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Banking Jobs in Surrey, BC

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Banking • surrey bc

Last updated: 3 days ago

Financial Advisor (Newton Branch)

envision financialSurrey, BC, Canada
CA$100,000.00 yearly
Full-time

We are currently seeking a Financial Advisor to join our team in Newton Branch in Surrey.This role is to support the branch operation from Tuesday - Saturday.The Financial Advisor provides exceptio... Show more

Senior Account Manager, Commercial Banking (Hybrid)

national bank canadaCoquitlam, British Columbia
Full-time +2

Advisory services, Commercial banking.A career as a Senior Account Manager, Commercial Banking at National Bank means being responsible for growing the portfolio of business clients assigned to you... Show more

 • Promoted

Intermediate Accountant

cotecna canadaBurnaby, British Columbia, Canada
CA$60,000.00–CA$65,000.00 yearly
Full-time
Quick Apply

Intermediate Accountant (Based in Burnaby, BC, Canada).We are looking for a motivated.Cotecna is a multinational leader in testing, inspection, and certification services with a global network span... Show more

Contracts and Commercial Services Coordinator - Remote

ntt data servicesBurnaby, BC, CA
Remote
Full-time

NTT DATA strives to hire exceptional, innovative and passionate individuals who want to grow with us.If you want to be part of an inclusive, adaptable, and forward-thinking organization, apply now.... Show more

Relationship Manager Career Opportunities

prospera credit unionSurrey, BC, CA
CA$54,000.00–CA$67,500.00 yearly
Full-time

Prospera is committed to creating meaningful local impact while offering our members more ways to manage everyday banking, grow their wealth, and receive personalized support to achieve their finan... Show more

Legal Counsel, Canada

march networksSurrey, BC, CA
CA$155,000.00 yearly
Full-time
Quick Apply

Delta Intelligent Building Technologies (Canada) | Surrey, BC or Ottawa, ON (On-site) | New position | Compensation: Base Salary CAD $155,000 to $180, 000.Delta Intelligent Building Technologies (D... Show more

Private Banker

toronto dominion bankSurrey, British Columbia
Full-time

TD Wealth, Private Wealth Management provides high-net worth & ultra-high-net worth clients with holistic discovery and planning towards customized wealth advice and solutions.As part of TD Wealth ... Show more

Investment Advisor

0000050599 rbc dominion securitiesSURREY, British Columbia, Canada
Full-time

Grow your business, your way – with RBC.As an Investment Advisor at RBC Dominion Securities, you can help your clients reach their goals, while we help you reach yours.Maybe you’ve dreamed of start... Show more

Director of Finance

vitacore industriesBurnaby, British Columbia, Canada
CA$120,000.00–CA$140,000.00 yearly
Full-time
Quick Apply

At Vitacore, we integrate cutting-edge research and technology with a profound commitment to sustainability and innovation.Established in 2020, Vitacore is driven by our mission to develop transfor... Show more

Vice President, Enterprise Risk Credit Union

teemaNew Westminster, British Columbia
CA$143,446.00–CA$179,308.00 yearly
Permanent

Leading and evolving the organization’s .Enterprise Risk Management (ERM) framework.Developing and maintaining the organization’s .Providing independent second-line oversight and constructive chall... Show more

Vice President, Corporate Development & Innovation (18-Month Contract)

bcaaBurnaby, BC
CA$180,000.00–CA$210,000.00 yearly
Full-time +2

Feel proud of what you do and help shape the future of BC at a BC Top Employer.We’re driven by purpose – delivering peace of mind to one in three BC households with insurance, roadside assistance, ... Show more

Finance Coordinator - Arbutus Medical

blankslate partnersBurnaby, BC, CA
CA$55,000.00–CA$65,000.00 yearly
Full-time
Quick Apply

Arbutus Medical is a rapidly growing medical device venture developing a portfolio of procedure kits to  streamline surgery “outside the OR”, starting with orthopaedic trauma procedures in the... Show more

Life Insurance Representative

serenia life financialSurrey, British Columbia, Canada
Full-time

Life Insurance Representative .Career Opportunity | Training & New Advisor Support | Licensing Support.Serenia Life Financial is looking for motivated, relationship-driven individuals who want... Show more

Senior Manager, Strategic Initiatives

photonicCoquitlam, British Columbia, CA
CA$140,800.00 yearly
Full-time
Quick Apply

Photonic is seeking a highly organized, analytical and execution-focused professional to manage critical strategic initiatives across the company.Reporting to the CFO and working closely with senio... Show more

Banking Advisor

0000050007 royal bank canadaCOQUITLAM, British Columbia, Canada
Full-time

Please note we are looking for new Banking Advisors for our Tri-Cities/Maple Ridge Market - applicants must be mobile within this geographical area.This unique position calls on your client-focused... Show more

Senior Account Manager, Commercial Banking (Hybrid)

national bankCoquitlam, British Columbia
Full-time +2

Advisory services, Commercial banking.A career as a Senior Account Manager, Commercial Banking at National Bank means being responsible for growing the portfolio of business clients assigned to you... Show more

Automotive Financial Services Manager

westminster toyotaNew Westminster, British Columbia, Canada
CA$150,000.00 yearly
Full-time

Westminster Toyota is seeking a Financial Services Manager / Senior Financial Advisor to join our high-performing team.This role is ideal for professionals currently working in banking, private len... Show more

Controller | Accountant

miles employment groupBurnaby, BC, CA
CA$90,000.00 yearly
Full-time
Quick Apply

Controller | Accountant Strategic Financial Leader | Entrepreneurial Environment | Forestry, Manufacturing & Industrial Operations We are seeking an experienced, hands-on Controller to join a g... Show more

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Financial Advisor (Newton Branch)

Financial Advisor (Newton Branch)

envision financialSurrey, BC, Canada
25 days ago
Salary
CA$100,000.00 yearly
Job type
  • Full-time
Job description

We are currently seeking a Financial Advisor to join our team in Newton Branch in Surrey. This role is to support the branch operation from Tuesday - Saturday.

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 . Microsoft Office and banking software programs
  • Displays an understanding of risk and risk ownership by being able to demonstrate adherence to policies and procedures.