Jobs in Canada

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Added 10 mins ago
Client Services Specialist - Mississauga, ON
Intertek Canada
Mississauga, ON
…for client development (relationship and project expansion), sales/marketing issues, customer relations, dealing with operational issues and challenges, program technical issues, and…
Added 25 mins ago
HG
DC Associate Driver - Inbound 1st Shift (Tier 1)
H&M Group
Ajax, ON
- Full-time
Stay informed about current campaigns and activities to maximize sales opportunities
Added 25 mins ago
L
Medical Director - Oncology
Lilly
Toronto, ON
- Full-time
This role is eligible for additional forms of compensation, such as participation in the Lilly Bonus Program.
Added 40 mins ago
H
DC Associate Driver - Inbound 1st Shift (Tier 1)
H&M
Ajax, ON
- Full-time
Stay informed about current campaigns and activities to maximize sales opportunities
Added 2 hours ago
AP
Health & Safety Advisor
AGF Perú
Calgary, AB
- Full-time
Participate in maintaining and updating the company Health & Safety management program.
Added 4 hours ago
AH
Tobacco, Smoking and Vaping Enforcement Investigator
Alberta Health Services
AB · Greater Edmonton Metropolitan Area
- Temporary
Classification: Advisor Union: Exempt Unit and Program: Tobacco, Smoking, and Vaping Enforcement Team, Safe Healthy Environments Primary Location: Seventh Street Plaza Location Details:…
Added 4 hours ago
RD
Associate Advisor
RBC Dominion Securities
Toronto, ON
- Full-time
…our clients thrive and communities prosper. As an Associate Advisor, you will work with an Investment Advisor team and be responsible for providing proactive advice and support to our…
Added 4 hours ago
RD
Director, Parallel by RBC
RBC Dominion Securities
Toronto, ON
- Full-time
Expand awareness through presentations, advisor engagement and tailored client discussions that translate Parallel’s value proposition into commercial traction
Added 5 hours ago
GT
SUPER LUXURY SERVICE ADVISOR - UPTOWN SUPER LUXURY TEAM
Grand Touring Automobiles
Vaughan, ON
- Full-time
Uptown Toronto, part of Grand Touring Automobiles is seeking a customer service-oriented Super Luxury Service Advisor to join their team in a new state of the art facility located in Maple…
Added 5 hours ago
Financial Services - Business Office
The Jim Pattison Auto Group
Victoria, BC
The Campus Auto Group is seeking an energetic, driven, tech savvy, and personable individual to join our sales team as a Financial Services Advisor. If you strive to achieve excellence in…
Added 6 hours ago
CF
Sr. Principal Lead, Operations
Chick-fil-A Frederick North
Mississauga, ON
- Full-time
…Coaching Participants In The Canada Leadership Development Program (LDP). More Specifically, The Role Of The BRL Is…
Added 6 hours ago
RB
Banking Advisor Intern
Royal Bank of Canada
Amherstburg, ON
- 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 6 hours ago
RB
Associate Vice President, Core Banking, RBCx (similar to Commercial Account Manager)
Royal Bank of Canada
Ottawa, ON
- Full-time
Become a trusted advisor to the clients we support and play a role as a partner in their growth
Added 6 hours ago
RB
Client Advisor
Royal Bank of Canada
MB · STONEWALL, Manitoba
- Part-time
…a great career with us as a future Account Manager/Banking…
Added 6 hours ago
RB
Client Advisor Kitchener/Waterloo
Royal Bank of Canada
Kitchener, ON
- Part-time
…a great career with us as a future Account Manager/Banking…
Added 6 hours ago
RB
Financial Planner, Investment Retirement Planning
Royal Bank of Canada
Vancouver, BC
- Full-time
…creativity, motivation, and hunger to drive new investment sales is what pushes you to provide world-class advice and solutions that help clients achieve their long-term goals. With…
Added 6 hours ago
RB
Branch Manager Advisor
Royal Bank of Canada
Cardston, AB
- Full-time
As a Branch Manager Advisor, you fulfill a critical role in the branch with 40-50% of your time spent providing advice to clients as a Financial Advisor and 50-60% in a Branch leadership…
Added 7 hours ago
RB
Client Advisor
Royal Bank of Canada
Saskatoon, SK
- Part-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 7 hours ago
RB
Banking Advisor
Royal Bank of Canada
Temiskaming Shores, ON · Parry Sound, ON · North Bay, ON · Sundridge, ON · Gravenhurst, ON · Huntsville, ON · Bracebridge, ON · Kirkland Lake, ON · West Nipissing, ON
- 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 7 hours ago
RB
Client Advisor
Royal Bank of Canada
Pincher Creek, AB
- Part-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 7 hours ago
RB
Client Advisor
Royal Bank of Canada
Temiskaming Shores, ON · Parry Sound, ON · North Bay, ON · Sundridge, ON · Gravenhurst, ON · Huntsville, ON · Bracebridge, ON · Kirkland Lake, ON · West Nipissing, ON
- 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 7 hours ago
RB
Client Advisor
Royal Bank of Canada
ON · GREATER SUDBURY / GRAND SUDBURY, Ontario
- Part-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 7 hours ago
RB
Banking Advisor
Royal Bank of Canada
Pincher Creek, 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 7 hours ago
RB
Director, Parallel by RBC
Royal Bank of Canada
Toronto, ON
- Full-time
Expand awareness through presentations, advisor engagement and tailored client discussions that translate Parallel’s value proposition into commercial traction
Added 7 hours ago
RB
Client Care Advisor, Private Banking
Royal Bank of Canada
Richmond Hill, ON
- Full-time
As a key member of the Private Banking team, the Client Care Advisor is responsible for creating a tailored and memorable welcome experience at our Vancouver Private Banking Office. You…

Island Savings

Financial Advisor (Woodgrove Branch)

Nanaimo, BC, Canada

$52,400 to $65,600 CAD / year · Full-time

Apply on LinkedIn About employer

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Job details

Pay: $52,400 to $65,600 CAD / year
Job type: Full-time
Apply by: Dec 2, 2026
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

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.

Apply on LinkedIn About employer

More about this job

Responsibilities

Build and manage relationships with current and potential members, assess their financial needs, provide advice, and process complex lending, deposit, investment, and account transactions. Support branch goals through sales, referrals, cross-selling, administrative duties, and consistent member service.

Requirements

Requires a two-year college or technical school diploma in a related discipline, or equivalent education and experience, a Mutual Funds License, and two years in a Member Advisor role or equivalent. Candidates must demonstrate member needs assessment, product recommendation, independent problem-solving, organization, computer proficiency, and adherence to policies and procedures; PFP is an asset, and internal role certification must be completed within the required timeframe.

Skills

Member Relationship Building
Financial Advice
Needs Assessment
Product Recommendations
Sales and Referrals
Personal Lending
Retail Mortgages
Investment Products
Account Opening
Credit Investigations
Cross-Selling
Problem-Solving
Workload Planning and Prioritization
Microsoft Office
Banking Software
Risk and Policy Compliance

Visa sponsorship

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Keywords

Financial Advice
Member Service
Member Portfolio Management
Deposit Products
Investment Products
Mutual Funds License
Personal Loans
Retail Mortgages
RRSP Loans
Personal Accounts
Business Accounts
Debit Cards
Credit Cards
Lines Of Credit
Overdraft Protection
Insurance Products
Sales Targets
Referral Targets
Cross-Selling
Loan Applications
Credit Investigations
Estate Administration
Microsoft Office
Banking Software
Risk Management
Policy Compliance
PFP

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Work requirements

Jobs in Canada