Senior Financial Advisor: Wealth Growth
4 days ago
A regional credit union is seeking a Senior Financial Advisor to enhance customer service and offer comprehensive investment advice. This role involves processing various member transactions and mentoring branch employees. Ideal candidates will have a college diploma, mutual funds license, and 2-3 years of relevant experience. Strong relationship-building skills and a proven sales record in financial services are essential. This position emphasizes achieving branch goals and maintaining exceptional member experiences.
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CA Financial Advisor
6 days ago
Penticton, Canada Edward Jones Full timeJob OverviewEdward Jones proudly serves over 190,000 Canadians and spans 660 branches with more than 870 advisors across the country. As one of the largest independent wealth services providers in the country, we have ambitious plans to help many more Canadians improve their financial wellness through comprehensive advice and planning. Over the past 6+...
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Wealth Services Assistant
8 hours ago
Penticton, British Columbia, Canada First West Careers Full time $60,000 - $90,000 per yearWe are currently seeking a Wealth Services Assistant to join our team.The Wealth Services Assistant provides administrative and marketing support to assigned Senior Wealth Advisors and responds to routine member/client inquiries. Responsibilities include: assisting in the preparation of client meetings, transaction documentation and participating in...
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Financial Advisor
4 weeks ago
Penticton, Canada Co-operators Full timeJoin to apply for the Financial Advisor role at Co-operators The Opportunity As an exclusive Financial Advisor of Co-operators you are an entrepreneurial-minded leader. You are a high achieving business builder who will manage your own insurance agency with the full support of an established company. As an independent contracted Financial Advisor of...
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Financial Advisor
4 weeks ago
Penticton, Canada Co-operators Full timeJoin to apply for the Financial Advisor role at Co-operators The Opportunity As an exclusive Financial Advisor of Co-operators you are an entrepreneurial-minded leader. You are a high achieving business builder who will manage your own insurance agency with the full support of an established company. As an independent contracted Financial Advisor of...
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Senior Financial Advisor
4 days ago
Penticton, Canada First West Credit Union Full timeDescription We are currently seeking a Senior Financial Advisor to join our team. The Senior Financial Advisor provides exceptional customer service to a portfolio of members by offering a full range of investment, deposit and complex lending services. The Senior Financial Advisor identifies member life stage cycle and provides solutions to financial needs,...
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Financial Advisor
2 weeks ago
Penticton, Canada Co-operators Full timeThe OpportunityAs an exclusive Financial Advisor of Co-operators you are an entrepreneurial-minded leader. You are a high achieving business builder who will manage your own insurance agency with the full support of an established company. As an independent contracted Financial Advisor of Co-operators, you will build strong, visible ties to the community and...
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Financial Advisor
1 week ago
Penticton, British Columbia, Canada First West Credit Union Full time $60,000 - $100,000 per yearDescriptionWe are currently seeking a Financial Advisor to join our team.The Financial Advisor provides exceptional customer service to current and potential members by offering a full range of deposit/investments and complex lending services. This role identifies member life stage cycle and provides solutions to financial needs, and/or refers member to an...
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Financial Advisor
1 week ago
Penticton, Canada Co-operators Full timeThe Opportunity As an exclusive Financial Advisor of Co-operators you are an entrepreneurial-minded leader. You are a high achieving business builder who will manage your own insurance agency with the full support of an established company. As an independent contracted Financial Advisor of Co-operators, you will build strong, visible ties to the community...
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Member Solutions Advisor
6 days ago
Penticton, Canada Envision Financial Full timeWe are currently seeking a Member Solutions Advisor to join our team.The Member Solutions Advisor is based in the member advice centre and provides exceptional customer service to current and potential members by offering a range of deposit and personal lending services. The Member Solutions Advisor identifies member life stage cycle and provides solutions...
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Financial Planner
1 week ago
Penticton, British Columbia, Canada First West Credit Union Full time $80,000 - $120,000 per yearDescriptionWe are currently seeking a Financial Planner to join our team.The Financial Planner is responsible for working with and managing a book of high value members in assigned, multiple branch locations, by offering a full range of investment and financial planning advice including deposit and lending services. This role meets regularly with assigned...