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Matching Rrsp Jobs in Victoria, BC (NOW HIRING)

Lordco Auto Parts

Delivery Driver

Victoria, BC

CA$18.25/hr

Education and Savings Plans, RRSP matching * Health and Wellness Program * Employee & Family Assistance Program * Generous Employee Perks and Discounts * Career Development Support & Promote-From ...

Lordco Auto Parts

Delivery Driver

Victoria, BC

Education and Savings Plans, RRSP matching * Health and Wellness Program * Employee & Family Assistance Program * Generous Employee Perks and Discounts * Career Development Support & Promote-From ...

Lordco Parts Ltd.

Delivery Driver

Victoria, BC

$18.25/hr

Education and Savings Plans, RRSP matching * Health and Wellness Program * Employee & Family Assistance Program * Generous Employee Perks and Discounts * Career Development Support & Promote-From ...

Roofmart

Inside Sales

Victoria, BC

CA$25 - CA$27/hr

RRSP Match * Paid Vacation * Floating Days * Employee Assistance Program * Employee Engagement Events * Awards and Recognition * Tuition reimbursement * Service Awards * Employee Perks & Discounts ...

Lordco Parts Ltd.

Cashier

Victoria, BC · On-site

$18.25/hr

Education and Savings Plans, RRSP matching * Health and Wellness program * Employee & Family Assistance Program * Generous Employee Perks and Discounts * Career Development Support & Promote-From ...

Baker Tilly Victoria Ltd.

Bookkeeper

Victoria, BC · On-site

RRSP matching Where you'll work: Uptown, Westshore, or Sidney, BC Job type: Full-time, permanent Your schedule: Monday to Friday; Flexible start and end times; 1 work from home day permitted per week.

Lordco Parts Ltd.

Delivery Driver

Sidney, BC

$18.25/hr

Education and Savings Plans, RRSP matching * Health and Wellness Program * Employee & Family Assistance Program * Generous Employee Perks and Discounts * Career Development Support & Promote-From ...

Glentel

Wireless Sales Representative

Victoria, BC

Extended health and dental Plan, RRSP matching, and, Employee Family Assistance Program, providing peace of mind and support for you and your family. * Training and Development: We are committed to ...

GFL Environmental

Class 1/3 Driver

Victoria, BC · On-site

RRSP Matching. * A work environment to encourage professional growth and development. This is a safety sensitive position. Offers of employment are conditional upon successful completion of a pre ...

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All JobsMatching Rrsp JobsMatching Rrsp Jobs in Victoria, BC

Matching Rrsp information

What is the difference between Matching Rrsp vs Financial Advisor?

AspectMatching RrspFinancial Advisor
Required CredentialsRegistered Retirement Savings Plan (RRSP) knowledge, basic financial literacyCertifications like CFP, CFA, or CFP designation, financial planning credentials
Work EnvironmentOften self-directed, online platforms, or employer-sponsored programsClient-facing, advisory offices, or financial institutions
Employer & Industry UsageUsed by individuals and employers for retirement savingsEmployed by banks, financial firms, or as independent advisors
Search & Comparison IntentUnderstanding RRSP matching benefits, savings strategiesSeeking financial planning, investment advice, or career info

Matching Rrsp refers to employer-matched contributions to your Registered Retirement Savings Plan, focusing on savings strategies. A Financial Advisor provides personalized financial planning and investment advice, often requiring professional certifications. While both relate to retirement and investments, Matching Rrsp is a savings feature, whereas a Financial Advisor offers comprehensive financial guidance.

