Current jobs related to Senior Financial Services Professional - Surrey, British Columbia - Envision Financial

  • Senior Financial Strategist

    2 weeks ago

    Surrey, British Columbia, Canada Maple Quality Professional Services Inc. Full time

    Job SummaryWe are seeking a highly skilled Senior Financial Strategist to join our team at Maple Quality Professional Services Inc. The ideal candidate will have a strong background in financial management and a proven track record of success in planning and controlling budgets and expenditures.Key ResponsibilitiesDevelop and implement financial strategies...

  • Senior Financial Strategist

    2 weeks ago

    Surrey, British Columbia, Canada Maple Quality Professional Services Inc. Full time

    At Maple Quality Professional Services Inc., we are seeking a highly skilled Senior Financial Strategist to join our team. As a key member of our financial department, you will be responsible for planning and controlling budgets and expenditures, designing and managing investment strategies, and monitoring financial control systems.The ideal candidate will...

  • Senior Financial Consultant

    1 month ago

    Surrey, British Columbia, Canada Envision Financial Full time

    Senior Financial Advisor RoleWe are seeking a highly skilled Senior Financial Advisor to provide exceptional customer service to a portfolio of members by offering a full range of investment, deposit, and complex lending services.Key Responsibilities:Member Service: Build strong relationships with current and potential members, identifying their life stage...

  • Senior Financial Consultant

    1 month ago

    Surrey, British Columbia, Canada Envision Financial Full time

    Senior Financial Advisor RoleWe are seeking a highly skilled Senior Financial Advisor to provide exceptional customer service to a portfolio of members by offering a full range of investment, deposit, and complex lending services.Key Responsibilities:Member Service: Build strong relationships with current and potential members, identifying their life stage...

  • Senior Financial Consultant

    4 weeks ago

    Surrey, British Columbia, Canada Envision Financial Full time

    Senior Financial Advisor RoleWe are seeking a highly skilled Senior Financial Advisor to provide exceptional customer service to a portfolio of members by offering a full range of investment, deposit, and complex lending services.Key Responsibilities:Member Service: Build strong relationships with current and potential members, identify member life stage...

  • Senior Financial Consultant

    4 weeks ago

    Surrey, British Columbia, Canada Envision Financial Full time

    Senior Financial Advisor RoleWe are seeking a highly skilled Senior Financial Advisor to provide exceptional customer service to a portfolio of members by offering a full range of investment, deposit, and complex lending services.Key Responsibilities:Member Service: Build strong relationships with current and potential members, identify member life stage...

  • Senior Financial Consultant

    3 weeks ago

    Surrey, British Columbia, Canada Envision Financial Full time

    Senior Financial AdvisorWe are seeking a highly skilled Senior Financial Advisor to provide 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 life stage cycle and providing...

  • Senior Financial Consultant

    2 weeks ago

    Surrey, British Columbia, Canada Envision Financial Full time

    We are seeking a Senior Financial Advisor to provide 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 cycles and provides solutions to financial needs, and/or refers members to an appropriate advisor.Key...

  • Senior Financial Consultant

    2 weeks ago

    Surrey, British Columbia, Canada Envision Financial Full time

    We are seeking a Senior Financial Advisor to provide 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 cycles and provides solutions to financial needs, and/or refers members to an appropriate advisor.Key...

  • Senior Financial Strategist

    2 weeks ago

    Surrey, British Columbia, Canada Maple Quality Professional Services Inc. Full time

    Job Summary: We are seeking a highly skilled Financial Manager to join our team at Maple Quality Professional Services Inc. The ideal candidate will have a strong background in financial planning and management, with the ability to analyze complex financial data and make informed decisions.Key Responsibilities:Plan and control budget and expenditures to...

  • Senior Financial Advisor

    2 weeks ago

    Surrey, British Columbia, Canada Envision Financial Full time

    We are seeking a highly skilled Senior Financial Advisor to provide exceptional customer service to a portfolio of members.The ideal candidate will have a proven ability to conduct complex advisory conversations, identify member needs, and provide tailored solutions.Key Responsibilities:Build strong relationships with current and potential members,...

  • Accounting Professional

    2 weeks ago

    Surrey, British Columbia, Canada Seashell Professional Services Ltd Full time

    Job Title: Accounting ProfessionalWe are seeking an experienced Accounting Professional to join our team at Seashell Professional Services Ltd. As an Accounting Professional, you will be responsible for maintaining accurate financial records, preparing financial statements, and ensuring compliance with accounting standards.Key Responsibilities:Maintain...

