Victoria, Bc Financial advisor Jobs – 16 Openings This Week

Private Banking Officer, Sales
BMO Financial Group —Victoria, BC
- $38,500–$71,000 a year
- Full-time
- Analysis skills
- Communication skills
- Tuition reimbursement
- Life insurance
Financial Advisor, Investment & Retirement Planning - Oak Bay Avenue & Hampshire Road - Victoria
Scotiabank —Victoria, BC
- Sales
Financial Advisor, Investment & Retirement Planning - VICTORIA, B.C. CBC & MAIN BRANCH
Scotiabank —Victoria, BC
- Sales
Personal Banker
BMO Financial Group —Colwood, BC
- $36,600–$67,500 a year
- Full-time
- Sales
- Customer service
- Analysis skills
- Tuition reimbursement
- Life insurance
Senior Financial Advisor
Capital Regional District —Victoria, BC
- $58.83–$66.35 an hour
- Full-time
- Customer service
- Word processing
- ERP systems
3d
Financial Advisor
Royal Bank of Canada —Victoria, BC
- Full-time
- Sales
- Finance
- Financial services
21h
Senior Financial Advisor
Island Savings, a division of First West Credit Union —Victoria, BC
- $56,800–$72,800 a year
- Full-time
- Microsoft Office
- Paid time off
Private Banking Advisor
Royal Bank of Canada —Victoria, BC
- Full-time
- Finance
- Business development
- Analysis skills
Financial Advisor (Victoria, BC)
Co-operators General Insurance Company —Victoria, BC
- English
- Communication skills
Quick apply
Investment and Legacy Advisor
Coast Capital Savings —Victoria, BC
- $60,000 a year
- Full-time
- Hybrid work
- CRM software
- Sales
- Finance
Investment Advisor
Ventum Financial Corp. —Victoria, BC
- Full-time
- Administrative experience
- Presentation skills
- Communication skills
Quick apply
Community General Manager I
CIBC —Victoria, BC
- Full-time
Advisor Internship Program (AIP) (Victoria/Kelowna)
Raymond James Financial, Inc. —Victoria, BC
- From $60,000 a year
- Temporary
- Sales
- Finance
- Presentation skills
- Tuition reimbursement
- Paid time off
Developing Investment Advisor (Vancouver Island)
TD Bank —Victoria, BC
- $50,000–$100,000 a year
- Full-time
- Finance
- Bachelor's
- Business
- Paid time off
Vice President, Tax Specialist, Tax & Estate Planning
Richardson Wealth Ltd —Victoria, BC
- $146,700–$179,300 a year
- Full-time
- Microsoft Powerpoint
- Microsoft Word
- Microsoft Excel
- Dental care
- Paid time off
Quick apply
Canadian Private Client Adviser
Fisher Investments —Canada
- Employee assistance program
- Vision care

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Financial Advisor, Investment & Retirement Planning - Oak Bay Avenue & Hampshire Road - Victoria
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Competitive compensation and benefits package, and the ability to make a lasting impact on an assigned book of customers.
Financial Advisor, Investment & Retirement Planning - VICTORIA, B.C. CBC & MAIN BRANCH
Scotiabank —Victoria, BC
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 victoria, bc

Private Banking Officer, Sales

BMO Financial Group -
Victoria, BC

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Job details

Full-time
$38,500–$71,000 a year

Qualifications

Post-secondary education
Analysis skills
Communication skills

Full job description

Application Deadline:

06/05/2026

Address:

1225 Douglas Street

Job Family Group:

Wealth Sales & Service

Supports the delivery of an exceptional customer experience to private banking clients. Provides a superior level of courteous, knowledgeable and professional service to all existing and potential clients displaying a comprehensive knowledge of products. Recognizes the appropriate time to proactively identify and discuss clients’ needs and works collaboratively with the branch and regional teams to identify and make referrals. Ensures compliance and operational effectiveness.

