Financial Advisor (Downtown Kelowna Branch)

Envision Financial

Full-time Financial Specialists
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Location
Canada, British Columbia, Canada
Posted
March 23, 2026

Job Description

Position Description

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.

Accountabilities

  • 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.
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    • Job Details

    • Job Type
      Full-time
    • Category
      Financial Specialists
    • Date Posted
      March 23, 2026
    • Application Deadline
      May 02, 2026