Kamloops Bc Financial advisor Jobs – 10 Openings This Week

Financial Advisor
Valley First, a division of First West Credit Union —Kamloops, BC
- $52,400–$65,600 a year
- Full-time
- Microsoft Office
- Financial services
Banking advisor
National Bank of Canada —Kamloops, BC
- $55,200–$66,900 a year
- Full-time
- English
- High school diploma or GED
- Analysis skills
- Wellness program
- Employee assistance program
Financial Advisor - CIRO-MFD/AMF
CIBC —Kamloops, BC
- Full-time
- Sales
- Business development
- Financial services
Personal Banker
BMO Financial Group —Kamloops, BC
- $36,600–$67,500 a year
- Full-time
- Sales
- Customer service
- Analysis skills
- Tuition reimbursement
- Life insurance
Commercial Banking Advisor
Valley First, a division of First West Credit Union —Kamloops, BC
- $76,800–$98,400 a year
- Full-time
- Sales
- Research
- Business development
- Paid time off
Conseiller bancaire
National Bank of Canada —Kamloops, BC
- $55,200–$66,900 a year
- Full-time
- Customer service
- English
- High school diploma or GED
- Wellness program
Developing Investment Advisor
TD Bank —Kamloops, BC
- $50,000–$100,000 a year
- Full-time
- Finance
- Business development
- Bachelor's
- Paid time off
1d
Wealth Planning Specialist (Kamloops, Armstrong & Enderby)
Valley First, a division of First West Credit Union —Kamloops, BC
- $50,000 a year
- Full-time
- Sales
- Microsoft Office
- Business development
Automotive Financial Manager/ Sales Consultant
Murray Chevrolet GMC Buick Merritt —Kamloops, BC
- $60,000–$150,000 a year
- Full-time
- Sales
- Customer service
- In-person
- Store discount
- Mileage reimbursement
Quick apply
7d

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National Bank of Canada —Kamloops, BC
Hold a mutual fund representative (MFR) licence – If not, you must obtain this licence within three months of hiring with a full refund once you have…
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Candidates with other financial area license e.g. Life Insurance or Mortgage broker, are welcome to apply as part time to earn extra income.
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Financial Advisor, Investment & Retirement Planning - BLOOR & YONGE
Scotiabank —Toronto, ON
Competitive compensation and benefits package, and the ability to make a lasting impact on an assigned book of customers.

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financial advisor jobs near kamloops bc

Financial Advisor

Valley First, a division of First West Credit Union -
Kamloops, BC

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Job details

Full-time
$52,400–$65,600 a year

Qualifications

Investment
Product recommendation
Microsoft Office
Cross-selling
Schedule management
Decision making
Client services
Mortgages
Sales orientation
Customer service orientation
Customer support
Financial services
Client consultation
College diploma
Client interaction

Full job description

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

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

Required Skills, Experience & Qualifications

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

Apply Now

Refine Your Search

financial advisor jobs in kamloops bc

Financial Advisor

Banking advisor

Financial Advisor - CIRO-MFD/AMF

Personal Banker

Commercial Banking Advisor

Conseiller bancaire

Developing Investment Advisor

Wealth Planning Specialist (Kamloops, Armstrong & Enderby)

Automotive Financial Manager/ Sales Consultant

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