Money Advisor

7 months ago

Vancouver, Canada Gulf & Fraser Full time

Looking to join a team of driven, collaborative, and positive professionals, grow your career, and contribute meaningfully to your community? Sounds like this opportunity might be the perfect fit At Gulf & Fraser, we strive to create a future where everyone in our communities can achieve financial wellness. For over 80 years, Gulf & Fraser has invested in what we value most: our members, partners, employees, and our communities. We are proud to serve our members across BC by offering reliable advice, a welcoming environment, and a full range of personal and business banking, investment, and insurance solutions. We help our members find the best options to fulfill their financial potential. We believe in the power of progressive thinking and positive action to take incredible steps forward in every aspect of life.

**What this role is all about**:
G&F Financial Group is looking for motivated individuals looking to grow a career in financial services to join us in the role of Money Advisor. This is a position that offers an abundance of growth and knowledge to launch your professional career in financial services and empower you to be your best. This is not just a job—it’s a career. As a Money Advisor, you are the face of Gulf & Fraser and central to the member experience. You have an entrepreneurial spirit, personal drive and initiative, and thrive on seeking out the best solutions for your customers with your knack for balancing sales and outstanding customer service.

**What you’ll do**:

- Builds relationships with credit union members, including seeking out new members and opening new accounts, along with maintaining positive and productive relationships with existing members.
- Provides full-cycle account services including processing general banking transactions, identifying and processing deposit, investment and lending needs and resolving account issues.
- Proactively connects with members to identify needs as well as seek opportunities for additional and future business, and strengthen members’ banking relationships with G&F.
- Collaborates with branches and other departments, and provides referrals to product specialists, to ensure a superior member experience and increase business across the credit union.
- Builds and maintains a professional network within the branch and local community and represents G&F as a positive community partner.

**A little about your qualifications**:

- 1-2 years experience in a sales and service-oriented role
- Mandarin and/or Cantonese language is an asset
- Excellent customer service and strong relationship-building abilities
- Entrepreneurial and collaborative spirit
- Self-initiative in driving your career and personal development
- Degree or diploma in Business or Finance is preferred; general understanding of retail banking principles is an asset

**What you’ll gain**:

- Competitive base salary, reviewed annually
- An incentive bonus plan
- Top-notch benefits plan & confidential EAP service
- Annual time off to recharge - vacation starting at 3 weeks and 12 personal days
- Amazing RRSP program - we contribute at a great rate, whether you choose to contribute yourself or not
- Loans at preferred interest rates, discounted banking accounts and credit cards, unique banking instruments, professional financial advice - we are a credit union, after all
- Professional development - we’re truly committed to our team’s growth through in-house training, personal coaching, leadership development programs, mentorship, tuition reimbursement, professional dues coverage, and conference participation
- Connect and feel recognized through social events, Employee Recognition Night, and an employee recognition program that translates into real rewards

**Who we are**:
**_ Power your possible_**_TM_**_._** At Gulf & Fraser, growth and development is an important facet of your experience and we encourage everyone to progress and contribute in a meaningful way. Here, you can develop and further your career alongside a team of passionate, empowered and engaged professionals who recognize the power of collaboration, innovation, recognition, and driving their own success. For us, the vision of ‘Power your possible_TM_ extends to our teams, as well as our members.

**_ Drive, contribute, grow - together. _**We are stronger together and are proud to foster a caring, open-minded, and inclusive culture. We embrace diversity of backgrounds, ideas, perspectives, and experiences - this way we can meet the unique needs of our employees, members, and communities Join our team and let’s work together to embody and promote our values: offering a welcoming environment, accountability, collaboration, and adaptability.

**Ready to join?

  • Money Advisor

    1 day ago

    Vancouver, Canada Gulf and Fraser Fishermen CU Full time

    The primary purpose of this role is to provide high quality financial advice and services to meet the needs of new and existing members. This is done by actively engaging members at their first point of contact to identify their financial needs and then promoting personal banking solutions along with meeting member’s core transactional needs. The Money...

