Envision Financial

Financial Advisor (Ganges (Salt Spring) Branch)

📍 Location

Capital, British Columbia

⏰ Job Type

Full-time

📅 Posted

March 20, 2026

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Job Description

We are currently seeking a Financial Advisor to join our team.
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 personal or business accounts, debit/cr...
    

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