Financial Advisor (Downtown Kelowna Branch)

Envision Financial

Full-time Kelowna, British Columbia Financial Specialists

Posted:

March 21, 2026

Location:

Kelowna, British Columbia, Canada

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 your application for the Financial Advisor (Downtown Kelowna Branch) position at Envision Financial.
Apply Now Save for Later
Job Overview

Job Type: Full-time

Location: Kelowna, Canada

Posted: March 21, 2026

Deadline: April 30, 2026