Financial Advisor (Ganges (Salt Spring) Branch)

Envision Financial

Full-time Financial Specialists
Apply Now
Location
Capital, British Columbia, Canada
Posted
March 20, 2026

Job Description

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. 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/cr...

    • Job Details

    • Job Type
      Full-time
    • Category
      Financial Specialists
    • Date Posted
      March 20, 2026
    • Application Deadline
      April 29, 2026