Financial Advisor: Member Wealth & Lending Specialist

Envision Financial, a division of First West Credit Union · mission, bc, Canada

Location
mission
Job Type
Full-time
Posted
June 29, 2026

Job Description

A leading credit union located in Mission, British Columbia is seeking a Financial Advisor to provide exceptional customer service and manage member relationships. This role involves processing complex financial transactions, supporting branch goals, and advising members on their financial needs. Candidates should have a relevant diploma, a Mutual Funds License, and at least 2 years of experience in a Member Advisor capacity. The ideal candidate will be a self-starter with strong problem-solving skills, proficient in various financial software, and capable of working independently.
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