Financial Advisor (Tsawwassen Branch)

Job Description

We are currently seeking a licensed Financial Advisor to join our team in Tsawwassen. The role is focused on providing exceptional customer service to current and potential members by offering a full range of deposit, investment, and complex lending services. This role identifies member life‑stage cycles, provides solutions to financial needs, and/or refers members to an appropriate advisor. The Financial Advisor manages a portfolio of members.

Accountabilities

• Member Service : Builds strong relationships with current and potential members; identifies member life‑stage cycles and provides financial advice or referrals.
• Member Transactions : Processes a full range of complex member transactions including personal loans, retail mortgages, RRSP loans, investment products (typically under $100K in investible assets), opening personal or business accounts, debit/credit cards, LOC/overdraft protection, and relate...