Jobs in Canada

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Added 10 mins ago
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Financial Advisor
RBC
Moose Jaw, SK
- Full-time
Proactively engage with clients in all areas of the branch and in the community, uncovering banking needs, providing help and advice, as well as identifying sales and referral opportunities
Added 25 mins ago
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Senior Digital Strategy and Growth Manager
Okta
Toronto, ON
- $140,000 to $192,000 CAD / year
- Full-time
…conclusions. Frame personalization and testing wins as drivers of sales cycle efficiency and user experience. Become the trusted advisor on digital strategy and buyer…
Added 26 mins ago
Senior Digital Strategy and Growth Manager
Okta
Toronto, ON
…conclusions. Frame personalization and testing wins as drivers of sales cycle efficiency and user experience. Become the trusted advisor on digital strategy and buyer…
Added 26 mins ago
Manager, Product Management
The Canada Life Assurance Company
London, ON · Toronto, ON
…product positioning, marketing content, business development and advisor support initiatives, and product support for Canada Life's segregated fund product…
Added 1 hour ago
Financial Advisor (Woodgrove Branch)
First West
Nanaimo, BC
We are currently seeking a Financial Advisor to join our team.
Added 1 hour ago
Advisor Associate - Hamilton
Scotiabank
Hamilton, ON
Provide service and sales support to Financial Consultants and Portfolio Managers, responding effectively to all inquiries from current and prospective clients concerning MD products and…
Added 1 hour ago
CI
Director of Marketing, Defence
Calian in Space & Technology
Ottawa, ON
- Full-time
Develop Defence-specific sales and business development enablement tools and resources.
Added 1 hour ago
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Manager, Enterprise
BrainStation
Toronto, ON
- Full-time
Serve as the senior day-to-day advisor to your clients, leading them through opportunity discovery, managing expectations and stakeholders, and ensuring each engagement delivers measurable…
Added 1 hour ago
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National Accounts Director
OPENLANE
Brampton, ON
- $100,000 to $125,000 CAD / year
- Full-time
Cross-Functional Program Influence: Documented success mapping client journeys and establishing unified workflows across Sales, Operations, and Product divisions.
Added 1 hour ago
Insurance Advisor
Talent Acquisition Team at Westland Insurance. Text reply only.
Winnipeg, MB
We’re searching for an Insurance Advisor. Are you searching for new possibilities?
Added 1 hour ago
Insurance Advisor, Online Auto Services
Talent Acquisition Team at Westland Insurance. Text reply only.
Surrey, BC
We’re searching for an Insurance Advisor, Online Auto Services. Are you searching for new possibilities?
Added 2 hours ago
Financial Advisor- Speedvale & Stevenson, Guelph ON
Scotiabank
Guelph, ON
Employee Referral Program – Potential Reward: $2,000.00
Added 2 hours ago
Senior Financial Advisor (Chemainus Branch)
First West
Chemainus, BC
We are currently seeking a Senior Financial Advisor to join our team.
Added 2 hours ago
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Service Coordinator
Inland Truck & Equipment
Kamloops, BC
- Full-time
Inland Truck & Equipment is an industry leader in the heavy-duty truck and equipment sales, service, and parts marketplace. When we say we’re ALL IN, we mean we’re all in on you and your…
Added 2 hours ago
FI
Commercial Insurance Specialist (T)
Federated Insurance Company of Canada
Mississauga, ON
- Full-time
…business and helping clients succeed? As a Commercial Insurance Sales Agent at Federated Insurance, you'll have the opportunity to build your own portfolio, develop meaningful partnerships…
Added 2 hours ago
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Banking Advisor
RBC
Alexis Whitecourt 232, AB
- Full-time
This unique position calls on your client-focused sales expertise and natural problem-solving skills to maximize each client interaction. Specifically, you help clients with their everyday…
Added 2 hours ago
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Associate Financial Advisor
CIBC
Port Elgin, ON
- Full-time
…difference in our clients' lives. As an Associate Financial Advisor, you’ll form a deep understanding of your personal and small business clients’ needs as you recommend simple,…
Added 2 hours ago
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Advisor
Sun Life Insurance & Investments
Richmond Hill, ON
- Full-time
People from various professional and educational backgrounds have found success in the advisor career at Sun Life. That’s because being a successful advisor is not just about what’s on your…
Added 3 hours ago
HI
Personal Insurance Advisor
HUB International
Red Deer, AB
- Part-time
HUB International is looking for a Personal Insurance Advisor to join our Red Deer team. In this role, you will manage and grow a book of personal lines business, providing clients with…
Added 3 hours ago
NB
Banking Advisor
National Bank of Canada
Kelowna, 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 3 hours ago
NB
Senior Financial Planning Advisor
National Bank of Canada
Montreal, QC
- Full-time
Bank Financial (NBF) means acting as a trusted advisor to high-net-worth
Added 3 hours ago
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Beauty Advisor - Part Time
Sephora
Red Deer, AB
- $17 to $20 CAD / hour
- Part-time
Your role at Sephora Canada: As a Beauty Advisor, you'll be the face of Sephora Canada’s welcoming every client with warmth, confidence, and a passion for all things beauty. Through…
Added 3 hours ago
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Paid Services Beauty Advisor - Full Time
Sephora
Milton, ON
- $19.7 to $23.2 CAD / hour
- Full-time
As our Paid Service Beauty Advisor, you are an expert in all thing’s beauty! You’re here to guide our clients on their beauty journey at the Beauty Studio & beyond. It’s not just about the…
Added 3 hours ago
R
Client Advisor
RBC
Foremost, AB
- Part-time
Client Advisor Intern – Job ID Code 2251 | Client Advisor – Job ID Code 2252
Added 3 hours ago
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Mobile Mortgage Advisor (Cobourg/Peterborough/Belleville, ON) - 100% Commission
CIBC
Belleville, ON · Cobourg, ON · Peterborough, ON · Toronto, ON
- Full-time
…clients achieve their home ownership dreams. As a Mobile Mortgage Advisor, you’ll have the flexibility to meet with your clients where and when it’s convenient for them. You’ll make lasting…

First West

Financial Advisor (Woodgrove Branch)

97-6631 Island Highway North, Nanaimo, BC, V9T 4T7, 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: Nov 2, 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 exceptional customer service by offering a full range of deposit, investment, and complex lending services to members. They manage a portfolio of members, identify life stage financial needs, and support branch goals through proactive product promotion and cross-selling.

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
Investment products
Portfolio management
Relationship building
Sales
Cross-selling
Administrative duties
Loan applications
Credit investigations
Microsoft Office
Banking software
Risk management
Problem solving
Organization

Visa sponsorship

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Keywords

Financial Advisor
Deposit
Investments
Lending
Retail mortgages
RRSP loans
Credit cards
Insurance products
Mutual Funds License
PFP
Credit services
Estate administration
Loan applications
Credit investigations
Microsoft Office
Banking software
Risk ownership
Member service
Sales targets
Referral opportunities

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