Jobs in Canada

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Added 7 mins ago
SG
Employee Experience Manager
Saliance Global Holdings Co. Ltd
Calgary, AB · Greater Calgary Metropolitan Area
- Full-time
Reporting to the GM, the Employee Experience Manager is an active and contributing member of the department head’s team, and acts as a subject matter specialist for the Senior Leadership…
Added 7 mins ago
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Finance Director
Pollin
Toronto, ON
- Full-time
…and expansion of the business. This role will serve as a key member of the leadership team, partnering closely with the executive team to drive financial performance, support growth…
Added 7 mins ago
HO
HR Business Partners - Leader
Humans of HR
Vancouver, BC · Greater Vancouver, BC
- $140,000 to $150,000 CAD / year
- Full-time
As a key member of the broader People & Culture leadership team, you will help define and execute people strategies that drive business performance, support transformation initiatives, and…
Added 7 mins ago
DC
International Student Advisor
Douglas College
New Westminster, BC
- Full-time
…procedures, relevant to international students, make you a trusted advisor and a valuable member of our team. In the face of challenging situations, you navigate through them with sound…
Added 22 mins ago
M
Receptionist
MNP
Orangeville, ON
- Full-time
…firm by supporting internal and external clients. As a trusted advisor, you’ll ensure the efficient and effective operation of our…
Added 22 mins ago
M
Generalist, Regional Human Capital
MNP
Winnipeg, MB
- Full-time
…continues to stand out as an employer of choice. As a trusted advisor, you’ll implement and support strategies, programs and processes that attract, develop, train and retain our firm’s…
Added 22 mins ago
M
Manager, Tax / Directeur(trice), Fiscalité
MNP
Bathurst, NB · Dieppe, NB
- Full-time
…within a complex and dynamic regulatory framework. As a trusted advisor, you’ll design solutions for clients that meet compliance and reporting requirements, minimize risk, drive…
Added 22 mins ago
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Manager, Tax
MNP
Stratford, PE · Summerside, PE
- Full-time
…within a complex and dynamic regulatory framework. As a trusted advisor, you’ll design solutions for clients that meet compliance and reporting requirements, minimize risk, drive…
Added 22 mins ago
M
Administrative Assistant
MNP
Truro, NS
- Full-time
…firm by supporting internal and external clients. As a trusted advisor, you’ll ensure the efficient and effective operation of our…
Added 22 mins ago
M
Senior Developer, Rapid Innovation Development
MNP
AB · Calgary, AB
- Full-time
…redefine and enhance how we serve our clients. As a trusted advisor, you’ll bring a passion for transformation and thrive on delivering next generation solutions that redefine the way MNP…
Added 22 mins ago
M
Senior Administrative Assistant
MNP
Toronto, ON
- Full-time
…firm by supporting internal and external clients. As a trusted advisor, you’ll ensure the efficient and effective operation of our…
Added 36 mins ago
Financial Advisor (Woodgrove Branch)
First West
Nanaimo, BC
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…
Added 37 mins ago
Senior Financial Advisor Nelson Road Branch - Saskatoon SK
Scotiabank
Saskatoon, SK
Our Advisors are customer-centric and able to connect with people in a relatable way. As an essential member of the Canadian Banking Branch network, our focus is to provide exceptional…
Added 37 mins ago
Financial Advisor - Stony Plain, AB
Scotiabank
Stony Plain, AB
Our Advisors are customer-centric and able to connect with people in a relatable way. As an essential member of the Canadian Banking Branch network, our focus is to provide exceptional…
Added 37 mins ago
Senior Financial Advisor - Oromocto, NB
Scotiabank
Oromocto, NB
Our Advisors are customer-centric and able to connect with people in a relatable way. As an essential member of the Canadian Banking Branch network, our focus is to provide exceptional…
Added 37 mins ago
Advisor Resource Acquisition
Independent Electricity System Operator
Canada
The Advisor, Resource Acquisition will help develop qualitative and quantitative analysis to help shape the design, development and execution of Resource Adequacy mechanisms and broader…
Added 52 mins ago
M
Contracts Specialist
MDA
Sainte-Anne-de-Bellevue, QC
- Full-time
Act as the day to day advisor to the Business Development and Program Management team on contractual matters related to commercial transactions applicable to the Satellite Systems business…
Added 52 mins ago
OI
Systems Sr Designer
Orthosoft Inc.
Montreal, QC
- Other
As a Zimmer Biomet team member, you will share in our commitment to providing mobility and renewed life to people around the world. To support our talent team, we focus on development…
Added 1 hour ago
D
Product Owner, Product Management
Desjardins
Levis, QC · Montreal, QC
- Full-time
As Product Owner, Product management, you will represent the voice of the client in projects and be responsible for the member/client experience. You will consistently prepare a range of…
Added 1 hour ago
D
Personal Finance Advisor
Desjardins
Lorrainville, QC · Montreal, QC · Notre-Dame-du-Nord, QC · Témiscaming, QC · Caisse Desjardins du Témiscamingue
- Full-time
As a personal finance advisor, you’re responsible for developing and maintaining lasting and trusting business relationships with members and clients, to ensure they’re satisfied. Your role…
Added 1 hour ago
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Sourcing Manager, Marketing Category
BMO
Toronto, ON · YNG
- Full-time
This role acts as a trusted sourcing advisor to assigned business groups, helping stakeholders evaluate sourcing alternatives, supplier capabilities, commercial models, market conditions,…
Added 1 hour ago
B
Sourcing Associate, Human Resources Category
BMO
Toronto, ON · YNG
- Full-time
…leads sourcing activities and negotiations, acts as a trusted advisor to stakeholders on project deliverables, analyzes financial and supplier risk considerations, and applies category and…
Added 1 hour ago
B
Associate, Commercial Banking (Public Sector Group)
BMO
Toronto, ON · FCP
- Full-time
…BMO’s Purpose to life by Boldly Growing the Good. As a trusted advisor to many of Canada’s important public institutions we provide top tier advice and banking solutions that enable our…
Added 1 hour ago
Senior Financial Advisor - Elliot Lake, ON
Scotiabank
Elliot Lake, ON
Our Advisors are customer-centric and able to connect with people in a relatable way. As an essential member of the Canadian Banking Branch network, our focus is to provide exceptional…
Added 1 hour ago
Senior Financial Advisor - Downtown Halifax, Nova Scotia (Future Opportunities)
Scotiabank
Halifax, NS
Our Advisors are customer-centric and able to connect with people in a relatable way. As an essential member of the Canadian Banking Branch network, our focus is to provide exceptional…

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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