financial services advisor

Base Pay $58,351.00 - $68,648.00 / YearEmployee Type Full TimeRequired Degree 2 Year DegreeManage Others NoDescriptionReporting to branch leadership, the Financial Services Advisor (FSA) enriches member lives by offering sound advice, providing financial solutions and building long term relationships. This position is responsible for the promotion and sale...

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...

Emerald Park, SaskatchewanAt 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...

Join as a Financial Services Advisor focusing on member engagement and tailored financial advice. This role bridges individual needs with optimal financial solutions for both clients and businesses. You will be responsible for crafting successful investment and loan strategies while ensuring risk management alignment. With your bachelor’s degree and a...

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...

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...

Step into a career as a Financial Services Advisor at CIBC's Contact Centre in Toronto. Engage meaningfully with clients through outbound calls to recommend tailored financial products. This temporary, full-time position offers the chance to proactively contact clients, helping them navigate their financial journeys by offering appropriate solutions....

Step into a career as a Financial Services Advisor at CIBC's Contact Centre in Toronto. Engage meaningfully with clients through outbound calls to recommend tailored financial products. This temporary, full-time position offers the chance to proactively contact clients, helping them navigate their financial journeys by offering appropriate solutions....

Momentum Financial Services Group, operating as Money Mart, is seeking an energetic Retail Team Member to support customers with personal lending products, cash handling, and everyday financial services. You will interview customers, review information, recommend solutions, and complete transactions while delivering exceptional service. Join a team focused...

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...

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...

Kawartha Financial Services in Bracebridge, ON is seeking a Financial Services Representative to support retail lending and mutual funds, delivering needs-based advice and excellent member service. You will assess member needs, process personal loans, lines of credit, and mortgages, and travel to support branches in the Northern District as needed;...

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...

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 travel...

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...

Kawartha Financial Services in Bracebridge, ON is seeking a Financial Services Representative to support retail lending and mutual funds, delivering needs-based advice and excellent member service.You will assess member needs, process personal loans, lines of credit, and mortgages, and travel to support branches in the Northern District as needed; applicants...

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...

Meridian Credit Union in Guelph, ON is seeking a Financial Services Associate for an on-site, full-time role. You will provide advice-based banking, manage member portfolios, and promote Meridian products and services to help Members achieve their financial goals.Strong communication and relationship-building skills are essential. You will work closely with...

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...

The Opportunity Build your own business, where your success is driven by the relationships you build, the people you support, and the impact you make in your community. Co-operators is expanding its financial services presence across Canada, and we are looking for driven, relationship-centric professionals who are eager to build an independent business and...