🔔 Get instant job alerts delivered to your inbox! Set up your first alert →
Home › Jobs Near Canada › Financial Advisor (Downtown Kelowna Branch)
📍 Local Job Near You

Financial Advisor (Downtown Kelowna Branch)

🏢
Envision Financial
📍 Canada, Canada
📍
Location Canada
📅
Posted March 23, 2026
🚗
Commute Local Area
🎯
Local Opportunity Near You!

This job is in your area. Enjoy a short commute and work close to home.

📋
Job Description

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. 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/overdraft protection, and related insurance products.
  • Bran...

    • Apply for This Job

    Submit Application

    Quick and secure application process

    📍 Location Details

    🌆
    City
    Canada
    🗺️
    Country
    Canada
    🚗
    Commute
    Local Area

    🔍 More Jobs Nearby

    Explore other opportunities in Canada

    View Local Jobs