Financial Advisor (Tsawwassen Branch)

Envision Financial

📍 Tsawwassen, British Columbia, Canada

Full-time Financial Specialists

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/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. 
Accountabilities
Member Service: Builds strong relationships with current and potential members; identifies member life stage cycle and provides financial advice to members or refers to appropriate advisor.
Member Transactions: Processes a full range of complex member transactions including, but not limited to personal loans, retail mortgages and RRSP loans; investment products (typically under $100K in investible assets); opening personal or business accounts, debit/credit cards, LOC/overdraf...
        

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Job Details

Location Tsawwassen, British Columbia

Job Type Full-time

Category Financial Specialists

Posted July 18, 2026

Deadline August 27, 2026