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Senior Financial Advisor: Portfolios & Members
Job in
Penticton, 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 Advisor, Financial Sales, Financial Services
Job Description & How to Apply Below
Location: Penticton
A leading financial services provider is seeking a Senior Financial Advisor in Penticton, Canada. The role involves managing a portfolio of clients by delivering exceptional customer service across investment and lending services. The ideal candidate should possess a diploma, relevant licenses, and experience as a Financial Advisor. The company offers performance-based compensation, health benefits, and flexible work arrangements to enhance your lifestyle.
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Position Requirements
10+ Years
work experience
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