Envision Senior Advisor: Financial Expertise

Join the Envision team in Abbotsford, BC, as a Senior Financial Advisor. Provide expert financial guidance and customer service to a portfolio while actively supporting branch goals.

This Senior Financial Advisor role emphasizes relationship-building with members, addressing their diverse financial needs through relevant advisory conversations. You will develop and facilitate member interactions that lead to positive financial outcomes and strategically promote branch services.

Key Responsibilities:

• Build strong relationships with assigned member portfolios

• Conduct various complex transactions and services for members

• Achieve sales and referral targets through member engagement

• Offer mentorship on lending and investment strategies

• Manage daily tasks to enhance the overall service experience

Requirements:

• 2 years of college or Tech School Diploma

• Required Mutual Funds License

• Previous experience as a Financial Advisor

• Demonstrated success in retail financial products

• Familiarity with banking systems and procedures

Leverage your expertise in investments and lending to support members and contribute to the success of Envision.
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