Talent.com
Integris, a division of Coastal Community Credit Union
Financial Advisor 1, Full-time, Permanent, Prince GeorgeIntegris, a division of Coastal Community Credit Union • Prince George, BC VNB, CAN
Financial Advisor 1, Full-time, Permanent, Prince George

Financial Advisor 1, Full-time, Permanent, Prince George

Integris, a division of Coastal Community Credit Union • Prince George, BC VNB, CAN
30+ days ago
Salary
CA$24.26 hourly
Job type
  • Full-time
  • Permanent
Job description

Job Details

Description

Are you passionate about helping others achieve their financial goals? Integris, a division of Coastal Community Credit Union is excited to offer a full-time, permanent opportunity for a Financial Advisor 1 at our River Point branch in Prince George.

Doing More Together!

In this role, you will work closely with members to understand their financial needs and provide tailored financial solutions that support their success. You will manage and grow an assigned member portfolio, supporting lending, deposit, and product needs while building strong, trusted relationships. With a focus on delivering exceptional service and achieving sales and referral goals, you will play a key role in enhancing the member experience and contributing to the success of our community-focused organization. Join us and make a difference! Salary Range: $24.26 - $28.62 per hour. In addition to base salary, our total rewards, includes

Total Rewards: We provide employees with a comprehensive compensation package beyond the base salary, including:

  • Employer paid pension plan.
  • Generous paid time off options to foster work-life-family balance
  • Extended health & dental benefits
  • Time off for Volunteering
  • Vision Care
  • Short-term and Long-term disability insurance

Main Accountabilities:

Operational Duties

  • Assists members with inquiries (e.g., RSP, RRIF payments, online banking) and completes transactions like cheque processing, transfers, and card services.
  • Opens and maintains accounts for individuals, businesses, and estates, ensuring accurate member information.
  • Promotes financial products and services (e.g., RRIF, RESP) tailored to members' needs.
  • Resolves account errors with clear communication to members and stakeholders.
  • Manages safety deposit boxes and ensures regulatory record-keeping.

Lending Duties

  • Processes personal loan, line of credit, and mortgage applications, assessing financial information and recommending suitable options.
  • Sets up and maintains loans and credit products, including insurance coverage.
  • Follows policies, maintains compliance, and ensures proper documentation.

Service & Sales Duties

  • Provides exceptional member experiences and participates in service enhancement programs.
  • Identifies member needs, cross-sells products, and delivers trusted recommendations.
  • Meets sales and referral goals while building a member portfolio and maintaining strong relationships.

Revenue Recovery & Loss Prevention

  • Reviews and resolves delinquent accounts, working with members to avoid recurrence.
  • Escalates complex delinquent files to appropriate team members.

Regulatory Compliance

  • Ensures compliance with internal and external guidelines, including Know Your Member and Anti-Money Laundering regulations.
  • Maintains proper documentation and reports unusual or fraudulent activity.

Knowledge, Skills & Experience:

  • Strong understanding of registered and non-registered products and services offered by Integris.
  • Familiarity with the lending process and the ability to analyze financial statements.
  • Knowledge of banking systems and tools, such as T24, Collabria, Zoho CRM, BC Online, Black Book, Criterion/Pro-Lender, Landcor, Equifax, and Sagen/CMHC (or willingness to learn).
  • Excellent communication, organizational, time management, and sales skills, with a proven ability to take ownership and demonstrate accountability and initiative.
  • Completed post-secondary education in a relevant field and 1-3 years of experience in the financial services industry.

The deadline for this position is:May 1st, 2026

Qualifications

Skills

Behaviors

Preferred

Team Player

: Works well as a member of a group

Leader

: Inspires teammates to follow them

Dedicated

: Devoted to a task or purpose with loyalty or integrity :

Motivations

Preferred

Growth Opportunities

: Inspired to perform well by the chance to take on more responsibility

Financial

: Inspired to perform well by monetary reimbursement

Ability to Make an Impact

: Inspired to perform well by the ability to contribute to the success of a project or the organization :

Education

Preferred

Bachelor's degree or better in Finance or related field.

Experience

Required

1-3 years:

Customer Service

1-3 years:

Financial Services Industry

Licenses & Certifications

Create a job alert for this search

Financial Advisor 1, Full-time, Permanent, Prince George • Prince George, BC VNB, CAN

Similar jobs

Admissions Advisor: Join a Passionate, People-Focused Team

Discovery Community CollegePrince George, Regional District of Fraser-Fort George, CA
Full-time

Explore a fulfilling career as an Admissions Advisor, where your passion for helping others drives success.In this full-time role, you will guide students through their educational journeys with fo... Show more

 • Promoted

Independent Contractor Occupational Therapist

CBI Health GroupPrince George, Regional District of Fraser-Fort George, CA
Full-time

Explore an impactful career as an Independent Contractor Occupational Therapist with CBI Health in Prince George, BC, and enjoy a signing bonus up to $10,000.Flexible hours allow for optimal work-l... Show more

