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Member-Focused Financial Advisor: Lending & Investments
Job in
Keremeos, Kelowna, BC, Canada
Listed on 2026-01-13
Listing for:
Valley First, a division of First West Credit Union
Full Time
position Listed on 2026-01-13
Job specializations:
-
Finance & Banking
Financial Sales, Banking & Finance -
Customer Service/HelpDesk
Banking & Finance
Job Description & How to Apply Below
A prominent financial cooperative in Canada is looking for a Financial Advisor to provide exceptional customer service and manage member portfolios. This role involves processing various complex transactions and achieving sales targets while building community relationships. Candidates should have a minimum two-year diploma, Mutual Funds License, and experience in customer service within financial services. Flexible work arrangements and comprehensive benefits are offered to support your lifestyle.
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