  • Accounting Professional

    2 weeks ago

    Surrey, British Columbia, Canada Seashell Professional Services Ltd Full time

    Job Title: Accounting ProfessionalWe are seeking an experienced Accounting Professional to join our team at Seashell Professional Services Ltd. As an Accounting Professional, you will be responsible for maintaining accurate financial records, preparing financial statements, and ensuring compliance with accounting standards.Key Responsibilities:Maintain...

  • Accounting Professional

    2 weeks ago

    Surrey, British Columbia, Canada Seashell Professional Services Ltd Full time

    Job SummaryWe are seeking a highly skilled Accounting Professional to join our team at Seashell Professional Services Ltd. As a key member of our accounting department, you will be responsible for maintaining accurate financial records, preparing financial statements, and ensuring compliance with accounting standards.Key ResponsibilitiesPrepare and maintain...

  • Financial Accountant

    2 weeks ago

    Surrey, British Columbia, Canada DIDDEN PROFESSIONAL SERVICES LTD. Full time

    Job SummaryDidden Professional Services Ltd. is seeking a highly organized and detail-oriented Financial Accountant to join our team. As a key member of our accounting department, you will be responsible for maintaining accurate financial records, preparing cheques for payroll, and reconciling accounts.Key ResponsibilitiesFinancial Record Keeping: Maintain...

  • Financial Administrator

    1 week ago

    Surrey, British Columbia, Canada DIDDEN PROFESSIONAL SERVICES LTD. Full time

    Financial Administrator RoleDidden Professional Services LTD. is seeking a skilled Financial Administrator to join our team. As a Financial Administrator, you will be responsible for maintaining accurate and up-to-date financial records, preparing cheques for payroll, and reconciling accounts.Key ResponsibilitiesMaintain general ledgers and financial...

  • Administrative Support Professional

    1 week ago

    Surrey, British Columbia, Canada SENSIBLE INSURANCE & FINANCIAL SERVICES LTD. Full time

    Job Title: Administrative Support ProfessionalAt Sensible Insurance & Financial Services Ltd., we are seeking a highly organized and detail-oriented Administrative Support Professional to join our team. As an Administrative Support Professional, you will be responsible for providing administrative support to our management team, ensuring the smooth operation...

  • Accounting Professional

    1 week ago

    Surrey, British Columbia, Canada Seashell Professional Services Ltd Full time

    Job SummaryJob Title: BookkeeperAt Seashell Professional Services Ltd, we are seeking a detail-oriented and organized Bookkeeper to join our team. The successful candidate will be responsible for maintaining accurate financial records, preparing financial statements, and performing various accounting tasks.Key ResponsibilitiesMaintain Financial Records:...

  • Financial Clerk

    7 days ago

    Surrey, British Columbia, Canada DIDDEN PROFESSIONAL SERVICES LTD. Full time

    Job DescriptionDidden Professional Services Ltd. is seeking a skilled Bookkeeper to join our team. As a Bookkeeper, you will be responsible for managing the financial records of our company.Key ResponsibilitiesFinancial Record-Keeping - Maintain accurate and up-to-date financial records, including accounts payable and receivable, payroll, and general...

  • Senior Accounting Clerk

    2 days ago

    Surrey, British Columbia, Canada AJE Rai Professional Services Inc. Full time

    We are seeking a detail-oriented Senior Accounting Clerk to join our team at AJE Rai Professional Services Inc. The ideal candidate will have 1 year to less than 2 years of experience in bookkeeping and accounting, with a strong focus on financial record-keeping and compliance.Key Responsibilities:Prepare and process cheques for payrollCalculate and maintain...

Senior Financial Services Professional

2 months ago

Surrey, British Columbia, Canada Envision Financial Full time
Senior Financial Advisor Role

We are seeking a highly skilled Senior Financial Advisor to provide exceptional customer service to a portfolio of members.

The ideal candidate will have a strong understanding of investment, deposit, and complex lending services, and be able to identify member life stage cycles and provide tailored solutions to meet their financial needs.

Key Responsibilities:
  • Build strong relationships with current and potential members, identifying their financial goals and providing personalized advice and solutions.
  • Manage an assigned portfolio of members, ensuring their current and future needs are 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 FW products and services, participation in branch campaigns, and seeking potential cross-sell and/or referral opportunities.
  • Mentor other branch employees in the understanding of lending and investment products and services, and provide advice and/or assist employees with member issues in management's absence.
Requirements:
  • 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 First West 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.
  • Displays an understanding of risk and risk ownership by being able to demonstrate adherence to policies and procedures.

Pay Transparency: Salary Range: $55,200 - $70,700. Please note, the salary range mentioned in this job posting should serve as a guide. The final compensation offered may vary based on a variety of factors, including bonuses and/or incentives, or a candidate's skills and experience. First West is committed to providing a fair, equitable, and competitive rewards package that reflects the value an individual brings to our organization.