Member-Focused Financial Advisor: Relationship Builder

4 weeks ago


Abbotsford, Canada Envision Financial Full time

A financial services company in Fraser Valley, Canada, is seeking a Financial Advisor to provide exceptional customer service and manage member portfolios. Responsibilities include advising on complex financial products and achieving sales targets. Ideal candidates should have a relevant diploma, mutual funds license, and experience in financial advisory. Competitive compensation and career development opportunities are offered.
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  • Abbotsford, Canada Envision Financial Full time

    A financial services company in Fraser Valley, Canada, is seeking a Financial Advisor to provide exceptional customer service and manage member portfolios. Responsibilities include advising on complex financial products and achieving sales targets. Ideal candidates should have a relevant diploma, mutual funds license, and experience in financial advisory....

  • Member Advisor

    6 days ago


    Abbotsford, Canada Envision Financial, a division of First West Credit Union Full time

    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...

  • Financial Advisor

    1 week ago


    Abbotsford, Canada Envision Financial, a division of First West Credit Union Full time

    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...

  • Member Advisor

    16 hours ago


    Abbotsford, British Columbia, Canada First West Credit Union Full time $45,000 - $65,000 per year

    DescriptionWe 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...

  • Financial Advisor

    1 week ago


    Abbotsford, British Columbia, Canada First West Careers Full time $60,000 - $120,000 per year

    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...


  • Abbotsford, Canada Sun Life Financial Full time

    SUN LIFE FINANCIAL ADVISOR page is loaded SUN LIFE FINANCIAL ADVISOR Apply locations Abbotsford, British Columbia time type Full time posted on Posted 5 Days Ago job requisition id JR00034426 You are as unique as your background, experience and point of view. Here, you’ll be encouraged, empowered and challenged to be your best self. You'll work with...


  • Abbotsford, Canada Sun Life Financial Full time

    SUN LIFE FINANCIAL ADVISOR page is loadedSUN LIFE FINANCIAL ADVISORApply locations Abbotsford, British Columbia time type Full time posted on Posted 5 Days Ago job requisition id JR00034426You are as unique as your background, experience and point of view. Here, you’ll be encouraged, empowered and challenged to be your best self. You'll work with dynamic...


  • Abbotsford, Canada Sun Life Financial Full time

    SUN LIFE FINANCIAL ADVISOR page is loadedSUN LIFE FINANCIAL ADVISORApply locations Abbotsford, British Columbia time type Full time posted on Posted 5 Days Ago job requisition id JR00034426You are as unique as your background, experience and point of view. Here, you’ll be encouraged, empowered and challenged to be your best self. You'll work with dynamic...

  • Financial Advisor

    3 weeks ago


    Abbotsford, Canada Envision Financial, a division of First West Credit Union Full time

    Join to apply for the Financial Advisor (Abby Village Branch) role at Envision Financial, a division of First West Credit Union.Base pay range$52,400.00/yr - $65,600.00/yrJob 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...


  • Abbotsford, Canada Sun Life Financial Full time

    A prominent financial services company is seeking a Financial Advisor in Abbotsford. This role offers the chance to build long-term relationships and provide financial guidance to clients. The ideal candidate is self-motivated, goal-oriented, and possesses strong communication skills. Join to help individuals and families achieve financial security while...