Full-time jobs in Maple Ridge, British Columbia

Find full-time jobs in Maple Ridge, British Columbia and nearby towns within 25 km. Read the full details and apply.

Newest first

Within 25 km of Maple Ridge

Added 5 months ago
Grade 4 Homeroom Teacher
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Added 5 months ago
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Added 3 months ago
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Surrey, British Columbia
Added 3 months ago
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Added 4 months ago
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Maple Ridge, BC
Added 1 month ago
Financial Advisor (Ridge Meadows Branch)
First West
Maple Ridge, BC
Added 5 months ago
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First West

Financial Advisor (Ridge Meadows Branch)

20133 Lougheed Hwy, Maple Ridge, BC, V2X 2P6, Canada

Within 25 km of Maple Ridge · About 4.4 km from the city centre

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Job details

Experience: College or Tech School Diploma (2 years) in related discipline or equivalent combination of education and experience required
Posted: Sep 11, 2026

Original job description

We are currently seeking a Financial Advisor to join our team.

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.

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.
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.
Branch Goals: Supports achievement of annual branch goals and objectives through proactive promotion of Tru Cooperative Bank products and services, participation in branch campaigns, and actively seeks potential cross-sell and/or referral opportunities during interaction with members or potential members. Achieves established annual sales and referral targets.
Branch Support: Performs a variety of administrative duties which may include, but not limited to: administration of estates, completion of loan applications, conducting credit investigations, and follow-up phone calls to members, as required.
Other duties as required by branch leadership. Utilizes the Day in the Life as a guideline to prioritize and manage schedules - to align efforts in reaching goals while offering a remarkable, consistent member experience across Tru Cooperative.

Branch Differentiation: Based on the needs of the members and individual circumstances, the following may apply:

Lending limits will be assigned in consultation with credit services, based on experience and competency
In pilot locations, a key accountability is to build/maintain a strong presence and relationship in the community

Required Skills, Experience & Qualifications

College or Tech School Diploma (2 years) in related discipline or equivalent combination of education and experience required
Mutual Funds License required; PFP is an asset
Must complete the internal Tru Cooperative certification program specific to this role within the required timeframe
2 years in a Member Advisor role, or equivalent
Demonstrated ability to identify needs and recommend products and services to members
Self-starter with ability to work independently and solve problems using common sense and sound judgment
Proven ability to plan, organize and prioritize workload
Proficient in computer software e.g. Microsoft Office and banking software programs
Displays an understanding of risk and risk ownership by being able to demonstrate adherence to policies and procedures.

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More about this job

Responsibilities

The Financial Advisor manages a portfolio of members by providing financial advice, deposit/investment solutions, and complex lending services. They are responsible for achieving branch sales goals, processing transactions, and performing administrative tasks to support branch operations.

Requirements

Candidates must have a college or tech school diploma and a Mutual Funds License. At least 2 years of experience in a Member Advisor role or equivalent is required, along with proficiency in banking software and Microsoft Office.

Skills

Financial advice
Customer service
Lending services
Portfolio management
Relationship building
Investment products
Loan processing
Cross-selling
Administrative duties
Credit investigations
Microsoft Office
Banking software
Risk management
Problem solving
Time management

Visa sponsorship

Not detected in the job text

Keywords

Financial Advisor
Deposit
Investments
Lending
Member Service
Personal Loans
Retail Mortgages
RRSP
Mutual Funds License
PFP
Credit Investigations
Risk Ownership
Branch Goals
Cross-sell
Banking Software
Microsoft Office
Financial Planning

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