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RM
M.L.T. Charge - Quality
Ross Memorial Hospital
Kawartha Lakes, ON · Lindsay, ON
- Full-time
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MN
Reset Merchandiser
Mosaic North America
Windsor, ON
- Part-time
In this role, you will have the opportunity to support the merchandising initiatives of each of our clients and enhance relationships with Store and Department Managers. This position is an…
Added 12 mins ago
MN
Indigenous Client Relations Liaison
Mi'kmaw Native Friendship Centre
Halifax, NS
- Part-time
…embedded in Indigenous tradition and culture in all aspects of program…
Added 12 mins ago
A
Sales Lead, Canada Public Sector
Anthropic
ON · Ontario, Canada
- Full-time
…Chief Information Officers and Chief Data Officers, senior program executives, central agency and procurement stakeholders, and mission owners, becoming a trusted advisor on AI capabilities…
Added 12 mins ago
IR
Chronic Disease Nurse
Interlake-Eastern Regional Health Authority
Eriksdale, MB
- Full-time
Internal applicants must include a current resume with application upon change of department, site, program and or classification.
Added 12 mins ago
MF
Electrician (309A)
Merit for Training
ON · Ontario, Canada
- Full-time
Merit Ontario is committed to building Ontario's skilled trades workforce. We support construction employers through innovative workforce development solutions, including our Group Sponsor…
Added 12 mins ago
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Bid Operations Co-Op
Veolia | North America
Oakville, ON
- Full-time
The Bid Operations Co-Op Student will support the Bid Operations Leader (BOL) in maintaining critical proposal and operational systems across all North America markets (Food, Beverage &…
Added 12 mins ago
IR
Licensed Practical Nurse - Home Care
Interlake-Eastern Regional Health Authority
Eriksdale, MB
- Full-time
Current certification in Basic Life Support (BLS)
Added 12 mins ago
E
Thanks for visiting our Job Board. Please review our open positions and apply to the positions that match your qualifications.
Evertz
Burlington, ON
- Contract
We are seeking a detail-oriented and customer-focused professional to join our team in a key support role. This position is responsible for managing customer return requests initiated by…
Added 12 mins ago
IR
Licensed Practical Nurse
Interlake-Eastern Regional Health Authority
Eriksdale, MB
- Full-time
Current Basic Life Support (BLS) Training – as delineated in Interlake-Eastern RHA Required Certification / required Policy GA11-50
Added 12 mins ago
IR
Licensed Practical Nurse
Interlake-Eastern Regional Health Authority
Eriksdale, MB
- Full-time
Current Basic Life Support (BLS) Training – as delineated in Interlake-Eastern RHA Required Certification / required Policy GA11-50
Added 12 mins ago
IR
Home Care Attendant
Interlake-Eastern Regional Health Authority
Powerview-Pine Falls, MB · Pine Falls, MB
- Internship
…personal and supportive care following the care plan, policies and program standards meeting identified needs to enable the clients to remain independent and safe in their homes for as long…
Added 12 mins ago
IR
Licensed Practical Nurse
Interlake-Eastern Regional Health Authority
Eriksdale, MB
- Full-time
Current Basic Life Support (BLS) Training – as delineated in Interlake-Eastern RHA Required Certification / required Policy GA11-50
Added 12 mins ago
IR
Licensed Practical Nurse
Interlake-Eastern Regional Health Authority
Eriksdale, MB
- Full-time
Current Basic Life Support (BLS) Training – as delineated in Interlake-Eastern RHA Required Certification / required Policy GA11-50
Added 12 mins ago
IR
Registered Nurse
Interlake-Eastern Regional Health Authority
Eriksdale, MB
- Full-time
Current Basic Life Support (BLS) Training – as delineated in Interlake-Eastern RHA Required Certification/ Required Policy GA 11-50.
Added 12 mins ago
IR
Health Care Aide
Interlake-Eastern Regional Health Authority
Fisher Branch, MB
- Full-time
Knowledge of Violence Prevention Program training and processes.
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E
Thanks for visiting our Job Board. Please review our open positions and apply to the positions that match your qualifications.
Evertz
Burlington, ON
- Full-time
…is comfortable with physical work and occasional travel to support the variable trade show…
Added 12 mins ago
IR
Licensed Practical Nurse
Interlake-Eastern Regional Health Authority
Eriksdale, MB
- Full-time
Current Basic Life Support (BLS) Training – as delineated in Interlake-Eastern RHA Required Certification / required Policy GA11-50
Added 12 mins ago
IR
Health Care Aide
Interlake-Eastern Regional Health Authority
Eriksdale, MB
- Full-time
Knowledge of Violence Prevention Program training and processes.
Added 12 mins ago
E
Thanks for visiting our Job Board. Please review our open positions and apply to the positions that match your qualifications.
Evertz
Burlington, ON
- Full-time
Added 12 mins ago
IR
Health Care Aide
Interlake-Eastern Regional Health Authority
Lac du Bonnet, MB
- Internship
Knowledge of Violence Prevention Program training and processes.
Added 12 mins ago
IR
Dietary Aide
Interlake-Eastern Regional Health Authority
Lac du Bonnet, MB
- Full-time
Under the direction of the Manager, Support Services and Food Services Supervisor, the Dietary Aide performs the assigned duties related to the preparation and service of food to patients/…
Added 12 mins ago
S
Global Methods Engineer - Machining
Safran
Mirabel, QC
- Full-time
Support production by providing expertise in the scope.
Added 12 mins ago
IR
Health Care Aide
Interlake-Eastern Regional Health Authority
Lac du Bonnet, MB
- Internship
Knowledge of Violence Prevention Program training and processes.
Added 12 mins ago
IR
Licensed Practical Nurse
Interlake-Eastern Regional Health Authority
Lac du Bonnet, MB
- Internship
Current Basic Life Support (BLS) Training – as delineated in Interlake-Eastern RHA Required Certification / required Policy GA11-50

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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