Financial Advisor (Sardis Branch)

Envision Financial; Chilliwack; On-site; CAD 48,000 - 63,000; Full time

Job summary

An established industry player is seeking a Financial Advisor to join their team in Chilliwack. This role involves providing exceptional customer service and financial advice to members, managing a diverse portfolio, and supporting branch goals. The ideal candidate will have a strong background in finance, excellent relationship-building skills, and a commitment to delivering outstanding service. With a focus on personal and professional growth, this opportunity offers a competitive compensation package and a supportive work environment. Join a forward-thinking organization that values diversity and inclusion, and make a meaningful impact in the community.

Benefits

Mental Health Coverage

Customizable Health Benefits

Performance-Based Compensation

Flexible Work Arrangements

Vacation Time

Parental Leave

Group RRSP Matching

Paid Time Off to Volunteer

Qualifications

• 2 years experience in a Member Advisor role or equivalent.
• Ability to recommend products and services to members.

Responsibilities

• Builds strong relationships with members and provides financial advice.
• Processes complex member transactions including loans and investments.

Skills

Customer Service

Financial Advice

Problem Solving

Sales Skills

Relationship Building

Education

College or Tech School Diploma

Mutual Funds License

PFP Certification

Tools

Microsoft Office

Banking Software

Job description

Join to apply for the Financial Advisor (Sardis Branch) role at Envision Financial, a division of First West Credit Union

1 week ago Be among the first 25 applicants

Join to apply for the Financial Advisor (Sardis Branch) role at Envision Financial, a division of First West Credit Union

Get AI-powered advice on this job and more exclusive features.

Envision Financial, a division of First West Credit Union provided pay range

This range is provided by Envision Financial, a division of First West Credit Union. Your actual pay will be based on your skills and experience — talk with your recruiter to learn more.

Base pay range

$48,640.00/yr - $62,300.00/yr

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. The Financial Advisor identifies member life stage cycle and provides solutions to financial needs, and/or refers member to an appropriate advisor. This position 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 FW 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: 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 First West. Other duties as required by branch leadership.

Required Skills, Experience & Qualifications

• College or Tech School Diploma (2 years) in related discipline or equivalent combination of education and experience
• Mutual Funds License required
• Must complete the internal First West certification program specific to this role within the required timeframe
• PFP preferred
• 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.

About Us

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 First West Credit Union, 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 First West Credit Union.

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

Seniority level

• Seniority level

  Entry level

Employment type

• Employment type

  Full-time

Job function

• Job function

  Finance and Sales

Referrals increase your chances of interviewing at Envision Financial, a division of First West Credit Union by 2x

Sign in to set job alerts for “Financial Advisor” roles.

Abbotsford, British Columbia, Canada 2 weeks ago

Abbotsford, British Columbia, Canada 18 hours ago

Abbotsford, British Columbia, Canada 1 week ago

Abbotsford, British Columbia, Canada 1 month ago

Abbotsford, British Columbia, Canada 6 days ago

Abbotsford, British Columbia, Canada 6 days ago

Abbotsford, British Columbia, Canada 2 weeks ago

Mission, British Columbia, Canada 2 days ago

Abbotsford, British Columbia, Canada 2 days ago

Chilliwack, British Columbia, Canada $55,200.00-$70,700.00 3 weeks ago

Abbotsford, British Columbia, Canada 4 days ago

Financial Advisor (Chilliwack City Branch)

Chilliwack, British Columbia, Canada $48,640.00-$62,300.00 3 weeks ago

Abbotsford, British Columbia, Canada 2 weeks ago

Money Advisor - Otter Branch (Aldergrove, BC)

Aldergrove, British Columbia, Canada 2 days ago

Chilliwack, British Columbia, Canada $43,000.00-$48,700.00 3 weeks ago

Senior Financial Advisor (Chilliwack City Branch)

Abbotsford, British Columbia, Canada 5 days ago

Abbotsford, British Columbia, Canada 2 weeks ago

Abbotsford, British Columbia, Canada 2 weeks ago

Chilliwack, British Columbia, Canada 2 weeks ago

Chilliwack, British Columbia, Canada 2 weeks ago

Abbotsford, British Columbia, Canada 1 week ago

Abbotsford, British Columbia, Canada 3 weeks ago

Registered Nurse/Registered Psychiatric Nurse, Community Mental Health & Substance Use Services - Abbotsford

Abbotsford, British Columbia, Canada 1 year ago

Registered Nurse/Registered Psychiatric Nurse, Community Mental Health & Substance Use Services - Abbotsford

Mission, British Columbia, Canada 2 weeks ago

Abbotsford, British Columbia, Canada 1 month ago

Financial Services Representative (BCGEU) - Branch 34 (Floater)

Abbotsford, British Columbia, Canada 5 days ago

Clinical Pharmacy Specialist - Chilliwack General Hospital

Chilliwack, British Columbia, Canada 1 year ago

Clinical Pharmacist - Chilliwack General Hospital

Clinical Pharmacist - Chilliwack General Hospital

Clinical Pharmacist, Primary Care Network

Clinical Pharmacy Specialist - Home Health Abbotsford

Abbotsford, British Columbia, Canada 3 months ago

Clinical Pharmacist, Primary Care Network

Mission, British Columbia, Canada 1 month ago

Clinical Pharmacist - Abbotsford Regional Hospital and Cancer Centre

Mission, British Columbia, Canada 2 weeks ago

We’re unlocking community knowledge in a new way. Experts add insights directly into each article, started with the help of AI.