  • Mobile Money Advisor

    5 months ago

    Vancouver, Canada Gulf & Fraser Full time

    **About Beem** Beem Credit Union, founded by Gulf & Fraser and Interior Savings, is the second largest provincially regulated credit union in BC with approximately $10 billion in total assets under administration. 1,000 Beem employees work to serve over 160,000 members who live and work across the province. The credit union offers personal and commercial...

  • Money Advisor

    7 months ago

    Vancouver, Canada Gulf & Fraser Full time

    **About Beem** Beem Credit Union, founded by Gulf & Fraser and Interior Savings, is the second largest provincially regulated credit union in BC with approximately $10 billion in total assets under administration. 1,000 Beem employees work to serve over 160,000 members who live and work across the province. The credit union offers personal and commercial...

  • Money Advisor

    4 weeks ago

    Vancouver, Canada Gulf & Fraser Full time

    **About Beem Credit Union** **What this role is all about**: Beem Credit Union is looking for motivated individuals looking to grow a career in financial services to join us in the role of Money Advisor. This position offers an abundance of growth and knowledge to launch your professional career in financial services and empower you to be your best. This is...

  • Money Advisor

    1 month ago

    Vancouver, Canada Gulf & Fraser Full time

    **About Beem** Beem Credit Union, founded by Gulf & Fraser and Interior Savings, is the second largest provincially regulated credit union in BC with approximately $10 billion in total assets under administration. 1,000 Beem employees work to serve over 160,000 members who live and work across the province. The credit union offers personal and commercial...

  • Money Advisor

    3 months ago

    Vancouver, Canada Gulf & Fraser Full time

    **About Beem** Beem Credit Union, founded by Gulf & Fraser and Interior Savings, is the second largest provincially regulated credit union in BC with approximately $10 billion in total assets under administration. 1,000 Beem employees work to serve over 160,000 members who live and work across the province. The credit union offers personal and commercial...

  • Money Advisor

    7 months ago

    Vancouver, Canada Gulf & Fraser Full time

    **About Beem** Beem Credit Union, founded by Gulf & Fraser and Interior Savings, is the second largest provincially regulated credit union in BC with approximately $10 billion in total assets under administration. 1,000 Beem employees work to serve over 160,000 members who live and work across the province. The credit union offers personal and commercial...

  • Money Advisor

    1 week ago

    Vancouver, Canada Gulf & Fraser Full time

    **About Beem** **What this role is all about**: The primary purpose of this role is to provide high-quality financial advice and services to meet the needs of new and existing members. This is done by actively engaging members at their first point of contact to identify their financial needs and then promoting personal banking solutions along with meeting...

  • Money Advisor

    4 months ago

    Vancouver, Canada Gulf & Fraser Full time

    **About Beem** Beem Credit Union, founded by Gulf & Fraser and Interior Savings, is the second largest provincially regulated credit union in BC with approximately $10 billion in total assets under administration. 1,000 Beem employees work to serve over 160,000 members who live and work across the province. The credit union offers personal and commercial...

  • Money Advisor

    1 day ago

    Vancouver, Canada Gulf & Fraser Full time

    **Your Future is Bright** Are you ready to elevate your career within Beem Credit Union? We're thrilled to announce this opportunity for talented individuals like you to step into key roles and drive our mission forward. **What this role is all about**: Beem Credit Union is looking for motivated individuals looking to grow a career in financial services to...

  • Service Advisor

    3 months ago

    Vancouver, Canada General Motors Full time

    Our large general motors dealership is currently seeking to expand our team with a **Full-Time Service Advisor**! If you are a service advisor who wants opportunities for growth, great pay, awesome coworkers, and have a mild to severe obsession with cars and trucks, look no further! We are looking for a passionate team player who is ready to step up and...

