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Senior Financial Advisor: Wealth, Lending & Member

Job in Delta, BC, Canada
Listing for: First West Credit Union
Full Time position
Listed on 2026-01-15
Job specializations:
  • Finance & Banking
    Financial Sales, Banking & Finance
Job Description & How to Apply Below
Position: Senior Financial Advisor: Wealth, Lending & Member Growth
A leading financial institution in the Metro Vancouver area is looking for a Senior Financial Advisor to provide exceptional service to members. The ideal candidate will manage a portfolio of clients, assist with complex member transactions, and support branch goals by promoting various financial products. A College or Tech School diploma and Mutual Funds License are essential, along with strong relationship-building skills and a proven sales record.

The role requires a self-starter with excellent problem-solving abilities and proficiency in banking software.
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Position Requirements
10+ Years work experience
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