Senior Financial Advisor
1 day ago
We are seeking a highly skilled Senior Financial Advisor to join our team at Envision Financial. As a Senior Financial Advisor, you will be responsible for providing exceptional customer service to a portfolio of members by offering a full range of investment, deposit, and complex lending services.
Key Responsibilities:- Build strong relationships with current and potential members, identifying their financial needs and providing solutions or referrals to appropriate advisors.
- Manage an assigned portfolio of members, ensuring their current and future needs are identified and met through proactive regular contact.
- Process a full range of complex member transactions, including MFDA products and services, retail mortgages, personal and RRSP loans, and related insurance products.
- Support the achievement of annual branch goals and objectives through proactive promotion of Envision Financial products and services.
- Mentor other branch employees in the understanding of lending and investment products and services.
- College or Tech School Diploma (2 years) in a related discipline or equivalent combination of education and experience.
- Mutual Funds License required.
- Must complete the internal Envision Financial certification program specific to this role within the required timeframe.
- PFP preferred.
- 2-3 years in a Financial Advisor role, or equivalent.
- Proven ability to conduct complex advisory, four quadrant conversations.
- Demonstrated ability to recognize needs, identify appropriate products, and build strong member relationships.
- Proven track record achieving or exceeding sales targets in retail lending and investment products and services.
- Self-starter with ability to work independently and solve problems using common sense and sound judgment.
- Proficient in computer software, including Microsoft Office and banking software programs.
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Senior Financial Advisor
2 days ago
Princeton, Canada Envision Financial Full timeWe are currently seeking a Senior Financial Advisor to join our team at our Princeton Valley First branch. The Senior Financial Advisor 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...
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Financial Advisor
2 days ago
Princeton, Canada Envision Financial Full timeWe are currently seeking a Financial Advisor to join our team at our Princeton Valley First branch. 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...
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Financial Services Professional
2 days ago
Princeton, Canada Envision Financial Full timeFinancial Advisor RoleWe are seeking a skilled Financial Advisor to provide exceptional customer service to current and potential members by offering a full range of deposit/investments and complex lending services.Key Responsibilities:Build strong relationships with current and potential members to identify their financial needs and provide tailored...
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Financial Services Professional
2 days ago
Princeton, Canada Envision Financial Full timeFinancial Advisor RoleWe are seeking a skilled Financial Advisor to provide exceptional customer service to current and potential members by offering a full range of deposit/investments and complex lending services.Key Responsibilities:Build strong relationships with current and potential members to identify their financial needs and provide tailored...
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Senior Insurance Advisor
4 weeks ago
Princeton, Canada Westland Insurance Full timeSenior Insurance Advisor Princeton (Tapton Ave), BC, 114 Tapton Street, Princeton, British Columbia, Canada Req #3298 Monday, August 26, We're searching for a Senior Insurance Advisor. Are you searching for new possibilities? Westland Insurance Group is growing and has an exciting opportunity for a Senior Insurance Advisor for our Tapton Ave office in...
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Senior Insurance Advisor
1 month ago
Princeton, Canada Westland Insurance Full timeSenior Insurance Advisor Princeton (Tapton Ave), BC, 114 Tapton Street, Princeton, British Columbia, Canada Req #3298 Monday, August 26, 2024 We're searching for a Senior Insurance Advisor. Are you searching for new possibilities? Westland Insurance Group is growing and has an exciting opportunity for a Senior Insurance Advisor for our Tapton...
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Business Banking Advisor
3 weeks ago
Princeton, Canada Envision Financial Full time**Job Summary**We are seeking a highly skilled Commercial Banking Specialist to join our team at Envision Financial. As a key member of our team, you will be responsible for managing and growing an assigned portfolio of business banking members and their associated retail banking and wealth management needs.Key Responsibilities:Business Development: Develop...
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Business Banking Advisor
3 weeks ago
Princeton, Canada Envision Financial Full time**Job Summary**We are seeking a highly skilled Commercial Banking Specialist to join our team at Envision Financial. As a key member of our team, you will be responsible for managing and growing an assigned portfolio of business banking members and their associated retail banking and wealth management needs.Key Responsibilities:Business Development: Develop...
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Commercial Banking Consultant
1 month ago
Princeton, Canada Envision Financial Full timeWe are looking for a skilled Business Banking Advisor to support our financial services. The Business Banking Advisor (BBA) plays a crucial role in managing and expanding a designated portfolio of business banking clients, addressing their retail banking and wealth management requirements. This position involves providing expert advisory services and...
