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Added 31 mins ago
RT
Principal Advisor Remuneration
Rio Tinto
Montreal, QC
- Full-time
Added 47 mins ago
J
Human Resources Advisor
JobsMedia.io
Quebec, QC
- Full-time
Novo is looking for a human resources advisor to complete its team as part of a maternity leave replacement. You will be able to work in hybrid mode from our Quebec office.
Added 47 mins ago
J
Advisor in occupational injury management
JobsMedia.io
Quebec, QC
- Full-time
Added 47 mins ago
J
Advisor in occupational injury management
JobsMedia.io
Laval, QC
- Full-time
Added 47 mins ago
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Advisor in occupational injury management
JobsMedia.io
Longueuil, QC
- Full-time
Added 1 hour ago
RI
Financial Security Advisor, Insurance- EN
RBC Insurance
Drummondville, QC
- Full-time
As an accredited Life, Health & Wealth Advisor (HLLQP/LLQP) (Financial Security Advisor) you provide integrated life insurance planning and advice to your existing network of referrals and…
Added 1 hour ago
RI
Financial Security Advisor, Insurance- EN
RBC Insurance
Gatineau, QC
- Full-time
As an accredited Life, Health & Wealth Advisor (HLLQP/LLQP) (Financial Security Advisor) you provide integrated life insurance planning and advice to your existing network of referrals and…
Added 1 hour ago
R
Banking Advisor- EN
RBC
Chandler, QC
- Full-time
Added 1 hour ago
RI
Financial Security Advisor, Insurance- EN
RBC Insurance
Rimouski, QC
- Full-time
As an accredited Life, Health & Wealth Advisor (HLLQP/LLQP) (Financial Security Advisor) you provide integrated life insurance planning and advice to your existing network of referrals and…
Added 1 hour ago
NB
Senior Analyst Canadian Tax Operations
National Bank of Canada
Montreal, QC
- Temporary
Added 1 hour ago
EJ
Canada Registered Branch Associate
Edward Jones
Port Dover, ON
- Full-time
Join a financial services firm where your contributions are valued. Edward Jones is a Fortune 500¹ company where people come first. With over 9 million clients and 20,000 financial advisors…
Added 1 hour ago
NB
BANKING ADVISOR
National Bank of Canada
Saint-Constant, QC · St Constant, 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 2 hours ago
RI
Insurance Advisor Life, Health & Wealth
RBC Insurance
Ottawa, ON
- Full-time
As an accredited Life, Health & Wealth Advisor (HLLQP/LLQP) you provide integrated life insurance planning and advice to your existing network of referrals and new RBC client acquisitions.…
Added 2 hours ago
RI
Insurance Advisor Life, Health & Wealth
RBC Insurance
Arnprior, ON
- Full-time
As an accredited Life, Health & Wealth Advisor (HLLQP/LLQP) you provide integrated life insurance planning and advice to your existing network of referrals and new RBC client acquisitions.…
Added 2 hours ago
RI
Insurance Advisor Life, Health & Wealth
RBC Insurance
Carleton Place, ON
- Full-time
As an accredited Life, Health & Wealth Advisor (HLLQP/LLQP) you provide integrated life insurance planning and advice to your existing network of referrals and new RBC client acquisitions.…
Added 2 hours ago
RI
Financial Security Advisor, Insurance- EN
RBC Insurance
Levis, QC
- Full-time
As an accredited Life, Health & Wealth Advisor (HLLQP/LLQP) (Financial Security Advisor) you provide integrated life insurance planning and advice to your existing network of referrals and…
Added 2 hours ago
RI
Financial Security Advisor, Insurance- EN
RBC Insurance
Valleyfield, PE
- Full-time
As an accredited Life, Health & Wealth Advisor (HLLQP/LLQP) (Financial Security Advisor) you provide integrated life insurance planning and advice to your existing network of referrals and…
Added 2 hours ago
RI
Insurance Advisor Life, Health & Wealth
RBC Insurance
Pembroke, ON
- Full-time
As an accredited Life, Health & Wealth Advisor (HLLQP/LLQP) you provide integrated life insurance planning and advice to your existing network of referrals and new RBC client acquisitions.…
Added 2 hours ago
RI
Insurance Advisor - Life, Health & Wealth
RBC Insurance
Charlottetown, PE
- Full-time
…Field Sales team at RBC Insurance. As an accredited Insurance Advisor Life, Health & Wealth (HLLQP/LLQP) you provide integrated life insurance planning and advice to your existing network…
Added 2 hours ago
RI
Insurance Advisor Life, Health & Wealth
RBC Insurance
Cornwall, ON
- Full-time
As an accredited Life, Health & Wealth Advisor (HLLQP/LLQP) you provide integrated life insurance planning and advice to your existing network of referrals and new RBC client acquisitions.…
Added 2 hours ago
RI
Financial Security Advisor, Insurance- EN
RBC Insurance
Quebec, QC
- Full-time
As an accredited Life, Health & Wealth Advisor (HLLQP/LLQP) (Financial Security Advisor) you provide integrated life insurance planning and advice to your existing network of referrals and…
Added 2 hours ago
RI
Insurance Advisor Life, Health & Wealth
RBC Insurance
Kingston, ON
- Full-time
As an accredited Life, Health & Wealth Advisor (HLLQP/LLQP) you provide integrated life insurance planning and advice to your existing network of referrals and new RBC client acquisitions.…
Added 2 hours ago
RI
Financial Security Advisor, Insurance- EN
RBC Insurance
Trois-Rivières, QC
- Full-time
As an accredited Life, Health & Wealth Advisor (HLLQP/LLQP) (Financial Security Advisor) you provide integrated life insurance planning and advice to your existing network of referrals and…
Added 2 hours ago
RI
Financial Security Advisor, Insurance- EN
RBC Insurance
Saint-Jérôme, QC · St-Jérôme, QC
- Full-time
As an accredited Life, Health & Wealth Advisor (HLLQP/LLQP) (Financial Security Advisor) you provide integrated life insurance planning and advice to your existing network of referrals and…
Added 2 hours ago
RI
Financial Security Advisor, Insurance- EN
RBC Insurance
Blainville, QC
- Full-time
As an accredited Life, Health & Wealth Advisor (HLLQP/LLQP) (Financial Security Advisor) you provide integrated life insurance planning and advice to your existing network of referrals and…

