Financial Advisor
3 weeks ago
Financial AdvisorOur client is a well-established financial advisory practice offering holistic wealth management solutions to individuals, families, and business owners. They are seeking an experienced Financial Advisor to join their team and take ownership of a growing client portfolio within a supportive and client-first culture.Key ResponsibilitiesProvide comprehensive financial advice across investments, insurance, retirement planning, and estate strategies.Build, manage, and retain a portfolio of high-trust client relationships.Conduct in-depth needs assessments to develop personalized financial plans.Collaborate with internal specialists (tax, insurance, investments) to optimize client outcomes.Maintain current knowledge of financial products, market trends, and compliance requirements.Participate in business development activities, referrals, and community engagement.QualificationsMinimum 3–5 years of experience in financial advising, wealth management, or personal banking.Licensing: Mutual Funds (MFDA) or Securities (IIROC) license required; Life Insurance (LLQP) an asset.CFP, CIM, or progress toward certification preferred.Strong communication, interpersonal, and relationship management skills.Entrepreneurial mindset with a focus on delivering exceptional client service.What’s in It for YouCompetitive base salary + performance-based incentives.Access to an existing book of business and referral network.Comprehensive training, compliance support, and back-office resources.Professional development and licensing reimbursement.A collaborative, community-oriented team culture that values integrity and growth.Job DetailsSenior level: AssociateEmployment type: Full-timeJob function: Finance, Consulting, and SalesIndustry: Financial Services and Insurance Agencies and BrokeragesLocation: Abbotsford, British Columbia, CanadaIf you are qualified, please apply within, and we look forward to speaking with you. #J-18808-Ljbffr
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SUN LIFE FINANCIAL ADVISOR
3 weeks ago
Abbotsford, Canada Sun Life Financial Full timeSUN 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...
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Financial Advisor
1 week ago
Abbotsford, Canada Envision Financial, a division of First West Credit Union Full timeWe 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...
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SUN LIFE FINANCIAL ADVISOR
4 weeks ago
Abbotsford, Canada Sun Life Financial Full timeSUN 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...
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SUN LIFE FINANCIAL ADVISOR
3 weeks ago
Abbotsford, Canada Sun Life Financial Full timeSUN 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...
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Abbotsford, Canada Envision Financial Full timeA 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....
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Financial Advisor
1 week ago
Abbotsford, British Columbia, Canada First West Careers Full time $60,000 - $120,000 per yearWe 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...
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Financial Advisor: Unlimited Earnings
4 weeks ago
Abbotsford, Canada Sun Life Financial Full timeA 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...
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Financial Advisor: Unlimited Earnings
3 weeks ago
Abbotsford, Canada Sun Life Financial Full timeA 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...
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Financial Advisor: Unlimited Earnings
4 weeks ago
Abbotsford, Canada Sun Life Financial Full timeA 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...
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Financial Advisor
3 weeks ago
Abbotsford, Canada Envision Financial, a division of First West Credit Union Full timeJoin 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...