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Commercial Banking Consultant
1 month ago
Princeton, Canada Envision Financial Full timeWe are currently looking for a Business Banking Advisor to support our financial services. The Business Banking Advisor (BBA) plays a crucial role in managing and expanding a designated portfolio of business banking clients, addressing their retail banking and wealth management requirements. The BBA is tasked with offering expert advice and fostering...
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Senior Financial Analyst
4 months ago
Princeton, Canada Hudbay Minerals Full timeSenior Financial Analyst Exciting job opportunities. Bold lifestyle adventures. A culture of collaboration. Interested? Let’s talk. Who we are: Hudbay Minerals Inc. is a vertically integrated mining company that operates mines, concentrators, and metal production facilities. Our vision is of a growing, well managed and consistently...
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Commercial Banking Consultant
1 month ago
Princeton, Canada Envision Financial Full timeWe are currently looking for a Business Banking Advisor to support our operations. The Business Banking Advisor (BBA) plays a crucial role in managing and expanding a designated portfolio of business banking clients while addressing their retail banking and wealth management requirements. This position involves providing expert advisory services and...
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Insurance Advisor
1 month ago
Princeton, Canada Westland Insurance Full timeInsurance Advisor Princeton (Tapton Ave), BC, 114 Tapton Street, Princeton, British Columbia, Canada Req #3298 Monday, August 26, 2024 We're searching for an Insurance Advisor. Are you searching for new possibilities? Westland Insurance Group Ltd is growing and has a new opportunity for an Insurance Advisor in our Tapton Ave office in...
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Insurance Advisor Trainee
4 months ago
Princeton, Canada Westland Insurance Ltd. Full timeWe’re searching for an Insurance Advisor Trainee. Are you searching for new possibilities? Westland Insurance Group Ltd has an exciting opportunity for a Insurance Advisor Trainee in Princeton, BC at our Tapton Ave. office. Do you love to provide exceptional client service? If so, you will love working for Westland! We are looking for a career minded...
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Senior Financial Analyst
2 weeks ago
Princeton, Canada Hudbay Minerals Full timeAbout the RoleWe are seeking a highly skilled Senior Financial Analyst to join our team at Hudbay Minerals Inc. in Princeton, BC. As a key member of our finance team, you will be responsible for supporting the processes, systems, and reports that drive accurate and complete financial reporting.Key ResponsibilitiesComplete month-end journal entries and...
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Senior Financial Analyst
2 weeks ago
Princeton, Canada Hudbay Minerals Full timeAbout the RoleWe are seeking a highly skilled Senior Financial Analyst to join our team at Hudbay Minerals Inc. in Princeton, BC. As a key member of our finance team, you will be responsible for supporting the processes, systems, and reports that drive accurate and complete financial reporting.Key ResponsibilitiesComplete month-end journal entries and...
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Insurance Advisor Trainee
1 month ago
Princeton, Canada Westland Insurance Full timeInsurance Advisor Trainee Princeton (Tapton Ave), BC, 114 Tapton Street, Princeton, British Columbia, Canada Req #3298 Monday, August 26, 2024 We're searching for a Trainee - Insurance Advisor. Are you searching for new possibilities?Westland Insurance Group Ltd has an exciting opportunity for a Trainee - Insurance Advisor in our Princeton, BC...
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Senior Financial Analyst
3 weeks ago
Princeton, Canada Hudbay Minerals Full timeAbout the RoleThe Senior Financial Analyst is a key member of the Finance team at Hudbay Minerals, responsible for supporting the processes, systems, and reports that drive accurate and complete financial reporting. This role will be a key player in optimizing financial processes and procedures to ensure compliance with regulatory requirements and accelerate...
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Senior Financial Analyst
3 weeks ago
Princeton, Canada Hudbay Minerals Full timeAbout the RoleThe Senior Financial Analyst is a key member of the Finance team at Hudbay Minerals, responsible for supporting the processes, systems, and reports that drive accurate and complete financial reporting. This role will be a key player in optimizing financial processes and procedures to ensure compliance with regulatory requirements and accelerate...
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Financial Reporting Specialist
3 weeks ago
Princeton, Canada Hudbay Minerals Full timeJob SummaryHudbay Minerals is seeking a highly skilled Senior Financial Analyst to join our team at the Copper Mountain Mine in Princeton, BC. As a key member of our finance team, you will be responsible for supporting the processes, systems, and reports that assist in generating accurate and complete financial reporting.Key ResponsibilitiesCompletion of...