First West

Senior Financial Advisor (Chemainus Branch)

101C 3055 OakStreet, Chemainus, BC, V0R 1K1, 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
Posting language: English
Posted: Nov 2, 2026

Original job description

We are currently seeking a Senior Financial Advisor to join our team.

The Senior Financial Advisor provides exceptional customer service to a portfolio of members by offering a full range of investment, deposit and complex lending services. The Senior Financial Advisor identifies member life stage cycle and provides solutions to financial needs, and/or refers member to an appropriate advisor.

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. Manages an assigned portfolio of members (generally with $100,000 to $250,000 in investible assets) through proactive regular contact, ensuring current and future needs are identified and met.
Member Transactions: Processes a full range of complex member transactions including, but not limited to: MFDA products and services; retail mortgages, personal and RRSP loans; 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 general public. Achieves established annual sales and referral targets.
Branch Support: Mentors other branch employees in the understanding of lending and investment products and services; and provides advice and/or assists employees with member issues in management’s absence.
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/Regional Differentiation:

Lending limits will be assigned in consultation with credit services – based on experience and competency.
Assigned a portfolio of high value members based on regional and branch needs.
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
Mutual Funds License required
Must complete the internal Tru Cooperative certification program specific to this role within the required timeframe
PFP preferred
2-3 years in a Financial Advisor role, or equivalent
Proven ability to conduct complex advisory, four quadrant conversations
Demonstrated ability to recognize needs, identify appropriate products and build strong member relationships
Proven track record achieving or exceeding sales targets in retail lending and investment products and service
Self-starter with ability to work independently and solve problems using common sense and sound judgment
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 Senior Financial Advisor manages a portfolio of members by providing investment, deposit, and complex lending solutions tailored to their life stage. They are also responsible for achieving branch sales goals, mentoring staff, and maintaining strong community relationships.

Requirements

Candidates must have a college or tech school diploma and a Mutual Funds License, with 2-3 years of experience in a financial advisor role. Proficiency in Microsoft Office and banking software, along with a proven track record in sales and relationship management, is required.

Skills

Financial advisory
Investment services
Lending services
Customer service
Portfolio management
Relationship building
Sales targets
Mutual funds
Retail mortgages
Personal loans
Business accounts
Mentoring
Risk management
Microsoft Office
Banking software

Visa sponsorship

Not detected in the job text

Keywords

Financial Advisor
Investment
Deposit
Lending
MFDA
Retail Mortgages
RRSP
Credit Cards
Insurance
Portfolio Management
Sales Targets
Mentoring
Risk Ownership
Microsoft Office
Banking Software
PFP
Customer Service
Financial Advice

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