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Added 1 min ago
HM
Family Practitioner/General Practitioner
Health Match BC
Peachland, BC
- Full-time
…served when their care team is focused on their treatment - not…
Added 1 min ago
HM
Family Practitioner/General Practitioner
Health Match BC
Kelowna, BC
- Contract
Compensation Type Fee-for-Service Estimated Remuneration $350,000+ Billing Split fixed
Added 1 min ago
HM
Emergency Medicine
Health Match BC
Kelowna, BC
- Full-time
…or experience in research, quality improvement, geriatrics, administration, or another niche is a…
Added 1 min ago
HM
Emergency Medicine
Health Match BC
Kelowna, BC
- Full-time
…or experience in research, quality improvement, geriatrics, administration, or another niche is a…
Added 1 min ago
IP
Contracts Clerk
Indigenous Perspectives Society
Nanaimo, BC
- Contract
…developmental disabilities to appropriate offices and agencies for service. This will include establishing and maintaining positive relations under possible adverse or emotional…
Added 1 min ago
IP
Administrative Support Coordinator
Indigenous Perspectives Society
Vancouver, BC
- Full-time
…to appropriate clinical staff to support patient intake and service…
Added 1 min ago
IP
Clinical Operations Manager
Indigenous Perspectives Society
Vancouver, BC
- Full-time
Support case consultation, clinical decision-making, and service planning across interdisciplinary teams.
Added 1 min ago
EF
Senior Information Technology Specialist
E.SUN Financial Holding Co., Ltd
Toronto, ON · North York, ON
- Full-time
…stakeholders, Head Office IT teams in Taiwan, and external service providers to ensure secure, reliable, and compliant technology…
Added 31 mins ago
HM
Hematological Pathology
Health Match BC
Kelowna, BC
- Part-time
This is a well-rounded, full-service hematopathology practice, and the successful candidate is expected to provide the complete scope of hematopathology service. This includes transfusion…
Added 31 mins ago
HM
Family Practitioner/General Practitioner
Health Match BC
Kelowna, BC
- Part-time
…patients. We pride ourselves on offering exceptional customer service and maximizing results through providing medical…
Added 31 mins ago
HM
Emergency Medicine
Health Match BC
Kelowna, BC
- Full-time
…or experience in research, quality improvement, geriatrics, administration, or another niche is a…
Added 31 mins ago
GZ
Vice President Operations
Gestion Zagora
Regina, SK
- Full-time
Oversee property management operations, including leasing, maintenance, tenant relations, and building administration.
Added 31 mins ago
HM
Emergency Medicine
Health Match BC
Kamloops, BC
- Full-time
…combination with a collaborative relationship with Hospital Administration maximizes opportunities for job satisfaction and quality of…
Added 31 mins ago
HM
Vascular Surgery
Health Match BC
Kamloops, BC
- Part-time
…people, and is located in the Thompson Cariboo Shuswap Health Service Area. As one of two Interior Health tertiary referral hospitals, RIH is a no refusal centre with an Emergency…
Added 31 mins ago
HM
Emergency Medicine
Health Match BC
Kamloops, BC
- Full-time
…combination with a collaborative relationship with Hospital Administration maximizes opportunities for job satisfaction and quality of…
Added 31 mins ago
HM
Emergency Medicine
Health Match BC
Kamloops, BC
- Full-time
…combination with a collaborative relationship with Hospital Administration maximizes opportunities for job satisfaction and quality of…
Added 31 mins ago
TH
Assistant Professor, Teaching Stream ...
The Honor Society of Nursing, Sigma Theta Tau International
Toronto, ON
- $130,000 to $160,000 CAD / year
- Full-time
The successful candidate will be assigned a teaching and service load and will be expected to undertake pedagogical and professional development.
Added 31 mins ago
HM
Emergency Medicine
Health Match BC
Kamloops, BC
- Full-time
…combination with a collaborative relationship with Hospital Administration maximizes opportunities for job satisfaction and quality of…
Added 31 mins ago
HM
Emergency Medicine
Health Match BC
Kamloops, BC
- Full-time
…combination with a collaborative relationship with Hospital Administration maximizes opportunities for job satisfaction and quality of…
Added 31 mins ago
TH
Associate Professor, Teaching Stream ...
The Honor Society of Nursing, Sigma Theta Tau International
Toronto, ON
- $150,000 to $180,000 CAD / year
- Full-time
…development. The successful candidate will be assigned a teaching and service…
Added 46 mins ago
RB
Private Banking Associate
Royal Bank of Canada
Vancouver, BC
- Full-time
…Private Banking team is responsible for developing sales and service solutions through regular client interactions. You will also be responsible for direct support to the RBC Private…
Added 46 mins ago
RB
Senior Relationship Manager, Commercial Financial Services
Royal Bank of Canada
Halifax, NS
- Full-time
…with your innate business development and knack for client service to set the stage for…
Added 1 hour ago
GZ
Vice President Operations
Gestion Zagora
AB · Edmonton, AB
- Full-time
Oversee property management operations, including leasing, maintenance, tenant relations, and building administration.
Added 1 hour ago
TS
Disability Support Worker
The Salvation Army Canada and Bermuda Territory
Fort McMurray, AB
- Full-time
…needs and live out our mission, vision and values of hope, service, dignity and stewardship. As a faith- and values-based organization, we hire and serve people of all backgrounds and walks…
Added 1 hour ago
RP
Manager, Inventory
Rexall Pharmacy Group Ltd.
Mississauga, ON
- $80,000 to $105,000 CAD / year
- Full-time
Direct the scheduling and ensure performance of physical inventories; maintain relationship with 3 rd party inventory service.

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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