Job Description
Support financial growth at Envision as a Senior Financial Advisor in Abbotsford, BC. Deliver exceptional service to members while managing a diverse portfolio and complex financial services.
As a Senior Financial Advisor at Envision, you will engage with members to assess their financial journeys and provide tailored solutions. This role focuses on high-value portfolios, ensuring each member's diverse investment and lending needs are met. Develop relationships and execute strategies to achieve branch goals and enhance member satisfaction.
Key Responsibilities: • Build strong relationships with current and potential members • Process complex member transactions like mortgages and loans • Drive branch goals through proactive product promotion • Mentor branch staff on lending and investment products • Prioritize tasks to enhance member experience
Requirements: • College or Tech School Diploma in related field • Mutual Funds License required • 2-3 years experien...
As a Senior Financial Advisor at Envision, you will engage with members to assess their financial journeys and provide tailored solutions. This role focuses on high-value portfolios, ensuring each member's diverse investment and lending needs are met. Develop relationships and execute strategies to achieve branch goals and enhance member satisfaction.
Key Responsibilities: • Build strong relationships with current and potential members • Process complex member transactions like mortgages and loans • Drive branch goals through proactive product promotion • Mentor branch staff on lending and investment products • Prioritize tasks to enhance member experience
Requirements: • College or Tech School Diploma in related field • Mutual Funds License required • 2-3 years experien...
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