Strategic Financial Planning Specialist
3 weeks ago
We are seeking a Senior Financial Advisor to join our team in Kelowna within our Valley First division.
Job OverviewThe successful candidate will provide exceptional customer service to a portfolio of members by offering a full range of investment, deposit and complex lending services.
Key responsibilities include mentoring other branch employees in the understanding of lending and investment products and services.
- Mutual Funds License required
- PFP preferred
- 2-3 years in a Financial Advisor role, or equivalent
We offer a competitive total cash compensation package that reflects an individual's skills and experience. The estimated annual salary for this position is around $80,000 - $110,000 CAD, based on national averages for similar roles in Canada.
What We Offer- Mental health coverage and resources
- Customizable health benefits, as well as topped-up parental leave
- Performance-based compensation, employee banking advantages and group RRSP matching
- Vacation time and flexible work arrangements to support your lifestyle
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