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⏰ Full-time

Financial Advisor (Oliver Branch)

Envision Financial
Location 📍 Oliver, Canada
Posted 📅 March 23, 2026
Work Type ⏰ Full-time

Position Overview

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/cr...
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    Job Details

    Employment Type
    Full-time
    📊
    Category
    Financial Specialists
    🏠
    Work Arrangement
    On-site
    📍
    Location
    Oliver, Canada