Senior Financial Advisor
2 weeks ago
F R C LOGISTICS LTD. is seeking a skilled Senior Financial Advisor to join our team. The ideal candidate will have a strong background in financial planning and analysis, with the ability to identify clients' financial goals and objectives.
The successful candidate will be responsible for supervising staff, analyzing clients' financial records, and developing financial plans. They will also be expected to make recommendations concerning cash management, insurance coverage, investment planning, retirement, and estate planning.
The role requires a minimum of 1 year to less than 2 years of experience in a similar position. The successful candidate will be offered a permanent position with a 40-hour workweek and a dental plan.
The language of work is English.
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Senior Financial Advisor
1 month ago
Surrey, British Columbia, Canada Envision Financial Full timeJob SummaryWe are seeking a highly skilled and experienced 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 ResponsibilitiesBuild strong...
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Senior Financial Advisor
1 week ago
Surrey, British Columbia, Canada Envision Financial Full timeWe 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,...
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Senior Financial Consultant
4 weeks ago
Surrey, British Columbia, Canada Envision Financial Full timeSenior 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...
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Senior Financial Consultant
4 weeks ago
Surrey, British Columbia, Canada Envision Financial Full timeSenior 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...
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Senior Financial Consultant
1 month ago
Surrey, British Columbia, Canada Envision Financial Full timeSenior 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...
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Senior Financial Consultant
1 month ago
Surrey, British Columbia, Canada Envision Financial Full timeSenior 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...
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Senior Financial Consultant
2 weeks ago
Surrey, British Columbia, Canada Envision Financial Full timeWe 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...
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Senior Financial Advisor
1 week ago
Surrey, British Columbia, Canada F R C LOGISTICS LTD. Full timeAbout the Role:F R C LOGISTICS LTD. is seeking a highly skilled Senior Financial Advisor to join our team. As a Senior Financial Advisor, you will be responsible for identifying clients' financial goals and objectives, supervising staff, analyzing clients' financial records, and developing financial plans for clients.Key Responsibilities:Identify clients'...
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Senior Financial Consultant
4 weeks ago
Surrey, British Columbia, Canada Envision Financial Full timeSenior 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...
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Senior Financial Consultant
1 month ago
Surrey, British Columbia, Canada Envision Financial Full timeSenior 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...
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Senior Financial Consultant
1 month ago
Surrey, British Columbia, Canada Envision Financial Full timeSenior 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...
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Senior Financial Consultant
2 weeks ago
Surrey, British Columbia, Canada Envision Financial Full timeSenior 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...
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Senior Financial Consultant
4 weeks ago
Surrey, British Columbia, Canada Envision Financial Full timeSenior 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...
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Senior Financial Consultant
2 weeks ago
Surrey, British Columbia, Canada Envision Financial Full timeWe 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...
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Senior Financial Consultant
2 months ago
Surrey, British Columbia, Canada Envision Financial Full timeJob SummaryWe 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 ResponsibilitiesMember Service: Build strong...
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Senior Financial Consultant
2 months ago
Surrey, British Columbia, Canada Envision Financial Full timeJob SummaryWe 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 ResponsibilitiesMember Service: Build strong...
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Senior Financial Services Professional
2 months ago
Surrey, British Columbia, Canada Envision Financial Full timeJob SummaryWe 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 ResponsibilitiesMember Service: Build strong...
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Senior Financial Services Professional
2 months ago
Surrey, British Columbia, Canada Envision Financial Full timeJob SummaryWe 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 ResponsibilitiesMember Service: Build strong...
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Senior Financial Services Professional
1 month ago
Surrey, British Columbia, Canada Envision Financial Full timeSenior 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:Build strong relationships with current and potential members, identifying their financial needs and...
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Senior Financial Services Professional
2 months ago
Surrey, British Columbia, Canada Envision Financial Full timeSenior Financial Advisor RoleWe 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...