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Financial Advisor (Cherry Lane Branch)

Envision Financial
Full-time Penticton, British Columbia Financial Specialists
Posted:
March 03, 2026
Location:
Penticton, British Columbia, Canada

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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    Job Overview

    Job Type: Full-time
    Location: Penticton, Canada
    Posted: March 03, 2026
    Deadline: April 12, 2026