Financial Services Advisor: Lending

Beem Credit Union is seeking a Financial Solutions Specialist at the Willoughby Branch to provide advanced, licensed investment advice and multi-goal strategies within a holistic member experience. You will collaborate with investment and credit partners, document assessments in CRM, and mentor team members while expanding advisory services across...

Emerald Park, Saskatchewan At Conexus, we are focused on supporting our members with their needs of today, while also helping them pursue their goals for the future. It’s more than conducting a banking transaction, it’s about providing insightful content, tools, expert advice, and a full suite of products to inspire confidence in their financial...

BMO Financial Group in Canada is seeking a customer-focused associate to provide credit and lending-related sales and service to customers. You will advise on lending strategies, fulfill service activities, and refer to other groups as needed. The role requires bilingual English, Mandarin and Cantonese, and experience in a contact centre environment....

Vancity in Richmond, BC is seeking a Financial Services Representative to be the first point of contact for members, delivering personalized service and building trust from the moment they walk through the door. This full-time, on-site role covers everyday banking, borrowing, investments, and protection while guiding members toward the right products and...

Elevate your career as a Senior Manager within MNP's Indigenous External Financial Advisory Services team. Combine your leadership skills with a commitment to supporting Indigenous communities throughout Canada.In this pivotal role, you'll navigate complex financial environments while providing essential advisory services to over 270 Indigenous...

CIBC in Toronto, ON is hiring a Financial Services Representative fluent in Mandarin/Cantonese to serve clients in a fast-paced banking centre. You will build relationships, assess personal and business goals, and tailor solutions to help clients achieve financial success. The role requires on-site work, occasional evenings/weekends, and willingness to...

Provincial Credit Union in Canada is seeking a Financial Services Officer to help members navigate lending, investments, and deposits with trusted guidance in person or digitally. You’ll meet members, assess loan applications, explain options, and ensure compliance with policies. Bilingual French/English is an asset; travel between Wellington and O'Leary...

As a locally based financial institution, Cambrian Credit Union is known for working within our community. Everything we do at Cambrian is guided by our five simple values: Integrity and Honesty; Member Focused; Competitive; Community Involvement; Innovative Spirit. Cambrian Credit Union is seeking a Senior Financial Advisor to join our dynamic Wealth...

Money Mart in Canada’s Nipissing District (North Bay) seeks a Financial Service Representative to help customers with personal lending, cheque cashing, money transfers and everyday banking needs. You will interview customers, assess financial needs, and connect them with suitable products while delivering exceptional service. The role combines sales,...