Assists in preparing new business proposals or presentations to clients/prospects.
Identifies customer needs and matches with appropriate products or services using relationship selling techniques, including making referrals to other BMO employees.
Identifies and recommends workflow process alternatives that can lead to improved efficiency and service levels.
Determines client needs and ensures timely and accurate completion of transaction processing.
Takes ownership of client inquiries/ concerns/ complaints, ensuring timely resolution and referring as appropriate.
Maintains detailed knowledge and understanding of integrated private banking services and offerings as well as a detailed understanding of the strategic direction of the business.
Collaborates with internal and external stakeholders in order to deliver on business objectives.
Analyzes data and information to provide insights and recommendations.
Reviews overdraft and other monitoring reports with Private Banker and actions accordingly.
Strives to exceed client service standards to maximize relationship retention and growth.
Develops rapport and instills confidence with the client to develop credibility and earn their trust.
Provides timely, accurate service and support to Private Bankers by completing a wide variety of credit, non-credit, and related activities.
Adheres to all banking, investment and lending regulations, Policies and Procedures, legal and ethical requirements, process requirements, bank guidelines and established risk guidelines.
Follows security and safeguarding procedures and applies appropriate due diligence for the prevention of loss due to fraud, counterfeiting money laundering or defalcation in accordance with Bank policy.
Participates in audits and compliance reviews as assigned.
Identifies and escalates all irregularities and discrepancies to management.
Completes complex & diverse tasks within given rules/limits and may include handling escalations from other employees.
Analyzes issues and determines next steps.
Broader work or accountabilities may be assigned as needed.
Take measured risks while protecting the bank by applying our Risk Management Framework in the execution of your role, in line with our Risk Culture and within our approved Risk Appetite, making sound and risk informed decisions that align to business strategy, protect assets, and adhere to applicable policy documents (Frameworks, Policies, Standards, Procedures and Supporting documents), laws and regulations.

Qualifications:

Typically between 2 – 3 years of relevant experience and post-secondary degree in related field of study desirable or an equivalent combination of education and experience.
Must meet the licensing and certification requirements for the team / branch / jurisdiction where the mandate is being fulfilled.
Working knowledge of personal (primarily) and commercial credit and non-credit products, monitoring/operational processes and applications.
Basic knowledge of the Lending Process and supporting policies.
Basic knowledge of loan and security documentation, including registration and renewal routine.
Specialized knowledge.
Verbal & written communication skills - Good.
Organization skills - Good.
Collaboration & team skills - Good.
Analytical and problem solving skills - Good.

Salary :

$38,500.00 - $71,000.00

Pay Type:

Salaried

The above represents BMO Financial Group’s pay range and type.

Salaries will vary based on factors such as location, skills, experience, education, and qualifications for the role, and may include a commission structure. Salaries for part-time roles will be pro-rated based on number of hours regularly worked. For commission roles, the salary listed above represents BMO Financial Group’s expected target for the first year in this position.

BMO Financial Group’s total compensation package will vary based on the pay type of the position and may include performance-based incentives, discretionary bonuses, as well as other perks and rewards. BMO also offers health insurance, tuition reimbursement, accident and life insurance, and retirement savings plans. To view more details of our benefits, please visit: https://jobs.bmo.com/global/en/Total-Rewards

About Us

At BMO we are driven by a shared Purpose: Boldly Grow the Good in business and life. It calls on us to create lasting, positive change for our customers, our communities and our people. By working together, innovating and pushing boundaries, we transform lives and businesses, and power economic growth around the world.

As a member of the BMO team you are valued, respected and heard, and you have more ways to grow and make an impact. We strive to help you make an impact from day one – for yourself and our customers. We’ll support you with the tools and resources you need to reach new milestones, as you help our customers reach theirs. From in-depth training and coaching, to manager support and network-building opportunities, we’ll help you gain valuable experience, and broaden your skillset.

To find out more visit us at https://jobs.bmo.com/ca/en .

BMO is committed to an inclusive, equitable and accessible workplace. By learning from each other’s differences, we gain strength through our people and our perspectives. Accommodations are available on request for candidates taking part in all aspects of the selection process. To request accommodation, please contact your recruiter.

Note to Recruiters: BMO does not accept unsolicited resumes from any source other than directly from a candidate. Any unsolicited resumes sent to BMO, directly or indirectly, will be considered BMO property. BMO will not pay a fee for any placement resulting from the receipt of an unsolicited resume. A recruiting agency must first have a valid, written and fully executed agency agreement contract for service to submit resumes.

Apply Now

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financial advisor jobs in victoria, bc

Private Banking Officer, Sales

Financial Advisor, Investment & Retirement Planning - Oak Bay Avenue & Hampshire Road - Victoria

Financial Advisor, Investment & Retirement Planning - VICTORIA, B.C. CBC & MAIN BRANCH

Personal Banker

Senior Financial Advisor

Financial Advisor

Senior Financial Advisor

Private Banking Advisor

Financial Advisor (Victoria, BC)

Investment and Legacy Advisor

Investment Advisor

Community General Manager I

Advisor Internship Program (AIP) (Victoria/Kelowna)

Developing Investment Advisor (Vancouver Island)

Vice President, Tax Specialist, Tax & Estate Planning

Canadian Private Client Adviser

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