Vancouver, Bc Banking advisor Jobs – 110 Openings This Week

Financial Advisor
Envision Financial, a division of First West Credit Union —Delta, BC
- $52,400–$65,600 a year
- Full-time
- Microsoft Office
- Paid time off
18h
Client Advisor
Royal Bank of Canada —Richmond, BC
- Full-time
- Sales
13d
Financial Services Associate 3 - Lynn Valley Branch
Beem Credit Union —North Vancouver, BC
- $58,500–$68,800 a year
- Monday to Friday
- Finance
- Financial services
- Disability insurance
- Dental care
Bilingual Fraud Advisor Advice Centre
Royal Bank of Canada —Vancouver, BC
- Full-time
- Bilingual
- Customer service
- English
1d
ScotiaMcLeod Investment Associate - Vancouver
Scotiabank —Vancouver, BC
- Administrative experience
- Communication skills
- Time management
- Paid time off
Senior Account Manager, Creative Industries
National Bank of Canada —Vancouver, BC
- Full-time
- Sales
- English
- Master's degree
- Wellness program
- Employee assistance program
ScotiaMcLeod Investment Associate - West Vancouver
Scotiabank —West Vancouver, BC
- Administrative experience
- Communication skills
- Time management
- Paid time off
Senior Portfolio Management Consultant
TD Bank —Vancouver, BC
- $96,900–$136,800 a year
- Full-time
- Microsoft Excel
- PMP
- Microsoft Office
- Paid time off
14d
Investment Advisor Assistant
Ventum Financial Corp. —Vancouver, BC
- Full-time
- Microsoft Powerpoint
- Microsoft Word
- Microsoft Excel
Quick apply
Sr. Manager & Team Lead, Business Banking, VLME (Mandarin)
CIBC —Vancouver, BC
- Full-time
- Finance
- Business development
- Bachelor's
13d
Financial Advisor / Insurance & Investment Agent
HML Financial Services Ltd. —Burnaby, BC
- $35,500.00–$99,681.66 a year
- Part-time
- No experience needed
- English
- Accounting
Quick apply
Automotive Financial Services Manager
Westminster Toyota —New Westminster, BC
- From $150,000 a year
- Weekends as needed
- No experience needed
- Presentation skills
- Financial services
Quick apply
Senior Manager, Business and Wealth Transition - Vancouver, BC
Scotiabank —Vancouver, BC
- Bachelor's
Treasury Accountant
Haywood Securities Inc. —Vancouver, BC
- $50,000 a year
- Microsoft Excel
- Accounting
- Financial services
- Disability insurance
- Dental care
Quick apply
8d
Vice President, Investment Banking - Infrastructure M&A Advisory
Agentis Capital Advisors —Vancouver, BC
- Immediate opening
- Business development
- Travel
- Leadership
Associate, Investment Counsellor
CIBC —Vancouver, BC
- Full-time
- Sales
- Master's degree
- In-person
Automotive Finance & Wealth Specialist
Westminster Toyota —New Westminster, BC
- From $150,000 a year
- Weekends as needed
- No experience needed
- Presentation skills
- Financial services
Quick apply
Licensed Sales Assistant (evergreen)
Raymond James Financial, Inc. —Vancouver, BC
- $45,000–$55,000 a year
- Full-time
- Microsoft Office
- Administrative experience
- Phone etiquette
- Employee stock purchase plan
- Tuition reimbursement
Investment Advisor
Ventum Financial Corp. —Vancouver, BC
- Full-time
- Administrative experience
- Presentation skills
- Communication skills
Quick apply
Wealth Planning Consultant / Senior Wealth Planning Consultant
BMO Financial Group —Vancouver, BC
- $64,400–$120,400 a year
- Full-time
- Sales
- Master's degree
- Analysis skills
- Tuition reimbursement
- Life insurance
1d

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banking advisor jobs near vancouver, bc

Financial Advisor

Envision Financial, a division of First West Credit Union -
Delta, BC

Apply Now

Job details

Full-time
$52,400–$65,600 a year
18 hours ago

Qualifications

Microsoft Office
College diploma

Full job description

We are currently seeking a full-time Financial Advisor to join our team in North Delta.

