Senior Financial Advisor: Wealth Growth

4 days 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.
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