  • Manager, Anti-money Laundering

    7 months ago

    Vancouver, Canada MNP Full time

    Inspirational, innovative and entrepreneurial - this is how we describe our empowered teams. Combine your passion with purpose and join a culture that is thriving in the face of change. Make an impact with our Forensics & Litigation Support team as a Manager. This diverse team of professionals combines accounting and investigative expertise to protect...

  • Wealth Advisor

    1 week ago

    Vancouver, Canada Connor, Clark & Lunn Financial Group Full time

    **Wealth Advisor** **Connor, Clark & Lunn Private Capital Ltd.** **Vancouver, BC** - Connor, Clark & Lunn Financial Group (“CCLFG”) provides investment management services to individuals, advisors, pension plans, institutional investors, and foundations. As a unique “multi-boutique” asset management firm, CCLFG is uniquely focused on creating the...

  • Wealth Advisor

    1 day ago

    Vancouver, Canada Connor, Clark & Lunn Financial Group Full time

    **Wealth Advisor** **Connor, Clark & Lunn Private Capital Ltd.** **Vancouver, BC** - Connor, Clark & Lunn Financial Group (“CCLFG”) provides investment management services to individuals, advisors, pension plans, institutional investors, and foundations. As a unique “multi-boutique” asset management firm, CCLFG is uniquely focused on creating the...

  • Parts Advisor

    7 months ago

    Vancouver, Canada Porsche Centre Vancouver Full time

    **Looking for a great opportunity to work in Canada’s largest Automotive Group? Join the Family today, the Dilawri Lifestyle is waiting for you!*** **Porsche Centre Vancouver** is currently looking to fill a position of a **Part Advisor.** Under the responsibility of the Parts Manager, the Parts Advisor is responsible for prompt and courteous servicing...

  • Parts Advisor

    7 months ago

    Vancouver, Canada Mercedes-Benz Vancouver Full time

    **Looking for a great opportunity to work in Canada’s largest Automotive Group? Join the Family today, the Dilawri Lifestyle is waiting for you!*** **Mercedes-Benz Vancouver **is currently looking to fill a position of a **Part Advisor.** Under the responsibility of the Parts Manager, the Parts Advisor is responsible for prompt and courteous servicing of...

  • Parts Advisor

    7 months ago

    Vancouver, Canada Lamborghini Vancouver Full time

    **Looking for a great opportunity to work in Canada’s largest Automotive Group? Join the Family today, the Dilawri Lifestyle is waiting for you!*** **Lamborghini Vancouver** is currently looking to fill a position of a **Part Advisor.** Under the responsibility of the Parts Manager, the Parts Advisor is responsible for prompt and courteous servicing of...

  • Parts Advisor

    1 hour ago

    Vancouver, Canada Audi Downtown Vancouver Full time

    **Looking for a great opportunity to work in Canada’s largest Automotive Group? Join the Family today, the Dilawri Lifestyle is waiting for you!** **Audi Downtown Vancouver** is currently looking to fill a position of a **Part Advisor.** Under the responsibility of the Parts Manager, the Parts Advisor is responsible for prompt and courteous servicing of...

  • Parts Advisor

    7 months ago

    North Vancouver, Canada Mercedes-Benz North Vancouver Full time

    **Looking for a great opportunity to work in Canada’s largest Automotive Group? Join the Family today, the Dilawri Lifestyle is waiting for you!*** **Mercedes-Benz North Vancouver** is currently looking to fill a position of a **Part Advisor.** Under the responsibility of the Parts Manager, the Parts Advisor is responsible for prompt and courteous...

  • Client Advisor, Vancouver

    7 months ago

    Vancouver, Canada Christian Louboutin Full time

    **Client Advisor, Vancouver Holt Renfrew Men's** **Overview**:Under the leadership and guidance of Management, the Client Advisor is responsible for providing outstanding customer service, building and maintaining a loyal client base, providing clients with product knowledge, informing clients of new arrivals and working as part of a team to meet...