Talent.com
Envision Financial
Financial Advisor (Tsawwassen Branch)Envision Financial • Tsawwassen, BC, Canada
Financial Advisor (Tsawwassen Branch)

Financial Advisor (Tsawwassen Branch)

Envision Financial • Tsawwassen, BC, Canada
7 days ago
Job type
  • Full-time
Job description

We are currently seeking a licensed Financial Advisor to join our team in Tsawwassen.

The role is focused on providing 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.

Accountabilities

  • 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

People/Thought Leadership

  • No direct supervisory responsibility
  • Provides functional/technical guidance or advice to other employees as required

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

Competencies

  • 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

Skills

  • Proficient in computer software . Microsoft Office and banking software programs

Travel

  • Overnight travel may be occasionally required, up to 6 times per year

Risk Management

  • 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 (Tsawwassen Branch) • Tsawwassen, BC, Canada

Similar jobs

Financial Advisor

HM Financial AcademyVancouver, Metro Vancouver Regional District, CA
Full-time +1

We are on a mission to empower Canadian families by simplifying complex financial concepts and making them accessible to everyone.Our goal is to help every household across Canada build a Secure an... Show more

 • Promoted

Remote Wealth Advisor & Financial Planner

Fidelity CanadaVancouver, Metro Vancouver Regional District, CA
Remote
Full-time

A leading financial services firm is seeking a Wealth Advisor/Financial Planner to provide exceptional client experiences and investment advice.This role involves developing financial planning stra... Show more

 • Promoted

Regional Financial Advisor (Virtual)

CU Financial ManagementVancouver, Metro Vancouver Regional District, CA
Full-time

People-Oriented Leader & Strategic Operations Manager at CU Financial Management Ltd.Whether you’re just starting out, building your wealth, running a business, planning for retirement or want to l... Show more

 • Promoted

Remote Mortgage Advisor for Financial Solutions

ManulifeVancouver, Metro Vancouver Regional District, CA
Remote
Full-time

A leading financial services firm in Toronto is seeking a Mortgage Specialist for a remote position.You will sell financial solutions directly to clients and work with financial advisors to help cl... Show more

 • Promoted

Wealth Advisor/Financial Planner

Fidelity CanadaVancouver, Metro Vancouver Regional District, CA
Full-time

Wealth Advisor/Financial Planner (Fidelity Canada).Wealth Advisor/Financial Planner.Current work authorization for Canada is required for all openings.As part of Fidelity's dynamic work model, you ... Show more

 • Promoted

Service Associate

CI FinancialVancouver, Metro Vancouver Regional District, CA
Full-time

At CI, we see a great place to work as one that is a safe place for everyone to have a voice, where people are empowered to take ownership over meaningful work, where there is an opportunity to gro... Show more

 • Promoted

Investment Advisor

RBC Dominion SecuritiesBurnaby, Metro Vancouver Regional District, CA
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

 • Promoted

Investment Advisor

MercorVancouver, Metro Vancouver Regional District, CA
Part-time

This range is provided by Mercor.Your actual pay will be based on your skills and experience — talk with your recruiter to learn more.Financial Advisors to collaborate with a top AI research lab.In... Show more

 • Promoted

Institutional Investment Advisor | Cash Management Group

Canaccord Genuity Group Inc.Vancouver, Metro Vancouver Regional District, CA
Full-time +1

Recruitment Associate | Cash Management Group at Canaccord Genuity.This full-time, in-office position is based in downtown Vancouver.The Cash Management Group manages over $5 billion in client asse... Show more

 • Promoted

Remote Financial Services Advisor — Build Client Policies

srecruitingVancouver, Metro Vancouver Regional District, CA
Remote
Full-time

A financial services company is seeking motivated individuals to join its team for a work-from-home position.Responsibilities include distributing benefit enrollment materials, handling customer in... Show more

 • Promoted

Private Wealth Insurance Advisor

family-innovation-corpVancouver
Full-time +1

About the job Client Services Manager (Insurance).About Stalwart Insurance Brokers Ltd.Stalwart Insurance Brokers Ltd.Stalwart values excellence and entrepreneurial thinking, and requires staff wit... Show more

 • Promoted

Associate Financial Advisor/Financial Advisor

Raymond James FinancialVancouver, Metro Vancouver Regional District, CA
Full-time

Sophia Financial Group (sophiafinancial.We are seeking an Associate/ Financial Advisor to work in our west side Vancouver office.Our full-service approach focuses on financial planning, superior in... Show more

 • Promoted

Strategic Cloud Advisor in Financial Services

Caylent, IncVancouver, Metro Vancouver Regional District, CA
Full-time

Drive cloud innovation as a Strategic Advisor.Help financial organizations maximize AWS capabilities, refine their cloud maturity, and meet strategic business objectives.In this Principal Strategis... Show more

 • Promoted

Sun Life Financial Advisor Career Path

Sun LifeRichmond, Metro Vancouver Regional District, CA
Full-time

Explore a fulfilling career as a Financial Advisor with Sun Life.Help clients achieve financial stability while enjoying flexible hours and unlimited income potential.Sun Life is seeking self-motiv... Show more

 • Promoted

Financial Advisor (Paid Consultancy Opportunity)

RONIN StudiesVancouver, Metro Vancouver Regional District, CA
Full-time

RONIN International is an independent B2B market research company specialising in business, healthcare and tech studies.We are part of the Rippleffect Group (formerly Fat Media Group) and are Compa... Show more

 • Promoted

Financial Advisor

Luft Financial | iA Private WealthVancouver, Metro Vancouver Regional District, CA
Full-time

Luft Financial is a team of Portfolio Managers and Investment Advisors committed to helping individuals and families achieve lasting financial peace of mind.Through proactive and strategic portfoli... Show more

 • Promoted

Associate Financial Advisor/Financial Advisor

Raymond James Ltd.Vancouver, Metro Vancouver Regional District, CA
Full-time

Sophia Financial Group (sophiafinancial.We are seeking an Associate/ Financial Advisor to work in our west side Vancouver office.Our full-service approach focuses on financial planning, superior in... Show more

 • Promoted

Holistic Financial Advisor - Prospera

ProsperaVancouver, Metro Vancouver Regional District, CA
Full-time

Become a Holistic Financial Advisor at Prospera and drive personalized member financial success.This Relationship Manager role allows you to provide comprehensive advice tailored to individual need... Show more

 • Promoted

Private Client Advisor / Wealth Advisor /Investment Specialist

TalentSphere Staffing SolutionsVancouver, Metro Vancouver Regional District, CA
Full-time

Private Client Advisor / Wealth Advisor / Investment Specialist.Salary: $180,000 - $250,000 Yr 1 (base plus uncapped commissions and bonus structure, benefits and career growth).Industry: Financial... Show more

 • Promoted

Senior Wealth Advisor

OceanFront Wealth Inc.Vancouver, Metro Vancouver Regional District, CA
Full-time

For Advisors Who Are Ready to Do Their Best Work.You've spent years building something meaningful: relationships rooted in trust, a practice you're proud of, a reputation that precedes you.The ques... Show more