Talent.com
Envision Financial
Financial Advisor (Ganges (Salt Spring) Branch)Envision Financial • Salt Spring Island, BC, Canada
Financial Advisor (Ganges (Salt Spring) Branch)

Financial Advisor (Ganges (Salt Spring) Branch)

Envision Financial • Salt Spring Island, BC, Canada
30+ 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.

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 FW 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 First West.

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 First West 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.
Create a job alert for this search

Financial Advisor (Ganges (Salt Spring) Branch) • Salt Spring Island, BC, Canada

Similar jobs

Biology Private Tutoring Jobs Cowichan Bay

SuperprofCowichan Bay, British Columbia, CA
Full-time

Superprof is Canada's #1 tutoring platform, and we're actively recruiting passionate tutors! Whether you're a student, a professional, or simply someone who loves teaching, join the largest communi... Show more

 • Promoted

Home Comfort Advisor (Outside Sales)

Right Time Group of CompaniesDuncan, BC, CA
Full-time

Home Comfort Advisor (HCA) – Outside Sales.At Right Time Heating and Air Conditioning, we believe great sales professionals don’t just sell, they advise, educate, and build trust.As a Home Comfort ... Show more

 • Promoted

English Private Tutoring Jobs Cowichan Bay

SuperprofCowichan Bay, British Columbia, CA
Full-time

Superprof is Canada's #1 tutoring platform, and we're actively recruiting passionate tutors! Whether you're a student, a professional, or simply someone who loves teaching, join the largest communi... Show more

 • Promoted

Advisor, Personal Insurance

WaypointLadysmith, Cowichan Valley Regional District, CA
Full-time

The Advisor, Personal Insurance [Renewal] will drive revenue growth by achieving annual sales targets through effective customer management and service strategies.Responsibilities include analyzing... Show more

 • Promoted

Insurance Advisor Position at Westland

Westland Insurance Group Ltd.Mill Bay, BC, CA
Full-time

Westland Insurance Group Ltd is hiring an Insurance Advisor dedicated to outstanding client service in Mill Bay, BC.This is an ideal chance for those passionate about the insurance industry.As an I... Show more

 • Promoted

Branch Manager

NavacordSalt Spring Island
Full-time

Navacord Saltspring Island, British Columbia, Canada.The Branch Manager, Auto Insurance will be accountable for the success of the branch by ensuring all staff are equipped with the resources and k... Show more

 • Promoted

Earn Cash From Taking Surveys Online

Earn HausMetchosin, BC, CA
Full-time +1

Looking for people to participate in taking online surveys for Fortune 500 brands.All you need to do is complete online surveys by sharing your opinion.You will help influence brand decisions on se... Show more

 • Promoted

Complete Online Surveys For Cash (Up to $25/per)

Earn HausSooke, BC, CA
Full-time +1

Looking for people to participate in taking online surveys for Fortune 500 brands.All you need to do is complete online surveys by sharing your opinion.You will help influence brand decisions on se... Show more

 • Promoted

Survey Taker: Earn up to $25 per survey (Remote)

Earn HausMetchosin, BC, CA
Remote
Full-time +1

Looking for people to participate in taking online surveys for Fortune 500 brands.All you need to do is complete online surveys by sharing your opinion.You will help influence brand decisions on se... Show more

 • Promoted

Reading Private Tutoring Jobs Cowichan Bay

SuperprofCowichan Bay, British Columbia, CA
Full-time

Superprof is Canada's #1 tutoring platform, and we're actively recruiting passionate tutors! Whether you're a student, a professional, or simply someone who loves teaching, join the largest communi... Show more

 • Promoted

Business Development Manager

Burnbrae FarmsNorth Cowichan, BC, CA
Full-time +1

Burnbrae Farms is a sixth‑generation, Canadian, family‑owned company, operated today by the fourth generation of the Hudson family.We are proud to be one of Canada’s leading egg producers and proce... Show more

 • Promoted

Duncan Community Occupational Therapist

Vancouver Island Health AuthorityDuncan, BC, CA
Full-time

Work as a Community Occupational Therapist with VIHA in Duncan, BC, delivering vital rehabilitation services.This casual role requires travel and focuses on patient safety and quality improvement.A... Show more

 • Promoted

Advisor, Personal Insurance Renewal Solutions

WaypointLadysmith, Cowichan Valley Regional District, CA
Full-time

Join Navacord in Ladysmith as an Advisor for Personal Insurance Renewals, specializing in achieving sales goals through effective customer engagement and policy management.Utilize your insurance ex... Show more

 • Promoted

Home Comfort Advisor (Outside Sales)

The Comfort GroupDuncan, BC, CA
Full-time

Home Comfort Advisor (HCA) – Outside Sales.Uncapped Earnings | Company-Generated Opportunities | Career Growth.As a Home Comfort Advisor (HCA), you’ll help homeowners make informed decisions about ... Show more

 • Promoted

Insurance Advisor

Westland Insurance Group Ltd.Mill Bay
Full-time

Are you searching for new possibilities? Westland Insurance Group Ltd is growing and has a new opportunity for an.Do you love to talk about insurance and provide exceptional client service? If so, ... Show more

 • Promoted

Member Service Representative 1 - Union

coastal communityGabriola, BC, CA
Part-time +1

Requisition Number: MEMBE004735.Gabriola Island, BC V0R 1X0, CAN.Posting Deadline: Please submit your application by 11:59 PM PST, July 13, 2026.Together, Let’s Do Great Things!.We're a financial s... Show more

 • Promoted

Auto Insurance Branch Leader – Onsite (Relocation)

NavacordSalt Spring Island Electoral Area, BC, CA
Full-time

A leading insurance company seeks a Branch Manager in Salt Spring Island, BC.Responsible for overseeing daily operations, managing a team, and enhancing customer service.The ideal candidate has a L... Show more

 • Promoted

Healthcare Sales Rep - Impact & Growth (Avg $76k)

Vancouver Island Health AuthorityDuncan, BC, CA
Full-time

A healthcare organization in Canada is seeking a passionate Sales Representative to enhance business growth through client engagement.The role focuses on presenting tailored solutions to meet custo... Show more

 • Promoted

Lifeguard Swim Instructor 1 - Salt Spring Island Aquatics

Capital Regional DistrictSalt Spring Island
Full-time

Salt Spring Island Administration.Varies - as and when needed, including days, evenings and weekends.Open until filled, review of submissions will begin on March 17, 2026.This position lifeguards a... Show more

 • Promoted

Wireless Sales Supervisor

StaplesDuncan, BC, CA
Full-time

As the Working and Learning Company, we at Staples Canada, are dynamic, inspiring partners to our customers and the communities in which we live.At Staples, we inspire people to work smarter, learn... Show more