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Senior Financial Advisor — Wealth & Portfolio

Job in Oliver, Kelowna, BC, Canada
Listing for: Valley First, a division of First West Credit Union
Full Time position
Listed on 2026-01-13
Job specializations:
  • Finance & Banking
Salary/Wage Range or Industry Benchmark: 80000 - 100000 CAD Yearly CAD 80000.00 100000.00 YEAR
Job Description & How to Apply Below
Position: Senior Financial Advisor — Wealth & Portfolio Growth
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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