Senior Financial Advisor (Penticton Main Branch)

Envision Financial

📍 Penticton, British Columbia, Canada 💼 Full-time 🕒 Posted June 23, 2026

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Job Description

We are currently seeking a Senior Financial Advisor to join our team.
The Senior Financial Advisor provides exceptional customer service to a portfolio of members by offering a full range of investment, deposit and complex lending services. The Senior Financial Advisor identifies member life stage cycle and provides solutions to financial needs, and/or refers member to an appropriate advisor. 
Here’s what would be included as a part of your typical day
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. Manages an assigned portfolio of members (generally with $100,000 to $500,000 in investible assets) through proactive regular contact, ensuring current and future needs are identified and met.
Member Transactions: Processes a full range of complex member transactions including, but not limited ...
            

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Job Details

Location Penticton, British Columbia
Job Type Full-time
Category Financial Specialists
Posted Date June 23, 2026
Application Deadline August 02, 2026