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

What’s in it for you:

First, we strive to make our team members feel genuinely rewarded. You’ll have:

Mental health coverage and resources
Customizable health benefits, as well as topped-up parental leave
Performance-based compensation, employee banking advantages and group RRSP matching
Vacation time and flexible work arrangements to support your lifestyle

We are committed to providing a fair, equitable, and competitive rewards package that reflects the value an individual brings to our organization. The compensation mentioned in this job posting should serve as a guide. The total cash compensation earned may vary based on a variety of factors including bonuses and/or incentives, an individual’s skills and experience, and may correlate with performance in the role.

We also provide and encourage opportunities for our employees to make a meaningful impact. After all, as a credit union we’re powered by giving back—in big ways and through small gestures. That's why we offer employees paid time off to volunteer, partner with thousands of local charities, build long-lasting relationships that help our members get ahead and commit to environmental, social and governance (ESG) practices.

By joining our team, you’ll be able to elevate your potential. Wherever your own purpose leads, we’re here to support you with award-winning in-house training programs, access to LinkedIn Learning, and reimbursement for external courses to help you get ahead.

Take the next step in your career as part of our team. Apply for this opportunity!

Candidates, please note: if you are being considered for this role, you will be required to complete a background check, such as employment verification, credit check and criminal record check.

Diversity, Equity, Inclusion & Belonging

At Tru Cooperative Bank, we embrace diversity regardless of gender identity or expression, sexual orientation, religion, race, ethnicity, age, diverse ability, and any aspect that makes someone unique. Inclusion is woven through our organization, from our employee-led network groups, hiring practices and education programs that address barriers and continually grow our equitable, diverse and inclusive culture.

We encourage people who are from equity-deserving groups to apply for a career with us, including women or non-binary people, persons with diverse abilities, Black, Indigenous Peoples, People of Colour and members of 2SLGBTQIA+ communities.

If an accommodation would help you during the process of applying or interviewing for a career with us, please let us know how we can assist you, whether it’s preparing materials in an alternate format, booking an accessible meeting room or other arrangement.

Your individuality is welcome here.

About Us

We’re a financial cooperative that does things differently. We provide time-tested advice that helps our members feel optimistic about their future, and we offer comprehensive banking solutions that enable people to confidently reach their goals. With the financial strength and extended branch network of a large financial institution, we maintain local connections to our communities and take a unique grassroots approach to service. Our more than 250,000 members and approximately 1,250 employees operate from 45 branches throughout the province of BC, under the Envision Financial, Valley First, Island Savings and Enderby & District Financial brands. Visit firstwestcu.ca for more information on Tru Cooperative Bank.

Please know we appreciate your interest in us but only candidates selected for an interview will be contacted.

Apply Now

Refine Your Search

banking advisor jobs in vancouver, bc

Financial Advisor

Client Advisor

Financial Services Associate 3 - Lynn Valley Branch

Bilingual Fraud Advisor Advice Centre

ScotiaMcLeod Investment Associate - Vancouver

Senior Account Manager, Creative Industries

ScotiaMcLeod Investment Associate - West Vancouver

Senior Portfolio Management Consultant

Investment Advisor Assistant

Sr. Manager & Team Lead, Business Banking, VLME (Mandarin)

Financial Advisor / Insurance & Investment Agent

Automotive Financial Services Manager

Senior Manager, Business and Wealth Transition - Vancouver, BC

Treasury Accountant

Vice President, Investment Banking - Infrastructure M&A Advisory

Associate, Investment Counsellor

Automotive Finance & Wealth Specialist

Licensed Sales Assistant (evergreen)

Investment Advisor

Wealth Planning Consultant / Senior Wealth Planning Consultant

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