Senior Financial Advisor — Wealth & Portfolio
Job Description & How to Apply Below
Location: Oliver
A credit union located in the Okanagan-Similkameen region of Canada is seeking a Senior Financial Advisor to provide exceptional customer service and manage a portfolio of members. This role requires building strong relationships, conducting complex member transactions, and achieving sales targets. Candidates should have a college diploma, Mutual Funds License, and 2-3 years of relevant experience. The position offers a dynamic work environment with opportunities for professional growth.
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Position Requirements
10+ Years
work experience
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