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Added 9 mins ago
IF
Project Portfolio Manager
iA Financial Group
Montreal, QC · Quebec, QC
- Full-time
Advanced proficiency in both French and English is required, as the successful candidate will act as an advisor to various stakeholders located across Canada. In this role, they will…
Added 9 mins ago
NF
Commercial Insurance Specialist (T)
Northbridge Financial Corporation
Mississauga, ON
- Full-time
…meaningful partnerships with business owners, and become a trusted advisor in the commercial insurance…
Added 22 mins ago
XI
Director, Network Development & Operations
Xplore Inc.
Woodstock, NB
- Full-time
…customer experience, and cost efficiency - and serves as a trusted advisor to senior leadership on operational performance and automation…
Added 22 mins ago
XI
Director, Network Development & Operations
Xplore Inc.
Fredericton, NB
- Full-time
…customer experience, and cost efficiency - and serves as a trusted advisor to senior leadership on operational performance and automation…
Added 22 mins ago
XI
Director, Network Development & Operations
Xplore Inc.
Cornwall, ON
- Full-time
…customer experience, and cost efficiency - and serves as a trusted advisor to senior leadership on operational performance and automation…
Added 22 mins ago
HR
Planner II - Regional and Community Planning
Halifax Regional Municipality
Halifax, NS
- Temporary
Added 22 mins ago
IW
Investment Administrator
IDC Worldsource Insurance Network Inc.
Dartmouth, NS
- Full-time
Communicate professionally and build strong, service‑focused relationships with advisors
Added 22 mins ago
C
Director HR, Total Rewards
Celestica
Toronto, ON
- Full-time
…growth, and remain competitive. The Director acts as a key advisor to executive leadership on global sales incentive trends, performance metrics, and benchmarking to attract and retain top…
Added 22 mins ago
XI
Director, Network Development & Operations
Xplore Inc.
Markham, ON
- Full-time
…customer experience, and cost efficiency - and serves as a trusted advisor to senior leadership on operational performance and automation…
Added 22 mins ago
XI
Director, Network Development & Operations
Xplore Inc.
Calgary, AB
- Full-time
…customer experience, and cost efficiency - and serves as a trusted advisor to senior leadership on operational performance and automation…
Added 22 mins ago
CB
Sales Associate - CosmoProf Store # 07385
CosmoProf Beauty
Victoria, BC
- Full-time
The Sales Associate/Beauty Advisor will focus on one primary objective – creating a memorable shopping experience for our customers. We are continually searching for passionate beauty…
Added 24 mins ago
Wealth Advisor, Employee Accounts
Connor, Clark & Lunn Private Capital Ltd.
Winnipeg, MB
Becoming an Wealth Advisor, with CC&L Private Capital may be the only career move you ever need to make. Join one of Canada's largest independent and privately held discretionary investment…
Added 40 mins ago
DC
Job Template - Coby
Dillon Consulting Limited
Kingston, ON · Ottawa, ON
- Full-time
Establish Dillon as a trusted advisor by engaging with clients early, understanding their broader objectives and connecting them with the right expertise from across the organization.
Added 52 mins ago
PG
Human Resources Team Lead
PCV Group inc - Personnel Chez Vous Recruitment Services
Montreal, QC · Greater Montreal Metropolitan Area
- Full-time
You're the senior HR advisor to ownership and to every leader in the business. You coach. You build. You fix what needs fixing.
Added 54 mins ago
CV
Home Child Care Advisor
Children's Village of Ottawa-Carleton
Ottawa, ON
- Full-time
As a Home Child Care Advisor, you will support high-quality licensed home child care services by managing a caseload of home child care providers and ensuring compliance with the Child Care…
Added 1 hour ago
WO
Seasonal Sales Advisor - Bluewater, Kent
Whittard of Chelsea
Bluewater, ON
- Contract
If you love delivering outstanding customer service and thrive in a lively, fast-paced environment, this seasonal role is perfect for you.
Added 1 hour ago
Banking Advisor - Moncton, NB (37.5 Hours / Week) 12 Month Contract, Bilingual
Scotiabank
Moncton, NB
…Banking Branch network, our focus is to provide exceptional service throughout the customer’s journey…
Added 1 hour ago
IW
Coordinator, Region Office Operations - Sudbury, ON
IG Wealth Management
BC · British Columbia, Canada
- Internship
…operational and administrative support services to members of the Advisor network in Region and Division offices across the…
Added 1 hour ago
NB
Banking Advisor
National Bank of Canada
Mascouche, QC
- 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 1 hour ago
NB
Banking Advisor
National Bank of Canada
Laval, QC
- 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 1 hour ago
A
Mining and Industrial Water Treatment Engineer
AECOM
Burnaby, BC
- $115,000 to $180,000 CAD / year
- Full-time
Provide technical leadership and serve as a technical advisor to project teams.
Added 1 hour ago
C
Mulesoft Architect
Customertimes
Canada
- Full-time
…join our consulting practice and serve as a trusted technical advisor for enterprise clients undergoing digital transformation. You will design, build, and lead the delivery of complex…
Added 2 hours ago
CB
Sales Associate - CosmoProf Store # 07521
CosmoProf Beauty
Sarnia, ON
- Full-time
The Sales Associate/Beauty Advisor will focus on one primary objective – creating a memorable shopping experience for our customers. We are continually searching for passionate beauty…
Added 2 hours ago
R
Senior Customer Success Manager (Americas)
RemotePass
Remote, Canada
- Remote
…goals using RemotePass's platform. You will act as a strategic advisor and advocate for our customers, helping them maximize the value of our services. With your expertise, you will foster…
Added 2 hours ago
A
Gestionnaire Contrôle de projets/Project Controls Manager
AFRY
Montreal, QC
- Full-time
…décisionnels, l’ingénierie détaillée et, lorsque applicable, la mise en service et le soutien à la gestion de la…

First West

Financial Advisor (Willoughby Branch)

Langley (District), BC, Canada
20193 64 Ave, Langley, BC, V2Y 1M9, 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 6, 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 provides comprehensive financial solutions, including deposits, investments, and lending services to a managed portfolio of members. They are responsible for building strong member relationships, achieving branch sales goals, and performing administrative tasks such as loan applications and credit investigations.

Requirements

Candidates must possess a college or tech school diploma and a valid Mutual Funds License. A minimum of 2 years of experience in a Member Advisor role or equivalent is required, along with proficiency in banking software and Microsoft Office.

Skills

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

Visa sponsorship

Not detected in the job text

Keywords

Financial Advisor
Deposit
Investments
Lending
Portfolio Management
RRSP
Mortgages
Insurance
Mutual Funds License
PFP
Credit Services
Risk Ownership
Banking Software
Customer Service
Sales Targets
Branch Operations
Financial Planning
Member Relations
Loan Applications
Credit Investigations

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