What cities near Victoria, BC are hiring for Matching Rrsp jobs? Cities near Victoria, BC with the most Matching Rrsp job openings:
Matching Rrsp jobs near you

Senior Financial Advisor (Mayfair Branch)

First West Credit Union

Victoria, BC • On-site

Other

Medical, PTO

Posted 16 days ago

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

  1. 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.
  2. Member Transactions: Processes a full range of complex member transactions including, but not limited to: MFDA products and services; retail mortgages, personal and RRSP loans; opening personal or business accounts, debit/credit cards, LOC/overdraft protection, and related insurance products.
  3. 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 general public.  Achieves established annual sales and referral targets.
  4. Branch Support:  Mentors other branch employees in the understanding of lending and investment products and services; and provides advice and/or assists employees with member issues in management's absence.
  5. 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/Regional Differentiation: 

  • Lending limits will be assigned in consultation with credit services - based on experience and competency.
  • Assigned a portfolio of high value members based on regional and branch needs.
  • 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
  • Mutual Funds License required
  • Must complete the internal Tru Cooperative certification program specific to this role within the required timeframe
  • PFP preferred
  • 2-3 years in a Financial Advisor role, or equivalent
  • Proven ability to conduct complex advisory, four quadrant conversations
  • Demonstrated ability to recognize needs, identify appropriate products and build strong member relationships
  • Proven track record achieving or exceeding sales targets in retail lending and investment products and service
  • Self-starter with ability to work independently and solve problems using common sense and sound judgment
  • 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.

What's in it for you:

First, we strive to make our team members feel genuinely rewarded. You'll have: 

  • Mental health coverage and resources 
  • Customizable health benefits, as well as topped-up parental leave 
  • Performance-based compensation, employee banking advantages and group RRSP matching 
  • Vacation time and flexible work arrangements to support your lifestyle 

We are committed to providing a fair, equitable, and competitive rewards package that reflects the value an individual brings to our organization. The compensation mentioned in this job posting should serve as a guide. The total cash compensation earned may vary based on a variety of factors including bonuses and/or incentives, an individual's skills and experience, and may correlate with performance in the role.

We also provide and encourage opportunities for our employees to make a meaningful impact. After all, as a credit union we're powered by giving back-in big ways and through small gestures. That's why we offer employees paid time off to volunteer, partner with thousands of local charities, build long-lasting relationships that help our members get ahead and commit to environmental, social and governance (ESG) practices. 

By joining our team, you'll be able to elevate your potential. Wherever your own purpose leads, we're here to support you with award-winning in-house training programs, access to LinkedIn Learning, and reimbursement for external courses to help you get ahead.

Take the next step in your career as part of our team. Apply for this opportunity! 

 Candidates, please note: if you are being considered for this role, you will be required to complete a background check, such as employment verification, credit check and criminal record check. 

Diversity, Equity, Inclusion & Belonging

At Tru Cooperative Bank, we embrace diversity regardless of gender identity or expression, sexual orientation, religion, race, ethnicity, age, diverse ability, and any aspect that makes someone unique. Inclusion is woven through our organization, from our employee-led network groups, hiring practices and education programs that address barriers and continually grow our equitable, diverse and inclusive culture.  

We encourage people who are from equity-deserving groups to apply for a career with us, including women or non-binary people, persons with diverse abilities, Black, Indigenous Peoples, People of Colour and members of 2SLGBTQIA+ communities.

 If an accommodation would help you during the process of applying or interviewing for a career with us, please let us know how we can assist you, whether it's preparing materials in an alternate format, booking an accessible meeting room or other arrangement. 

Your individuality is welcome here. 

About Us 

We're a financial cooperative that does things differently. We provide time-tested advice that helps our members feel optimistic about their future, and we offer comprehensive banking solutions that enable people to confidently reach their goals. With the financial strength and extended branch network of a large financial institution, we maintain local connections to our communities and take a unique grassroots approach to service. Our more than 250,000 members and approximately 1,250 employees operate from 45 branches throughout the province of BC, under the Envision Financial, Valley First, Island Savings and Enderby & District Financial brands. Visit firstwestcu.ca for more information on Tru Cooperative Bank. 

Please know we appreciate your interest in us but only candidates selected for an interview will be contacted.


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