Financial Advisor (North Delta Branch) Full Time
E
Envision Financial
📍 Delta, British Columbia, Canada
Job Description
We are currently seeking a full-time Financial Advisor to join our team in North Delta.
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 advisor. The Financial Advisor manages a portfolio of members.
Here’s what would be included as a part of your typical day