 • Promoted

Advanced First Aid Attendant — Fly-In/Fly-Out with Great Benefits

SOS InternationalPrince George, Regional District of Fraser-Fort George, CA
Full-time

A healthcare solutions company is seeking an Advanced First Aid Attendant to respond to medical emergencies and ensure patient safety.You will be responsible for maintaining equipment readiness and... Show more

 • Promoted

SUN LIFE FINANCIAL ADVISOR

Sun LifePrince George, Regional District of Fraser-Fort George, CA
Full-time

Req#JR00034433 FC077North Central BC.Financial advisors love to build long-term relationships with people and help them plan financially for the various stages of life.They make an impact in their ... Show more

 • Promoted

Banking Advisor

RBCPrince George, Regional District of Fraser-Fort George, CA
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 banking, ... Show more

 • Promoted

Spanish Private Tutoring Jobs Prince George

SuperprofPrince George, British Columbia (BC), CA
Full-time

Superprof is Canada's 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 community ... Show more

 • Promoted

Mobile Mortgage Advisor: Unlimited Earning Potential

ScotiabankPrince George, Regional District of Fraser-Fort George, CA
Full-time

A leading financial institution is seeking a motivated Mortgage Specialist in Prince George.This role emphasizes building client relationships and providing tailored mortgage advice within a commis... Show more

 • Promoted

Tenancy Relations Advisor: Affordable Housing

Aboriginal Housing Society of Prince GeorgePrince George, Regional District of Fraser-Fort George, CA
Full-time

A local community housing organization is looking for a Tenancy Relations Advisor to coordinate tenancy operations and manage tenant relations for affordable housing.The role involves conducting in... Show more

 • Promoted

Occupational Hygiene Advisor, (uhnbc Tower)

Northern HealthPrince George, Regional District of Fraser-Fort George, CA
Full-time +1

Are you interested in an opportunity to grow professionally within a positive and progressive culture? Northern Health is seeking an Occupational Hygiene Advisor,(UHNBC Tower) to join our Workplace... Show more

 • Promoted

SUN LIFE FINANCIAL ADVISOR

Sun Life FinancialPrince George, Regional District of Fraser-Fort George, CA
Permanent

You are as unique as your background, experience and point of view.Here, you’ll be encouraged, empowered and challenged to be your best self.You'll work with dynamic colleagues - experts in their f... Show more

 • Promoted

Mortgage Specialist - Prince George Region

ScotiabankPrince George, Regional District of Fraser-Fort George, CA
Full-time

Title: Mortgage Specialist - Prince George Region.Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture.Join us as we build a high-performing, purpos... Show more

 • Promoted

Admissions Advisor | Prince George, BC

Discovery Community CollegePrince George, Regional District of Fraser-Fort George, CA
Full-time

Discovery Community College offers a truly close-knit team of people who are passionate about changing lives.As a member of this team, you will.Discovery Community College is seeking a motivated an... Show more

 • Promoted

Reading Private Tutoring Jobs Prince George

SuperprofPrince George, 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

First Aid Attendant: OFA III

Paladin SecurityPrince George, Regional District of Fraser-Fort George, CA
Full-time

Be a part of the action! We are seeking reliable First Aid Staff to support medical coverage.This role is ideal for individuals who thrive in fast-paced environment and are passionate about public ... Show more

 • Promoted

Wealth Advisor Role With Ventum Financial

Ventum FinancialPrince George, Canada
Full-time

Become a Wealth Advisor at Ventum Financial Corp.This opportunity allows experienced professionals to thrive in an independent firm.In this position, you will join Ventum's Private Client Servi... Show more

 • Promoted

Community Occupational Therapist (Independent Contractor)

CBI Health GroupPrince George, Regional District of Fraser-Fort George, CA
Full-time +1

Community Occupational Therapist (Independent Contractor).CBI Health - CRS Prince George.Community Occupational Therapist (Independent Contractor) - Prince George, BC.This position is eligible for ... Show more

 • Promoted

Wealth Advisor Role with Ventum Financial

Ventum FinancialPrince George, Regional District of Fraser-Fort George, CA
Full-time

Become a Wealth Advisor at Ventum Financial Corp.This opportunity allows experienced professionals to thrive in an independent firm.In this position, you will join Ventum's Private Client Services,... Show more

 • Promoted

Investment Advisor

Ventum FinancialPrince George, Regional District of Fraser-Fort George, CA
Full-time

Canadian‑owned investment firm managing more than $8 billion in assets with nearly 400 employees across 13 offices nationwide.Founded on trust, experience and ambition, Ventum prioritizes excellenc... Show more

 • Promoted

English Private Tutoring Jobs Prince George

SuperprofPrince George, 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

Admissions Advisor: Guide Students to Education Goals

Discovery Community CollegePrince George, Regional District of Fraser-Fort George, CA
Full-time

A community college in British Columbia is looking for a motivated Admissions Advisor in Prince George.This full-time position requires strong customer service skills and the ability to guide prosp... Show more