Senior Financial Advisor: Wealth, Lending

4 weeks ago


Delta, Canada Envision Financial Full time

A leading financial institution is seeking a Senior Financial Advisor to join their team in Metro Vancouver. This role involves providing exceptional customer service and managing a portfolio of members with complex financial needs. Requirements include a College Diploma, Mutual Funds License, and 2-3 years in a Financial Advisor role. The ideal candidate will excel in building strong relationships and achieving sales targets while ensuring compliance with policies.
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