Jobs: retail financial advisor

  • Financial Advisor

    2 weeks ago


    Victoria, Canada Envision Financial Full time

    We are currently seeking a Financial Advisor to join our team.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 financial needs, and/or refers member to an...


  • Victoria, Canada Envision Financial Full time

    We are currently seeking a Senior Financial Advisor to join our team.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 solutions to financial needs, and/or refers...


  • Delta, Canada Envision Financial Full time

    We are currently seeking a Senior Financial Advisor to join our team.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 solutions to financial needs, and/or refers...

  • Financial Advisor

    3 weeks ago


    Chilliwack, Canada Envision Financial, a division of First West Credit Union Full time

    We are currently seeking a Financial Advisor to join our team. 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 financial needs, and/or refers member to...

  • Financial Advisor

    4 days ago


    Squamish, Canada BlueShore Financial Full time

    **Financial Advisor** Delivering senior advisory services in our Financial Spa in Squamish, this position is responsible for fostering valued relationships with an established book of assigned clients by promoting financial wellness across all credit, investment, insurance and banking products. The Financial Advisor will collaborate with specialist partners...

  • Financial Advisor

    1 month ago


    Chilliwack, Canada Envision Financial, a division of First West Credit Union Full time

    **Position Description** 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 financial needs, and/or refers member to an appropriate advisor. This position...

  • Financial Advisor

    2 weeks ago


    Mission, British Columbia, Canada Envision Financial, a division of First West Credit Union Full time

    We are currently seeking a Financial Advisor to join our team.The Financial Advisor provides exceptional customer service to current and potential members by offering a full range of deposit/investments and complex lending services. This role identifies member life stage cycle and provides solutions to financial needs, and/or refers member to an appropriate...

  • Financial Advisor

    4 days ago


    Mission, British Columbia, Canada Envision Financial, a division of First West Credit Union Full time

    Job DescriptionWe are currently seeking a Financial Advisor to join our team.The Financial Advisor provides exceptional customer service to current and potential members by offering a full range of deposit/investments and complex lending services. This role identifies member life stage cycle and provides solutions to financial needs, and/or refers member to...

  • Financial Advisor

    2 weeks ago


    Vancouver, Canada Investco Financial Corporation Full time

    We are seeking a motivated and experienced Financial Advisor to join our team at Investco Financial. The Financial Advisor will play a pivotal role in delivering personalized financial planning and investment advice to clients, helping them navigate complex financial decisions and achieve their long‑term objectives. Responsibilities Provide personalized...


  • Chilliwack, Canada Envision Financial Full time

    Senior Financial Advisor (Chilliwack City Branch)Join to apply for the Senior Financial Advisor (Chilliwack City Branch) role at Envision Financial, a division of First West Credit UnionWe are currently seeking a Senior Financial Advisor to join our team.The Senior Financial Advisor provides exceptional customer service to a portfolio of members by offering...


  • Hamilton, Canada Kestra Financial Independent Advisor Full time

    A financial services firm in Hamilton, Ontario is seeking a Paraplanner to support Lead Advisors by providing technical assistance and client service. The Paraplanner will manage data in financial planning software, prepare for client meetings, and analyze investments. Ideal candidates should have a Bachelor's degree in finance or accounting, along with over...

  • Financial Advisor

    2 weeks ago


    Toronto, Canada CI Financial Full time

    At CI, we see a great place to work as one that is a safe place for everyone to have a voice, where people are empowered to take ownership over meaningful work, where there is an opportunity to grow through stretching themselves, where they can work on innovative products and projects, and where employees are supported and engaged in doing so.Job OverviewWe...

  • Financial Advisor

    2 weeks ago


    Capital, Canada Envision Financial Full time

    We are currently seeking a Financial Advisor to join our team.The Financial Advisor provides exceptional customer service to current and potential members by offering a full range of deposit/investments and complex lending services. This role identifies member life stage cycle and provides solutions to financial needs, and/or refers member to an...

  • Financial Advisor

    2 weeks ago


    Broadway, Winnipeg, MB RC R, Canada LP Financial Services Full time

    Company Description LP Financial Planning Services Ltd (LPFPS) is a Winnipeg based CIRO dealer that has been supporting financial advisors for over three decades and continually strives to integrate industry leading processes and systems. Presently servicing a select group of advisors in both Winnipeg and Western Canada, LP Financial is taking steps to grow...

  • Financial Advisor

    1 month ago


    Abbotsford, Canada Envision Financial, a division of First West Credit Union Full time

    We are currently seeking a Financial Advisor to join our team. 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 financial needs, and/or refers member to...

  • Financial Advisor

    2 weeks ago


    Winnipeg, MB RC R, Canada LP Financial Services Full time

    Company DescriptionLP Financial Planning Services Ltd (LPFPS) is a Winnipeg based CIRO dealer that has been supporting financial advisors for over three decades and continually strives to integrate industry leading processes and systems. Presently servicing a select group of advisors in both Winnipeg and Western Canada, LP Financial is taking steps to grow...


  • Newmarket, Canada Serenia Life Financial Full time

    **Join Our Team as a Financial Insurance Advisor and Make a Difference**: **Imagine working for a company that is both Human and Kind...** At Serenia Life Financial, we've been helping people protect the ones they love and live generously for nearly a century. We believe in understanding our clients' financial needs and proactively providing solutions. As a...

  • Financial Advisor

    1 month ago


    Toronto, Canada CI Financial Full time

    Location: Toronto, ON, Canada Date Posted: Sep 25, 2025 **Description** At CI, we see a great place to work as one that is a safe place for everyone to have a voice, where people are empowered to take ownership over meaningful work, where there is an opportunity to grow through stretching themselves, where they can work on innovative products and projects,...

  • Financial Advisor

    1 week ago


    Winnipeg, Manitoba, Canada LP Financial Services Full time

    Company DescriptionLP Financial Planning Services Ltd (LPFPS) is a Winnipeg based CIRO dealer that has been supporting financial advisors for over three decades and continually strives to integrate industry leading processes and systems. Presently servicing a select group of advisors in both Winnipeg and Western Canada, LP Financial is taking steps to grow...

  • Financial Advisor

    2 weeks ago


    Winnipeg, Manitoba, Canada LP Financial Services Full time

    Company DescriptionLP Financial Planning Services Ltd (LPFPS) is a Winnipeg based CIRO dealer that has been supporting financial advisors for over three decades and continually strives to integrate industry leading processes and systems. Presently servicing a select group of advisors in both Winnipeg and Western Canada, LP Financial is taking steps to grow...