technology to deliver a memorable client experience, drive sales, and retain business
Added 3 hours ago
RB
Client Advisor
Royal Bank of Canada
Iqaluit, NU
- Full-time
Focus on client education and demonstration, leveraging technology to deliver memorable client experience, drive sales, and retain business
Added 3 hours ago
RB
Investment Advisor
Royal Bank of Canada
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 3 hours ago
GS
Spécialiste Amélioration Continue (Senior)
Groupe SII
Montreal, QC
- Full-time
…performance improvements across manufacturing operations and business…
Added 3 hours ago
B
Head of Shopper and Customer Marketing - Canada
Beiersdorf
Montreal, QC
- Full-time
Shape annual business planning & strategies: national list price, promotion, assortment, mix, and trade investment,
Added 3 hours ago
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Vice-président(e), tarification / VP, Underwriting
Reinsurance Group of America, Incorporated
Toronto, ON · Montreal, QC · Canada, Toronto, RGA Re
- Full-time
Added 4 hours ago
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Agentic AI Architect
CGI
Toronto, ON
- Full-time
The Emerging Technologies team in Global Technology and Operations (GTO) Canada at CGI is a trusted Data, Cloud and AI advisor and go-to implementation partner for our global clients' Data…
Added 4 hours ago
A
Americas Marketing Lead - Transport
Arup
Toronto, ON
- Full-time
…the context of Arup’s client and market focus, acting as an advisor to the businesses (Rail, Aviation, Roads and Streets, and Maritime) and will support effective market positioning for our…
Added 4 hours ago
Financial Advisor - Calgary, AB (September, 2027)
Scotiabank
Calgary, AB
Developing, retaining and growing the branch business by delivering against individual and team sales goals that support a positive customer experience
Added 4 hours ago
Financial Advisor - Nelson Road, Saskatoon, Saskatchewan
Scotiabank
Saskatoon, SK
Developing, retaining and growing the branch business by delivering against individual and team sales goals that support a positive customer experience
Added 4 hours ago
HR
Specialist, Designated Beauty Advisor (DBA) - Cartier
Holt Renfrew
Vancouver, BC
- Full-time
The Specialist, Designated Beauty Advisor develops deep, long lasting relationships with customers that lead to an increase in sales, service, and loyalty. The Specialist (DBA) is also…
Added 4 hours ago
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Associate Financial Advisor
CIBC
Fort St. John, BC · Fort Saint John
- Full-time
As a member of the Personal and Business Banking team, you’ll work in a fast-paced Banking Centre where you’ll make a meaningful difference in our clients' lives. As an Associate Financial…
Added 4 hours ago
UO
Facility Operations Specialist - Active Living, Faculty of Kinesiology
University of Calgary
Calgary, AB
- Full-time
The University of Calgary Active Living business unit as part of the complex, is one of the largest and most diverse recreation units based on a North American campus. These facilities…
Added 4 hours ago
UO
Lead, Program Partnerships & Projects, UCalgary Continuing Education
University of Calgary
Calgary, AB
- Full-time
Acts as a trusted advisor by providing guidance on partnership opportunities, service delivery models, implementation approaches, and governance structures.
Added 4 hours ago
UO
Alumni Program Specialist, AR Programs & Services, VP Development and Alumni
University of Calgary
Calgary, AB
- Full-time
The ability to work outside of regular business hours, as required.
Added 4 hours 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 5 hours ago
SC
Spécialiste Amélioration Continue (Senior)
SII Canada
Montreal, QC
- Full-time
…performance improvements across manufacturing operations and business…
Added 5 hours ago
B
Talent Acquisition Advisor
BRP
Valcourt, QC
- Full-time
We're looking for a Talent Acquisition Advisor to share the BRP Story and find and onboard the best talent that will help us continue our growth. If you enjoy taking on challenges and you…
Added 5 hours ago
B
Talent Acquisition Advisor
BRP
Sherbrooke, QC
- Full-time
We're looking for a Talent Acquisition Advisor to share the BRP Story and find and onboard the best talent that will help us continue our growth. If you enjoy taking on challenges and you…

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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