Senior Financial Advisor: Wealth Growth

4 weeks ago


Penticton, Canada First West Credit Union Full time

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.
#J-18808-Ljbffr



  • Penticton, Canada Edward Jones Full time

    Base pay rangeCA$38,500.00/yr - CA$100,000.00/yrJob 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...

  • CA Financial Advisor

    4 weeks ago


    Penticton, Canada Edward Jones Full time

    Job 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+...


  • Penticton, Canada Edward Jones Full time

    Job 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+...


  • Penticton, Canada Edward Jones Full time

    A leading wealth services firm is seeking a Financial Advisor to partner with clients in achieving their long-term financial goals. You will develop your own practice, supported by a client support team and expert advice from market analysts. This full-time role offers autonomy and rewards based on client-focused results. The ideal candidate has a strong...


  • Penticton, BC, Canada code4 Full time €38,500 - €100,000

    Job Overview Edward 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+...


  • Penticton, Canada First West Credit Union Full time

    Description 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,...

  • Financial Advisor

    1 day ago


    Penticton, Canada Co-operators Full time

    The 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...

  • Financial Advisor

    1 week ago


    Penticton, British Columbia, Canada Co-operators Career Full time

    The 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...


  • Penticton, Canada CIBC Full time

    We’re building a relationship-oriented bank for the modern world. We need talented, passionate professionals who are dedicated to doing what’s right for our clients. At CIBC, we embrace your strengths and your ambitions, so you are empowered at work. Our team members have what they need to make a meaningful impact and are truly valued for who they are...

  • Financial Planner

    1 week ago


    Penticton, British Columbia, Canada First West Credit Union Full time

    DescriptionWe 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...