Location
central island (chemainus), bc, Canada
Posted
July 12, 2026
Job Description
Job Overview
We are currently seeking a Senior Financial Advisor to join our team in Duncan. This role provides exceptional customer service to a portfolio of members by offering a full range of investment, deposit and complex lending services. The Senior Financial Advisor identifies member life stage cycle and provides solutions to financial needs, and/or refers member to an appropriate advisor. Typical Day / Responsibilities
Member Service:
Builds strong relationships with current and potential members; identifies member life stage cycle and provides financial advice to members or refers to an appropriate advisor. Manages an assigned portfolio of members (generally with $100,000 to $250,000 in investible assets) through proactive regular contact, ensuring current and future needs are identified and met. Member Transactions:
Processes a full range of complex member transactions including, but not limited to: MFDA products and services; retail mortga...
We are currently seeking a Senior Financial Advisor to join our team in Duncan. This role provides exceptional customer service to a portfolio of members by offering a full range of investment, deposit and complex lending services. The Senior Financial Advisor identifies member life stage cycle and provides solutions to financial needs, and/or refers member to an appropriate advisor. Typical Day / Responsibilities
Member Service:
Builds strong relationships with current and potential members; identifies member life stage cycle and provides financial advice to members or refers to an appropriate advisor. Manages an assigned portfolio of members (generally with $100,000 to $250,000 in investible assets) through proactive regular contact, ensuring current and future needs are identified and met. Member Transactions:
Processes a full range of complex member transactions including, but not limited to: MFDA products and services; retail mortga...