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Senior Financial Advisor - Client & Solutions

Job in Keremeos, Kelowna, BC, Canada
Listing for: First West Credit Union
Full Time position
Listed on 2026-01-14
Job specializations:
  • Finance & Banking
    Insurance Sales, Financial Sales
  • Sales
    Insurance Sales, Financial Sales
Job Description & How to Apply Below
Position: Senior Financial Advisor - Client Growth & Solutions
Location: Keremeos

A leading financial cooperative in BC is seeking a Senior Financial Advisor to provide exceptional customer service to members. The advisor will manage a portfolio and conduct complex transactions while supporting branch goals through proactive promotion of products. Candidates should have a diploma, Mutual Funds License, and a successful track record in sales. Benefits include customizable health options, performance-based compensation, and flexible work arrangements.
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Position Requirements
10+ Years work experience
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