Financial Advisor (Downtown Kelowna Branch)

Envision Financial

📍 Kelowna, British Columbia, Canada 💼 Full-time 🕒 Posted March 21, 2026

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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.
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Job Details

Location Kelowna, British Columbia

Job Type Full-time

Category Financial Specialists

Posted Date March 21, 2026

Application Deadline April 30, 2026