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Senior Financial Advisor (Kelowna)

Envision Financial

Kelowna, British Columbia, Canada Full-time July 09, 2026
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Found Description

We are currently seeking Senior Financial Advisors to join our team in Kelowna.

This role focuses on providing 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 to: ...

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    Submit your application for Senior Financial Advisor (Kelowna) at Envision Financial

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    Found Details

    LocationKelowna, British Columbia
    CountryCanada
    TypeFull-time
    CategoryFinancial Specialists
    PostedJuly 09, 2026

    About Envision Financial

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    Envision Financial

    Kelowna, Canada

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