Member-Focused Financial Advisor: Lending

A leading financial cooperative is seeking a Financial Advisor in Nanaimo, Canada. This role focuses on providing exceptional service to members, managing transactions, and supporting branch goals. Candidates should have a relevant diploma and a Mutual Funds License, along with strong customer service and problem-solving skills. Join a committed team that...

A leading financial cooperative is seeking a Financial Advisor in Nanaimo, Canada. This role focuses on providing exceptional service to members, managing transactions, and supporting branch goals. Candidates should have a relevant diploma and a Mutual Funds License, along with strong customer service and problem-solving skills. Join a committed team that...

**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...

Job DescriptionWe 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...

Financial Advisor (Cedar Branch) Island Savings, a division of First West Credit Union Role Summary 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,...

Job DescriptionWe 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...

Job DescriptionWe 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...

We are currently seeking a Member Advisor to join our team. The Member Advisor is responsible for providing front line member service to triage and manage member needs by asking members thoughtful financial questions and create positive experiences to retain and deepen financial relationships. Advance member knowledge and use of digital channels set up to...

We are currently seeking a Member Advisor to join our Woodgrove team. The Member Advisor is responsible for providing front line member service to triage and manage member needs by asking members thoughtful financial questions and create positive experiences to retain and deepen financial relationships. Advance member knowledge and use of digital channels...

A leading Canadian bank in Nanaimo seeks an Associate Financial Advisor to assist clients with personalized financial solutions. Responsibilities include client engagement, relationship building, and business development. Ideal candidates will have 2-3 years of financial advising experience and relevant certifications. This is a full-time on-site role...