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Financial Advisor (Downtown Chilliwack) Full Time

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Envision Financial
πŸ“ Chilliwack, Canada
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Location Chilliwack
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Posted June 14, 2026
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Commute Local Area
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Local Opportunity Near You!

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Job Description

We are currently seeking aΒ full-time Financial AdvisorΒ to join our team in downtown Chilliwack.

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

  • 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 person...
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    πŸ“ Location Details

    πŸŒ†
    City
    Chilliwack
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    Country
    Canada
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    Commute
    Local Area

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